On this week’s podcast, Laura Suter and Danni Hewson look at the energy market, where massive profits for big firms contrast uncomfortably with the nation’s steeply increasing gas and electricity bills. We also discuss the risk of Meta brands Facebook and Instagram disappearing from Europe, and holiday chat makes a long-awaited return as the travel markets heats up again. Elsewhere, Dan Coatsworth chats to Artemis Positive Future, a new fund that’s been caught up in the recent market sell-off. A...
Feb 10, 2022•47 min•Ep 163•Transcript available on Metacast On this week’s money and markets podcast Danni Hewson is joined by Tom Sieber from shares magazine to discuss what was almost the worst January ever for the tech heavy Nasdaq. Whilst many tech mega caps have fallen foul of market volatility Alphabet’s managed to escape largely unscathed after a seriously upbeat trading statement and the announcement of a 20:1 stock split that could make the tech giant’s shares affordable for retail investors. Mining giant Rio Tinto gave a master class in deliver...
Feb 04, 2022•45 min•Ep 162•Transcript available on Metacast This week’s Money & Markets looks at the big rotation that’s happening in markets, as the tech giants fall out of favour and banking stocks are back in vogue. We talk to AJ Bell’s Ryan Hughes about what this means for big funds like Scottish Mortgage and Fundsmith, and how investors should react. We also hear from Temple Bar’s Ian Lance about the stocks that have been benefitting from this switch. Dan Coatsworth and Tom Sieber are back with the European edition of their Round the World investing...
Jan 28, 2022•42 min•Ep 161•Transcript available on Metacast Inflation is dominating the headlines, so this week Laura Suter and Danni Hewson look at what the latest figures tell us and how they match up with wage figures. We also delve into the markets – this week saw deals galore, featuring the likes of Microsoft, Unilever and Boots. Pensions guru Tom Selby sifts through the latest pension announcements, including plans to make us all get more help deciphering pensions, and the eye-watering tax bills many pensioners are facing. Also this week, Dan Coats...
Jan 20, 2022•44 min•Ep 160•Transcript available on Metacast Dan Coatsworth and Tom Sieber kick off a new series looking at ways to invest around the world. This week’s episode focuses on the US market, and features Artemis US Select Fund manager Cormac Weldon with his view on the region and outlook for 2022. Elsewhere, Danni Hewson looks at the latest inflation figures. She also explores the share price recovery in travel companies, and she talks to Jenny Owen about car prices. Finally, Dan dives into the latest annual shareholder letter from Fundsmith E...
Jan 13, 2022•34 min•Ep 159•Transcript available on Metacast In the first podcast of 2022, we look at the big changes coming for your wallet this year, including tax tweaks, certain £50 notes becoming obsolete, and rising train fares. Laith Khalaf is on to discuss what happened with the markets over the Christmas period, and he also discusses the world’s first $3 TRILLION company. Tom Selby joins us to talk potential changes to when we can collect our old-age pension. And although fund managers are always keen to talk about their success stories, Tom Sieb...
Jan 07, 2022•37 min•Ep 158•Transcript available on Metacast In the final podcast of the year, Laura Suter, Dan Coatsworth and Tom Sieber discuss how investors fared in 2021, and pick out the year's best and worst performing investment trusts. Looking forward to 2022, we also round up leading fund managers – including Blue Whale’s Stephen Yiu and Michael O’Brien from Fundsmith – to talk about the stocks they’re putting their money behind. Jenny Owen is back with Mad Money, looking at the millions you could have made investing in mad trends this year. And ...
Dec 16, 2021•38 min•Ep 157•Transcript available on Metacast On this week’s episode, Danni Hewson talks about the impact Omicron is still having on markets – in particular, what it means for a potential interest rate rise next week – but has some positive news for us from retailers. We also look at the ongoing Evergrande saga, and how China is managing the issue. Laura Suter talks about how rising house prices are particularly hitting Lifetime ISA savers, and may leave them with a hefty bill, while Tom Selby assesses how LISAs stack up against a pension a...
Dec 09, 2021•43 min•Ep 156•Transcript available on Metacast This week’s Money & Markets podcast is almost all about Omicron – the covid variant that’s put quite a fear up global markets, especially on last week’s ‘Red Friday’. Danni Hewson, Dan Coatsworth and Tom Sieber discuss how concerns about the new strain sparked a massive sell off, and the aftershocks which have kept on coming. Unsurprisingly, airlines and travel companies were among the biggest fallers, and there’s been massive volatility in the oil price too, as investors weigh up how demand mig...
Dec 02, 2021•48 min•Ep 155•Transcript available on Metacast In this week’s podcast, Laith Khalaf explains the Bank of England’s plan to introduce a digital currency dubbed ‘Britcoin’ by the media, while Laura Suter gives some helpful hints on how to cut the cost of borrowing. She also explains what to do if you’re a customer of failed energy provider Bulb, and chats about a new 3.5% savings bond – what are the pros and cons of putting your money into such a product? Dan Coatsworth explains why Royal Mail is exciting shareholders and annoying customers. H...
