AJ Bell Money & Markets
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- 13. Nov. 2026
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Bringing you the latest personal finance and stock market insights
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How to thrive though market mayhem
In this week's AJ Bell Money & Markets podcast, Sarah Coles and Charlene Young get to grips with a turbulent week on the markets, which saw a sharp sell-off driven by concerns over AI spending, rising bond …
Shownotes
In this week's AJ Bell Money & Markets podcast, Sarah Coles and Charlene Young get to grips with a turbulent week on the markets, which saw a sharp sell-off driven by concerns over AI spending, rising bond yields and political uncertainty. Dan Coatsworth speaks to Russ Mould for his expert insight into what's behind the volatility, what it means for investors and pension savers, and why keeping a cool head could be the best strategy.
The episode also delves into the latest developments surrounding Nvidia and the problems engulfing Poundland, with Shares magazine editor Tom Sieber. Away from the markets, Hannah Williford speaks to Michael Owens from Castlefield about why inheritance tax changes could make updating your will more important than ever.
Plus, Sarah and Charlene explore the reality of managing pay gaps within relationships, how much cash you should keep at home for emergencies, and why customers were less than impressed with a £110 celebrity advent calendar.
Take part in our listener survey: https://eu.surveymonkey.com/r/SNPGC9F
00:00 Welcome and what's coming up
02:17 Russ Mould on navigating turbulent markets
16:03 What market volatility means for pension savers
20:08 Nvidia controversy: what's happened and why investors are worried
25:21 The latest issue of Shares magazine29:25 The problems engulfing Poundland
34:09 Inheritance tax changes, pensions and why it's time to review your will
53:00 The reality of the gender pay gap within relationships
1:02:44 How much cash should you keep at home for emergencies?
1:06:12 The advent calendar backlash: when £110 doesn't buy festive cheerWill your pension face inheritance tax?
Charlene Young explains what upcoming pension inheritance tax changes could mean for your family finances and whether last week’s Budget changed anything. Eve Maddock-Jones talks to JP Morgan’s Hugh Gimber …
Shownotes
Charlene Young explains what upcoming pension inheritance tax changes could mean for your family finances and whether last week’s Budget changed anything. Eve Maddock-Jones talks to JP Morgan’s Hugh Gimber about the market fallout from the US midterms, while Danni Hewson examines a turbulent week for cyber security, including a record hack of Binance. Plus, could gilts help savers cut their tax bill? And what does the Bank of England’s latest interest rate rise mean for your money?
Timestamps:
[00:24] Bank of England raises interest rates what it means for your money
[05:35] Your questions on IHT and pensions
[19:55] The democrats dominate the US midterms, our guest Hugh Gimber global market strategist at JP Morgan Asset Management talks us through what it might mean for investors
[38:41] Two huge cyberattacks have grabbed headlines and UK businesses are being warned they need to take action or risk critical infrastructure being impacted.
[42:39] Marks and Spencer reveals clothing sales are still recovering from last year’s hack on its business.
[48:39] What you need to consider when tax on savings interest increases and why gilts could provide an interesting alternative.Budget 2026: What it REALLY means for your money
The Autumn Budget is out, but what does it really mean for your money? Sarah Coles and Dan Coatsworth cut through the noise and explain the key announcements affecting savers, investors, pensioners and your …
Shownotes
The Autumn Budget is out, but what does it really mean for your money? Sarah Coles and Dan Coatsworth cut through the noise and explain the key announcements affecting savers, investors, pensioners and your personal finances, including what has changed, who wins and loses, and what you need to know now.
They discuss big changes to ISAs, what’s happening with the economy, the outlook for interest rates, and much more.
00:00 Start
01:33 Cash ISA changes scrapped
03:42 A new ISA for first-time buyers
07:03 The catches with the new first-time buyer ISA
09:13 A new incentive to start investing
11:46 Tax changes for state pensioners
13:29 Savings and property income face higher tax
14:49 What about dividend tax?
18:53 Cost of living: energy bills and fuel duty
23:37 What the Budget could mean for savers and banks
25:22 Frozen income tax thresholds and fiscal drag
26:12 Pensions and inheritance tax: no changeJoin AJ Bell’s experts live for a free Budget Q&A webinar the day after the Chancellor’s Budget, Thursday 29 October at 12:30
https://ajbellplc.registration.goldcast.io/webinar/f6d51892-eb95-4159-9c1e-59709b32991d
Could Musk merge SpaceX and Tesla?
On this week’s episode of the AJ Bell Money and Markets podcast Danni Hewson and Sarah Coles quiz Shares magazine editor Tom Sieber about whether Elon Musk could really merge SpaceX and Tesla after the tech …
Shownotes
On this week’s episode of the AJ Bell Money and Markets podcast Danni Hewson and Sarah Coles quiz Shares magazine editor Tom Sieber about whether Elon Musk could really merge SpaceX and Tesla after the tech mogul teased the prospect to investors. They also assess why Netflix growth is slowing and ask what the streaming giant can do to boost subscriber numbers. With UK inflation rising faster than expected the pair discuss what it means for the UK economy and what it might mean for your money especially if interest rates rise. With the budget fast approaching we ask which taxes might rise, which definitely won’t and why the UK’s debt has surpassed £3 trillion despite what has been a record breaking six months for tax payments. And Hannah Williford chats to financial planner Amyr Rocha Lima about his new book ‘Enough for What? which helps turn savings into retirement.
