Podcast appearances and mentions of aj bell

The way you choose to access your pension can have a big impact on the amount of money you have to live on in later life. So which option is right for you? Which? Money Editor Jenny Ross & Tom Selby, Director of Public Policy at AJ Bell explain how annuities and pension drawdown work, including the pros and cons of each method for turning your savings into a retirement income. Read our reviews of drawdown providers & sign up to our free weekly Money newsletter Find out the best annuity rates on the market right now Get 50% off a Which? membership This episode was originally released in December 2024

Danni Hewson and Dan Coatsworth go deep into the world of tariffs on this week's episode of the AJ Bell Money & Markets podcast. They'll discuss the latest movements, the latest industries in the firing line, and what companies are now saying about the impact of tariffs on earnings and their outlook. [4:20] While it might feel as if the business world is trying to catch its breath amid the tariff chaos, mergers and acquisitions are still being announced and Dan talks through some of the big ones that involve sliced bread, trainers and takeaways. [20:26] Warren Buffett's decision to step down as the boss of Berkshire Hathaway was headline news around the world and the team explain exactly why that's a significant move. [29:40] There's some worrying news about many people not having enough money in retirement to enjoy even the most basic pleasures [34:49]. Danni also discusses why the bank of mum and dad are becoming even more important in the quest to get on the housing ladder. [39:50] Finally, the podcast features an activist investor who has been involved in several campaigns involving the likes of logistics provider DX Group, polling specialist YouGov and luxury goods retailer Watches of Switzerland. Liad Meidar from Gatemore Capital puts forward his argument as to why activists aren't the villain some members of the public make them to be. [44:40] Sign up for AJ Bell's free webinar on 13 May all about the benefits of combining pensions: https://register.gotowebinar.com/register/7930137902340775776

US Trade tariffs, stock market ups and downs, economic uncertainty. What do they all mean for your money?Since last Wednesday, when Donald Trump announced huge increases in tariffs for goods being imported by the USA, global stock markets have been in turmoil. Money Box Live is discussing what these events might mean for your personal finances, over the short, medium, and longer term. Felicity Hannah is joined by Russ Mould of AJ Bell, and Kirsty Stone of The Private Office. And they'll be taking questions from listeners. Presenter: Felicity Hannah Reporter: Eimear Devlin Producer: Neil Morrow Editor: Jess Quayle

Get the latest on takeovers, wind-downs and manager changes in the world of investment trusts on this month's special edition of the AJ Bell Money & Markets podcast. [1:25]. Dan Coatsworth chats about which trusts were in demand from AJ Bell customers during the past month's mark turmoil. [9:15] Martin Gamble reveals which investment trusts were in and out of favour on a broader basis during this period. [13:09] Dan talks to Ryan Lightfoot-Aminoff from Kepler Partners. about opportunities in Asia amid chatter that investors are looking for ways to dial down exposure to the US. [27:50] Finally, Tom Sieber talks to Jim Strang from HgCapital Trust about the impact on tariffs on the tech companies and why Hg is focused on the more boring side of tech. [44:30]

Monday's international business news along with Joe Lynam and Ross Mould from AJ Bell.

This week, Progressive's Jeremy McKeown and Gareth Evans wonder whether there are signs of life... UK plc is perhaps "priced for failure" and recent share price moves suggest that even in-line performance (or only a small warning!) can lead to material upside. Severfield is a case in point, but this week has seen a number of examples. Jupiter and AJ Bell are also talking more positively. Still, risks abound, as the unfortunate Argentex investor base have seen - a canary in the coal mine, showing that volatility or abnormal market activity can lead to unforeseen consequences. Jeremy wonders whether the attack on US university funding could likewise lead to unexpected outcomes....

