This week’s podcast asks what a wealth tax would mean for the UK and how it could be implemented. The team give some good news for people with Lifetime ISAs and reveal why Santander’s 123 account has lost its charm. Tom Walker from Schroders joins the show to explain why data centres are the new beachfront property and Peter Askew from T Bailey chats about whether the coronavirus is going to alter some of the big investment themes. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Persona...
May 07, 2020•47 min•Ep 73•Transcript available on Metacast This week’s podcast talks about the rally in stocks as investors grow more optimistic. The team talk about housebuilders and retailers opening shop again and how that’s influencing share prices. They also discuss an important change to income funds battling a major freeze on company dividends. Discover where to get free financial advice as a group of experts offer help during the pandemic. And this week’s guest is fund manager Anna Macdonald from Amati who chats about the small caps she’s been b...
Apr 30, 2020•39 min•Ep 72•Transcript available on Metacast This week’s podcast explains why oil prices have been plummeting and whether that is good news for consumers. The team discuss the £4 billion fundraising by 80 companies since March and why retail investors aren’t being allowed to join the party. They also respond to a listener request on the importance of having a diversified portfolio, and talk to Liontrust’s John Husselbee about how multi-asset funds can play a role in this. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Fi...
Apr 23, 2020•37 min•Ep 71•Transcript available on Metacast In this episode we look at how Absolute Return funds have performed and how you can tell which will be the stable providers of positive returns. We also look at why there is a peak in pension withdrawals and the things you need to look out for before you take a pension income for the first time. As the number making use of mortgage holidays during Corona-virus hits 1.2m people we talk about what it really costs, and we’re joined by Andy Bell, chief executive of AJ Bell, to talk about how the com...
Apr 16, 2020•39 min•Ep 70•Transcript available on Metacast This week’s podcast teaches listeners how to prepare for tougher economic times, such as managing debts and getting better deals on savings and insurance. The team explain why airlines, oil companies and retailers have seen a massive share price surge and what to expect next. You can also learn how companies and company bosses are doing their bit to help staff, communities and the NHS. And finally, don’t miss a chat about the property market and why people are extending their mortgage past retir...
Apr 09, 2020•38 min•Ep 69•Transcript available on Metacast This week’s podcast gives you the latest insights into how markets are faring, why dividends keep being cancelled, and how fund managers are reshaping portfolios and whether this is good or bad for investors. Brand Finance’s Declan Ahern joins the show to talk about how banks can try to improve their reputation and the team reveal why the property market is being hit by a lockdown on certain types of mortgage lending. There is also a warning about an elevated number of scams linked to coronaviru...
Apr 02, 2020•31 min•Ep 68•Transcript available on Metacast This week’s podcast explains the measures taken by central banks and governments to help markets, businesses and individuals. The team discuss why so many stocks are now rising and what to look for when judging the sustainability of the market recovery. The podcast also runs through all the help from banks and government on repayments for mortgages, credit cards and loans, accessing savings, childcare costs, and paying your council tax and energy bills during the coronavirus crisis. This week’s ...
Mar 26, 2020•35 min•Ep 67•Transcript available on Metacast It’s not all doom and gloom on the stock market. We’ve found a ray of sunshine with a selection of businesses in demand. Discover all in this week’s podcast. We look at how funds have performed this year including some that have actually gone up in value. You can also find out why more property funds have been suspended and the latest changes to nation’s shopping basket. Presented by AJ Bell’s Personal Finance Analyst and Shares’ Editor Daniel Coatsworth
Mar 19, 2020•26 min•Ep 66•Transcript available on Metacast This week’s podcast explains the good and bad news in the latest Budget. From pensions and savings to tax allowances, the team cover all the essential points that will impact your personal finances. Find out about the stocks affected by the Chancellor’s plans including big infrastructure spend, and why higher earners will benefit from big pension changes. The podcast also discusses changes to Junior ISAs, interest rates and sick pay, as well as the surprise absence of changes to inheritance tax ...