Timestamps:
Will Musk mash up SpaceX and Tesla [03:11]
What the higher-than-expected rise in UK inflation means for you and your money [22:36]
Why inflation is a double-edged sword when it comes to government finances [29:41]
The housing market struggles as inflation and higher lending cool confidence [44:10]
Amyr Rocha Lima talks to Hannah about his new book ‘Enough for What? helps you turn your savings into a retirement – about doing just that. [50:22]
Could you be sitting on thousands of pounds without realising it?
On this episode of the AJ Bell Money & Markets podcast, Sarah Coles and Dan Coatsworth look at the growing problem of lost pension pots and explain how to track down forgotten retirement savings. We also …
Shownotes
On this episode of the AJ Bell Money & Markets podcast, Sarah Coles and Dan Coatsworth look at the growing problem of lost pension pots and explain how to track down forgotten retirement savings. We also discuss the billions of pounds sitting in unclaimed Premium Bonds, and Child Trust Funds gathering dust. Importantly, Sarah explains ways to check whether some of that money belongs to you.
The team reveal six tax tips that could save people up to £8,500 ahead of the Budget and discuss what Chancellor John Healey might have in store for investors, savers and taxpayers. From pension tax breaks and income tax thresholds to ISAs, stamp duty and the state pension tax dilemma, Sarah and Dan run through the key areas to watch.
You can hear from interview with Sonia Bainbridge from Invesco on what it will take to get more people investing. The pod also discusses another week of cyber-attacks, an IMF inflation warning, AI stock weakness. James Flintoft reveals the AJ Bell investment team’s view on the recent bond market selloff.
Finally, hear about activist pressure at Whitbread, unusually low CEO turnover among FTSE 100 companies, and an important court case involving a romance scam.
Time stamps:
[01:10] Lost pension pots, unclaimed Premium Bonds and forgotten Child Trust Funds
[09:21] Six tax tips that could save people up to £8,500
[15:24] Autumn Budget preview: what could change for your money?
[30:10] Sonia Bainbridge from Invesco on how to get more people investing
[42:31] Cyber-attacks, inflation risks and AJ Bell’s James Flintoft on bond market volatility
[58:33] AI stock wobble
[01:01:03] Premier Inn owner Whitbread targeted by activist investor
[01:03:16] Where’s all the CEO changes among FTSE 100 companies?
[01:05:30] Romance scamASOS cyberattack: What happened and why it matters
ASOS has been hit by a damaging cyberattack, reviving concerns about the threat facing UK retailers after incidents at Co-op and Marks & Spencer. This episode examines what happened, how ASOS could be affected …
Shownotes
ASOS has been hit by a damaging cyberattack, reviving concerns about the threat facing UK retailers after incidents at Co-op and Marks & Spencer. This episode examines what happened, how ASOS could be affected and what might come next. We also explain why five-year fixed mortgage rates have reached 6% and what worried borrowers can do. Plus, we explore takeover talk involving Sainsbury’s and Morrisons, BT’s acquisition of TalkTalk, Jaguar’s electric vehicle rethink, record highs for the S&P 500, moves in oil and bond markets, SpaceX’s AI chip plans and the buzz around Meta’s Muse AI model.
We also talk to fund manager David Harrison from Rathbones about whether investors who rank sustainability highly can ever back AI companies given the water and energy usage involved.
Timestamps
[01:51] Oil prices, bond yields, a record high for the S&P 500 and SpaceX’s AI chip plans
[03:57] Meta’s Muse AI model, the buzz around it and the risks for the wider business
[09:01] Paramount and Warner Bros, BT’s takeover of TalkTalk and competition concerns
[14:55] Why a possible Sainsbury’s and Morrisons deal has revived talk of UK supermarket mergers
[18:11] The ASOS cyberattack and comparisons with Co-op and Marks & Spencer
[23:00] Five-year fixed mortgage rates hit 6% and what borrowers can do
[25:56] The headline announcements from the Conservative Party conference
[29:51] Eve Maddock-Jones speaks to David Harrison from Rathbones on AI and sustainability
[39:14] Jaguar’s electric vehicle rethink and the challenges facing carmakers’ EV strategies
Anthropic: The best AI stock you can't buy yet?
Anthropic IPO investors are beginning to assess one of the most talked-about artificial intelligence companies in the world. In this week's Money & Markets podcast, Charlene Young, Sarah Coles and Tom Sieber …
Shownotes
Anthropic IPO investors are beginning to assess one of the most talked-about artificial intelligence companies in the world.
In this week's Money & Markets podcast, Charlene Young, Sarah Coles and Tom Sieber discuss reports surrounding the potential Anthropic IPO, including the company's rapid growth, its Claude AI platform, valuation questions and the opportunities and risks facing investors. Featuring insights from Bloomberg Intelligence's Mandeep Singh, the team explores whether Anthropic could become one of the biggest technology listings in recent years.
The episode also covers:
Help to Buy reforms and what they mean for UK housebuilders
Stock market reaction to Labour conference announcements
Proposed changes to the state pension triple lock
Social care funding and retirement planning implications
How giving up smoking and alcohol could significantly boost long-term savings and pension wealth
Chapters
Intro [00:00]
AI latest [01:22]
Mandeep Singh, Bloomberg Intelligence on Anthropic [06:56]
Burnham bounce for housebuilders [21:10]
GB grid announcement and water companies in focus [26:27]
Social care and pension triple lock [31:52]
Stoptober and sober October – how much you could save [41:54]
Is a new cost of living crisis about to hit Britain?