Russ Mould, Investment Director, AJ Bell

On this week's episode of the AJ Bell Money and Markets Danni Hewson and Tom Sieber from Shares magazine dig into what has been another ridiculously busy week for markets.  They track what's been going over the past 7 days as what's been dubbed by some as “Storm Donald” [1:50] has continued to buffet global stock markets. They discuss the 90-day pause for some countries, carve outs for things like smart phones which have boosted Apple.[6:00] But there's huge uncertainty still and promises of further moves on semi-conductors and pharmaceuticals and the magnificent Nvidia has seen shares dive again after it said it would take a huge hit from controls on chip exports to China. [7:55] With the UK potentially at the front of a queue for a trade deal with the US how are things looking when it comes to jobs and inflation, the pair chat through the latest numbers and assess what it might mean for interest rates and how the mortgage market is responding. [15:00] We've also got a deep dive into the UK's biggest supermarket Tesco from Steve and Ian from the Shares mag team [23:08], plus an update on AJ Bell funds from AJ Bell's head of investment solutions James Flintoft [38:55] and Martin Gamble from Shares gives us the low down on two of the best fund managers you've probably never heard of - Nick Sleep and Qais (Zac) Zakaria from The Nomad Partnership. [47:40]

It's ten years since George Osborne introduced his landmark private pension reforms, known as the ‘pension freedoms'. In this AJ Bell Money and Markets Deep Dive, we explore whether the pension freedoms have been a success and how you can make the most of them with your pension.   (05:26) Tom Selby and Rachel Vahey from AJ Bell will be joining Laith Khalaf to discuss what the pension freedoms were, and how people have been using them over the last decade. We'll also be running through the tax treatment of pension withdrawals and the chancellor's plans to levy inheritance tax on pensions.   (23:55) One of the architects of the pension freedoms, Sir Steve Webb, the Pension Minister in the coalition government of 2010 to 2015, talks to Laith about why the reforms took place and whether they've been a success.   (45:20) The team talk through the differences between drawdown and annuity and ask what a sustainable income is. We also discuss investment strategies in retirement, and ask whether annuities might be due a comeback. Finally we run through the resources that can help you decide how to take your retirement income.

With President Donald Trump's abrupt U-turn on tariffs yesterday, investors have been reminded that the economic landscape can be painted over in an instant. The president said he acted "instinctively, more than anything else." So how should investors be thinking about this economic moment? We're joined by Russ Mould, investment director at U.K.-based investment platform AJ Bell, to discuss. Also on the show: student certificates and the market for chicken feet.

With President Donald Trump's abrupt U-turn on tariffs yesterday, investors have been reminded that the economic landscape can be painted over in an instant. The president said he acted "instinctively, more than anything else." So how should investors be thinking about this economic moment? We're joined by Russ Mould, investment director at U.K.-based investment platform AJ Bell, to discuss. Also on the show: student certificates and the market for chicken feet.

It's been an eventful week and this episode of the AJ Bell Money & Markets podcast explores the key reasons behind the global market sell-off and what might happen next. Dan Coatsworth explains why shares slumped and he reveals the total value destroyed on global stock markets and the winners and losers on the FTSE 100. Laith Khalaf reveals why bond markets were showing unusual behaviour and the pair chat about why some companies like Games Workshop and Diageo might not be as badly affected as investors think. [02:50] Dan talks to Morningstar equity strategist Michael Field about what Liberation Day means for European stocks and shares which had a great run in the first quarter of the year. [26:23] If you've been spooked by the market sell-off and are worried about your investments, Dan and Laith offer some reassurance and explain why there is no reason to panic. [35:45] Laith has some interesting statistics on why it can pay to use your ISA allowance at the start of a tax year rather than at the end. [42:30]. Dan finds some interesting trend with AJ Bell customer behaviour during the market sell-off. [46:59]. Finally, Jonathan Maxwell from SDCL Energy Efficiency Income Trust is on the podcast to talk about the Trump administration rolling back green policies and whether that creates a headwind for renewable energy investors. [54:55].

