Dan Coatsworth talks to Alec Cutler, manager of the Orbis Global Balanced Fund, about the similarities between the 1970s and today (inflation, high energy prices, difficult markets), and what investors might need to do next. Hear from Dan and Laura Suter about why share prices and the pound suddenly perked up, what to expect if you’re getting a new mortgage, and where to find the top savings rates on cash accounts. Discover why shares in Tesla took a pounding, and why Drax is losing ESG fans fas...
Oct 06, 2022•44 min•Ep 193•Transcript available on Metacast Dan Coatsworth and Danni Hewson explore the impact of more weakness in the pound, rising government bond yields and further hikes in interest rates on consumers and businesses in the months ahead. They explore the fierce market reaction to the UK Government’s mini-Budget, why the Bank of England has stepped in to stop gilt yields getting worse, and why the IMF is not best pleased at Liz Truss and Kwasi Kwarteng’s policy decisions. Dan explores the large number of chief executives who have quit F...
Sep 28, 2022•57 min•Ep 192•Transcript available on Metacast On this week’s Money and Markets podcast Dan Coatsworth and Danni Hewson discuss the barrage of bad news that’s been troubling markets even before US and UK central banks hiked rates. Profit warnings have been coming in thick and fast including Hilton Foods, The Hut Group, DFS and the biggie – bellwether stock FedEx, so what can investors expect as we head into another earnings season? They explore the good news for UK businesses that’s come in the form of the government’s six-month energy price...
Sep 22, 2022•42 min•Ep 191•Transcript available on Metacast This week we look at the latest inflation update and how markets reacted to that surprise dip, and preview next week’s big economic announcements. We also cover the news that renowned investor Terry Smith is closing the emerging markets fund he launched eight years ago. Tom Selby is on to talk about the great ‘un-retirement’ of over-65s returning to work after the exodus during covid. And Dan Coatsworth talks to Morgane Delledonne from Global X on ways to invest in cybersecurity, as more compani...
Sep 16, 2022•37 min•Ep 190•Transcript available on Metacast The podcast returns from the summer break with special guest Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust. He reveals to Danni Hewson the lessons learned from previous experiences in China, why Moderna has become a big portfolio holding, and his views on the current state of the market. Dan Coatsworth runs through the market reaction to Liz Truss becoming UK Prime Minister and why retail stocks enjoyed a big bounce on the day. He also explains why one investment bank says...
Sep 09, 2022•48 min•Ep 189•Transcript available on Metacast This week we’re delving into those BP results that have caused so much debate. Plus Russ Mould joins us to look at share buybacks and dividends across the FTSE 100, as the oil giant announced another round of buybacks and a hike to its dividend. Also this week, Laith Khalaf studies the figures from UK banks in the face of the cost of living crisis, following a wave of second-quarter results in the sector. Which leads us neatly onto some startling new data Laura Suter has about how households are...
Aug 03, 2022•35 min•Ep 188•Transcript available on Metacast On this week’s Money and Markets podcast, Laura Suter and Danni Hewson discuss earnings season as it kicks into high gear. They sift through winners including McDonalds, Coca Cola and Unilever, and losers including Walmart – whose profit warning sent a shock through the US and UK retail sector. They also look at upcoming rate rises, which are forming an important backdrop to inflation-wary company outlooks. Also this week, Ryan Hughes from AJ Bell’s investment team takes a look at why bond marke...
Jul 28, 2022•41 min•Ep 187•Transcript available on Metacast On this week’s Money and Markets, Dan Coatsworth and Danni Hewson brave the heat not only of the UK weather, but UK inflation too. With CPI coming in over expectation at 9.4%, they sum up how markets are reacting, and discuss where interest rates could sit by the end of the year. With rising costs causing issues for companies, they also dig into a new report showing a 66% increase in profit warnings from UK listed companies in the first half of 2022 – including Direct Line and Made.com. Earnings...
Jul 21, 2022•50 min•Ep 186•Transcript available on Metacast Potential returns on cash savings accounts are now much more interesting, so don’t miss this episode of the Money & Markets podcast to find out the best deals around. Dan Coatsworth talks to Duncan MacInnes about how Ruffer Investment Company not only bucked the negative market trend in the first half of 2022 but also generated positive returns for investors. MacInnes explains why he believes the bear market isn’t over yet and how gold is an ‘unreliable girlfriend’. Discover why falling commodit...
Jul 14, 2022•41 min•Ep 185•Transcript available on Metacast This week Laura Suter and Danni Hewson bring you an update on the economic fallout from this week’s turmoil in Westminster, looking at various warnings from the Bank of England and the pound’s fall. We delve into what the new Chancellor might tackle in his economic update next week, after Nadhim Zahawi committed himself as a tax cutting chancellor. In the markets news we’ve got the latest updates and rows from supermarkets, some positive news from food delivery companies JustEat and Grubhub and ...