Nov 26, 2021•46 min•Ep 154•Transcript available on Metacast This week we’re delving into the latest shockingly good jobs figures, and what they might mean for the Bank of England’s hotly anticipated decision on interest rates next month. Elsewhere in markets news, Danni Hewson looks at drinks giant Diageo’s bid for global dominance, Shell’s shift to UK shores, and whether markets really cared about a meeting between US president Joe Biden and China president Xi Jinping. Laura Suter is on, and gives an update on the latest Government wrangling over pensio...
Nov 18, 2021•36 min•Ep 153•Transcript available on Metacast On this week’s Money & Markets podcast, Dan Coatsworth looks at market reaction to a new Covid treatment pill from Pfizer, and weighs the latest winners and losers from the week’s slew of earnings updates. Danni Hewson examines the sparkle that’s back at Marks and Spencer, as well as a return to form for Primark. And what’s with Elon Musk’s social survey? We dig into the Tesla boss’s poll that sent the electric car maker’s share price tumbling. Dan catches up with Bill Ackman – the man who made ...
Nov 12, 2021•41 min•Ep 152•Transcript available on Metacast On the 10th anniversary of Junior ISAs, the podcast looks at the most popular investments held inside these accounts including Tesla and Scottish Mortgage. There is an odd one out: and Dan Coatsworth thinks he knows why. Laura Suter looks at how mortgages are getting more expensive, and what homeowners can do to avoid their bills getting too big. Dan runs through the latest market news, including Terry Smith’s decision to finally invest in Amazon, and why THG and Darktrace have gone off the boil...
Nov 05, 2021•44 min•Ep 151•Transcript available on Metacast On this week’s podcast we’ve delved into the finer details of the Budget and picked apart the Government’s documents so you don’t have to. We reveal all the things you need to know and how the Budget will impact your finances. Tom Sieber looks at how markets reacted to the news and the impact on businesses, while Laith Khalaf digs into the big economic numbers and looks at how the economy is doing as we emerge from the pandemic. Tom Selby looks at how pensioners fared in the Budget, and finds a ...
Oct 28, 2021•34 min•Ep 150•Transcript available on Metacast On this week’s edition of the Money & Markets podcast, Danni Hewson and Tom Sieber asses the winners and losers of earnings season to date and consider whether UK banks will perform as well as their cousins in the US. AJ Bell’s Head of Investment Analysis, Laith Khalaf looks at the latest inflation figures which might have bought the Bank of England some breathing space despite odds of an interest rate rise next month now being actively priced in by investors. The team look ahead to next week’s ...
Oct 22, 2021•39 min•Ep 149•Transcript available on Metacast Laura Suter puts some numbers on how rising costs are affecting everyday life. She also gives some tips on how to put some controls on a contactless debit card to avoid reckless spending. Tom Selby chats about a new study that considers the amount of money someone might need in retirement. He’s also back with another round of ‘pensions corner’, answering a listener’s question. Dan Coatsworth discusses the big sell-off in THG and ASOS shares and why the recovery in Chinese equities has hit a new ...
Oct 15, 2021•41 min•Ep 148•Transcript available on Metacast This week we discuss all the changes that October is bringing, as the Government winds up much of its financial support for the pandemic, from furlough to the stamp duty holiday. We also look at the impact rising gas prices are having on businesses, as well as the latest supply chain problems companies are encountering. Danni Hewson chats to the head of a London property empire, Brian Bickell of Shaftesbury, about emerging from lockdown and the impact it’s had on his business. We also look at wh...
Oct 07, 2021•33 min•Ep 147•Transcript available on Metacast On this week’s podcast Dan Coatsworth takes a look at what’s behind the UK’s petrol shortages and the rising cost of energy which has already brought a number of small suppliers to their knees. Inflation concerns have been causing jitters on markets, and some investors seem to be considering their portfolios after a sell off of some fast-growth companies and a surge in bond yields. Danni Hewson has been digging through the latest update from retail ‘class swot’ Next, which has raised its profits...
Sep 30, 2021•44 min•Ep 146•Transcript available on Metacast Dan Coatsworth explains in simple terms why troubles at Evergrande – one of China’s biggest property developers – matter to investors in the UK and around the world. Laura Suter looks at the reasons behind the big spike in energy prices and what to do if your energy provider goes bust. Richard Penny from Crux Asset Management gives his views of what might happen with stock markets in 2022. Netflix has bought the rights to Roald Dahl books and Dan explains why this is a very important move by the...
Sep 24, 2021•37 min•Ep 145•Transcript available on Metacast It’s a record-breaking week on the podcast, as Laura Suter and Danni Hewson talk about this week’s largest ever jump in inflation and look at how markets reacted to the news that prices are rising. We also look at all the companies suffering supply chain issues, why the travel sector has been hit again and what this week’s record-breaking jobs news means for us all. On this week is Tom Selby in Pensions Corner, talking about the perils of cashing in your pensions in one go, while Dan Coatsworth ...
