AJ Bell Money & Markets
Levelling Up, a supermarket treat and what’s changed 5 years after the Brexit vote.
25 Jun 2021
This week’s podcast looks at why markets are still jittery about inflation, Dan Coatsworth digs into a series of announcements from central banks and the latest economic data to assess exactly where things stand and how investors are responding. We examine why British supermarkets have been a big temptation for private equity following a bid for Morrisons which saw its shares jump. Will it become the big prize in a bidding war and are our supermarkets undervalued like many UK equities seem to be. 5 years on from the Brexit vote we catch up with AJ Bell’s head of active portfolios Ryan Hughes who gives us the low down on what’s changed, what hasn’t and what’s going on with businesses sentiment and foreign investment. Danni Hewson chats with Henri Murison, director of the northern powerhouse partnership. Brexit played a big part in Boris Johnson’s “red wall” victories but what’s going up with the levelling up agenda and how will having the new UK infrastructure bank based in Leeds change things. Plus Tom Selby digs into all that pension speculation. Is the triple lock in jeopardy, will the Treasury make changes to pension tax relief or the lifetime allowance or is it all just so much hot air? And Jenny Owen’s looking at numismatics as the Royal Mint celebrates the Tokyo Olympics with a new 50 pence piece.
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