This week the team look at how different Brexit scenarios could impact stocks and shares. Find out how financial advisers determine someone’s risk appetite and how that relates to spending and investing money. Discover new proposals which could see an increase in the number of funds being suspended; and find out why Peloton’s shares have pedalled backwards on the stock market. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined by Anna Sofat, founder of...
Oct 03, 2019•31 min•Ep 43•Transcript available on Metacast 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 what it means for shareholders and customers. Find out why so few investment trusts have joined the stock market this year; and discover the savings accounts paying you next to nothing. We also have a great story about an entrepreneurial person cashing in on Monzo’s popularity. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel ...
Sep 26, 2019•24 min•Ep 42•Transcript available on Metacast This week’s podcast discusses the latest wave of mergers and acquisitions and why it is happening. The team chat about the mass exodus from the once-popular absolute return funds; and there is a fun summer quiz about personal finance and stock market activity (plus a tough one about counting baked beans). AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Simon Molica, Fund Manager at AJ Bell
Aug 01, 2019•30 min•Ep 41•Transcript available on Metacast This week’s podcast discusses how the UK’s new Prime Minister could affect your investments and personal finances. It asks whether the yields on property bonds are too good to be true. And the team debate the relevance of Wetherspoon scrapping receipts. Shares’ Editor Daniel Coatsworth and AJ Bell Personal Finance Analyst Laura Suter are joined by Russ Mould, Investment Director at AJ Bell
Jul 25, 2019•23 min•Ep 40•Transcript available on Metacast This week’s podcast discusses ways to help your children financially, the market signals sent by director share buys and sells, and what happens if your fund manager leaves. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Lisa Webster, Senior Technical Consultant at AJ Bell
Jul 17, 2019•29 min•Ep 39•Transcript available on Metacast This week’s podcast discusses the thorny issue of investment best buy lists, a new book helping you make peace with your wallet, UK debt issues, and why there is still hope for savers who prefer postal accounts. Shares Editor Daniel Coatsworth and AJ Bell Personal Finance Analyst Laura Suter are joined by Andy Bell, Chief Executive of AJ Bell
Jul 10, 2019•27 min•Ep 38•Transcript available on Metacast 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 important to take a view on the property market when saving up for a house. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Charlene Young, Senior Technical Consultant at AJ Bell.
Jul 05, 2019•27 min•Ep 37•Transcript available on Metacast This week’s 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 valued companies that don’t make a profit. The team also discuss actions by the regulator on transferring out of defined benefit pensions, and the very high cost of renting in London rents AJ Bell Personal Finance Analyst Laura Suter and Shares Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.
Jun 26, 2019•30 min•Ep 36•Transcript available on Metacast This week’s podcast looks at money habits connected to playing video games and why M&G is slashing fees. The team chat about how investors made nearly 29 times their money in Fevertree shares, and why Saga has struck a deal with a best-buy savings account provider. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by Shares’ News Editor Steven Frazer
Jun 19, 2019•28 min•Ep 35•Transcript available on Metacast 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 stats on the UK’s largest companies. The podcast also chats about how a lower-league football club is selling shares to help it hit the big time. AJ Bell Personal Finance Analyst Laura Suter and Shares Editor Daniel Coatsworth are joined by Ian Conway, Senior Reporter at Shares.
Jun 14, 2019•30 min•Ep 34•Transcript available on Metacast This week’s podcast explains how Neil Woodford has become front page news and what could happen next for investors in his funds. The team also discuss a new financial education initiative and why the regulator is getting tougher on P2P lending in a bid to protect inexperienced investors. AJ Bell Personal Finance Analyst Laura Suter and Shares Editor Daniel Coatsworth are joined by AJ Bell fund expert Ryan Hughes.
Jun 05, 2019•29 min•Ep 33•Transcript available on Metacast This week we avoid all talk of elections and instead talk about bank scams, how you’ll spend money when you’re retired and discuss star fund manager Terry Smith taking a step back. AJ Bell’s Personal Finance Analyst Laura Suter and Tom Selby, Senior Analyst are joined by Ryan Hughes, Head of Active Portfolios at AJ Bell.
May 30, 2019•26 min•Ep 32•Transcript available on Metacast This week’s podcast debates the big questions to ask someone running an investment trust and why funds often cost more than you think. It also explains the concept of shorting, how it works and its pros and cons. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Simon Molica, Fund Manager at AJ Bell.
May 23, 2019•28 min•Ep 31•Transcript available on Metacast This week’s podcast looks at Vodafone’s dividend cut and how investors are going off many large cap stocks historically bought as sources of income. It also debates the latest twist in the US/China trade war saga and how it has impacted investors. And the team discuss how a new fund has turned the charging model on its head by paying investors to it. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell Investment Director Russ Mould...
May 15, 2019•19 min•Ep 30•Transcript available on Metacast This week’s podcast looks at the booming market for companies listing in the US, the key points to consider when investing in overseas-listed shares, how a new service lets you see when investment trusts pay dividends, and why a new reports thinks we shouldn’t work full time until we’re 40. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Annabel Brodie-Smith, communications director at the Association of Investment Companies....