Jul 07, 2022•39 min•Ep 184•Transcript available on Metacast On this week’s Money & Markets podcast Dan Coatsworth and Danni Hewson take a look at what has been another bumpy week for markets with a commodities rally not able to deliver the big market comeback some investors had been rather hoping for. They look at what’s behind the defence stock bounce, boosting the likes of BAE Systems and Rolls Royce and how utility companies like SSE have responded to Ofgem’s new distribution price control proposals. Plus, Dan is chatting to the Fund manager of Odysse...
Jun 30, 2022•46 min•Ep 183•Transcript available on Metacast This week’s podcast has plenty of useful tips for managing your money, as well as important insight into what’s happening on stock markets and with cryptocurrencies. Dan Coatsworth explains why Primark’s click and collect trial is important news for anyone owning shares in Associated British Foods. He also explores the latest wave of takeovers on the UK stock market and why they aren’t necessarily reasons to be cheerful. Dan also reveals why one fund manager thinks now’s the time to sell shares ...
Jun 23, 2022•28 min•Ep 182•Transcript available on Metacast On this week’s money and markets podcast Danni Hewson and Tom Sieber from Shares magazine discuss market jitters ahead of the Fed’s latest rate rise. Plus big questions for the bank of England to process as job vacancies continue to soar and inflation takes a chunk out of wage growth. Tom Selby AJ Bell’s head of retirement policy looks at the impact the global meltdown’s having on pensions and how soaring inflation combined with market falls risk having dramatic impact on the retirement prospect...
Jun 17, 2022•46 min•Ep 181•Transcript available on Metacast On this week’s Money and Markets, Dan Coatsworth and Danni Hewson canter through the market movements over the last week – which, despite being shorter thanks to the Jubilee bank holiday, was no less eventual. They look at market reaction to all the political intrigue at Westminster, and assess how the travel sector is faring after disappointment and disarray at UK airports over the half-term break. There’s been another flurry of merger and acquisition activity – from the bid for bin business Bi...
Jun 09, 2022•42 min•Ep 180•Transcript available on Metacast This week Laith Khalaf brings us some big markets news including the markets rebounding (much to the relief of investors), warnings about the pound’s decline, and an update on how energy firms handled that windfall tax announcement last week. Laura Suter is back, and delves into data on whether low-cost food has faced bigger price hikes during the cost of living crisis. She also chats to a financial adviser, Peter Chadborn of Plan Money, to help you understand when you might want to use one and ...
May 31, 2022•40 min•Ep 179•Transcript available on Metacast This week, Laura Suter brings us the latest energy price cap news, with an explanation of what’s going to happen in the coming months. She also has a guide to how to squeeze the most out of your credit cards, and some good news for Premium Bond holders. Danni Hewson is here with all the markets news, including Snap’s profit warning, the impact of lifting tariffs in China as it emerges from lockdown, and the latest on those suggestions of a windfall tax. We’re dabbling in football this week, too,...
May 26, 2022•36 min•Ep 178•Transcript available on Metacast On this week’s Money and Markets podcast, Danni Hewson is joined by Tom Sieber from Shares Magazine to look at what’s behind April’s huge price increases and how markets have been reacting. With high costs taking centre stage in earnings reports, Tom picks through updates – including from Mr Kipling maker Premier Foods, and US retail giant Walmart. Markets are going through a very difficult patch, and Dan Coatsworth picks the brains of someone who’s been through bad times as well as the good – J...
May 19, 2022•48 min•Ep 177•Transcript available on Metacast Dan Coatsworth explains why stocks and shares continue to have a bad time and what might happen next. He also chats about takeover activity in the tobacco and property space, and why e-commerce companies have something to worry about. The UK continues to be fascinated by property prices, and we may now be at a turning point after several years of soaring activity. Laura Suter talks to Guy Harrington from property loan group GlenHawk about what he’s seeing in the market. And if you’ve ever wonder...
May 12, 2022•33 min•Ep 176•Transcript available on Metacast On this week’s podcast, the big theme is rate hikes – in the UK, the US, and Australia. Danni Hewson also runs through all the markets news, including the impact Amazon’s results had on the US markets, and those calls for a windfall tax on the oil companies. Sticking with the energy company theme, Laura Suter delves into rumours of suppliers hiking direct debits by more than is fair – and tells you what to do if you’ve been a victim. And she’s starting her mini-series on how to get the most from...
May 05, 2022•53 min•Ep 175•Transcript available on Metacast On this week’s Money & Markets, Dan Coatsworth and Danni Hewson pull apart Elon Musk’s Twitter takeover plans. We look into his plans to pay for the platform, what he wants to do with it, and shareholder concern that Musk may be forced to sell some of his stake to finance his new venture. And looking over the first updates from ‘MAMAA’ stocks, we find it’s a mixed bag, with a sting in the outlook. With markets volatile over concern about more China lockdowns, Dan discusses investing in Asia. He ...
