AJ Bell Money & Markets
Episodes
Weâve found some good news on the markets! Sectors in demand, company bosses buying shares, assessing the damage among funds, and shopping for gin
19 Mar 2020
Contributed by Lukas
Itâs not all doom and gloom on the stock market. Weâve found a ray of sunshine with a selection of businesses in demand. Discover all in this week...
Budget special: good news for drinkers, drivers, doctors and children
12 Mar 2020
Contributed by Lukas
This weekâs podcast explains the good and bad news in the latest Budget. From pensions and savings to tax allowances, the team cover all the essenti...
The FTSE 350 stocks bucking the market sell-off, Budget preview, getting money back for cancelled travel, and paying in cheques with your phone
05 Mar 2020
Contributed by Lukas
This weekâs podcast reveals the stocks rising when everything else is down, and the team talk about managing a pension in a market sell-off. They di...
Stocks and funds being bought after the market sell-off, how we spend money in retirement, and the investment portfolios of ISA millionaires
28 Feb 2020
Contributed by Lukas
This weekâs podcast discusses the big decline in global stock markets and where investors have shifted their money. Guest Rachel Vahey from AJ Bell ...
Scottish Mortgage fund manager on Tesla and Amazon, understanding strange stock market behaviour, Virgin Galacticâs soaring shares, and debating a cashless society
21 Feb 2020
Contributed by Lukas
This weekâs podcast has an exclusive interview with James Anderson who runs the ÂŁ9bn Scottish Mortgage investment fund. The team also chat about bi...
Football, fake tan and finance! Itâs a podcast special with Lindsell Train fund manager Nick Train who talks about investing in Manchester United, PZ Cussons and Unilever
13 Feb 2020
Contributed by Lukas
This weekâs podcast features an exclusive interview with Nick Train whose Lindsell Train business manages ÂŁ22 billion of investorsâ money. He tal...
The tough job of running a China investment fund, Teslaâs runaway share price, digesting the new-look Just Eat, and millions of pounds in unclaimed pension tax relief.
06 Feb 2020
Contributed by Lukas
This weekâs podcast chats about how fund managers are reacting to the coronavirus. The team debate why Teslaâs value has doubled in a month, and t...
How pensions and investments have been hit by the coronavirus, Woodford refund time, everything you need to know about infrastructure investments and ISAs versus SIPPs
31 Jan 2020
Contributed by Lukas
This weekâs podcast looks at the impact of the major health incident on stocks and commodities. The team also explain why Woodford investors may not...
The property debate: who had it easier between baby boomers and millennials? Plus Marks & Spencer's huge problem and a top fund manager on the outlook for UK stocks.
23 Jan 2020
Contributed by Lukas
This weekâs podcast chats about getting on the housing ladder and the low number of self-employed people with pension savings. The team also conside...
Investing in all things vegan, a big change to cash savings accounts and the UK funds that have soared since the general election
16 Jan 2020
Contributed by Lukas
This weekâs podcast explores how to invest in vegan-related companies. The team look at proposals to shake up easy access cash interest rates, and t...
Supermarketsâ Christmas battle, big tech trends, financial New Yearâs resolutions and a decade of spending habits
09 Jan 2020
Contributed by Lukas
This week weâre talking about the latest events on the stock market including how Morrisons and Sainsburyâs reported on Christmas trading and how ...
The big money and markets events of the year, why Sports Direct has gone all posh and itâs festive quiz time.
18 Dec 2019
Contributed by Lukas
The team reflect on the big news affecting savers and investors in 2019 including underperforming fund managers, the rise of ESG, divergent paths in t...
How the General Election result affects your money and investments
13 Dec 2019
Contributed by Lukas
Listen to our special podcast on how stock markets reacted to the Conservative election victory and what the political party has planned for personal ...
The big personal finance changes coming to you in 2020, this yearâs hot metal and is value investing back in fashion?
12 Dec 2019
Contributed by Lukas
Discover the latest news on the UK and US stock markets, why palladiumâs rally is driving theft of catalytic converters and find out how new rules c...
Investing in Coca-Cola, M&Gâs fund problem, the changing world of property and giving money for Christmas
06 Dec 2019
Contributed by Lukas
The team chat about the latest events on global stock markets, the challenges facing Coca-Cola and why M&G has suspended dealing in one of its funds. ...
Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds
29 Nov 2019
Contributed by Lukas
This week the team answer your first-time buyer questions and how to get more from Lifetime ISAs. They talk about whether you should be worried about ...
NHS pension breakthrough, best and worst performing retail shares, Fevertreeâs ups and downs, VCT season and the National Lotteryâs big birthday
21 Nov 2019
Contributed by Lukas
The podcast explains why doctors are smiling about their pensions, how investors could have made or lost a lot of money on retailers, and why Fevertre...
Investing in gold, betting on stocks, the Singles Day and Black Friday phenomena, and solving money problems with a financial life coach
14 Nov 2019
Contributed by Lukas
Dan and Laura discuss how investors have piled into gold tracker funds, only for the metal price to then drop. They also examine a new high-risk way o...
PPI windfalls, the challenges facing McDonaldâs and secret savings
08 Nov 2019
Contributed by Lukas
This week Laura and Dan talk about how to use any windfall from PPI compensation claims to boost your savings and investment or reduce your debt. They...
How the general election could impact your finances, improving financial education in schools and the US stock market hits new record high
31 Oct 2019
Contributed by Lukas
Donât miss this bumper podcast where Dan and Tom discuss the potential impact of a Conservative or Labour election victory on your money. Find out w...
How to talk to your partner about money, and pay rises for pensioners
25 Oct 2019
Contributed by Lukas
This week we talk to a counsellor about how to talk to your partner about your finances - without it turning into an argument and why pensioners are g...
Woodfordâs dramatic 24 hours, soaring UK stocks and how people spend their pension money
16 Oct 2019
Contributed by Lukas
Donât miss Laura and Dan on how fund manager Neil Woodfordâs empire has crumbled. They explain what the latest twists mean for investors in his fu...
The Greta Thunberg approach to investing, Barclaysâ beef with the Post Office and first year joy for Fundsmithâs Smithson
10 Oct 2019
Contributed by Lukas
This week the team debate why everyone is talking about ethical investing opportunities (and why this also falls under the labels of environmental, ES...
How Brexit could impact your investments, attitudes to risk, new twist on fund suspensions and Pelotonâs stock market flop
03 Oct 2019
Contributed by Lukas
This week the team look at how different Brexit scenarios could impact stocks and shares. Find out how financial advisers determine someoneâs risk a...
Thomas Cook collapse, lack of new investment trusts, savings accounts that pay zilch and a cheeky way to make money from Monzo
26 Sep 2019
Contributed by Lukas
Welcome to season 2 of the podcast with a bumper episode on all things money and markets-related. The team chat about the demise of Thomas Cook and wh...
Takeovers galore, the rush out of absolute return funds and a summer money and markets quiz
01 Aug 2019
Contributed by Lukas
This weekâs podcast discusses the latest wave of mergers and acquisitions and why it is happening. The team chat about the mass exodus from the once...
What Boris means for your money, warning signs with property bonds, and why paper receipts could be history
25 Jul 2019
Contributed by Lukas
This weekâs podcast discusses how the UKâs new Prime Minister could affect your investments and personal finances. It asks whether the yields on p...
How to invest money for your children, why you should pay attention to directors dealing in their shares and the latest fund manager departure.
17 Jul 2019
Contributed by Lukas
This weekâs podcast discusses ways to help your children financially, the market signals sent by director share buys and sells, and what happens if ...
Best buy lists, finding financial happiness, credit deserts and postal savings rates
10 Jul 2019
Contributed by Lukas
This weekâs podcast discusses the thorny issue of investment best buy lists, a new book helping you make peace with your wallet, UK debt issues, and...
The best and worst performing shares this year, planning a tidy death, investing for a house deposit and the most popular job searches.
05 Jul 2019
Contributed by Lukas
The team chat about the FTSE 350 shares that have made the most money for investors, why power of attorney is very important, and whether it is import...
New investment fund format, loss-making billion pound companies, pension transfer probe and pricey London
26 Jun 2019
Contributed by Lukas
This weekâs podcast looks at the proposal for a new type of fund which could lock your money up for longer and why investors are happy to own highly...
Gaming boom, fund managers cutting fees, how Fevertree hit the big time, and Sagaâs radical cash savings change
19 Jun 2019
Contributed by Lukas
This weekâs podcast looks at money habits connected to playing video games and why M&G is slashing fees. The team chat about how investors made near...