Are the warning lights flashing for a new cost of living crisis? In this week's AJ Bell Money & Markets podcast, Sarah Coles and Dan Coatsworth examine the biggest threats facing household finances, from rising …
Shownotes
Are the warning lights flashing for a new cost of living crisis? In this week's AJ Bell Money & Markets podcast, Sarah Coles and Dan Coatsworth examine the biggest threats facing household finances, from rising oil prices and inflation to mortgage costs and Budget tax rumours.
They explain the key signals everyone should be watching, explore the winners and losers from changing consumer spending habits, and discuss what potential tax changes could mean for investors.
Plus: the Hyrox fitness boom, supermarket wars, capital gains tax (CGT) speculation, and a surprising ISA trend that could leave many families exposed later in life.
Subscribe for weekly insights on investing, markets, pensions, tax and personal finance. The podcast that gives you practical tips and valuable insight.
01:41 Are we heading for a new cost of living crisis?
03:32 The key indicators to watch: inflation, wages and energy bills, and where we stand now
13:39 Hyrox: Dan talks to Ruby Bollington on the fitness craze attracting big-money investors
22:34 Retail sales, M&S on trend, and how supermarkets are fighting for customers
31:20 A different way to invest in the weekly food shop: Interview with Supermarket Income REIT boss Rob Abraham
41:16 Budget rumours: property taxes, holiday lets and CGT changes
49:29 The biggest Budget fears among UK households
52:43 The ISA trend that could put family finances at risk
AI Could Destroy Humanity... Should Investors Be Worried?
This week on the AJ Bell Money & Markets podcast, Dan Coatsworth and Sarah Coles discuss the growing debate around artificial intelligence, including warnings from industry leaders that AI could pose serious …
Shownotes
This week on the AJ Bell Money & Markets podcast, Dan Coatsworth and Sarah Coles discuss the growing debate around artificial intelligence, including warnings from industry leaders that AI could pose serious risks to humanity, and what that means for investors. Tech journalist Will Guyatt joins the show to talk about using AI to find investing information.
Dan and Sarah explore rising inflation, soaring oil prices, bond market volatility, and the outlook for interest rates. Plus, they look at the latest state pension increase forecasts, new ISA savings data, and the persistent gender pension gap.
Elsewhere, listeners share their approaches to saving for university costs, and Sarah explains why divorce enquiries often spike after the summer holidays, and the financial steps people can take to protect themselves.
Timestamps:
[00:09] Introduction and what's coming up
[01:48] AI warnings: Could AI become a threat to humanity?
[07:54] Can AI help investors? Interview with tech journalist Will Guyatt
[22:11] Markets update: Oil prices, bond sell-off and inflation concerns
[23:58] UK inflation rises to 3.1%: What's driving prices higher?
[27:38] Listener insights: Saving and investing for university costs
[39:48] Why divorce enquiries spike after the summer holidays
[44:49] State pension forecast: Triple lock points to a 3.9% increase
[48:47] ISA data: More people investing for the long term
[51:46] Gender pension gap: Why women retire with significantly less pension wealth
[54:01] Practical ways to boost pension savings during career breaks and part-time work
[55:58] Closing thoughts and preview of next week's episodeDeep Dive #11 Your big pensions questions answered
In this special episode of the Deep Dive podcast, Tom is joined by AJ Bell’s head of public policy Rachel Vahey and head of technical Charlene Young to answer listeners’ most pressing pension questions. They …
Shownotes
In this special episode of the Deep Dive podcast, Tom is joined by AJ Bell’s head of public policy Rachel Vahey and head of technical Charlene Young to answer listeners’ most pressing pension questions. They discuss why it can pay to start saving even when retirement feels distant, how tax relief works for higher earners, what inheritance tax changes could mean for SIPPs, and whether ISAs can offer extra flexibility. The episode also covers pension access age changes, state pension entitlement, pensions dashboards, retirement living standards and why age 75 matters for retirement planning.
01:05 – Is it worth paying into a pension when retirement feels a long way off?
04:18 – Salary sacrifice and making pension contributions work harder
08:14 – SIPPs, ISAs and planning ahead for inheritance tax changes from 2027
12:33 – Taking tax-free cash gradually and using Stocks and Shares ISAs
15:14 – Pension access age: what happens if you take money at 55 before April 2028?
20:25 – Why 35 years of National Insurance does not always guarantee the full new state pension
27:50 – Pension tax relief for additional-rate taxpayers: what is automatic and what must be claimed?
33:14 – Pensions dashboards: what they are, when they might arrive and what savers could see
41:03 – Retirement living standards and how much people may need in later life
43:12 – Why age 75 matters for pensions and tax planning
48:01 – The pension questions Rachel and Charlene think more people should ask
Oil Hits $100: What it means for your money
Oil is back above $100 a barrel. What does that mean for inflation, interest rates, stock markets and your finances? Danni Hewson and Dan Coatsworth discuss the market impact of rising oil prices and what …
Shownotes
Oil is back above $100 a barrel. What does that mean for inflation, interest rates, stock markets and your finances?
Danni Hewson and Dan Coatsworth discuss the market impact of rising oil prices and what central banks might do next. Commodities expert Adam Rozencwajg from investment group Goehring and Rozencwajg explains how Middle East tensions are affecting global oil supplies, where investment opportunities lie, and what the oil industry might do next.
Also in this episode: John Healey's first major speech as Chancellor, rising mortgage rates, falling house prices, job cuts at Jaguar Land Rover, saving for university costs, and a simple guide to valuing shares.
