On this week’s money and markets podcast we take a look back at the good, the bad and the downright ugly from this week’s earnings updates. Danni Hewson picks over this week’s losers including PayPal, Airbnb and ASOS and the big winners including British Airways owner IAG which is now back in profit and sending analysts rushing to upgrade their stock price targets. Plus, wheeling and dealing with JD Sports’ next move in its overseas growth plan and Ryanair snaps up at least 150 Boeing Max 10s. H...
May 11, 2023•36 min•Ep 223•Transcript available on Metacast This week’s podcast discusses the impact of the King’s coronation on the UK economy. Dan Coatsworth discusses the latest results from UK banks and US tech firms including Lloyds and Meta Platforms. He also debates the potential changes to the UK listing rules as the regulator tries to get more companies to list their shares on the London Stock Exchange. Laith Khalaf considers the Liberal Democrats’ call for a probe into whether some food companies are profiting too much from the cost-of-living c...
May 04, 2023•38 min•Ep 222•Transcript available on Metacast On this week’s podcast Dan Coatsworth and Danni Hewson talk through a bumper crop of earnings including the first update from big tech with both Microsoft and Alphabet beating expectations. First Republic sent shivers back through markets as the US regional bank reveals more than $100 billion dollars was withdrawn during last month’s crisis of confidence. A whole host of global consumer giants from Nestle to Coca-Cola have reported and it seems brand is a powerful thing with customers prepared t...
Apr 27, 2023•34 min•Ep 221•Transcript available on Metacast This week’s podcast explores why so many companies are receiving takeover offers and why the recent banking crisis could force some banks to push up rates on savings accounts. Tom Selby explores potential changes to how much protection the UK government offers on cash in the bank, as well as delving into the world of finfluencers. Dan Coatsworth chats about the latest results from Netflix and he interviews Nicholas Weindling from JPMorgan Japanese investment trust about opportunities in that par...
Apr 20, 2023•40 min•Ep 220•Transcript available on Metacast This week we look at the latest employment and inflation numbers in the US, as well as Elon Musk’s views on his purchase of Twitter. We’ll cover the big announcements from the IMF, of a bleak outlook for the UK economy and its prediction that lower interest rates are on the horizon – a big relief for mortgage holders. We have not one but two fund manager interviews this week to discuss the hot topic of the banking crisis and its knock-on effect on markets. The first is with the manager of Fideli...
Apr 13, 2023•45 min•Ep 219•Transcript available on Metacast On this week’s money and markets podcast Danni Hewson and Laith Khalaf discuss Opec+ shock cut to oil production which has stoked fear that central bankers might have to do more to tackle inflation if the price keeps rising. Fears of a global banking crisis might have faded but there were plenty of angry words directed at Credit Suisse’s chairman and CEO at the bank’s last ever shareholder meeting. Virgin Orbit’s been put up for sale following January’s failed rocket launch meanwhile Cineworld i...
Apr 05, 2023•50 min•Ep 218•Transcript available on Metacast Find out the latest events in the banking sector and why some of the big US tech stocks have bounced back after a miserable showing in 2022. Dan Coatsworth also explores why the stock market gave the thumbs down to the latest results from retailer Next. Laura Suter talks pocket money and children’s savings with GoHenry’s Louise Hill and Tom Selby answers a listener’s question about tax-free cash from pensions. We’re near the end of the tax year which means investors should act quickly if they wa...
Mar 30, 2023•47 min•Ep 217•Transcript available on Metacast This week we’ve got a full update on the ongoing crisis in the banking with Russ Mould joining us to explain what is actually happening and how it might impact you. Danni Hewson is filling us in on all the stock market news this week, including more job cuts at Amazon and the next stage of the sale of Man United. We’ve drafted in our pensions expert Tom Selby to explain the detail of those Budget pension changes from last week and how they will work in practice. We’ve got all the info on that bo...
Mar 24, 2023•41 min•Ep 216•Transcript available on Metacast On this week’s Money and Markets podcast Dan Coatsworth and Danni Hewson consider what’s been a tumultuous week for global markets after not one, but two US banks collapsed sending banking stocks tumbling. There was more turmoil after Credit Suisse revealed material weakness in its financial reporting which only served to ratchet up the tension. And into the mix dropped the latest US inflation figures which showed headline prices are falling slowly but the all-important core number edged up rais...
Mar 15, 2023•37 min•Ep 215•Transcript available on Metacast This week’s podcast looks at the shifting narrative from the Federal Reserve on interest rates and what ‘higher for longer’ means for investors. Laura Suter discusses the latest on mortgage costs and why a tax-free childcare scheme has been a flop. Dan Coatsworth considers ways to save up for university tuition and accommodation fees via a five and 10-year investment plan. He explores the reasons why shares in Aston Martin, Rolls-Royce and Premier Foods are rallying. Dan also talks to Josh Jones...