Big changes to overdraft fees, robots saving retail, FTSE 100 stocks with falling earnings and football as an investment
14 Jun 2019
Contributed by Lukas
The team talk about how consumers could get a better deal with overdrafts, how robots and AI are giving hope to the retail sector, and some surprising...
Making sense of the Woodford fund suspension, how to teach your kids about money and a clampdown on peer-to-peer lending
05 Jun 2019
Contributed by Lukas
This weekâs podcast explains how Neil Woodford has become front page news and what could happen next for investors in his funds. The team also discu...
Bank scams, fund managers saying sorry and how to spend your cash in retirement
30 May 2019
Contributed by Lukas
This week we avoid all talk of elections and instead talk about bank scams, how youâll spend money when youâre retired and discuss star fund manag...
How to quiz an investment trust manager, hidden fund fees and everything you need to know about shorting stocks
23 May 2019
Contributed by Lukas
This weekâs podcast debates the big questions to ask someone running an investment trust and why funds often cost more than you think. It also expla...
Unloved income stocks, how the trade war is impacting investors, and a new fund that pays you to own it
15 May 2019
Contributed by Lukas
This weekâs podcast looks at Vodafoneâs dividend cut and how investors are going off many large cap stocks historically bought as sources of incom...
Investing in Uber and Beyond Meat, buying overseas-listed shares, and how to plan your dividend calendar
09 May 2019
Contributed by Lukas
This weekâs podcast looks at the booming market for companies listing in the US, the key points to consider when investing in overseas-listed shares...
Saving money on holiday, understanding tracker funds, why Google is lagging Amazon, and the future of 1p coins
02 May 2019
Contributed by Lukas
The podcast this week discusses the best ways to manage your money on holiday, the difference between an ETF and a tracker fund, how cracks are appear...
Mortgage alarm bells, Monzo moves into investments, rising life expectancy and the competition watchdog gets tough
25 Apr 2019
Contributed by Lukas
This weekâs podcast looks at a new mortgage product which lets you withdraw cash, why Monzo is planning to offer investment products, the implicatio...
The hidden cost of Brexit, how fund managers hide information, pension charges and leisure sector winners and losers
18 Apr 2019
Contributed by Lukas
This weekâs podcast talks about the knock-on effects of a distracted Government on various money-related initiatives, and why it is hard to find out...
Dwindling brand loyalty, NHS pensions crisis, demand for gold, and bizarre business pairings
11 Apr 2019
Contributed by Lukas
This week we look at Sagaâs loyalty problem and why pension issues are driving doctors to early retirement. We also discuss the resurgence in gold d...
Stock market performance in the first quarter of 2019, why fraud is being ignored and why Lyftâs stock market debut has reignited the dual-class share debate
03 Apr 2019
Contributed by Lukas
This weekâs podcast looks at the latest twist in Superdryâs boardroom drama and how stock markets and industry sectors have performed in the first...
Breaking up the tech giants, the rise of challenger banks, 40 year mortgages and how the new tax year will affect your finances
28 Mar 2019
Contributed by Lukas
We explain why Amazon, Google and Facebook are in the firing line, discover whether challenger banks have been a success or not, learn why banks are e...
ISA special: nervous investors, understanding Innovative Finance ISAs, growing rates on childrenâs accounts and a special quiz
21 Mar 2019
Contributed by Lukas
This weekâs podcast is dedicated to using an ISA. We discuss why many people are holding off from investing at present. Learn about the pros and con...
Woodford fund goes asset swapping, Norway dumps oil, using shares to benefit charity and looking inside the inflation basket
14 Mar 2019
Contributed by Lukas
This week we explain why star fund manager Neil Woodford has been shifting things around, we explain why Norwayâs oil investment decisions are part ...
How to become a millionaire, new excuses for poor corporate earnings and choices for taking tax-free pension cash
06 Mar 2019
Contributed by Lukas
This weekâs podcast explains how saving as little as ÂŁ78 a month can make you a millionaire, the comedy excuses that companies give for poor result...
How investors behave, a neat way to organise your portfolio and forecasting future returns
01 Mar 2019
Contributed by Lukas
This bumper edition of the podcast explains why your inbuilt traits could be damaging your wealth, a simple way to spring clean your portfolio, the ou...
Robots managing your money, university tuition fees and mini bonds
20 Feb 2019
Contributed by Lukas
This weekâs podcast looks at the rise of automated investment services called robo advice. You can also enjoy a debate on tuition fees and student l...
