Dan Coatsworth explores some of the best and worst performing trusts so far this year and what this tells us about investor appetite towards certain parts of the market. [01:15]

We’ve been very thin on the ground for new investment trusts joining the stock market for a long time but things are looking up. Laith Khalaf discusses the launch of Achilles Investment Company (AIC). [05:40]

Dan looks at the latest events involving Bill Ackman and his Pershing Square Holdings (PSH) investment vehicle [09:47], while Laith has some interesting stats comparing funds to trusts. [12:53]

JPMorgan Global Growth & Income (JGGI) has fast become one of investors’ favourites but did you know it has a sister investment trust that follows the same strategy but just looks at Europe? Dan talks to Tim Lewis, portfolio manager on JPMorgan European Growth & Income (JEGI), about opportunities and risks in the year ahead. [18:53]

Martin Gamble and Tom Sieber from Shares magazine conduct a deep dive into Greencoat UK Wind (UKW). [35:20]

Finally, we’re joining by Paul Angell, AJ Bell’s head of investment research, to discuss ways to research and select investment trusts. [46:39]

This week on the AJ Bell Money and Markets podcast, Danni Hewson and Laura Suter dive into the latest market news, including Apple’s big investment plans [01:19] and BP’s plans to roll back it’s green investment after pressure from an activist investor [09:13]. We also look at why Tesla shares are under pressure [04:39] and discuss Unilever’s CEO stepping down after less than two years [14:30].

On the personal finance front, Laura explains the impact of the latest rise in Ofgem’s energy price cap and shares tips on how to cut household bills [17:56]. She also uncovers cash savings traps that could see you paying more tax than necessary. [24:19]

For investors, Tom Sieber explores the best-performing dividend hero investment trusts, funds that deliver strong income without sacrificing returns [29:01]. And Dan Coatsworth speaks with Abbie Glennie from abrdn about why the UK stock market is showing signs of life [34:16].

In this week’s episode, Charlene Young and Laith Khalaf mull over the latest numbers from the UK banking sector after Barclays, NatWest and HSBC have posted their full year results. [1:30]

There’s also been a slew of UK economic data over the last week, so we’ll be taking a look at the jobs figures and a big jump in inflation back up to 3%. We’ll also be asking whether we should be celebrating 0.1% growth in the economy. [6:23]

Cash has also been making headlines, as NS&I changes its rates, and a record amount is reported sitting in bank accounts paying no interest. Meanwhile rumours are flying that the government might consider cutting back the cash ISA allowance. [15:42]

The activist investor Saba is back with a new plan for its foray into the investment trust sector. Laith brings us up to speed with what’s going on. [25:20]

Saba’s strategy isn’t unique; in fact, it’s the same one adopted by Migo Opportunities trust, yet the way Saba has gone about calling for change is different to Migo’s approach. Dan Coatsworth caught up with Migo’s co-manager Charlotte Cuthbertson to explore the differences. [28:55]

Finally we’ll be asking if Elon Musk’s political affiliations might be starting to hurt his business interests, as protestors gather outside Tesla showrooms in the US. [40:10]

Welcome to the first episode of the AJ Bell Money & Markets Deep Dive podcast. This is a new series which will take a long look at some of the key issues in markets and personal finances. First up we’ll be diving into a subject which will affect almost everyone – taxes. Personal taxes are on the rise and we’ll be looking at some of the main ways you can save tax on your savings and investments.

The tax burden is on course to reach a historic high of 38.2% of GDP by 2029. Laith Khalaf speaks to Carl Emmerson, Deputy Director of the Institute for Fiscal Studies about how we got here, and whether more tax rises are on the way. [11:05]

ISAs have been a hugely successful savings and investment account since their launch in 1999. Laith Khalaf and Charlene Young discuss the merits of ISAs and whether people in the UK are holding too much cash. [30:08]

Tom Selby, Director of Public Policy at AJ Bell joins the pod to discuss another important tax shelter: pensions. We ask him whether a pension is better than an ISA, and if the government might look to take away some of the generous tax relief currently attached to pensions. [40:02]

There are other ways to save tax too. Laith and Charlene discuss family finances, VCTs and the 60% tax trap. [59:08]

In this week’s episode, Charlene Young and Danni Hewson look at what’s happened since the Bank of England’s Monetary Policy Committee cut the base rate to 4.5% last Thursday. Expectations for a cut were high so has the reaction from markets and mortgage lenders been unsurprising too? [01:30] 

Danni gives the low down on the latest results from McDonald’s and BP. Does activist investor Eliott taking a stake in BP mean there is a reset on the horizon for the struggling energy giant? [11:57] 

Elon Musk is back in the news again. Donald Trump’s right-hand man and head of DOGE has led a bid for OpenAI, the company he co-founded with current CEO Sam Altmann before their big fall out over the future of the ‘mission’. [17:46] 

Charlene gives us a preview of an exciting new AJ Bell Money & Markets project. 

Tom Sieber from Shares Magazine joins us to talk about defensive stocks. He explains what a defensive stock is, examines the traditional defensive sectors and reveals which metrics identify ‘defensiveness’. [23:17] 

Dan Coatsworth interviews Guy Gittens, CEO of estate agent Foxtons to get his thoughts on where the property market could go next, the issues facing people who rent, and whether flaws in the Lifetime ISA are causing issues for prospective buyers in London. [28:46] 

Welcome to the latest episode of the AJ Bell Monet & Markets podcast.

Tariffs have been on everyone’s minds this week and they’ve caused some big movements on the markets and dominated the discussion for many companies. Danni Hewson runs through the key points and how they relate to investments. [04:06]

Tom Sieber and Ian Conway from Shares magazine explain why tariff issues have cast a cloud over Diageo and the key takeaways from its latest results. [13:04]

A government consultation on Lifetime ISAs closed this week so Dan Coatsworth explores the pros and cons of the account and the changes AJ Bell hopes to see in the near future. [26:06]

Rachel Vahey talks about new figures on changes to the UK population and how this links to pensions. [29:05]

Danni and Dan take a look at the latest numbers from Alphabet, Disney, Estee Lauder, GSK and Mattel. [37:17]

Dan also chats about how certain activist investors are getting what they want, with major changes announced at Smiths Group and YouGov. [49:35]