Mar 09, 2023•35 min•Ep 214•Transcript available on Metacast This week we’ve got the latest on how that new year rally in markets has panned out (spoiler alert: not well), as well as the latest in supermarket price wars. Danni Hewson covers the latest retail figures, from Primark to H&M, as well as some surprising figures from buy now pay later provider Klarna. Laura Suter has an update on energy bills and why they are getting more expensive despite wholesale prices getting cheaper, and she’ll be looking at the latest food inflation figures, which don’t m...
Mar 03, 2023•45 min•Ep 213•Transcript available on Metacast On this week’s Money and Markets podcast Dan Coatsworth and Danni Hewson discuss why Wall Street’s having a torrid time amidst speculation that the Fed’s rate hike cycle isn’t as close to the top as investors had hoped, and the FTSE 100 gives up its tenuous grip on the psychological 8,000 marks as slow demand from China pulls down miners like Rio Tinto. With that in mind, Dan’s been talking to Stuart Gray from Alliance Trust about what might happen if inflation falls but interest rates stay high...
Feb 23, 2023•47 min•Ep 212•Transcript available on Metacast Laura Suter and Tom Sieber bring you the podcast this week. We’ve got not one, but two inflation updates for you, and we’ll look at how markets reacted to the news. We look at a dodgy start to UK banks reporting season from Barclays and shedding light on why Lyft stock crashed this week. We’ve also got the latest update from everyone’s favourite savings company, NS&I, with a boost to the prize fund for Premium Bonds, and our fund manager interview this week is with Tom Caddick, Head of investmen...
Feb 16, 2023•38 min•Ep 211•Transcript available on Metacast This week we have warnings about the taxman coming for your children’s savings, as well as some more uplifting news about UK markets. Danni Hewson has all the details on the FTSE reaching a new record high, as well as an update on public enemy number one: the oil firms making big profits, and the latest round of tech sector job layoffs. Laura Suter has all the details of a report that proposed big changes to how pensions are taxed, and she’ll be diving into the showdown between bank chiefs and G...
Feb 10, 2023•41 min•Ep 210•Transcript available on Metacast On this episode of the Money and Markets podcast one of the most popular investors active today, Terry Smith, is here to talk about Fundsmith Equity Fund and he’s got some choice words to say about two of his holdings. Dan Coatsworth and Danni Hewson mull over the IMF’s gloomy forecast for the UK economy and canter through some of the companies reporting earnings including McDonalds, Exxon and Intel. Laith Khalaf updates us on UK government plans to regulate the "crypto-verse" and with the succe...
Feb 03, 2023•59 min•Ep 209•Transcript available on Metacast On this episode of Money and Markets we have Shares deputy editor Tom Sieber with all the markets news, from Netflix to Primark, as well as an update on the US. And he’ll also be responding to a listener question about indices, for those passive investors among you. Laura Suter is delving into the latest Government debt figures, looking for whether they give an indicator as to whether we’re headed for a recession or not, and she’s also explaining the new scheme where you can save money by using ...
Jan 26, 2023•30 min•Ep 208•Transcript available on Metacast On this week’s money and markets podcast Danni Hewson and AJ Bell’s head of retirement policy Tom Selby mull over the latest UK inflation numbers and discuss jobs data which shows more over 50s are heading back into the work place flagging a big issue about pensions. The FTSE 100 continues to flirt with the record books – nudging close to but not quite hitting a new high as UK retailers like Tesco, Currys and WH Smith deliver on the upside. But it’s not all been good news with profits at big US ...
Jan 20, 2023•57 min•Ep 207•Transcript available on Metacast One this week’s Money and Markets podcast Dan Coatsworth and Danni Hewson dig into Christmas Trading numbers with updates from Sainsbury, JD Sports, Barratt Homes and Direct Line on menu they discuss what those results can tell you about the outlook for 2023. British firms worry about rising energy costs as the government announces that support is changing. Amazon looks to cut costs by closing three UK warehouses plus the latest on reports Goldman Sachs is about to axe thousands of jobs. Plus Te...
Jan 12, 2023•48 min•Ep 206•Transcript available on Metacast Prime Minister Rishi Sunak wants all pupils in the UK to study maths up to the age of 18. Laura Suter explores how making personal finance studies more prominent on the curriculum as part of this maths push would yield significant benefits to individuals later in life. Dan Coatsworth explains why Apple and Tesla shares have dragged down the US market so far in 2023 and he also debates what might be in store from the plethora of trading updates due from the retail sector. Discover why Fundsmith E...
Jan 06, 2023•34 min•Ep 205•Transcript available on Metacast On this year’s last episode of the money and markets podcast Dan Coatsworth, Danni Hewson, Laura Suter and Laith Khalaf share their thoughts about the year’s pivotal moments from Russia’s invasion of Ukraine to “Trussonomics” and why mega caps like Amazon and Apple have lost you money this year. They also discuss the latest inflation figures on both sides of the Atlantic, assess how markets have reacted plus how a winter of strike action in the UK is affecting companies like Moonpig and discuss ...