[02:40] Oil tops $100: what's next?
[07:12] Inflation and interest rates in focus
[15:03] Expert talks oil supply issues
[28:35] The UK government’s new growth pitch
[32:05] Job losses at big car companies
[37:51] UK government borrowing costs surge
[40:29] Housing market turns lower
[43:23] How the Bank of Mum and Dad are preparing for university bills
[50:45] Simple guide to valuing sharesBond yield warning signs and Nvidia’s $100 billion forecast
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Tom Sieber return from the summer break to discuss why government bond yields are rising again and what that means for stock markets …
Shownotes
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Tom Sieber return from the summer break to discuss why government bond yields are rising again and what that means for stock markets and investors.
Hannah Williford speaks to Rob Perrone from Orbis Investments for a deeper look at the recent bond market moves, while Tom examines Nvidia’s latest earnings, whether AI demand can keep justifying its valuation, BP’s new chair and Shein’s difficult Hong Kong stock market debut. Charlene looks at signs of weakness in the UK housing market, including house price and mortgage approvals data. She also explores record capital gains tax receipts and why some pension savers may not be getting all the tax relief they are owed.
Is the AI bubble a re-run of the dotcom boom and bust?
In this episode of the AJ Bell Money and Markets podcast, Danni Hewson rounds up the week’s market news, including updates on Tesla and Alphabet, and Martin Gamble asks Russ Mould whether we should be worried …
Shownotes
In this episode of the AJ Bell Money and Markets podcast, Danni Hewson rounds up the week’s market news, including updates on Tesla and Alphabet, and Martin Gamble asks Russ Mould whether we should be worried that the AI bubble is set to follow the path of the dotcom boom and bust.
Charlene Young and Sarah Coles examine the growing political debate around social care reform and the options for paying for care. They discuss AJ Bell’s campaign for a Pensions Tax Lock to protect against the dangers of Budget speculation. They also delve into new data, including details of the gender tax gap, the latest twist in the dash for Cash ISAs, how holidays dominate our savings priorities, and an unexpected new shopping trend.
[00:00] Bank of England interest rates decision
[01:18] Intro
[02:42] Tesla results
[04:39] Alphabet Update
[07:14] Market jitters
[08:07] News on SK Hynix and CXMT
[09:15] Apple valuation
[12:36] World Cup boost for Unilever and Coca Cola
[18:01] Interview: the AI bubble vs the dotcom boom and bust
[41:51] Social care reform and planning for care costs
[46:27] Call for a Pension Tax Lock to protect against Budget speculation
[51:55] The narrowing of the gender tax gap
[56:58] Bank of England savings figures
[59:37] Holiday savings habits and financial priorities
[01:03:09] Feta fatigue and reverse comfort eating
Retired? Here’s whether to spend your ISA or pension first
On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Dan Coatsworth assess how Andy Burnham’s first few days as UK Prime Minister have been received by markets. They consider what the …
Shownotes
On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Dan Coatsworth assess how Andy Burnham’s first few days as UK Prime Minister have been received by markets.
They consider what the appointment of John Healey as Chancellor means for defence spending, and the row about how a VAT cut on domestic energy bills will be paid for.
There’s been some good news on inflation for the new government but it’s likely to be short lived, and there’s pressure to cut employers’ National Insurance for under 25s.
Rachel Vahey tackles the popular question: once you retire, do you dip into your ISA or pension first?
Danni and Dan discuss why is Primark cutting prices ahead of being spun out of its parent company.
James Flintoft, AJ Bell’s head of investment solutions, joins Dan to discuss the broader state of markets as the oil price climbs back above $90 dollars a barrel.
Timestamps:
Market reaction to Andy Burnham’s first few days as PM [02:16]
Will the new Chancellor prioritise defence spending? [08:26}
Lots of speculation about this year’s Budget [15:37]
The latest on inflation [19:24]
Rachel on dipping into an ISA or pension first [28:59]
Why Primark is slashing prices [45:35]
Takeovers galore [52:35]
James talks to Dan about markets, oil prices and more [55:50]Tolls to Trade: Trump flips on 20% toll tax
This week on the AJ Bell Money & Markets podcast, Charlene Young and Danni Hewson unpack the latest developments in global markets, from oil price volatility and the Strait of Hormuz to US inflation, bank …
Shownotes
This week on the AJ Bell Money & Markets podcast, Charlene Young and Danni Hewson unpack the latest developments in global markets, from oil price volatility and the Strait of Hormuz to US inflation, bank earnings and what it all means for interest rates. They also assess Rachel Reeves' latest Mansion House speech and the outlook for UK economic growth.
Tom Sieber joins the show for a busy week of company news, with easyJet, Marks & Spencer, TikTok Shop, IBM, Barratt Redrow, PageGroup, Hays all making headlines.
Plus, Charlene explores the fastest fall in mortgage rates for almost two years, reveals what the latest HMRC figures tell us about Britain's growing tax burden, and looks at where holidaymakers will get the most value from their spending money this summer.
