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Presented by Laura Suter, AJ Bell’s Director of Personal Finance; Daniel Coatsworth, editor in chief at AJ Bell; and Danni Hewson, AJ Bell's Head of Financial Analysis, the AJ Bell Money & Markets podcast is the easy way to stay up to speed with the investing world.

Featuring regular contributions from the Shares team as well as a range of other AJ Bell experts and other special guests from the financial markets, the podcast is released on a weekly basis.

You can download and subscribe to AJ Bell Money & Markets for free by visiting the Apple iTunes Podcast Store or Spotify and searching for “AJ Bell”. It's also available on Podbean. Or you can go ahead and listen to each episode below.


How tariffs shock markets, Alphabet’s big challenge, and why we want to see changes to the Lifetime ISA

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]


Investment Trust Show #11: Fighting off activist investors and the attractions of Japan

Investment trusts have been all over the news as activist investor Saba targets seven companies with the hope of gaining control and becoming the investment manager. Herald (HRI) shareholders have already voted Saba down and we’re about to find out the fate of the other six investment trusts. Laith Khalaf brings us up to speed on the key events. [01:32]

Dan Coatsworth talks to James Carthew from research group QuotedData about what he thinks could happen next with Saba, and about the role of activist investors in general. [11:03]

Ian Conway and Steve Frazer conduct a deep dive into Law Debenture (LWDB) investment trust [26:40] and Dan talks to Nicholas Weindling, fund manager of JPMorgan Japanese (JFJ) about what’s going on in that part of Asia. [37:30]


US tech selloff, taxpayer frustrations, Guiness selloff denied and emerging market insights

In this week’s episode, Dan Coatsworth and Laura Suter discuss the recent selloff in US tech stocks, and what sparked the market turmoil [01:32]. They also look at WHSmith’s potential sale of its UK business [06:27], and Diageo denying rumours about selling Guinness [09:17]. 

Laura looks at the frustration taxpayers are facing with HMRC’s long call wait times, as some new data is released showing how hard it is to reach the taxman [12:09], while Tom Sieber looks at attending a company AGM in person at SRT Marine Systems and why investor engagement matters [16:55].  

Plus, Dan interviews Chris Tennant of Fidelity Emerging Markets to explore Donald Trump’s impact on emerging markets, why you might want EM exposure in your ISA or pension, and what’s next for China [24:26]. 


US tech selloff, taxpayer frustrations, Guinness selloff denied and emerging market insights

In this week’s episode, Dan Coatsworth and Laura Suter discuss the recent selloff in US tech stocks, and what sparked the market turmoil [01:32]. They also look at WHSmith’s potential sale of its UK business [06:27], and Diageo denying rumours about selling Guinness [09:17]. 

Laura looks at the frustration taxpayers are facing with HMRC’s long call wait times, as some new data is released showing how hard it is to reach the taxman [12:09], while Tom Sieber looks at attending a company AGM in person at SRT Marine Systems and why investor engagement matters [16:55].  

Plus, Dan interviews Chris Tennant of Fidelity Emerging Markets to explore Donald Trump’s impact on emerging markets, why you might want EM exposure in your ISA or pension, and what’s next for China [24:26]. 


Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth

On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth is joined by AJ Bell Investment Director Russ Mould to discuss how markets reacted to Donald Trump’s return to the White House [00:02:14]. From halting the TikTok ban to confusion about the President’s plans for tariffs, it’s already been a wild ride.

Dan is joined by Danni Hewson to assess what’s behind the FTSE 100’s good run. The pair also consider what might happen next for UK interest rates given the latest economic data gives the Bank of England a lot to think about. [00:11:12]

Government borrowing costs have shot up again but was that already priced into gilt yields and with pressure mounting on the Chancellor to spell out her plans for growth. [00:13:49]

Dan and Danni discuss the role of regulators with a former Amazon boss now heading the CMA and plans from the FCA to relax mortgage lending rules. [00:17:21]

Plus, Netflix hikes prices as subscriber numbers soar [00:31:38], why two brokers have very different views on Greggs [00:37:16] and James Flintoft, head of investment solutions at AJ Bell, updates us on asset allocation in AJ Bell funds [00:46:43].


UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup

The AJ Bell Money & Markets podcast team start this week’s episode with some good news as UK inflation took a surprise dip in December to 2.5%. Does this mean the chances of a February rate cut have jumped? Rachel Reeves has fought back in a Commons speech to defend her growth plans and although UK housebuilders have had a boost, other big companies continue to issue their own warnings. [01:02]

Danni Hewson and Charlene Young discuss how the UK isn’t the only country facing increased borrowing costs after recent bond yield hikes, and they also chat about what higher gilt yields mean for personal finances. [08:37]

Updates from BP, JD Sports and PageGroup painted a gloomy outlook but good news from Permission gave UK housebuilders a boost, even before a second bounce arrived following the inflation news. Charlene stays with housing, with a new IFS report on how more young people are residing in the Hotel of Mum and Dad. [23:10]

Donald Trump will be back in the White House next week, so Danni spoke to Yoojeong Oh, manager of the Abrdn Asian Income Fund, to find out how tariffs might impact Asian markets and where opportunities for income generation lie [27:56]. A TikTok ban in the US is also due next week, but is there any hope for a reprieve? [41:53]

Charlene finishes up with a timely reminder of the looming self-assessment deadline. [46:52]

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