Podcast appearances and mentions of aj bell

The AJ Bell team talk markets, stocks, Lifetime ISAs, insurance, property and investing in this episode of the Money & Markets podcast. Find out why Nvidia is investing billions of dollars in two companies. [1:00]. Dan Coatsworth reveals the key reason why shares in B&Q-owner Kingfisher went wild, and it's not down to a new DIY boom. [3:28]  Greggs is opening a pub – is that bad news for Wetherspoons or just a marketing trick? Dan gives his thoughts. [5:30]  Consumer research group Which? says enough is enough with regards to how home and travel insurance providers are treating customers. Charlene Young explores this ‘super-compliant' and what you can do if your insurer has treated you unfairly. [8:15]  The new intake of university students is settling into their new life, but there is a big cost of higher education. Dan chats about a growing trend for parents to help reduce the burden of debt on their children. [12:35] Have you always dreamed of owning a bungalow? You're not alone. Charlene talks about a shortage of bungalows in the UK and why both older and younger people want more of them built. [20:10 New figures reinforce widespread calls to reform the Lifetime ISA. Charlene explains all. [24:42] Our special guest is Isaac Thong, portfolio manager of the Aberdeen Asian Income Fund. Danni Hewson talks to Isaac about why more investors are looking at this part of the world. [29:25]

It's three years since the Truss/Kwarteng mini-budget which sent the bond market into meltdown. In this Deep Dive we'll be looking into the nitty gritty of bonds while also discussing the big picture and asking why UK bond yields are so high, and what effect that may have on the budget in November. (02:10) Laith and Danni are joined by Ian Aylward, head of investment partnerships at AJ Bell, to discuss what bonds are and what factors affect prices. (17:39) Laith talks to Rupert Harrison, senior adviser at PIMCO and formerly Chief of Staff to George Osborne when he was Chancellor. Rupert gives his views on what is driving higher UK government borrowing costs and what the bond market wants from Rachel Reeves in the forthcoming budget.   (41:52) Ian, Laith and Danni talk about why people invest in bonds, and discuss the bond funds that are available to investors.   (53:13) Laith talks to Alex Ralph, fund manager of the Nedgroup Global Strategic Bond fund, about how she picks bonds and how she sees the market right now.

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

This week on Taking Stock Susan Hayes Culleton looks at the idea of the '15-Minute' city, where urban planning allows for residents to be only ever 15 minutes away from everything and anything they need. She is joined by Aitor Hernández-Morales of Politico.Sinead Ryan talks to Susan about the changing saving and spending habits of Gen Z.Plus, Susan debates the merits of scrapping ‘earnings' calls as President Trump has called for, when she chats to Russ Mould of AJ Bell.

In this week's AJ Bell Money & Markets podcast, we look at the latest interest rate moves in the UK and US and what they mean for markets, savers and borrowers [01:25]. Also in markets news we'll take a look at the US-UK investment story, and dip into news that Alphabet has joined the $3 trillion club [07:50] and Trump and TikTok deal that means it stays in the US [10:14]. We then turn to the state pension triple lock, as the latest wage figures play a crucial role in setting next year's increase [13:09].  Sticking with pensions, Charlene Young and Laura Suter discuss a new move from the taxman on pension tax relief and what it could mean for those claiming extra relief [17:45]. Charlene also delves into new AJ Bell research on how people's expectations for retirement compare with the reality of what retirees actually spend [21:55].  Later in the show, Dan Coatsworth speaks with Ben Preston from Orbis Global Equity Fund about why he has less invested in the US than a typical global fund, why he's backing the UK, and his investment in Nintendo [28:20]. Dan also interviews Daniel Avigad from Lansdowne European Special Situations Fund about whether investors have missed the boat on Europe's strong stock market performance and why the owner of Ray-Ban is catching his attention [39:04]. 

As it's pension awareness week, it's perhaps the perfect opportunity to get on top of your savings for later life. In this episode, we're joined by Which? Money's pension expert Paul Davies, and Charlene Young, Pensions and Savings Expert at AJ Bell to discuss how much you'll need, how to save, and share their expert tips on setting yourself up for a comfortable retirement. Read more about how much you need to save for your retirement & sign up to our free weekly Money newsletter Could a DIY pension help to boost your retirement savings? or could a Lifetime Isa help you out?Click here to send us an email Get 50% off an annual Which? membership Become a Which? Money member to access 1-to-1 guidance

