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AJ Bell Money & Markets

Outlook for tech stocks, we grill the boss of NS&I, and reasons to be positive on bonds

24 Nov 2022

Description

It’s our 200th episode of the Money and Markets podcast. To celebrate we have three special guests talking about things that really matter to savers and investors. Laura Suter chats to NS&I chief executive Ian Ackerley about premium bonds and savings rates. Dan Coatsworth talks to Polar Capital Technology Trust manager Ben Rogoff about the change in fortunes for tech stocks. Dan asks Ben whether it is time for the Faangs to be relegated and a new group of tech stocks to lead the pack. They also talk about opportunities in the sector following widespread share price declines. Artemis fund manager Rebecca Young explains why investors with a 60/40 equity/bond portfolio shouldn’t panic about the bond component failing to provide support this year. Laith Khalaf looks at the latest activities among equities, currencies and government bonds, while Dan explains why the potential sale of Manchester United football club matters to investors, and why Disney has brought back its old chief executive.

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