China retaliated to US tariffs with a 84% levy on American goods How has the US bond market been reacting to the news of Chinese tariffs? Russ Mould from investment firm AJ Bell joins us to tell us more And Vietnam is facing a 46% tariff on its major exports to the US. Textiles is one of the country's biggest exports. We hear from garment manufacturer Pham Quang Anh

Ask me a QHello Bright Minds, today I'm talking to Baroness Helena Morrissey, ex CEO of Newton Asset Management, founder of the 30% Club and founding ambassador of AJ Bell's Money Matters campaign to help women feel good about investing. She's also the mother of nine children and author of A Good Time to Be a Girl.We talk about how to ask for a promotion and the power of holding silence when you do.The gender ISA gap, pensions and investing for children.Helena's experience of returning to work after nine maternity leaves.The psychology of what we wear at work. Helena's top tips for returning to work after a break.MORE FOR YOU DM Jessica on instagram @comebackcommuk Get Caremail (free, every other Sunday at 7am) Read Mothers Work! How to Get a Grip on Guilt and Make a Smooth Return to Work by Jessica Chivers. Watch five coachees talk about working with us Connect us to your HR team - bring the Comeback Community™ employee experience to your workplace

Russ Mould from AJ Bell joins Joe Lynam for Breakfast Business to go through all the big business news.

FT Adviser's Alina Khan is joined by Rachel Vahey, head of public policy at AJ Bell, Charlie Barnes, head of employment legal services at RSM UK, and Stephanie Court, private client tax director at RSM UK, who discussed the recent Spring Statement, the lack of tax announcements this time round and the anticipated potential tax rises in the autumn Budget. Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we bring you up to date on the latest US and UK interest rate decisions.(00:14) Danni Hewson and Charlene Young discuss why the gold price has reached another record high, why possible price wars are taking a bite out of the value of UK-listed supermarkets, and the latest updates from tech firm Trustpilot and defence group Qinetic.(03:19) AJ Bell investment director Russ Mould joins the team to debate the choppy US markets and give his views the Trump slump and the not-so Magnificent Seven.(17:21) Tom Sieber from Shares Magazine talks about stock splits – what they are, and why they matter to investors.(30:03) Charlene also rifles through the latest ONS inflation basket – VR headsets and yoga mats are in but gammon joints and cafeteria lunches are out.(35:14)

Austin Hughes from AJ Bell takes a run through all of Friday's business headlines with Joe Lynam.

Caitriona Perry, Chief Presenter, BBC News, based in Washington and Danni Hewson, Head of Financial Analysis at AJ Bell

We have a look through Monday's big business new stories with Joe Lynam also with Ross Mould from AJ Bell.

New data suggests that more than two thirds of Generation X - those aged between 45 and 60 - are not on track to have enough money for retirement. In this episode Which? Money pensions expert Paul Davies and Director of Public Policy at AJ Bell, Tom Selby, discuss how much we need to put into our pensions each month, the importance of monitoring our pots, and how government contributions and tax relief boost our savings. Read more on how much you'll need to retire & sign up to our free weekly Money newsletter. Click here to send us an email. Become a Which? Money member. Get 50% off a Which? membership.

On this episode of the AJ Bell money and markets podcast Dan Coatsworth and Danni Hewson assess the impact on markets after Donald Trump brought in 25% tariffs on Mexico and Canada. Is a global trade war inevitable and have investors been caught on the hop because of the President's unpredictability or is it a storm set to fizzle out. [02:10]  As the global order shifts European countries are expected to spend more on defence which helped lift the FTSE 100 to a record high earlier in the week, the team from Shares magazine deliver a deep dive into company making gains, BAE Systems. [13:30] Pastry purveyor Greggs was flavour of the month with investors, but growth has slowed significantly, can the company's focus on healthy options and evening grub help it get its mojo back? [22:20) Changes to listing rules are in the offing with the FTSE Russell accepting companies with a Euro or Dollar share price from September so what might that mean for London markets. [28:30] AJ Bell's Head of Public Policy Rachel Vahey joins us to talk about the fast-approaching deadline if you need to top up your qualifying National Insurance contributions [32:36] and the sub 4% mortgage is back with 5 major lenders cutting mortgage deals. [39:20]