On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson are joined by AJ Bell's pension guru Rachel Vahey ahead of pension awareness week. They discuss a new advert fronted by former Eastender star Ross Kemp which hopes to persuade people to engage with their pension in the same way they engage with their physical fitness. Rachel shares some top tips to make sure your pension is fighting fit. [01:33] In markets news, Dan digs into Anglo American's gigantic bid to take over Canadian copper miner Teck Resources [19:46]. Danni discusses why it's a tricky time for UK retailers like Dunelm and Primark [23:00]. As Tesla's share of the US electric vehicle market falls to an eight-year low, the pair assess Elon Musk's proposed $1 trillion pay deal. [27:51] Find out how geopolitical instability is affecting markets [33:00] and learn how investors reacted to a judge temporarily halting Donald Trump's firing of Federal Reserve governor Lisa Cook ahead of next week's US interest rate decision [35:06]. Dan also discusses the companies going in and out of the UK's top stock market indices. [39:15] This week's special guest is George Bennett, chief executive of Rainbow Rare Earths who discusses how his company hopes to take advantage of demand for minerals crucial to technology we use daily. [41:42]

Russ Mould from AJ Bell takes a look at the main business news stories along with Joe Lynam.

Russ Mould from AJ Bell takes a look at the main business news stories along with Joe Lynam.