Mar 12, 2020•36 min•Ep 65•Transcript available on Metacast This week’s podcast reveals the stocks rising when everything else is down, and the team talk about managing a pension in a market sell-off. They discuss what to expect from the forthcoming Budget, and they chat about your chances of getting money back if you decide not to travel. And for those frustrated with queuing up in a bank branch, help could be on the way via your phone. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter...
Mar 05, 2020•31 min•Ep 64•Transcript available on Metacast This week’s podcast discusses the big decline in global stock markets and where investors have shifted their money. Guest Rachel Vahey from AJ Bell explains how much people are spending on their lifestyles in retirement and how this information could help define pension saving targets. The team reveal the stocks and funds held by ISA millionaires and they discuss a potential new name to the UK savings market. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel C...
Feb 28, 2020•32 min•Ep 63•Transcript available on Metacast This week’s podcast has an exclusive interview with James Anderson who runs the £9bn Scottish Mortgage investment fund. The team also chat about bizarre movements in stocks and gold this year, how Generation X is losing out financially, and why living in a cashless society might not be so good. Finally, discover why premium bond holders won’t be jumping for joy. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter.
Feb 21, 2020•41 min•Ep 62•Transcript available on Metacast This week’s podcast features an exclusive interview with Nick Train whose Lindsell Train business manages £22 billion of investors’ money. He talks about various big name stocks, why he recently invested in the owner of St.Tropez, the appeal of backing football clubs, and how investors should think when markets are troubled. Presented by Shares’ Editor Daniel Coatsworth
Feb 13, 2020•29 min•Ep 61•Transcript available on Metacast This week’s podcast chats about how fund managers are reacting to the coronavirus. The team debate why Tesla’s value has doubled in a month, and they consider the challenges ahead for Just Eat following its takeover by Takeaway.com. You can also hear about the large sums of money many people are failing to claim for their pensions and why diamond prices are on the move. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell Senior Analyst Tom Selby. AJ Bell fund expert Ryan Hughes is this wee...
Feb 06, 2020•30 min•Ep 60•Transcript available on Metacast This week’s podcast looks at the impact of the major health incident on stocks and commodities. The team also explain why Woodford investors may not be too pleased with their first batch of income fund refunds. Dan and Laura to talk to Premier Miton fund manager James Smith about everything to do with infrastructure investments. Tom and Dan also chat about the difference between ISAs and SIPPs for people taking an income from their investments in retirement. Presented by Shares’ Editor Daniel Co...
Jan 31, 2020•39 min•Ep 59•Transcript available on Metacast This week’s podcast chats about getting on the housing ladder and the low number of self-employed people with pension savings. The team also consider the big challenges facing Marks & Spencer as a business and they talk to Laura Foll from Janus Henderson about why she thinks 2020 is looking good to own UK companies. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth
Jan 23, 2020•38 min•Ep 58•Transcript available on Metacast This week’s podcast explores how to invest in vegan-related companies. The team look at proposals to shake up easy access cash interest rates, and they explain why funds that invest in UK smaller companies have shone in the past month. There is also your usual update on the key movers and shakers on the stock market and the latest topical personal finance news. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Anna Bowes, co-fo...
Jan 16, 2020•32 min•Ep 57•Transcript available on Metacast This week we’re talking about the latest events on the stock market including how Morrisons and Sainsbury’s reported on Christmas trading and how Greggs is thriving. Discover fund managers’ favourite places in the tech space and find out how the podcast team got on with their New Year’s financial resolutions. There is also a chat about how our shopping baskets have changed over the past 10 years. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by St...
Jan 09, 2020•30 min•Ep 56•Transcript available on Metacast The team reflect on the big news affecting savers and investors in 2019 including underperforming fund managers, the rise of ESG, divergent paths in tobacco and how billion-dollar unicorns didn’t all gallop ahead. Find out why the post-general election rally of UK stocks has gone into reverse and enjoy a lively debate about Sports Direct’s efforts to go upmarket. Finally don’t miss a fantastic quiz about Neil Woodford’s horse habits and the careers of FTSE 100 bosses among many other topics. Pre...
