• AJ Bell Money & Markets

  • By: AJ Bell
  • Podcast
AJ Bell Money & Markets  By  cover art

AJ Bell Money & Markets

By: AJ Bell
  • Summary

  • Bringing you the latest personal finance and stock market insights
    Copyright 2021 All rights reserved.
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Episodes
  • Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity
    May 6 2024

    It’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show.

    We discuss a range of topics with investment experts and fund managers. Each episode debates some of the most popular trusts wIt’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show.

    We discuss a range of topics with investment experts and fund managers. Each episode debates some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on governance, finding bargains and private equity.

    One of the differences between traditional funds and investment trusts is the latter have a board of directors. They’re meant to keep a check on what the manager is doing and uphold high levels of corporate governance but that doesn’t always happen. Laith Khalaf talks to James Carthew from research group QuotedData about what the board should really be doing.

    We’ve had some requests to look at Ruffer Investment Company so Tom Sieber and Martin Gamble from Shares magazine join us on the podcast to talk about this investment trust and the broader capital preservation space.

    Migo Opportunities Trust knows a thing or two about how to find bargains among investment trusts so we invited co-manager Charlotte Cuthbertson to explain what trends and opportunities she’s seeing at the moment.

    To round things off, we take a look at the world of private equity because the UK financial regulator has got a bee in its bonnet about a few things in the industry. Joining Dan Coatsworth to talk about what the FCA is reviewing is Alan Gauld from Patria Private Equity Trust.ith retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on governance, finding bargains and private equity.

    One of the differences between traditional funds and investment trusts is the latter have a board of directors. They’re meant to keep a check on what the manager is doing and uphold high levels of corporate governance but that doesn’t always happen. Laith Khalaf talks to James Carthew from research group QuotedData about what the board should really be doing.

    We’ve had some requests to look at Ruffer Investment Company so Tom Sieber and Martin Gamble from Shares magazine join us on the podcast to talk about this investment trust and the broader capital preservation space.

    Migo Opportunities Trust knows a thing or two about how to find bargains among investment trusts so we invited co-manager Charlotte Cuthbertson to explain what trends and opportunities she’s seeing at the moment.

    To round things off, we take a look at the world of private equity because the UK financial regulator has got a bee in its bonnet about a few things in the industry. Joining Dan Coatsworth to talk about what the FCA is reviewing is Alan Gauld from Patria Private Equity Trust.

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    59 mins
  • FTSE keeps fizzing despite Fed rate stall, and why HMRC is paying back a record amount for overcharging on pension withdrawals
    May 2 2024

    On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young deliver a jam-packed episode for you peppered with that optimism after the FTSE 100 smashed new records and ended the month up once again while Wall Street struggled against rate cut blues.

    They discuss reaction to the latest Fed decision, the big consumer names like Starbucks and Yum! Brands feeling the inflation blowback, and AI-charged stocks Amazon, Alphabet and Microsoft.

    Dan Coatsworth has done a very timely interview with JP Morgan Claverhouse fund manager Callum Abbot on the good and the bad of the UK stock market.

    With mortgage approvals hitting an 18-month high last month, Danni quizzes David Hollingworth from L&C Mortgages about what he’s seeing in the market.

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    55 mins
  • Record-breaking UK stock market, Tesla on the comeback trail, helping first-time buyers get on the property ladder
    Apr 24 2024

    We’ve got some good news from the UK stock market. Danni Hewson chats about how the FTSE 100 has hit a new record high and the drivers behind it. She also talks with Dan Coatsworth about the latest developments from key companies both sides of the Atlantic.

    The pair discuss Tesla’s surprise announcement, Pepsi’s trading-down problem, JD Sports aiming to generate 40% of sales from the US, and an activist investor snapping up bonds in troubled utility company Thames Water.

    You can hear about an alarming number of adults still living with their parents in their 30s and what the property industry wants the government to do to help first-time buyers get on the property ladder.

    Dan discusses the disappearance of generous cash incentives to switch bank account and the surge in people switching credit card deals.

    Finally, Tom Sieber and Ian Conway from Shares magazine get under the bonnet of Associated British Foods and how there is a lot more to the business than its retail arm, Primark.

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    49 mins

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