Topics covered
[00:08] Introduction & market roundup
[02:09] Strait of Hormuz, oil prices and global trade
[10:41] US inflation, bank earnings and interest rates
[13:41] Rachel Reeves' Mansion House speech
[15:50] easyJet update
[17:23] Marks & Spencer and TikTok Shop
[23:14] Buy Now, Pay Later regulation changes
[25:26] Shares magazine highlights with Tom Sieber
[27:33] IBM results and tech spending trends
[30:07] PayPal takeover approach
[32:28] Barratt Redrow update and shareholder returns
[35:23] Recruitment sector outlook: PageGroup & Hays
[38:01] Paramount-Warner Bros deal challenges
[40:10] Mortgage rates fall sharply
[42:00] HMRC tax data and fiscal drag
[46:43] Holiday spending money: where the pound goes furthestPremium Bonds odds are stacked against you
Have you ever held Premium Bonds for years without winning a prize? You're not alone. In this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Charlene Young reveal fascinating insights into Premium …
Shownotes
Have you ever held Premium Bonds for years without winning a prize?
You're not alone. In this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Charlene Young reveal fascinating insights into Premium Bonds and explain what millions of holders who have never won a prize could have earned elsewhere.
They discuss the eye-watering increase in probate costs, a report branding student loans as ‘mis-sold’, and what Terry Smith’s latest shareholder letter could mean for investors in the Fundsmith Equity Fund.
In the markets section, we cover Sky’s move for parts of ITV, the latest twist in EasyJet’s takeover story, and some intriguing developments at SpaceX. Dan also discusses the market sell-off as Donald Trump says the US/Iran peace deal is over.
Finally, AJ Bell investment experts Ryan Hughes and James Flintoft join Hannah Williford for a lively debate on artificial intelligence, its investment potential, and whether the hype is justified.
0:00 Introduction
2:05 Premium Bonds: what millions of savers may be missing
5:19 Probate costs set for a dramatic rise
12:06 Student loans branded 'mis-sold'
18:11 Is Terry Smith reinventing Fundsmith Equity fund?
24:39 World Cup fever and the UK economy
26:34 Sky buys parts of ITV
30:06 EasyJet takeover speculation
31:59 Market sell-off as peace deal falls apart
33:45 This is what brokers are saying about SpaceX 36:20 AI investing debate
Investment Trust Show: Are the tides changing in favour of investment trusts?
In this monthly special of the AJ Bell Investment Trust Show, Dan Coatsworth and Hannah Williford discuss some positive progress for the industry, while Eve Maddock-Jones and Martin Gamble explore a few cases …
Shownotes
In this monthly special of the AJ Bell Investment Trust Show, Dan Coatsworth and Hannah Williford discuss some positive progress for the industry, while Eve Maddock-Jones and Martin Gamble explore a few cases of trust that are trading on a premium.
Then, Dan speaks to HG Capital to discuss how the private equity trust is investing in the AI boom, followed by Hannah, who speaks with Rob Lloyd from JPM Asia Growth and Income on their approach to the AI sector, and what’s being overlooked.
Finally, Dan gets the scoop on annual general meetings, and what investors might get out of them, with Temple Bar Investment Trust’s Charles Cade.
[00:00] Introduction
[01:29] Dan and Hannah speak about narrowing discounts in the investment trust industry
[07:50] Eve and Martin discuss a group of trusts trusts trading on a premium
[16:22] Dan interviews HG Capital on investing in AI in the private equity space
[31:58] Hannah interviews JPM Asia Growth and Income on if AI can continue to grow returns in Asia, and what’s happened to India
[50:55]]Dan speaks to Charles Cade from Temple Bar about what investors can get out of annual general meetings
[1:00:50]Outro
Taylor Swift and the financial benefits of marriage
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Sarah Coles discuss the dash for cash ISAs ahead of allowance changes, what Andy Burnham could mean for your money, the financial …
Shownotes
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Sarah Coles discuss the dash for cash ISAs ahead of allowance changes, what Andy Burnham could mean for your money, the financial side of marriage amid rumours around Taylor Swift and Travis Kelce, why July matters for the self-employed, and JISA performance data. Meanwhile, 16-year old Tilly joins them to share her perspective on what should be done about lost Child Trust Funds.
Dan Coatsworth rounds up the week’s market news, including updates on Associated British Foods, Sainsbury’s and gold, and speaks to Paul Niven from F&C Investment Trust about what recent market movements mean for investors.
[00:09] Intro
[01:29] Associated British Foods results
[02:48] Sainsburys Update
[03:54] Gold loses its shine
[05:03] Interview Paul Niven, manager of the F&C Investment Trust
[12:43] What Andy Burnham’s approach means for your money
[19:52] The dash for cash ISAs continues
[24:02] July deadline for self-employed
[27:12] Taylor Swift and the benefits of marriage
[35:06] Tooth Fairy inflation
[38:13] Junior ISA performance
[42:14] Lost child trust funds
The tax grab: Is your cash at risk?
Political turmoil is shaking the UK as the nation awaits a new prime minister. Danni Hewson and Dan Coatsworth break down what an Andy Burnham victory could mean for markets, your investments and your money …
Shownotes
Political turmoil is shaking the UK as the nation awaits a new prime minister. Danni Hewson and Dan Coatsworth break down what an Andy Burnham victory could mean for markets, your investments and your money – plus the potential next Chancellor.
We also cover falling oil prices, tech stock volatility, SpaceX’s wild IPO ride, and big moves from takeover target EasyJet.
In personal finance, Rachel Vahey explains major tax-related changes to ISAs and plans for a new First Time Buyer ISA, while Ruffer’s Ian Rees joins us to debate whether the classic 60/40 portfolio still works.