May 09, 2019•27 min•Ep 29•Transcript available on Metacast 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 appearing in Google’s efforts to compete with Amazon, and why 1p and 2p coins will be sticking around for a bit longer. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Steven Frazer, Shares’ News Editor.
May 02, 2019•23 min•Ep 28•Transcript available on Metacast This week’s podcast looks at a new mortgage product which lets you withdraw cash, why Monzo is planning to offer investment products, the implications of living longer on your retirement plans, and why a growing number of companies are feeling the heat from the UK competition authority. Shares’ Editor Daniel Coatsworth and AJ Bell’s Senior Analyst Tom Selby are joined this week by Financial Times journalist Kate Beioley
Apr 25, 2019•29 min•Ep 27•Transcript available on Metacast This week’s podcast talks about the knock-on effects of a distracted Government on various money-related initiatives, and why it is hard to find out exactly what’s in an investment fund’s portfolio. We also talk about the real cost of taking money out of your pension and the latest trends in the leisure sector affecting pubs, restaurants, bowling companies and cinemas. Shares’ Editor Daniel Coatsworth and AJ Bell’s Senior Analyst Tom Selby are joined this week by Freelance Journalist Holly Black...
Apr 18, 2019•31 min•Ep 26•Transcript available on Metacast This week we look at Saga’s loyalty problem and why pension issues are driving doctors to early retirement. We also discuss the resurgence in gold demand and dive into the world of conglomerates where large companies own businesses that don’t seem to fit well together. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by Sam Brodbeck, Deputy Personal Finance Editor at The Telegraph.
Apr 11, 2019•25 min•Ep 25•Transcript available on Metacast This week’s podcast looks at the latest twist in Superdry’s boardroom drama and how stock markets and industry sectors have performed in the first three months of the year. We also discuss why fraud victims are being let down and explain why Lyft’s IPO has angered some people as new investors don’t have the same voting rights as the founders. AJ Bell’s Personal Finance Analyst, Laura Suter and Shares’ Editor, Daniel Coatsworth are joined this week by Steven Frazer, News Editor at Shares....
Apr 03, 2019•25 min•Ep 24•Transcript available on Metacast 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 extending mortgage lengths and find out about the main changes to taxes, pensions and more in the new tax year. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by Shares’ Senior Reporter Ian Conway.
Mar 28, 2019•27 min•Ep 23•Transcript available on Metacast This week’s podcast is dedicated to using an ISA. We discuss why many people are holding off from investing at present. Learn about the pros and cons of using the Innovative Finance ISA and why high rates comes with a big warning sign. We also chat about Lifetime ISAs and how much risk you may want to take with children’s savings. Finally, don’t miss this week’s quiz on all things ISA-related. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this wee...
Mar 21, 2019•28 min•Ep 22•Transcript available on Metacast This week we explain why star fund manager Neil Woodford has been shifting things around, we explain why Norway’s oil investment decisions are part of a broader environment, social and governance trend, learn how to donate shares to charity and discover why we’re shunning envelopes in favour of popcorn (and how that relates to money). Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell head of active portfolios Ryan Hughes....
Mar 14, 2019•25 min•Ep 21•Transcript available on Metacast This week’s podcast explains how saving as little as £78 a month can make you a millionaire, the comedy excuses that companies give for poor results and whether you should take your tax-free pension cash now or wait until later. There is also a bonus quiz to test your knowledge on state pensions. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Senior Analyst Tom Selby.
Mar 06, 2019•29 min•Ep 20•Transcript available on Metacast 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 outlook for investing in shares and new data that shows what age you reach certain milestones. Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter are joined this week by AJ Bell Fund Manager Simon Molica.
Mar 01, 2019•26 min•Ep 19•Transcript available on Metacast This week’s podcast looks at the rise of automated investment services called robo advice. You can also enjoy a debate on tuition fees and student loans, and discover why there is a big catch with investing in mini bonds. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Chief Executive Andy Bell.
Feb 20, 2019•33 min•Ep 18•Transcript available on Metacast It’s a bumper podcast with the team talking about seven-year jail terms for executives who recklessly mismanage pension funds. The podcast also debates the pros and cons of share buybacks and it discusses various savings plans to help pay for university. You can also discover why cash machines are disappearing from parts of the UK. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by AJ Bell’s Senior Analyst Tom Selby.
Feb 14, 2019•26 min•Ep 17•Transcript available on Metacast 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 data, a surprise outcome for a shopping centre sale, and an ice cream money making scheme. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Shares’ Senior Reporter Ian Conway.
Feb 06, 2019•28 min•Ep 16•Transcript available on Metacast This week features a guest appearance by AJ Bell’s chief executive Andy Bell on listing his company on the stock market. The podcast also talks about how families spend their money and why a certain type of investment fund has left investors fuming. Money & Markets is presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth.
Jan 30, 2019•25 min•Ep 15•Transcript available on Metacast It’s a bumper podcast with insight into investors trying to shake up companies, the perils of coming off fixed-rate mortgage deals, troubles with energy companies and a neat way to pounce on Amazon bargains. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Shares’ News Editor Steven Frazer.
Jan 23, 2019•26 min•Ep 14•Transcript available on Metacast 