Pension fund mismanagement, share buybacks, saving up for university fees and cash machine troubles
14 Feb 2019
Contributed by Lukas
Itâs a bumper podcast with the team talking about seven-year jail terms for executives who recklessly mismanage pension funds. The podcast also deba...
Investment scams, stocks and funds that are less exposed to market movements, and the importance of manufacturing data.
06 Feb 2019
Contributed by Lukas
This week we look at shocking figures on investment scams, investments that are uncorrelated to the market, why you should pay close attention to PMI ...
Behind the scenes of floating AJ Bell on the stock market, what we all spend money on and the safe-haven funds failing to deliver
30 Jan 2019
Contributed by Lukas
This week features a guest appearance by AJ Bellâs chief executive Andy Bell on listing his company on the stock market. The podcast also talks abou...
Activist investors, mortgage prisoners, income risks with utility investments and spotting Amazon price anomalies
23 Jan 2019
Contributed by Lukas
Itâs a bumper podcast with insight into investors trying to shake up companies, the perils of coming off fixed-rate mortgage deals, troubles with en...
Brexit impact on stocks and currencies, a dive into property funds and understanding why shares can fall on good news.
17 Jan 2019
Contributed by Lukas
We discuss how markets are reacting to the latest twist in the Brexit saga, why the type of property fund matters when looking for real estate investm...
How to start investing, financial advice charges, using cash back to boost savings, and personal finance goals for 2019.
10 Jan 2019
Contributed by Lukas
Weâre back with five points to consider when you first start investing, potential changes to how people pay for advice about transferring pensions, ...
New retail sector woes, personal finance outlook, market trends to watch in 2019 and reasons to be optimistic
19 Dec 2018
Contributed by Lukas
This week we discuss how high street problems have spread to the online shopping sector, the problems with discounting, forthcoming changes to tax and...
Markets in 2018, best and worst performing shares and funds, pension dashboards and the 1p savings challenge
14 Dec 2018
Contributed by Lukas
Listen to the podcast to discover which stock markets around the world rewarded investors, the stocks and funds sitting at the top and bottom of the c...
Investments yielding more than 5%, Junior ISA trends and different ways to value companies
06 Dec 2018
Contributed by Lukas
This week we look at ways investors can get a high yield, the low number of 18-year-olds cashing out their Junior ISAs at maturity, why intangible ass...
Investors amassing a cash pile, British brands losing their way and cautious fund managers
29 Nov 2018
Contributed by Lukas
Discover whatâs happening in the markets, learn why Thomas Cook is facing an uphill struggle, find out why many fund managers are sitting on lots of...
Housebuilder woes, what to do when a fund manager leaves, and investing in unicorns
23 Nov 2018
Contributed by Lukas
Discover why shares in housebuilders have had a terrible year, whatâs happening in the markets, what to do when an investment fund changes its manag...
Companies stockpiling goods, annuity rate hikes and big pay rises
15 Nov 2018
Contributed by Lukas
This week we discuss how companies are preparing for Brexit, whatâs moving on the FTSE, why annuity rates are going up, and how the UK is getting it...
Rising personal debt, company founders who canât let go, and profit warnings
09 Nov 2018
Contributed by Lukas
Learn about a worrying trend with credit cards, why the former boss of Superdry is back in the news, a look at how the market is punishing companies w...
Dissecting the Budget and how reporters and PRs cover the main event
31 Oct 2018
Contributed by Lukas
Learn how the latest Budget affects you and your money, plus the stock market reaction and behind the scenes of how reporters and publicity department...
Pricing power, star fund managers, finding lost investments and shopping trends
26 Oct 2018
Contributed by Lukas
Discover why certain companies can afford to put up prices, the pressures of being a famous fund manager, how to get your hands on investments you tho...
Market sell-off, pension cash conundrum and Merlinâs cultural challenge
24 Oct 2018
Contributed by Lukas
This week we talk about what goes through investorsâ minds when their savings suddenly fall in value, why some people have so much cash in their pen...
Pocket money, the subscription economy and FTSE 100 CEOs
24 Oct 2018
Contributed by Lukas
AJ Bell's Personal Finance Analyst Laura Suter and Shares' Editor Daniel Coatsworth are joined by Shares' news editor Steve to talk about a neat way t...