Burnham PM? Markets, chancellor contenders & your money [0:01:36]
Oil plunges as US–Iran talks progress [0:12:31]
Tech stocks hit – should you worry? [0:15:43]
SpaceX IPO chaos: shares swing wildly [0:20:33]
EasyJet rejects takeover bid [0:25:31]
Cash ISA changes explained [0:30:46]
New ISA for first-time buyers? [0:35:05]
Is 60/40 dead? Ruffer's Ian Rees weighs in [0:38:08]
Heatwave winners and losers: who is in the frame? [0:55:08]Deep Dive #10 What UK investors must know before investing overseas
In this month's special deep dive podcast, Tom Seiber and Hannah Williford explore how to invest around the world, and where there may be some hidden opportunities. They discuss the pros and cons of active and …
Shownotes
In this month's special deep dive podcast, Tom Seiber and Hannah Williford explore how to invest around the world, and where there may be some hidden opportunities. They discuss the pros and cons of active and tracker funds for global exposure. Plus, Hannah speaks to AJ Bell's Paul Angell on what he prioritises when choosing active managers for different regions.
Martin Gamble joins the duo to reveal his research on how different regions stack up on valuations, and Tom shares where AJ Bell investors are looking most frequently. Finally, Eve Maddock-Jones speaks to John Citron on the challenges and benefits of investing in emerging markets.
Timestamps:
[00:09] Introduction: Tom Sieber and Hannah Williford introduce the episode and explain why overseas investing matters for UK investors.
[01:43] Global trackers, ETFs and active funds: how UK investors can access overseas markets, compare costs and indices, and understand how managers pick global stocks.
[12:50] Interview with Paul Angell: the pros and cons of using fund managers who are based in the regions where they invest.
[25:45] Comparing global markets with Martin Gamble: how different regions stack up on valuations, dividends and the types of companies that dominate each market.
[31:32] Buying overseas shares directly: market opening hours, dealing access, minimum trade sizes and practical issues for UK investors.
[39:15] Interview with John Citron: the challenges of managing an emerging markets portfolio across lots of different countries.
[51:20] Final takeaways: Tom and Hannah recap the key lessons from the episode and wrap up the podcast.
SpaceX IPO as it happened
In this week’s episode of the AJ Bell Money & Markets podcast, Charlene Young and Danni Hewson unpack the latest developments in the Middle East and what they mean for markets, oil prices and your everyday …
Shownotes
In this week’s episode of the AJ Bell Money & Markets podcast, Charlene Young and Danni Hewson unpack the latest developments in the Middle East and what they mean for markets, oil prices and your everyday finances. They also dive into fresh UK inflation figures and what they could mean for interest rates in the second half of 2026.
Danni takes a closer look at the blockbuster SpaceX IPO and why investors are piling in, Charlene runs through some eye-catching ‘trillionaire maths’ and reflects on 10 years since the Brexit vote. There’s a warning for motorists over the cost of spreading car insurance payments and Danni sits down with JP Morgan to find out what’s happening on the ground in Korea and other emerging markets. Plus, we bring you a teaser of a special series of video chats with Bill Ackman, CEO of Pershing Square.
[00:08] Intro
[01:26] Middle East impact on markets and oil
[06:30] UK inflation update and interest rate expectations
[16:42] Pizza Hut sale
[22:04] SpaceX IPO review
[36:07] Bill Ackman
[37:57] Brexit vote – 10 years on
[42:34] Which? warning on car insurance
[45:28] Interview – Emily Whiting, investment specialist at JP Morgan
ChatGPT goes public: what the OpenAI IPO means for investors
In this week's episode, Tom Sieber and Charlene Young digest the latest market developments from both sides of the Atlantic, with the company behind ChatGPT unveiling IPO plans, GSK unveiling its biggest deal …
Shownotes
In this week's episode, Tom Sieber and Charlene Young digest the latest market developments from both sides of the Atlantic, with the company behind ChatGPT unveiling IPO plans, GSK unveiling its biggest deal in a decade and a UK market stalwart getting snapped up. Plus, as the World Cup gets underway, Tom discusses the winners off the pitch.
Charlene talks us through changes to inheritance rules which could affect cohabiting couples and the things people should think about when passing on wealth to family and dependents. Tom reveals what readers of the latest free monthly Shares magazine can expect including the next phase of the AI story and how Netflix is looking to grow after missing out on acquiring Warner Bros.
Finally, Charlene discusses plans to broaden access to mortgages in the UK and what they might mean for the property market and Tom and Charlene discuss some interesting new stats on pocket money.
00:00 Introduction
01:24 Markets: ChatGPT IPO, GSK's biggest deal in a decade & a UK takeover
16:19 Inheritance rules: cohabiting couples & passing on wealth
22:30 Shares magazine: AI's next phase & Netflix's growth plans
26:17 UK mortgage access & pocket money stats
The £800,000 cost of a decent retirement
In this week’s episode, Charlene Young is joined by new co-host Sarah Coles alongside Tom Sieber to unpack a busy week across markets, tech and personal finance. With geopolitical tensions continuing to weigh …
Shownotes
In this week’s episode, Charlene Young is joined by new co-host Sarah Coles alongside Tom Sieber to unpack a busy week across markets, tech and personal finance. With geopolitical tensions continuing to weigh on sentiment, the team looks at whether investors are stuck in a holding pattern or if there are more subtle shifts happening beneath the surface.
There’s also a deep dive into the latest surge in AI excitement, from a major potential Anthropic IPO to huge fundraising moves by Google parent Alphabet, with takeover chatter in sectors like aviation and renewables.