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]

Gilts have been touted as a good investment option right now for a number of reasons. In this episode of the FT Adviser podcast David Roberts, fixed income fund manager at Nedgroup Investments, David Coombs, head of multi asset investing at Rathbones Asset Management, and Paul Angell, head of investment research at AJ Bell, discuss why they invest in bonds right now. Hosted on Acast. See acast.com/privacy for more information.

Russ Mould from AJ Bell joined Joe this morning to run through Monday's business headlines.

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]

Monday's big business stories along with Joe Lynam and Russ Mould from AJ Bell.

A senior MP has backed calls to start automatically paying out hundreds of millions of pounds to young adults if they haven't claimed government-backed child trusts funds by the time they turn 21. Sir Geoffrey Clifton-Brown, who is also chair of parliament's Public Accounts Committee, says the move would help nearly half a million people born between 2002 and 2011 access one billion pounds of their own money that they don't even know about. The government says the idea would be complex and costly.There has been a lot of talk on the news about gilts and the bond market. We're joined by Russ Mould, the investment director of AJ Bell, to explain what a gilt is and whether you can buy one?There's less than three months left to boost your state pension by to filling old gaps in your National Insurance record. At the moment people who have not yet reached pension age and those already on the new state pension can fill gaps in their record back as far as 2006. From this April that window will be shut. What should you do, if you think you've got gaps to fill?And, the couple who boosted their income by more than a hundred pounds a week after listening to Money Box. Find out how they did it.Presenter: Paul Lewis Reporter: Dan Whitworth Researchers: Eimear Devlin and Jo Krasner Editor: Jess Quayle(First broadcast 12pm Saturday 18th January 2025)

This week on Taking Stock Emmet Oliver looks at Tesla's declining sales in some countries and asks how much an owner's personality can affect sales of their products when he talks to Gretchen Larsen, Professor in Marketing at Durham University Business School.Gold is going gang busters in the era of tariffs and Emmet talks to Russ Mould of AJ Bell about why Gold will never die. Plus, Emmet talks to Professor Steven Barnett of the University of Westminster about the BBC World Service and why it may be more important than ever.

Monday's business news headlines along with Joe Lynam and Russ Mould from AJ Bell.

Inheritance tax - it's something that's become a hot topic in recent months, following the government's proposals to make some changes to how it works, which will lead to more people facing a bill. It's often an emotive subject, but is also a complex one, with lots of rules that determine how and when inheritance tax is charged. In this episode Which? Money Editor Jenny Ross and Director of Public Policy at AJ Bell, Tom Selby discuss how inheritance tax works, how you can potentially avoid it, and whether you need to worry about it at all. Read more about the ways to avoid paying IHT & sign up to our free weekly Money newsletter. Become a Which? Money member and receive a special gift - offer ends 16 February 2025. Get 50% off a Which? membership.

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]

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek's smarter and more sustainable design helped knock half a billion dollars from Nvidia's (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors. It's then on to Michael Fahy to chat about this week's main feature on Tesco (TSCO). Michael explores how the supermarket's position has changed over the past few years, the mistakes it has made along the way and what comes next. Last up Val Cipriani and Julian Hoffman discuss AJ Bell's (AJB) recent trading update. Listen to find out how the Budget has impacted the investing platform and how investors should consider the stock moving forward.Timestamps 1:17 DeepSeek13:01 Tesco28:04 AJ BellClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you're not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

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].

Bringing us all of Monday's business news stories was Russ Mould from AJ Bell.

