Welcome to the latest episode of the AJ Bell Money & Markets podcast with Charlene Young and Tom Sieber. The Iran conflict continues to drive oil price and market swings; we’ll bring you the latest impact on investors and consumers. Charlene runs through why there is more to the latest UK inflation figures than meets the eye and how high food prices might go. Tom has the latest from the corporate world – with updated from B&Q owner Kingfisher and Revolut, as well as the rumours that Este...
Mar 27, 2026•44 min•Ep. 386
Welcome to the latest episode of the AJ Bell Money & Markets podcast with Dan Coatsworth and Charlene Young. This week we dive into everything from the surprising new additions to the UK inflation basket (yes… hummus and dashcams!) to the impact of rising oil prices on carmakers and travel firms. We also look at fast changing mortgage deals, the rush to use key tax year end allowances, and what could happen next with interest rates in the UK, US and beyond. We’re also joined by a fantastic g...
Mar 20, 2026•48 min•Ep. 385
Markets have been rocky, energy prices are moving, and the tax year end is approaching fast. In this week’s Money & Markets podcast, we break down the latest market news, what’s happening in the Middle East and energy markets, and why ISA season could be more important than ever for investors. We also look at Persimmon’s results and why Domino’s might offer a rare bright spot, plus practical tips on staying calm when markets are volatile. And with the tax year deadline approaching, we answer...
Mar 13, 2026•43 min•Ep. 384
Global markets are sliding — and this week’s selloff is shaking everything from oil and gas to bonds and gold. Dan Coatsworth and Danni Hewson break down what’s driving the volatility, how past geopolitical conflicts have affected stock markets, and what it all means for investors, portfolios, and your money right now. We also unpack Chancellor Rachel Reeves’ Spring Statement, including the key wins, the potential risks, and what the new OBR forecasts could mean for your personal finances, UK ec...
Mar 06, 2026•1 hr 2 min•Ep. 383
Join Dan Coatsworth and Hannah Williford in a new bonus episode of the AJ Bell Money & Markets podcast all about investment trusts. They break down the latest trends in investment trust discounts, and which names are looking cheaper or more expensive. Dan speaks with Martin Connaghan of Murray International to discuss the investing debate around sin stocks, ethical investing, and whether morals come into fund manager portfolio decisions. Hannah interviews Nicola Takada Wood, managing directo...
Mar 02, 2026•57 min•Ep. 382
UK and European markets reach record highs. That's despite the tariff turmoil since the Supreme Court struck down President Trump's liberation day plans. Danni dives into the latest on Meta's deal with AMD, Anthropic's latest plug ins and Paramount up the stakes in the bidding war for Warner Bros. Diageo’s first results under Sir Dave Lewis show that not even Guinness couldn’t steady the ship at the big brand giant, plus a £1 billion funding boost for UK self-driving tech firm Wayve. Cuts to the...
Feb 27, 2026•54 min•Ep. 381
Why the UK stock market is smashing expectations in 2026, and a crucial warning about fake celebrity investment ads fooling thousands. Dan Coatsworth also sits down with Filtronic, the company behind an 800% share price surge and major new contracts with SpaceX. Big gains, big deals – and big insights you won’t want to miss. If you enjoy this podcast, please select ‘like’ and ‘subscribe’. [00:09] – Welcome & what’s moving markets this week [01:21] – How the UK stock market is outperforming t...
Feb 20, 2026•47 min•Ep. 380
On this episode of the AJ Bell Money & Markets podcast, how financial markets reacted to speculation around the future of Keir Starmer as UK prime minister. [02:00] Dan Coatsworth and Tom Sieber unpack the latest results from Shell, BP and Barclays. [05:05] AI has haunted parts of the stock market once again, with financial comparison websites and insurance brokers the latest victims as investors fear major disruption to their business. [11:12] There was some remarkable news in the pharmaceu...
Feb 13, 2026•1 hr 1 min•Ep. 379
On this week’s episode of the AJ Bell Money and Markets podcast Danni Hewson and Laura Suter dig into what has been another action-packed week with Space X buying fellow Elon Musk vehicle Xai ahead of the companies anticipated IPO [01:32]. Danni checks out why Anthropic’s new AI tools resulted in a global sell off in companies like Sage, Pearson and Legal Star [06:33]. Disney delivered a crowd-pleasing update, but it was all about the exit of CEO Bob Seager and whether this handover will be smoo...
Feb 06, 2026•56 min•Ep. 378
Welcome to the monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts, presented by Dan Coatsworth and Hannah Williford. The pair discuss the outlook for activist investors in the investment trust space, the extent to which Saba is involved in the industry, and who could be the next targets. [02:05] Dan talks to Ed Cartright, CEO of Arcus Investment, about a desire to replace the manager at Baillie Gifford Shin Nippon and take over running the trust. [15:13]...