The new Retirement Living Standards are out, showing how inflation is upping the cost of even a modest lifestyle in retirement. Sarah and Charlene also talk about fresh savings and lending data from the Bank of England, and what’s really happening in the UK housing market. The episode concludes with Dan Coatsworth sitting down with Richard Jeffery, executive chair of Reading based firm ActiveOps to find out how AI is central to what they do.
In this episode:
- Market update: geopolitics, oil and investor sentiment [01:46]
- AI boom: Anthropic IPO and Alphabet’s $80bn raise [04:06]
- Company news: EasyJet, Drax and defensive stocks that have disappointed [09:15]
- Retirement Living Standards: how much you really need [13:56]
- Savings & borrowing: latest Bank of England data [29:29]
- Housing market outlook and mortgage trends [31:46]
- Interview: Richard Jeffery, executive chair of ActiveOps [38:25]
Investment Trust Show: How trusts stack up against fund siblings
This month, the Investment Trust Show focuses in on what makes trusts so unique: from gearing to boards. Hannah Williford and Dan Coatsworth discuss the pros and cons before seeing how they measure up against …
Shownotes
This month, the Investment Trust Show focuses in on what makes trusts so unique: from gearing to boards. Hannah Williford and Dan Coatsworth discuss the pros and cons before seeing how they measure up against their sister funds through the numbers. Nick Britton from the Association of Investment Companies joins to explain where the differences emerge.
AJ Bell’s Tom Sieber also steps in to interview Utilico Emerging Markets chair Mark Bridgeman to understand what role a board is really playing. Then, two funds investing in private equity, Seraphim Space Investment Trust and ICG, discuss where opportunity lies off the market, and how Seraphim has grown its share price by over 300% in a year.00:00 Introduction: What makes investment trusts unique
04:30 What does a trust board actually do? (Tom Sieber & Mark Bridgeman)
19:00 Investment trusts vs funds: Who wins? (Nick Britton, AIC)
33:20 Private equity explained: Inside ICG Enterprise Trust (ICG Colm Walsh)
47:45 Space & defence boom: Seraphim Investment Trust (Mark Bogget)
01:06:45 Outro & key takeaways
More turmoil for BP as new chairman is ousted
Less than a year after joining as BP Chairman Albert Manifold has been removed from the company. What does it mean for BP’s turnaround plans is the question that kicks off this episode of the AJ Bell Money and …
Shownotes
Less than a year after joining as BP Chairman Albert Manifold has been removed from the company. What does it mean for BP’s turnaround plans is the question that kicks off this episode of the AJ Bell Money and Markets podcast and Danni Hewson and Tom Sieber assess how investors reacted to the news [02:18]. Concerns over Middle East peace talks has seen choppy trade in oil and the price of energy has been in the spotlight as the UK’s new price cap was announced [07:30]. Temperatures might have soared over the late May bank holiday, but B&Q says a late start to spring dented sales and weak consumer spend also took a chunk out of Pets at Home’s full year profits [13:45] plus Ferrari’s first EV has provoked some extreme reaction on social media [23:28]. On the personal finance front, Rachel Vahey is back with another pensions corner, this time chatting about a worrying report from the Pensions Commission which found 15 million people are under saving for retirement [27:15] plus former PM Rishi Sunak’s warned that 4 in 10 Brits lack basic financial literacy with calls for more education to help people make smart financial choices [38:08]. And our guest interview this week is with Andrew Lapping, chief investment officer at Ranmore Fund Management; he’s spoken to Dan about why he’s still a fan of Greggs [44:33].
The £131m cost of the M&S cyber attack
Cyber shocks, political ripples and pop-powered spending – it’s another packed week on the AJ Bell Money & Markets podcast. Charlene Young and Danni Hewson break down the latest inflation and jobs data, before …
Shownotes
Cyber shocks, political ripples and pop-powered spending – it’s another packed week on the AJ Bell Money & Markets podcast. Charlene Young and Danni Hewson break down the latest inflation and jobs data, before turning to bond market jitters as political drama heats up.
There’s pressure building for businesses too, as Ryanair flags rising fuel costs, and Marks & Spencer and Jaguar Land Rover lay bare the growing financial toll of cyber attacks. We also dive into the forces reshaping what was formerly the UK high street, with more big banking brands on brink of disappearing completely, and unpack what a potential mansion tax could mean for homeowners.
Plus, two insightful interviews: one exploring how supply chains are becoming a major investment theme, and another on the critical mineral antimony as surging demand drives the reopening of an Australian mine. And to finish, we move from hard economics to headline acts, and look at how Harry Styles’ Wembley run could generate over £1bn in spending, proving the experience economy is alive and well.
[00:00] Introduction
[01:46] Inflation & jobs – what the latest data tells us
[09:35] Gilts, politics & the Makerfield by-election ripple effect
[12:10] Ryanair warns on rising oil prices [
15:26] M&S & JLR – counting the cost of cyber attacks
[21:39] Interview: Supply chains with Jamie Mills O’Brien (Aberdeen)
[34:13] Bank brands that are set to disappear – Halifax rumours & TSB confirmed changes
[36:39] Mansion tax consultation – what’s on the table
[40:44] The £1.1bn Harry Styles effect
[45:07] Interview: Antimony & critical minerals with Ron Heeks (Larvotto Resources)
[54:13] Closing thoughts
Deep Dive #9: Why everyone should care about investment income
In this Deep Dive episode, Tom Sieber and Danni Hewson take a closer look at income investing. Experts from AJ Bell and Jupiter Asset Management join the podcast to discuss common dividend mistakes investors …
Shownotes
In this Deep Dive episode, Tom Sieber and Danni Hewson take a closer look at income investing. Experts from AJ Bell and Jupiter Asset Management join the podcast to discuss common dividend mistakes investors make, the power of compounding and dividend reinvestment, getting income from Asia and how to generate cash through property, infrastructure, and bonds.