Dannii Hewson, Head of Financial Analysis at AJ Bell

This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low. Shownotes: https://meaningfulmoney.tv/QA22  01:35  Question 1 Hi, A friend recommended your podcast in mid-Dec and have already listened to the Financial Advice Process and  Combining Pensions episodes (which were both 100% relevant) and working my way through the Q&A episodes. I have a question about share trading accounts for my children (14, 13 and 11). They are in a fortunate position where they all have JISA's (held at Hargreaves Lansdown) which I contribute to (max amount) and manage, without their knowledge. My wife and I also hold ISA's at HL as well, which we max out. I was taught to be a saver as a child, not an investor, and this is something I have learnt more about as I get older. Your recent Q&A podcasts mentioned a couple of times about looking forward and not back - there is nothing I can do about my historic saving, and wish this was invested rather than saved!! However, my children are a lot more savvy about investing, than I ever was at their age. The two oldest children play a game called Business Empire and are multi trillionaires, I'd like to teach them the benefits of investing in the real world, but that it might not be quite as easy as Business Empire! We have discussed setting up a separate trading accounts for the children, putting some money in (poss £3k / £5k) and the children then managing the investment decisions. I want to keep the accounts separate from their JISA, so they don't get visibility of their JISA. Preferably I own the account and login, and the children can then ask me the value or ask me to execute trades on their behalf, which they request. They will make all the investment decisions. I recognise that they could turn £3k / £5k into zero quite quickly! Let's hope that Business Empire teaches them something. The only way I have found to be able to set up trading accounts for the children is that I set up a Bear Trust for the children, which seems overly complicated for what I'm trying to achieve. Or I create an account at AJ Bell for one of the children in my name and find 2 other companies to set up trading accounts for the other children in my name. Or I create a SIPP for the children. So the question is, where / how can I set up a trading account for children, so they can get experience of investing and making their own investment decisions. Love the podcast, keep up the good work Thanks, Stuart 10:00  Question 2 Hello Pete and Roger, Really enjoying the podcast. The Q&A shows have been fantastic for hearing about other people's financial conundrums and thinking about how to apply those lessons in my own situation. I have some questions about children's savings that I hope will help others too. For context, my wife and I have a 12 year old daughter and 8 year old son. My son has a severe learning disability meaning he is unlikely to ever be able to manage his finances independently. I get a good salary from full time employment and pay additional rate tax, while my wife stopped working several years ago to care full time for our son. Question 1: Can you please interpret the rule: "if, in the tax year, the child gets more than £100 in interest from money given by a parent. The parent will have to pay tax on all the interest if it's above their own Personal Savings Allowance? Both children get £60 a month paid into children's cash savings accounts since they were babies - half from us and half from grandparents. Last year, my daughter got £300 of interest. My hope/assumption is that the rule applies per parent. Otherwise, given my personal savings allowance is £0 I would potentially owe £135 of tax on my daughter's earnings having only contributed a quarter of the funds over 12 years. We've now moved the bulk of her savings into a stocks and shares JISA to avoid any tax hassle, but this wouldn't be suitable for my son who will be unable to manage the account when he turns 18. Does it make a difference if the payments come from my wife's solo bank account vs our joint account? Question 2: Related to the above, where do you start with financial planning for a child with learning disabilities? What are the big things we should consider? Will savings in my son's name affect his entitlement to the benefits and care he will need as an adult? Any advice on finding and vetting a good financial advisor with expertise in this area, as I appreciate specific personal circumstances will have a big effect here? Thanks, David, in Leeds 19:52  Question 3 Hi Pete and Roger Thanks for all the content over the years, so glad I found your podcast in my late twenties so hopefully I can look back in years to come and thank you for helping set me on the right track financially. My question is a little general in the sense that I don't know what I don't know, but I'm wondering what things I may need to do differently now that my wife and I have our first child on the way (we're both 30 y/o). We currently save/invest each month in a mix of cash savings and a stocks and shares ISA, have a mortgage of which the payment is about to increase now our 5 year fix from 2020 is ending, and have decreasing life insurance (with critical illness cover). I mention these things specifically because they're the things I'm aware of that we may need to tweak when the baby arrives. We'd like to start putting money aside for them to use when they're 18 for travelling or a house or whatever they want really, I've heard of junior ISA's, is there an advantage to using these over just keeping a separate pot in our own names? Are there any other child specific options for this purpose? Do we also need to re-assess the life insurance when we have a child. It's currently set up to cover the mortgage should something happen to one of us, but with a child to think about I'd feel more comfortable knowing my wife wouldn't have the pressure of needing to work in the short-term alongside bringing up a child alone should anything happen to me (and vice-versa). Are there any other child related things we ought to be thinking about financially speaking? Looking forward to hearing your thoughts and perhaps changes you made when you had children! Liam 27:15  Question 4 Hi both, thanks for the great content and your dulcet tones. Please can I ask two quick question? Q1: I've paid £2880 into my child's (2y.o) Junior SIPP, grossed up to £3600 through tax relief. I am a higher rate tax payer, can I claim the extra 20% tax relief, even though it's not my private pension? If yes, is this just via my self assessment? Q2: if this £2880 was transferred, via bank transfer, from my parent (I.e. grandparent of my child) to me, then to my child, can it count as gift from the grandparent straight to my child? Or does it count as 2 gifts, a gift from my parent to me, then another gift from me to my child, for IHT purposes. Loving your work, Best wishes, Phil 30:10  Question 5 Hello gents. Firstly, a huge thank you for everything you (all!) do there at Meaningful Money.  I'm a LONG time listener, and the help and support I've gleaned from this excellent podcast over the years has been invaluable!  Keep up the great work! My question: As the parent of a disabled adult (18 years old), do you have any suggestions/recommendations for the things that we should be thinking about and putting in to place when legacy planning.  My better half and I are married, with mirror Wills in place to leave to each other, or to both children equally in the event we both die (2nd child is currently 16).  However, we are aware that should our disabled 18 year old inherit a pretty reasonable sized share of our estate, this would impact on the support and benefits that they have recently been awarded.  This must be a fairly common situation, but we haven't been able to find much clear guidance, so we're hoping you can suggest what the best way(s) to deal with this situation might be so that we know where to look? We did have a brief look in to trusts, but they seem a bit of a minefield, and we don't want to burden anyone else with what appears can become a sizable task to administer. Just to also mention, we are hoping that we will be able to get LPA's in place for our disabled child (otherwise apply for deputyship, however LPA is the preference if possible as seems the much easier option…), however we're hoping to be able to manage until our youngest reaches 18, so that they can also be added as an Attorney(/Deputy), for longevity and diversification, rather than having to do it all again in a couple of years.  Not sure how relevant that is, but added just in case… Many thanks again. Peter. 36:16  Question 6 Hello Pete and Roger, My question for you is how best to invest a lump sum that you intend to drawn down over a period of time? I will soon be in the fortunate position to be gifted a significant lump sum which I intend to use to pay school and university fees for the next 15 years that my children will be in full time education. I could just keep it in cash and a draw it down over time but I would like to invest it to generate a higher return and hopefully still have some left over at the end. How should I go about investing this money? I have a high risk tolerance but 100% equity doesn't seem sensible if I am drawing down regular amounts. Also I am an additional rate taxpayer so should I be considering asking for the money to be gifted directly to my children in a bare trust rather than to me? Keep up the fantastic work. Best regards, George

Russ Mould from AJ Bell along with Joe Lynam runs through the main business news stories.

Russ Mould from AJ Bell brings us through Monday's business headlined with Joe Lynam.

Scott Lucas, Professor of US and International Politics at Clinton Institute in UCD and Danni Hewson, Head of Financial Analysis at AJ Bell

Joe Lynam takes a run through Monday's business news headlines with Russ Mould of AJ Bell.

Noelle O'Connell, CEO, European Movement Ireland and Russ Mould, Investment Director at AJ Bell.

