Episodios

  • What the Budget means for investors: Impact on taxes, pensions, and for some stocks
    Nov 7 2024

    Susannah and Sarah break down last week’s Autumn Budget, diving into its potential impact on savers, investors, and pensions. They cover key topics like inheritance tax changes and their effect on pensions and AIM investments, capital gains tax hikes, employer national insurance adjustments, and the freezing of income tax thresholds.

    They’ll also look at how the speech influenced markets and the confusion around possible changes to pension tax-free cash, which has left many facing a financial headache.

    Emma Wall, our head of investment analysis and research, speaks with Henry Lowson from Royal London Asset Management.

    And Matt Britzman, senior equity analyst at HL, tells us which stocks to keep an eye on following the Chancellor’s budget.

    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.


    Hosted on Acast. See acast.com/privacy for more information.

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    32 m
  • Power and Money: how will the UK budget and US election impact investments?
    Oct 17 2024

    Susannah and Sarah discuss politics both sides of the pond: UK Budget speculation and what rumoured changes mean for investors, plus what impact the US election is having on companies and markets.


    They are joined by Ben Page, chief executive of IPSOS, who explores opinions and behaviours around elections.

    Emma Wall, our head of investment analysis and research, speaks to Ziad Gergi, head of multi-manager funds at Hargreaves Lansdown.

    And Matt Britzman, senior equity analyst at HL, will assess how some shares will be affected by the US election result – Microsoft, Ashtead and D. R. Horton.

    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    35 m
  • Charged up: the EV revolution and the impact of the China vs US trade war
    Oct 4 2024

    Susannah and Sarah discuss the future of the EV industry in the wake of the China vs US trade war.


    Top Gear’s Quentin Willson talks about the trends in EV ownership and how the manufacturers are faring.

    Emma Wall, our head of investment analysis and research, has a deeper look at China’s prospects.

    As usual, Matt Britzman, senior equity analyst at HL, also spotlights some shares to watch in this sector – TSMC, BMW and Tesla.

    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    34 m
  • Homing in on Property: from buy-to-let to investing in property companies
    Sep 19 2024

    Susannah and Sarah discuss the pressures on buy-to-let mortgages, from legislation to mortgage rates, house prices and the impact of changes to capital gains tax - with property veteran, Jeremy Leaf. Helen Morrissey, head of retirement research, explores buy-to-let for retirement and the expected upcoming boost to the state pension.


    Matt Britzman, senior equity analyst at HL, also spotlights some companies to watch in the sector, including Taylor Wimpey and Ibstock.


    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    27 m
  • Switching channels: investing in Netflix, ITV and online channels
    Sep 5 2024

    Navigating the new media landscape: Susannah and Sarah take a look at the challenges facing the media industry, covering the drop in popularity of traditional television, the rise of streaming services and online competitors and the impact on advertising revenue.


    Plus, Matt Britzman, senior equity analyst at HL, gives his thoughts on some listed companies affected by changes in the industry.


    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    31 m
  • The Supermarket Sweep: Investing in Tesco, Asda, Ocado, and Sainsbury’s
    Aug 22 2024

    In this week's episode, Susannah and Sarah delve into the world of the UK’s supermarkets in the midst of multiple lock-downs, Brexit and a cost-of-living crisis. We also take a look at the wider impact on retail behaviour and the supply chain as a whole.


    Matt Britzman, equity analyst at HL, unpacks what's happened with some of the biggest household names, touching on Sainsbury’s, Ocado and Tesco.


    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    33 m
  • Any Pensions Questions? The state pension, tax relief changes and UK investing
    Aug 8 2024

    In this week's episode, Sarah and Helen delve into the world of pensions, unpacking burning issues including the state pension, lost pension pots, investing in the UK and potential tax relief changes.


    Didi Ager, HL financial planner, joins us to consider key pension questions people are asking right now.


    We’ll also look at companies that have been reporting – Microsoft, Paypal and NatWest.


    This podcast isn't personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    25 m
  • Singled out for tough times: how does being single affect your financial resilience?
    Jul 25 2024

    In this week's episode, Susannah and Sarah talk to Senior Analyst, Nathan Long, to explore the financial resilience of the nation by unwrapping the findings from the latest Savings and Resilience Barometer. We touch on the true cost of being single, runaway rental costs and the expense of remortgaging.


    Helen Morrissey joins us to give the inside scoop on measuring financial resilience in retirement and find out how much you really need to save for a comfortable retirement.


    We’ll also look at what stocks might be ones to watch for people investing for retirement.


    This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss.


    Hosted on Acast. See acast.com/privacy for more information.

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    25 m