AJ Bell investment analyst Daniel Coatsworth talked with Proactive's Stephen Gunnion about the FTSE 100 reaching a new high and the key factors driving it. Coatsworth highlighted three major drivers behind the gains: the weaker pound, ongoing merger activity in the mining sector, and Chinese GDP figures supporting commodity demand. He explained that the weaker pound benefits FTSE 100 companies, as many earn in dollars, which increases the value of their earnings when converted to pounds. The discussion also touched on potential mergers in the mining sector, including past talks between Rio Tinto and Glencore, and the broader implications for market activity. Coatsworth also provided insights into the challenges and opportunities ahead for the FTSE in 2025, including the impact of Donald Trump's return to the White House, cost pressures on UK companies, and the resilience of defensive sectors like utilities and tobacco. Coatsworth described the mining sector as "addicted to M&A," and suggested that further activity could bolster the market. He also noted, "While today's record high is significant, the FTSE remains a laggard compared to US markets." For more insights from market analysts and updates on global economic trends, visit Proactive's YouTube channel. Don't forget to like this video, subscribe to our channel, and enable notifications for future updates. #FTSE100 #StockMarketNews #InvestmentInsights #AJBell #MiningSector #WeakerPound #GlobalEconomy #ChineseGDP #MarketTrends #ProactiveInvestors #2025MarketOutlook #MergersAndAcquisitions

The way you choose to access your pension can have a big impact on the amount of money you have to live on in later life. So which option is right for you? Which? Money Editor Jenny Ross & Tom Selby, Director of Public Policy at AJ Bell explain how annuities and pension drawdown work, including the pros and cons of each method for turning your savings into a retirement income. Read our reviews of drawdown providers & sign up to our free weekly Money newsletter. Find out the best annuity rates on the market right now. Save 25% off a Which? Money annual membership for the first year. Get 50% off a Which? membership.

Investing doesn't come cheap. From account fees to transaction fees, fund fees to foreign exchange fees, costs can soon mount up. But how can you reduce this? Which? Researcher Megan Thomas & Laura Suter, Director of Personal Finance at AJ Bell shine a light on the fees you have to pay, and reveal the best platforms on the market right now. Read more on how to tax-proof your portfolio & sign up to our free weekly Money newsletter. Save 25% off a Which? Money annual membership for the first year. Get 50% off a Which? membership.

Russ Mould: We Can't Afford a Deep Recession Because of This One Issue  Russ Mould Investment Director at AJ Bell discusses the Bank of England's problem. The are trying to control inflation but their restrictive policy could mean the UK goes into recession and with all the debt in the system, it would be unaffordable for the government.  ----------------------------  CHAPTERS 00:00 INTRO 01:35 UK & Europe's PMI figures  04:00 Chance of Bank of England Rate Cut  09:35 Inflation continues to rise  11:10 Trump's Tariffs  13:06 Bitcoin  ----------------------------- HOW TO BECOME A MICROCAP MILLIONAIRE - A 3 STEP STRATEGY FOR STOCK MARKET SUCCESS IS MY FIRST PUBLISHED BOOK AND IS NOW AVAILABLE TO PRE-ORDER AT AMAZON https://www.amazon.co.uk/dp/B0DJNYBKXQ/ref=sr_1_1?crid=2QNL5XOSI9Z51&dib=eyJ2IjoiMSJ9.7PnlrmFWd_osVq83XeBYPsZQdtTs7BbKgbQaQQffZ4bqrYIg-35O8e4T6xsi38d5KbZEgEjvVaYPReTncbmvYpr-2kUEz-R1ycNxvDcl0y7VcE3zKlc0AnbECsPex6WqZL5LO6G5LY3YnX1P8BkYSYJUMvLobJuQCoqmWeWuK8hJ83fK-idRxlOXX8QHh8k0RV55YPRKOdAKnbV6j5IFo841cKed1mD7JOeLecNvlOY.hRFiqNqYgMyIazu6AoGVJpNQfLhf2p80fyohb-IjGFY&dib_tag=se&keywords=How+to+Become+a+Microcap+Millionaire&nsdOptOutParam=true&qid=1728469508&sprefix=how+to+become+a+microcap+millionaire%2Caps%2C64&sr=8-1 ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League. Members of The SharePickers Investment Club also receive Justin's investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you: WHAT are the best UK stocks to invest into using fundamental analysis WHEN is the very best time to invest using technical analysis HOW to manage your investments using portfolio management. In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021. On the website there's also videos on how to learn about fundamental analysis and technical analysis. To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet.