Dec 16, 2022•49 min•Ep 204•Transcript available on Metacast If your train journey has been disrupted by strikes, don’t miss this week’s podcast where Laura Suter will be talking about what rights you have regarding refunds and compensation. Dan Coatsworth looks at the best and worst performing stock markets around the world in 2022. He also discusses what some of the pub companies have been saying about trading amid the World Cup. Tom Selby considers what might happen to the state pension and when people will be able to get it in the future. And the BBC’...
Dec 08, 2022•35 min•Ep 203•Transcript available on Metacast This week Danni and Laura have got a bumper interviews episode, with lots of great fund managers on to talk about the year that's (almost) passed and the year ahead. Amid signs that inflation could be near its peak, Dan Coatsworth has been asking Lazard fund manager Steve Wreford, about whether investors need to worry about it next year and why high inflation could stay on the agenda for longer than you might think. In markets this week we look at why protests in China have caused markets to wob...
Dec 02, 2022•42 min•Ep 202•Transcript available on Metacast In a special bonus edition of the AJ Bell Money & Markets podcast, Dan Coatsworth talks to Nick Train about how his Finsbury Growth & Income Trust has fared in 2022. Nick discusses performance, companies with pricing power, his thoughts on Alan Jope planning to step down as Unilever chief executive, and why Relx remains a big holding for his portfolio. The fund manager also talks about opportunities with Burberry, how much growth you might expect from his portfolio holdings, and whether he’s mad...
Nov 29, 2022•29 min•Ep 201•Transcript available on Metacast It’s our 200th episode of the Money and Markets podcast. To celebrate we have three special guests talking about things that really matter to savers and investors. Laura Suter chats to NS&I chief executive Ian Ackerley about premium bonds and savings rates. Dan Coatsworth talks to Polar Capital Technology Trust manager Ben Rogoff about the change in fortunes for tech stocks. Dan asks Ben whether it is time for the Faangs to be relegated and a new group of tech stocks to lead the pack. They also ...
Nov 24, 2022•52 min•Ep 200•Transcript available on Metacast Laith Khalaf and Tom Selby debate the forthcoming changes to taxes and allowances following the Chancellor’s Autumn Statement. They explain what the changes mean, and which ones are the most significant. Dan Coatsworth and Laura Suter discuss the relevance of Black Friday, whether retailers will enjoy a bumper sales period, and what to think about if you’re trying to cut back on your spending but want to take advantage of discounts in the shops. Dan explains why stock markets have perked up in r...
Nov 18, 2022•50 min•Ep 199•Transcript available on Metacast Laura and Danni have two interviews this week. The first is with bond fund manager veteran John Pattullo, from Janus Henderson Investors, who will be talking us through how he has navigated the recent market turmoil. And in the second interview Dan Coatsworth catches up with billionaire investor Bill Ackman from Pershing Square Holdings to talk about whether he’s worried about a recession and why he sold out of Netflix and Domino’s Pizza so quickly. Also this week we’ll be looking at the nation’...
Nov 11, 2022•41 min•Ep 198•Transcript available on Metacast On this week’s Money and Markets podcast, Danni Hewson and AJ Bell’s head of Investment Analysis Laith Khalaf mull over those all important interest rate decisions in the US and UK plus renewed calls for additional windfall taxes on Energy companies after BP and Shell announce more bumper profits. They also discuss those government energy payments which should have found their way into your hands and explain what you should do if you’ve not received yours. The deal’s finally done Elon Musk is th...
Nov 03, 2022•57 min•Ep 197•Transcript available on Metacast This week Tom Sieber is going to be looking at whether markets were buoyed by the news of yet another Prime Minister opening their moving boxes at Number 10, and Laura Suter will delve into what the new PM might mean for your money. We have the usual market update, including the potential collapse of online furniture retailer Made.com and the latest antics of Mike Ashley. On top of that, we’ve got Ian Conway from Shares magazine giving an update on a bumper US earnings season, with 45% of the S&...
Oct 28, 2022•29 min•Ep 196•Transcript available on Metacast This week we’ve gathered a team of experts to comb through all of the Government’s U-turns and work out what they mean for your money. Laura Suter looks at the income tax reversal and the Energy Price Guarantee, while Laith Khalaf has the details on dividend tax changes that never materialised. Tom Sieber gives us the market reaction to the news, including whether those crucial Gilt yields stabilised, while Tom Selby details the impact on the pensions landscape and that all-important triple lock...
Oct 19, 2022•26 min•Ep 195•Transcript available on Metacast With all the headlines that have made people worried about their pension we’ve drafted in AJ Bell’s head of retirement policy Tom Selby to talk through it and explain exactly what it means for you. Laura Suter talks to broker David Hollingworth from L&C on what’s happening in the housing market and what you should do if you are in the process of moving or re-mortgaging. Dan Coatsworth and Danni Hewson discuss the economic volatility surrounding the Bank of England’s bond buying programme. Market...
Oct 14, 2022•55 min•Ep 194•Transcript available on Metacast 