Sep 16, 2021•34 min•Ep 144•Transcript available on Metacast On this week’s edition of the Money and Markets podcast Tom Selby looks at the small print of government plans to hike national insurance to pay for care costs. He takes a look at how much we’ll all be paying, if the cash raised will be enough to do the job and whether a cap on costs will mean people won’t need to sell their homes to pay for what they need in later life. He also looks into a rise in dividend tax and why making sure you’re using appropriate tax wrappers is crucial. Dan Coatsworth...
Sep 09, 2021•50 min•Ep 143•Transcript available on Metacast AJ Bell Investment Director Russ Mould explains why US stocks are riding high after an important meeting of central bankers, and what could move markets going forward. Dan Coatsworth examines UK stocks that have done well this summer and discusses the latest news on WH Smith and Blue Prism. Laura Suter chats about the dangers of freely tapping your debit card in pubs and shops, and she debates why Britain faces a £371 billion savings shortfall. There is also a section on thematic funds including...
Sep 02, 2021•31 min•Ep 142•Transcript available on Metacast On this week’s episode Laith Khalaf looks at rumours of a £7bn bid for another supermarket and what’s behind the sell-off in mining stocks, as well as giving an update on the latest supply chain issues hitting companies. We will also be talking about how PayPal has jumped on the cryptocurrency bandwagon and Laura Suter will be looking at whether the stamp duty holiday really was the reason behind soaring house prices so far this year. We’ve got Georgia Stewart at Tumelo talking about how investo...
Aug 27, 2021•34 min•Ep 141•Transcript available on Metacast This week’s podcast looks into bids for two defence giants which are attracting government attention. Private equity owned Cobham targets Ultra Electronics and US based Transdigm’s been told to put up or shut up when it comes to its interest in Meggit. Tom Sieber’s in the hotseat to talk about the FTSE 250 as many of the firms being targeted for takeover are mid-caps which may make financing deals easier for firms doing the buying. With retail the main focus for US markets this week as a whole h...
Aug 19, 2021•36 min•Ep 140•Transcript available on Metacast This week’s podcast takes a look at some of the skirmishes underway to snap up UK companies including Big Tobacco’s bid to get in on the wellness trade. Laura Suter checks out the latest US inflation figures and gives cash savers tips on how to beat the inflationary heat. Dan Coatsworth chats to AJ Bell Chief Executive Andy Bell about investing for the first time and his tips for young risk takers. We’ve also got copies of his new book to giveaway. Plus, Danni Hewson and Jenny Owen on the surge ...
Aug 12, 2021•34 min•Ep 139•Transcript available on Metacast This week’s podcast features Simon Edelsten from Mid Wynd Investment Trust on the sell-off in Chinese shares and why he decided to dump most of his Chinese holdings earlier this year. Dan Coatsworth explores how the FTSE 250 index of UK companies is trading at a new record high, and he dives into the latest results from Greggs and Domino’s Pizza. Stuart Widdowson from Odyssean Investment Trust talks about a fascinating company in the defence sector which is doing something very smart that a lot ...
Aug 06, 2021•41 min•Ep 138•Transcript available on Metacast This week podcast looks at why some astonishing earnings figures from three American tech giants hasn’t delighted all investors and Dan Coatsworth digs into huge market falls in shares of Chinese companies listed on US markets and asks if Beijing has more muscles to flex and how that could impact investors. Danni Hewson chats to Ged Futter from the retail consultancy GSCOP about rising prices and how companies like Reckit Benckiser will be looking to pass those onto consumers, plus he gives us h...
Jul 30, 2021•48 min•Ep 137•Transcript available on Metacast This week’s podcast explains the reasons why stock markets have taken another hit. Dan Coatsworth debates the perils of stagflation, the companies with supply chain disruption and margin pressures, and why strong Q2 numbers may not be enough to push up share prices. We may be enjoying the summer sun, but Danni Hewson explains why you might need to plan ahead with your Christmas Day meal. Nitesh Shah from WisdomTree joins the show to chat about why the gold price isn’t behaving as one might expec...
Jul 23, 2021•36 min•Ep 136•Transcript available on Metacast This week podcast looks at what was behind the recent global market slump and how rising inflation on both sides of the Atlantic might change the game going forward. Danni Hewson assess whether the mask wearing conundrum might have a detrimental impact on retail and hospitality businesses and we also dig into how so-called “Freedom Day” has been impacting share prices across the board. It’s earning season the sequel and big banks are, as ever, amongst the first to report and whilst earnings grow...
Jul 16, 2021•41 min•Ep 135•Transcript available on Metacast This week we have a special edition of the Money & Markets podcast looking at the world of property. Danni Hewson talks to consultant Alex Goldstein about the explosion in house prices, and Laith Khalaf asks David Hollingworth from London & Country for tips on getting a mortgage. Dan Coatsworth interviews James Dunlop from Tritax on why warehouses have become prime real estate thanks to the surge in online shopping. Ryan Hughes dives into the world of property funds and explains why recent fund ...
Jul 09, 2021•59 min•Ep 134•Transcript available on Metacast 