This week's episode of the AJ Bell Money & Markets podcast compares challenges in the UK and US retail sectors, examines Nvidia's latest results and talks about why so few of us are using cash day-to-day. We've also got interviews with AJ Bell's CEO and an Asia-focused fund manager who hates China. Danni Hewson explains the latest UK inflation figures and what they mean for savers, investors and borrowers. [01:02] Nvidia caused quite a stir with its latest financial results and Dan Coatsworth is on the podcast to explain exactly what's going on. [06:47] There's been a lot of grumbling from the heads of UK high street companies following the Budget last month and this week the government was presented with a letter from some of the country's biggest retailers. Find out what some of the biggest names in industry had to say. [10:45] The podcast also looks at what some of the major names in US retail are saying about the state of the consumer Stateside, including Walmart, Target and TJX. [16:11] Even though the Budget is now in the rear-view mirror, many investors are still getting to grips with what it means for them. One person who is acutely aware of the challenges it has created is Michael Summersgill, chief executive of AJ Bell. Don't miss what he has to say on this week's podcast. [22:37] Do you still pay for things with coins or notes, or are you completely dependent on cards? New research would suggest not many of us carry change in our pocket. Danni and Dan talk notes, coins and card-readers galore. [29:44] Finally, Asia can be a fruitful place to find dividends and Jason Pidcock from Jupiter Asian Income Fund has been investing in the Asia Pacific region since the early 1990s. Dan met up with Jason to talk about the hunt for income, his thoughts on China, and why a Trump victory puts the spotlight on one of the most important companies in the global semiconductor supply chain. [36:02]

This week on Taking Stock Mandy Johnston talks to her regular US contributor Caroline Vikal of the Hill about where the election was lost and won.Russ Mould of AJ Bell profiles Warren Buffett and looks at why he might be selling his much-valued Apple shares.And Mandy talks to Louise Lucas of the Financial Times about the competition between the giants of sports footwear; Adidas and Nike.

The long-awaiting Budget speech by Rachel Reeves was delivered today, but what did she say? Was anything new announced? And what does it all mean for you finances? Which? Money Editor Jenny Ross and Tom Selby, Director of Public Policy at AJ Bell, are here to digest and debrief it all to explain the good news, the bad news, and everything in between. Read more about what the 2024 Budget means for you & sign up to our free weekly Money newsletter. Get 50% off a Which? membership.

On this episode of the AJ Bell money and markets podcast Danni Hewson is joined by Shares Magazine editor Tom Sieber to pick through the most interesting points of this earnings season so far.  From the re-jig of the menu at Starbucks from the new man in charge as sales keep falling to a Netflix subscription slowdown, Tesla's return to better form and in the UK Hollywood Bowl's mega strike.  Mike Asheley set's his sites on running Boohoo and Boeing's back on the back foot after employees rejected another improved pay deal. Less than a week out from the UK's budget the pair discuss the state of the UK's public finances and calls from the hospitality sector for Rachel Reeves to act on business rates or risk a high street meltdown. And less than two weeks from the US election Dan Coatsworth has been chatting with Ron Temple chief market strategist at Lazar Asset Management about what might happen to certain assets and sectors depending on which candidate gets to the White House. Plus, Gold hits fresh record highs and the value of lost pension pots in the UK has now reached a staggering £31 billion.