00:08 – Introduction: Tom Sieber and Danni Hewson introduce the episode and the evolving world of income.
02:10 – Why people invest for income and the power of compounding.
06:50 – Dividend basics: Tom Sieber explains some of the key points every investor should understand.
09:40 – Danni Hewson looks at share buybacks vs dividends and current UK trends.
17:56 – Tom Sieber then frames the debate around dividend yield vs dividend growth and why you might look for the latter over the former.
23:39 – AJ Bell head of markets Dan Coatsworth joins to talk about common dividend investing mistakes.
30:57 – AJ Bell fund and investment trust writer Eve Maddock-Jones delves into the world of income funds and trusts and the advantages of diversification.
34:45 – Tom talks to Jupiter Asian Income fund manager about why he thinks the region can be a fruitful source of income and growth.
48:34 – Tom explains how you can also derive income from the financial markets through property funds, infrastructure, and bonds.
55:33 – Tom talks to Paul Angell about the role of bonds in an income portfolio.
01:11:36– Tom and Danni wrap up with the key takeaways from the episode including what they’ve learned about income investing.The scary link between politics, oil and your bills
Join Dan Coatsworth and Charlene Young in the latest edition of the AJ Bell Money & Markets podcast. This week, we delve into the impact of politics on financial markets, focusing on UK government bond yields …
Shownotes
Join Dan Coatsworth and Charlene Young in the latest edition of the AJ Bell Money & Markets podcast. This week, we delve into the impact of politics on financial markets, focusing on UK government bond yields and the concept of 'bond vigilantes'.
Charlene discusses why age 28 is a critical financial year for women, leading to significant pension disparities. We also explore a new report highlighting the risk of pension poverty for 12.2 million UK adults and what can be done to mitigate this issue.
Special guest Sarah Willingham, former Dragon's Den judge and now CEO of bars group Nightcap, shares her insights on the challenges facing the hospitality sector. Plus, we revisit some of the success stories from Dragon's Den.
Dan also talks to Joe Winkley from Winterflood Securities about why retail investors are starting to have greater opportunities to support company growth plans.
Tune in for a comprehensive look at these pressing financial topics and more. Don't forget to like, subscribe, and hit the notification bell to stay updated with our latest episodes.
0:09 – Impact of politics on financial markets and the power of ‘bond vigilantes’
12:06 – Greggs goes to Tenerife
14:35 – Age 28: Financial crunch year for women
24:10 – Risk of pension poverty for 12.2 million UK adults
28:23 – Interview with Sarah Willingham from Nightcap
50:59 – Business winners and losers from Dragon’s Den TV show
54:12 – Tom Sieber on the new issue of Shares magazine
56:25 – Opportunities for retail investors to support company fundraisings
Cash ISAs are booming: why savers are piling in
Geopolitics is back in the driving seat for markets as Middle East tensions shake energy prices, government borrowing costs climb and investors revisit whether ‘quality’ shares are due a comeback. We cover the …
Shownotes
Geopolitics is back in the driving seat for markets as Middle East tensions shake energy prices, government borrowing costs climb and investors revisit whether ‘quality’ shares are due a comeback. We cover the latest updates from Next, Novo Nordisk, HSBC and Diageo, and we speak to Hugh Yarrow of Evenlode Income on why sticking with quality businesses can pay off. Plus on the personal finance side: why cash ISA deposits keep rising, and the everyday luxuries people refuse to give up.
Timestamps:
[01:19] Geopolitics and markets: Iran/Middle East developments
[03:44] Government borrowing costs: what’s driving yields higher
[06:29] Next’s latest results
[09:56] Novo Nordisk and weight-loss drugs
[11:50] HSBC’s profits fall
[13:17] Diageo’s World Cup boost
[17:27] Interview: Hugh Yarrow (Evenlode Income) on investing in quality companies
[33:08] Fuel watch: the impact of oil-market tensions
[36:57] Cash ISAs soar in popularity
[44:23] Cost-of-living: the ‘luxuries’ people won’t give up
Investment Trust Show: Finding income in unexpected places
In this episode of the investment trust show, Dan Coatsworth and Hannah Williford explore the trusts offering generous income to investors, the state of US markets and the changes happening to the renewable …
Shownotes
In this episode of the investment trust show, Dan Coatsworth and Hannah Williford explore the trusts offering generous income to investors, the state of US markets and the changes happening to the renewable infrastructure sector. Plus, AJ Bell’s own Eve Maddock-Jones joins for a chat on what you need to know if your trust is winding up.
[01:24] Hannah and Eve talk about the latest news in trust windups, and what investors need to be prepared for if theirs is on the chopping block.
[10:03] Dan speaks to Felise Agranoff from JP Morgan American Trust about the sentiment surrounding the US in the midst of the US-Iran War.
[24:51] Jeremiah Buckley from North American Income Trust joins Hannah for a second US perspective, and talks about why getting dividends from US companies is an underrated approach for investors.
[38:11] Ryan Lightfoot-Aminoff from Kepler talks to Dan about finding income in unexpected areas of the market, and why investors are needing to get creative with where they look.
[54:19] FGEN’s Charlie Wright rounds off the pod speaking about the state of the renewable energy infrastructure sector, where many trusts are rotating away from their dividend-paying roots.
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