Feb 02, 2026•1 hr 2 min•Ep. 377
Charlene Young and Danni Hewson are your hosts in a week where gold and silver continue to take centre stage, with new data highlighting gold’s status as the ultimate safe haven over the last decade (04:15). Danni runs though the latest business and travel news, including pub business rate relief, Boeing picks up its aircraft deliveries, higher fares at Ryanair and the impact of US storms on airlines (09:15). Attention then turns to the US Federal Reserve’s interest rate decision and why Preside...
Jan 30, 2026•41 min•Ep. 376
This episode of the AJ Money & Markets podcast explores the world of shares, pensions, property, wills, and much more. Dan Coatsworth examines how financial markets have reacted to Donald Trump’s threats to take over Greenland. Gold is closing in on $5,000 per ounce as investors seek assets that have historically protected people in tough times. [03:21] We’ve just had the second FTSE 100 takeover bid of 2026, and we’re only weeks into the new year. Dan talks about the bid for Beazley, and th...
Jan 23, 2026•41 min•Ep. 375
In this deep dive episode, Laith Khalaf and Tom Sieber dig into the world of cautious investing, and ask how you can invest if you’re afraid of stockmarket crashes. Laith and Tom debate the merits of cautious investing and how bad a market crash can be for your wealth. [00:09] Laith talks to Stefani Williams, a financial adviser with Holden and Partners, about how she assesses her clients’ risk profiles. [8:50] Laith and Tom discuss tips for cautious investors. [19:25] Tom catches up with Alasta...
Jan 19, 2026•1 hr 4 min•Ep. 374
On this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter take a detailed look at the stories shaping markets and personal finance. Tom Sieber joins the show to explain why global markets, including Japan’s Nikkei and gold, are hitting record highs [03:55]. And shares the latest results from Whitbread. [01:00] We then explore the Scottish Budget announcements, discussing the changes that matter for investors in Scotland and how they could have wider implications across t...
Jan 16, 2026•42 min•Ep. 373
On this week’s episode of the AJ Bell Money and Markets podcast Dan Coatsworth and Danni Hewson discuss what’s powering markets, including the FTSE 100, to record highs [3:00]. They consider what US action in Venezuela might mean for markets, and particularly US oil companies like Chevron and the global oil price [7:15]. They discuss at which sectors that did particularly well in 2025 like gold, silver [15:00] , defence stocks like Rheinmetall and BAE Systems [17:00] and Nvidia’s AI domination a...
Jan 09, 2026•48 min•Ep. 372
We’re kicking off the New Year with the latest bonus episode of the AJ Bell Money & Markets all about investment trusts. To kick things off, Hannah Williford speaks to QuotedData’s James Carthew about a merger proposal gone wrong. [02:28] Dan dives into the tech world with Mike Seidenberg from Allianz Technology Trust to scope out what 2026 might hold and how the industry is evolving in China. [17:40] AJ Bell’s Martin Gamble and Tom Sieber pick apart the Aurora UK Alpha Investment Trust and ...
Jan 05, 2026•1 hr 5 min•Ep. 371
On this episode of the AJ Bell Money & Markets podcast, discover problems on the high street for one well-known retailer [01:33], and why the UK cinema industry is hoping for a last-minute flurry of bookings in 2025 [03:15]. Dan Coatsworth considers what the latest UK economic data is telling us [05:11], and Tom Sieber chats about UK property market trends, planning reforms and what could be in store for real estate in 2026 [08:48]. The pod team explore how financial markets behaved in 2025 ...
Dec 19, 2025•1 hr 4 min•Ep. 370
In this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter are joined by AJ Bell’s markets expert Martin Gamble to unpack the biggest stories affecting investors. First, they look at Nvidia’s latest moves on chip sales to China [01:22] and the escalating bidding war for Warner Brothers [03:10]. Martin also highlights the top stories in this month’s Shares magazine [05:43]. Switching to personal finance, Charlene and Laura explain the changes to cash ISAs announced in the ...
Dec 12, 2025•38 min•Ep. 369
On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the ongoing fallout from last week’s Budget including the resignation of the head of the OBR. [2:00] They discuss the OECD’s judgement of the impact tax and spending will have on the UK economy over the next few years. The pair also chat about a new warning about AI and how a bubble bursting could have a significant impact on global growth. [10:55] The Bank of England has proposed the biggest rule...
Dec 05, 2025•58 min•Ep. 368
We’re back with December’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Tom Sieber discuss some interesting manager changes on Murray Income Trust and Crystal Amber. [02:14] Dan Coatsworth talks to Fundsmith’s Terry Smith about proposed changes to Smithson Investment Trust [09:45] and reveals more names being targeted by activist investor Saba [15:55]. Hannah Williford chats to Ashley Thomas from Winterflood about some potential changes that cou...