Dec 18, 2019•31 min•Ep 55•Transcript available on Metacast Listen to our special podcast on how stock markets reacted to the Conservative election victory and what the political party has planned for personal finances and pensions. AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.
Dec 13, 2019•15 min•Ep 54•Transcript available on Metacast Discover the latest news on the UK and US stock markets, why palladium’s rally is driving theft of catalytic converters and find out how new rules could impact our wallets next year. The team also catch up with Investec fund manager Alastair Mundy to learn why he likes banking stocks and for his take on the value investing revival. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter
Dec 12, 2019•26 min•Ep 53•Transcript available on Metacast 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. They also bring in a property expert to explain how commercial landlords are coping with struggling tenants and why there are still bright spots in the property market. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth. This week’s guest is James Woodard, a director at property consultant Hartnell Tayl...
Dec 06, 2019•30 min•Ep 52•Transcript available on Metacast 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 liquidity in investment funds and why you may see fewer adverts for mini bonds. There is also an update on the UK and US stock markets and a look at the key movers and shakers. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter. This week’s guest is Ryan Hughes from AJ Bell’s investment team.
Nov 29, 2019•27 min•Ep 51•Transcript available on Metacast 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 Fevertree’s shares have just experienced a very unusual movement. The team also explain why venture capital trusts are growing in popularity and they celebrate 25 years of the National Lottery. AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined by Tom Selby, Senior Analyst at AJ Bell.
Nov 21, 2019•26 min•Ep 50•Transcript available on Metacast 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 of seeking turbo-charged returns from certain stocks. The team chat about the phenomena of Singles Day, Black Friday and other major sales events. And don’t miss an interview with financial life coach Simonne Gnessen about the benefits of talking about money. Presented by Shares’ Editor Daniel Coatsworth and AJ Bell’s Personal Finance Analyst Laura ...
Nov 14, 2019•31 min•Ep 49•Transcript available on Metacast 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 discuss the sacking of McDonald’s boss and how that might impact the fast food company’s growth plans. And they talk to financial adviser Anna Sofat about how a large number of people don’t tell their partner about their secret savings. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth
Nov 08, 2019•31 min•Ep 48•Transcript available on Metacast Don’t miss this bumper podcast where Dan and Tom discuss the potential impact of a Conservative or Labour election victory on your money. Find out what’s driving the US market to a new high and discover the lengths one investor is going to shame a company. The big debate in this week’s podcast is children’s attitude to money and how schools need to improve financial education. We’re joined by 11-year-old Daisy who gives her thoughts on saving and spending, and Carl Clark from charity MyBnk expla...
Oct 31, 2019•32 min•Ep 47•Transcript available on Metacast 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 getting a pay rise next year. AJ Bell’s Personal Finance Analyst Laura Suter and AJ Bell’s Senior Analyst Tom Selby are joined by Peter Saddington, Counsellor at Relate.
Oct 25, 2019•18 min•Ep 46•Transcript available on Metacast Don’t miss Laura and Dan on how fund manager Neil Woodford’s empire has crumbled. They explain what the latest twists mean for investors in his funds and when they might be able to get their money back. They also debate what the future could hold for him. Discover why we’ve just had a preview for how stocks could behave on a better-than-expected Brexit outcome. And find out how we’re all spending our money in retirement with the result of a fascinating study into pensions. AJ Bell’s Personal Fin...
Oct 16, 2019•32 min•Ep 45•Transcript available on Metacast This week the team debate why everyone is talking about ethical investing opportunities (and why this also falls under the labels of environmental, ESG and sustainability). Discover why Barclays has come under fire for its anti-Post Office plans and check out the secrets of the Fundsmith display cabinet in our visit to meet Smithson’s fund managers. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Chris Foster, an Investment Manager at f...
Oct 10, 2019•35 min•Ep 44•Transcript available on Metacast 