More people are living alone, in fact 3 in 10 households are made up of single adults, according to the latest government figures.Research from the pension specialist Royal London also suggests single people are more likely to be in their overdrafts at the end of the month and have smaller savings and pension pots than married couples.Today, we're looking at the impact of the single supplement, from travel costs to inheritance tax thresholds as well as hearing from those very much enjoying their financial freedom.Joining presenter Felicity Hannah is Sarah Pennells, Consumer Finance specialist at Royal London and Laura Suter, Director of Personal Finance at the investment platform AJ Bell.Presenter: Felicity Hannah Producers: Sarah Rogers and Helen Ledwick Editor: Jess Quayle(This episode was first broadcast on at 3pm on Wednesday the 25th of June 2025 ).

In recent memory, the story of Waspi women has brought into sharp focus the issues surrounding women and their pensions. With many women spending some time out of full-time employment for a variety of reasons, but most notably due to childcare, pensions contributions are often neglected but vitally important to financial security in later life. In this episode of Women and Wealth, the video podcast series from Investors' Chronicle, we look at the topic.Personal finance editor, Val Cipriani and digital production journalist, Madelaine Apthorpe discuss the topic that feels far away but should be in any young woman's thoughts as they enter the workforce. The Pensions and Lifetime Savings Association estimates that in order to retire on a moderate standard, not even a comfortable one, you need £31k a year if you are single and almost £22k each as a couple. This assumes you have already paid off your mortgage by the time you retire and it's after tax. Scarily, AJ Bell calculated that that is the equivalent of a pension pot worth £490,000 for a single person, or a combined £515,000 for a couple.That's why in this episode, Val and Madi look at ways to maximise your pension pot. They discuss how your employer can help with pension contributions and what you should be doing to boost your retirement income now. Val also answers our reader's question on how you can invest your pension and make sure it's managed correctly. Val explains time horizons, decoding your pension statements and ways to benchmark performance.Women and Wealth is a six part podcast series from Investors' Chronicle. You can listen and watch the episodes, alongside our other podcasts, on Apple, Spotify and YouTube.You can also find out more about pension planning with Investors' Chronicle pensions masterclass series. Hosted on Acast. See acast.com/privacy for more information.

In this week's AJ Bell Money and Markets podcast, Charlene Young and Danni Hewson dive into the latest financial news, from Trump's latest tariff manoeuvres [02:00] to Elon Musk's surprise announcement of a new US political party and what that could mean for Tesla [08:47]. They explore how markets are responding to these unpredictable headlines, including the impact on copper prices [06:00] and the so-called "TACO trade." Back in the UK, there have been some big developments affecting housebuilders [12:57], an underwhelming preview from Shell [14:58], and pressure mounting on the government's finances [17:39] — particularly the ballooning cost of the State Pension triple lock. The episode also sheds light on a worrying HMRC issue: over 600,000 people have been fined for not filing tax returns despite owing no tax [21:31]. Later in the show, Shares magazine's Tom Sieber spotlights his investment trust dividend heroes [24:51], and James Flintoft joins Danni to analyse AJ Bell fund performance in Q2 and what may shape markets in the second half of 2025 [29:13].

Russ Mould from AJ Bell takes a look at Monday's international business news along with Joe Lynam.

Shashank Josh, Defence Editor with the Economist Sara Firth, Foreign Correspondent based in Washington Danni Hewson, Head of Financial Analysis at AJ Bell

All Monday's business news and markets with Russ Mould from AJ Bell.

Danni Hewson, Head of Financial Analysis at AJ Bell; Greg Swenson, Chairman of Republicans Overseas; Dr Mark Shanahan Associate Professor of Political Engagement and the University of Surrey and Editor The Trump Presidency; Sarah Firth, Foreign Correspondent based in Washington

More of us than ever are taking control over our retirement pot. But is a self-invested pension the right thing for you? In this episode, Lucia Ariano is joined by Which? Money's pension expert Paul Davies, and AJ Bell's Director of Public Policy to explain what a SIPP is, and help you decide if it could form part of your retirement savings plan. Read more about how a Sipp could help you boost your retirement savings & 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

Russ Mould, Investment Director at AJ Bell

Parents typically pay an average of more than £80 per week for a childminder and £66 per week for after-school club, to cover the hours they're working. That's according to the latest data from the charity Coram Family and Childcare.This week a new trial of free breakfast clubs launched at 750 schools across England, and the government says it'll save parents as much as £450 in childcare costs. Wales and Scotland already have programmes to provide free breakfasts to children in some primary schools. In this programme Money Box Live discusses what help is available to try and cut the costs of wraparound care.Felicity Hannah is joined by Lydia Hodges, Head of Coram Family and Childcare, and Laura Suter, Director of Personal Finance at the investment platform AJ Bell.Presenter: Felicity Hannah Producer: Sarah Rogers Editor: Jess Quayle(The episode was first broadcast at 3pm on Wednesday the 23rd of April 2025).

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]

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

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)

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

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]

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.

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].

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.