Dec 01, 2025•1 hr 5 min•Ep. 367
AJ Bell experts Charlene Young and Dan Coatsworth react to Rachel Reeves’ autumn Budget in this special edition of the Money & Markets podcast. Financial markets were initially taken by surprise after the OBR report was leaked ahead of the chancellor’s speech, and Dan explains why gilts and equities moved in a certain way. He also dives into the reasons why banking and gambling shares saw big moves. [31:24] There was big news for anyone who uses salary sacrifice to make pension contributions...
Nov 26, 2025•31 min•Ep. 366
Worried about the state of the stock market and the potential for a crash? You’re not alone as Dan Coatsworth discusses in this episode of the AJ Bell Money & Markets podcast. He looks at what’s happening in the UK and US markets, and why investors have reacted in a certain way. [01:35] Fundsmith chief executive Terry Smith is on the show to give his thoughts on the plethora of market worries. [08:04] Charlene Young explains why the economy and the markets are not the same thing. Especially ...
Nov 21, 2025•39 min•Ep. 365
The battle between active and passive managers has been going in earnest for over a decade now, and the passive machines are winning. In this Deep Dive, Laith Khalaf and Dan Coatsworth explore the active and passive fund landscape, and ask if there is a way back for active fund managers. Dan and Laith discuss why passive funds have become so popular and share some stats on fund flows and figures from AJ Bell’s Manager versus Machine report, which pits active and passive funds against each other....
Nov 17, 2025•1 hr•Ep. 364
On this episode of the AJ Bell Money and Markets podcast, Laura Suter delivers some good news on pension tax free cash after it’s reported that the Chancellor won’t alter allowances at the Budget. [2:10] But with a merry-go-round of speculation every year impacting savers’ decisions, AJ Bell is calling for the government to take seriously its calls for a pension tax lock. As the FTSE 100 breaks more records and edges closer to the psychologically important 10,000 mark, Danni Hewson digs into wha...
Nov 14, 2025•44 min•Ep. 363
On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor’s unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket. [9:35] How much sparkle did Marks & Spencer lose from this year’ cyberattack? Find out as Danni and Dan unpick its latest results [12:45]. Dan considers why high street r...
Nov 07, 2025•48 min•Ep. 362
We’re back with November’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Dan Coatsworth and Hannah Williford dive into a dilemma facing the Manchester & London Investment Trust. [01:14] They chat about the pros and cons of portfolio concentration, and whether it is working for names such as Finsbury Growth & Income and Pershing Square Holdings. [04:39] Renewable energy and infrastructure trusts typically have generous dividends, but their...
Nov 03, 2025•55 min•Ep. 361
In this week’s episode, Tom Sieber and Danni Hewson digest the latest market developments from both sides of the Atlantic, with AJ Bell shares and markets writer Martin Gamble also on hand to cover the US earnings season, the newest member of the $4 trillion club and the Federal Reserve’s decision to cut rates [01:04]. Tom discusses the record highs for the FTSE 100 and there's chat about results from Next and UK banks and the little-known company which is among the top risers on the UK’s flagsh...
Oct 31, 2025•53 min•Ep. 360
The AJ Bell Money & Markets podcast team give you the latest insights on issues affecting your personal finances, investments and pensions. Dan Coatsworth explains why there has just been a brief shock on the markets around fears of a new banking crisis. [2:10]. You can also hear why Unilever won’t be splitting off its ice cream arm in mid-November as previously planned. [4:05] Dan and Charlene dissect the latest UK inflation data and explain why it was treated with widespread celebration. T...
Oct 24, 2025•49 min•Ep. 359
In this week’s episode, Charlene Young and Laith Khalaf discuss the latest global economic forecasts from the IMF. The UK growth forecast has been increased slightly, but inflation looks like it will remain stubborn. Laith breaks down what this means for investors, plus the latest on US–China trade tensions and gold hitting another record high . [01:00] With warnings about a potential AI bubble, Dan Coatsworth speaks to Russ Mould, AJ Bell investment director, about why markets keep rising despi...
Oct 16, 2025•47 min•Ep. 358
The AJ Bell Money & Markets podcast celebrates its 7 th anniversary with a bumper episode all about stocks, investing, wealth and more. Dan Coatsworth and Danni Hewson chew over B&M’s recent woes, and plans by the new boss to get back to basics to win back customers. [2:05] They also discuss fresh AI fever and the mega deals which are making the sector increasingly interconnected. You can hear about the latest tie-up between OpenAI and AMD, and how it fits in with other activity involvin...
Oct 10, 2025•1 hr 6 min•Ep. 357