Apr 29, 2022•50 min•Ep 174•Transcript available on Metacast Laura Suter talks to Emma Keywood about why AJ Bell has launched a new investment app called Dodl and how it might help people getting started with stocks and funds. Dan Coatsworth debates the problems facing Netflix and what it needs to do next. He also chats to Steven Tredget from Oakley Capital about the world of private equity and why more people are interested in this part of the investment universe. Laura gives some money-saving tips for travel fans, while AJ Bell’s Russ Mould joins the sh...
Apr 21, 2022•46 min•Ep 173•Transcript available on Metacast On this week’s podcast we’ve got the latest inflation data, with Laura and Danni explaining what it means for us all. We also look at how companies are handling rising prices, from Tesco’s aisles to Asos’s online orders. Danni has the latest on another U-turn in the Elon Musk Twitter saga, and we check in on how the Easter travel chaos is panning out. We’ve also got two fund manager interviews for you. First, Danni chats to infrastructure investments specialist Giles Frost, at International Publ...
Apr 13, 2022•48 min•Ep 172•Transcript available on Metacast On this week’s Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss Elon Musk’s newly acquired stake in Twitter and whether his appointment to the board will result in more changes than just an edit button. Dan digs into Moonpig’s uplift to its revenue outlook and Danni wonders who might be in the market for occasion wear retailer Ted Baker. The team also discuss the week’s volatility, with markets spooked by more Russia sanctions being on the table, and comments from Fed chair Lael ...
Apr 08, 2022•50 min•Ep 171•Transcript available on Metacast This week, Laith Khalaf brings us the latest markets news, including markets bouncing on potential Ukraine peace talks and Barclays taking a £450m hit to profits. Laith and Laura Suter also crunch the numbers on how much Rishi Sunak’s tax changes are actually going to cost you over the next few years. We also discuss Neil Woodford’s former protégé Mark Barnett making a return to fund management, after a year out. And Laura looks at a new savings account that actually pays an interest rate above ...
Apr 01, 2022•55 min•Ep 170•Transcript available on Metacast Danni Hewson and Dan Coatsworth give their reactions to Rishi Sunak’s Spring Statement, including the potential winners and losers from his announcement. Consumers, pensioners and businesses are all affected. Dan has good news for investors who remained patient throughout the recent global stock market sell-off, while Laura Suter gets some tips from RSM tax director Kate Aitchison on understanding HMRC’s tax rules and where people often get caught out. And Neil Shah from Edison Research is on th...
Mar 23, 2022•41 min•Ep 169•Transcript available on Metacast On this week’s Money & Markets podcast, Danni Hewson is joined by Tom Sieber from Shares to discuss another volatile week for markets – facing not just the situation in Ukraine but another Covid lockdown in China. Tom explains the moves made by the Chinese government after shares tumbled in response, and Danni examines what’s going on with the oil price as various governments seek to shore up security of supply. As fuel prices rise at the pump, many motorists might be thinking about making the s...
Mar 18, 2022•40 min•Ep 168•Transcript available on Metacast This week’s podcast explores how the latest events in Ukraine have moved global stock markets and how the war will have a big impact on the cost of living in the UK. Dan Coatsworth chats about some of the companies on the UK market which you might not realise have exposure to Russia. And Danni Hewson also talks to Neil Shah from Edison Research about companies severing ties with Russia. The podcast also explores the metaverse – Dan interviews Zehrid Osmani about this buzzword and how he's playin...
Mar 11, 2022•47 min•Ep 167•Transcript available on Metacast On this week’s Money and Markets podcast, Danni Hewson looks at how markets have reacted to the invasion of Ukraine, as company after company severs ties with Russia and sanctions begin to take effect. Laith Khalaf focuses on the suspension of many Russian-exposed funds and what that means if you’re invested, and he’s also been tracking the surge in value of crypto currency, plus calls for a ban on Russian transactions. With stock market volatility making some people nervous about their pensions...
Mar 03, 2022•46 min•Ep 166•Transcript available on Metacast On Money and Markets this week Dan Coatsworth and Danni Hewson assess what the situation in Ukraine could mean for markets, from soaring oil to falling share prices – as investors figure out which sectors stand to lose from increased sanctions. We also assess the latest financial updates from UK banks, and Dan chats to Neil Shelton from GXO – a huge name in global logistics – about all those supply chain issues we’ve heard so much about. You’ll learn how can you make money from music if you’re n...
Feb 24, 2022•54 min•Ep 165•Transcript available on Metacast Dan Coatsworth talks to Ken Wotton, manager of the Gresham House UK Multi Cap Income Fund about two companies which he believes could help consumers deal with inflationary pressures – Moneysupermarket.com and B&M. Laura Suter looks at the latest UK figures on the cost of living, and she explains why anyone who has been hoarding stamps for future use will need pay a visit to the Post Office to exchange them for new bar-coded ones. Get the latest update on global markets, with Dan looking at the i...
Feb 18, 2022•41 min•Ep 164•Transcript available on Metacast 