On this week's AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to a large fall in UK inflation which has raised expectations that the Bank of England might cut rates twice before the end of the year.   They're joined by Tom Selby, AJ Bell's director of public policy, to discuss ongoing Budget speculation which has unsettled many pension savers and prompted AJ Bell to call on the Treasury to commit to a pension tax lock.   They also discuss the impact of Budget speculation on markets with housebuilders like Barratt up and gambling companies like Entain down.   Dan Coatsworth talks to Ailsa Craig and Marek Poszepczynski from the International Biotechnology Trust about what we might see next for the weight-loss drug boom. Dan also chat to Nick Purves from Temple Bar Investment Trust about finding opportunities when parts of the market look cheap.   You can also hear why automakers Stellantis and BMW have warned policy makers they need to think again about the pace of the transition to electric vehicles if they're going to protect manufacturing jobs and why Boeing is looking to raise funds to help it keep its head above water.

With a month to go until the US elects a new President, we take a look at how a Trump or Harris presidency might impact your investments, and explain what you can do to prepare for polling day. Which? Senior Researcher Josh Wilson and Russ Mould, Investment Director at AJ Bell share their insights to help you with your portfolio. Read more on how the election could impact your portfolio & sign up to our free weekly Money newsletter. Get 50% off a Which? membership.

The AJ Bell Money & Markets podcast is back with a bumper episode looking at the market wobbles at the beginning of August and September amid fears about the strength of the US economy and a slowing of Nvidia's AI growth story. Danni Hewson and Laura Suter also discuss the potential path of interest rate cuts as well as discussing some interesting M&A activity including Rupert Murdoch's REA Group's plot for UK property platform Rightmove. Hot off the heels of Rightmove's takeover interest, Dan Coatsworth talks to one of its biggest shareholders, Nick Train from Finsbury Growth & Income Trust about the news and his thoughts on two other big-name FTSE 100 stocks. We've got plenty of pension action too, including how much the state pension is set to rise next year and AJ Bell's Rachel Vahey answers your questions.

Russ Mould Investment Director at stockbroker AJ Bell says: Keep an Eye on this Index!  This index usually moves before the S&P 500 index and is therefore a great predictor of where the wider market is headed.  The Philadelphia Stock Exchange capitalization-weighted index $SOX composed of the 30 largest U.S. companies primarily involved in the design, distribution, manufacture, and sale of semiconductors.  CHAPTERS 00:00 INTRO  00:52 WHAT'S CENTRAL BANKS NEXT MOVE?  01:15 WAS THE SELL OFF A ONE OFF?  01:30 PHILADELPHIA SEMICONDUCTOR INDEX  07:30 ARE RATE CUTS PRICED IN?  11:00 GOLD  For a FREE weekly share tip visit www.sharepickers.com/tips

Research from us here at Which? suggests around half of adults don't know how much money they'll need come retirement. So what is the answer? And how can you ensure you achieve it? Which? Money Editor Jenny Ross & Tom Selby, AJ Bell's Director of Public Policy explain the figures, plus share their advice on how best to save for later life. Learn the difference between different pension types & sign up to our free weekly Money newsletter.

More of us are investing our cash in assets than ever before. So should we be exploring ways to diversify our portfolio? Or should we stick to the mainstream? Which? Writer and researcher Megan Thomas & Laith Khalaf, Head of Investment Analysis at AJ Bell explain the benefits and pitfalls of investing in assets that you wouldn't find in the mainstream. Find out the best stocks and shares Isas & sign up to our free weekly Money newsletter.

Danni is a seasoned financial journalist with over 19 years of experience at the BBC, where she presented and reported business news for various programs. She most recently hosted Radio 5 Live's "Wake Up to Money." Now at AJ Bell, she provides expert analysis and commentary on financial markets, economics, and personal finance.Find more information and resources here: http://saradavison.com/Follow me on social media►Instagram: https://www.instagram.com/saradavisondivorcecoach/Facebook: https://www.facebook.com/SaraDavisonDivorceCoachTwitter: https://twitter.com/SDDivorceCoachLinkedIn: https://www.linkedin.com/in/sara-davison-742b453/