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

AJ Bell Money & Markets

AJ Bell Money & Markets

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/lipstick-on-the-rim">Lipstick on the Rim</a></span>

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Lipstick on the Rim

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4일 전4d ago

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주마다

Consider Molly Sims and her best friend Emese Gormley your new girlfriends on speed dial for all your pressing beauty and wellness needs. Is Botox a good idea? Should you try that new diet you saw on the Today Show? Molly and Emese have your back. With guests ranging from top health and beauty experts to their industry friends, you’ll get the scoop on the latest trends, which products and procedures to try, and which to run from-- and they just might be doing it all with a drink in hand. Prepare to be obsessed.

약 1년 전 55:44

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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].

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#AJ Bell #Personal Finances #Lifestyle #Stock Market #Trading #Business

AJ Bell Money & Markets

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

AJ Bell Money & Markets

113 subscribers

published 약 1년 전

MP3•에피소드 홈

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]

318 에피소드

#AJ Bell #Personal Finances #Lifestyle #Stock Market #Trading #Business

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AJ Bell Money & Markets

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Apple’s big investment plans, BPs net zero reset, energy bills to rise, and top dividend investment trusts to watch 50:43

1 day 전50:43

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50:43

This week on the AJ Bell Money and Markets podcast, Danni Hewson and Laura Suter dive into the latest market news, including Apple’s big investment plans [01:19] and BP’s plans to roll back it’s green investment after pressure from an activist investor [09:13]. We also look at why Tesla shares are under pressure [04:39] and discuss Unilever’s CEO stepping down after less than two years [14:30]. On the personal finance front, Laura explains the impact of the latest rise in Ofgem’s energy price cap and shares tips on how to cut household bills [17:56]. She also uncovers cash savings traps that could see you paying more tax than necessary. [24:19] For investors, Tom Sieber explores the best-performing dividend hero investment trusts, funds that deliver strong income without sacrificing returns [29:01]. And Dan Coatsworth speaks with Abbie Glennie from abrdn about why the UK stock market is showing signs of life [34:16].…

AJ Bell Money & Markets

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UK bank results, a surprise jump in inflation and are Elon Musk's politics starting to hurt his business interests 45:03

8일 전45:03

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리스트

45:03

In this week’s episode, Charlene Young and Laith Khalaf mull over the latest numbers from the UK banking sector after Barclays, NatWest and HSBC have posted their full year results. [1:30] There’s also been a slew of UK economic data over the last week, so we’ll be taking a look at the jobs figures and a big jump in inflation back up to 3%. We’ll also be asking whether we should be celebrating 0.1% growth in the economy. [6:23] Cash has also been making headlines, as NS&I changes its rates, and a record amount is reported sitting in bank accounts paying no interest. Meanwhile rumours are flying that the government might consider cutting back the cash ISA allowance. [15:42] The activist investor Saba is back with a new plan for its foray into the investment trust sector. Laith brings us up to speed with what’s going on. [25:20] Saba’s strategy isn’t unique; in fact, it’s the same one adopted by Migo Opportunities trust, yet the way Saba has gone about calling for change is different to Migo’s approach. Dan Coatsworth caught up with Migo’s co-manager Charlotte Cuthbertson to explore the differences. [28:55] Finally we’ll be asking if Elon Musk’s political affiliations might be starting to hurt his business interests, as protestors gather outside Tesla showrooms in the US. [40:10]…

AJ Bell Money & Markets

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Deep Dive #1: How to protect your money from the rising tax tide 1:11:49

11일 전1:11:49

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1:11:49

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]…

AJ Bell Money & Markets

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UK interest rate cut impact, what’s behind the FTSE 100 rally and Elon Musk’s bid for OpenAI 45:10

16일 전45:10

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45:10

In this week’s episode, Charlene Young and Danni Hewson look at what’s happened since the Bank of England’s Monetary Policy Committee cut the base rate to 4.5% last Thursday. Expectations for a cut were high so has the reaction from markets and mortgage lenders been unsurprising too? [01:30] Danni gives the low down on the latest results from McDonald’s and BP. Does activist investor Eliott taking a stake in BP mean there is a reset on the horizon for the struggling energy giant? [11:57] Elon Musk is back in the news again. Donald Trump’s right-hand man and head of DOGE has led a bid for OpenAI, the company he co-founded with current CEO Sam Altmann before their big fall out over the future of the ‘mission’. [17:46] Charlene gives us a preview of an exciting new AJ Bell Money & Markets project. Tom Sieber from Shares Magazine joins us to talk about defensive stocks. He explains what a defensive stock is, examines the traditional defensive sectors and reveals which metrics identify ‘defensiveness’. [23:17] Dan Coatsworth interviews Guy Gittens, CEO of estate agent Foxtons to get his thoughts on where the property market could go next, the issues facing people who rent, and whether flaws in the Lifetime ISA are causing issues for prospective buyers in London. [28:46]…

AJ Bell Money & Markets

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How tariffs shock markets, Alphabet’s big challenge, and why we want to see changes to the Lifetime ISA 54:20

22일 전54:20

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54:20

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]…

AJ Bell Money & Markets

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Investment Trust Show #11: Fighting off activist investors and the attractions of Japan 52:15

26일 전52:15

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리스트

52:15

Investment trusts have been all over the news as activist investor Saba targets seven companies with the hope of gaining control and becoming the investment manager. Herald (HRI) shareholders have already voted Saba down and we’re about to find out the fate of the other six investment trusts. Laith Khalaf brings us up to speed on the key events. [01:32] Dan Coatsworth talks to James Carthew from research group QuotedData about what he thinks could happen next with Saba, and about the role of activist investors in general. [11:03] Ian Conway and Steve Frazer conduct a deep dive into Law Debenture (LWDB) investment trust [26:40] and Dan talks to Nicholas Weindling, fund manager of JPMorgan Japanese (JFJ) about what’s going on in that part of Asia. [37:30]…

AJ Bell Money & Markets

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US tech selloff, taxpayer frustrations, Guinness selloff denied and emerging market insights 37:25

29일 전37:25

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리스트

37:25

In this week’s episode, Dan Coatsworth and Laura Suter discuss the recent selloff in US tech stocks, and what sparked the market turmoil [01:32]. They also look at WHSmith’s potential sale of its UK business [06:27], and Diageo denying rumours about selling Guinness [09:17]. Laura looks at the frustration taxpayers are facing with HMRC’s long call wait times, as some new data is released showing how hard it is to reach the taxman [12:09], while Tom Sieber looks at attending a company AGM in person at SRT Marine Systems and why investor engagement matters [16:55]. Plus, Dan interviews Chris Tennant of Fidelity Emerging Markets to explore Donald Trump’s impact on emerging markets, why you might want EM exposure in your ISA or pension, and what’s next for China [24:26].…

AJ Bell Money & Markets

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Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth 55:44

5 weeks 전55:44

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리스트

55:44

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].…

AJ Bell Money & Markets

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UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup 50:10

6 weeks 전50:10

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리스트

50:10

The AJ Bell Money & Markets podcast team start this week’s episode with some good news as UK inflation took a surprise dip in December to 2.5%. Does this mean the chances of a February rate cut have jumped? Rachel Reeves has fought back in a Commons speech to defend her growth plans and although UK housebuilders have had a boost, other big companies continue to issue their own warnings. [01:02] Danni Hewson and Charlene Young discuss how the UK isn’t the only country facing increased borrowing costs after recent bond yield hikes, and they also chat about what higher gilt yields mean for personal finances. [08:37] Updates from BP, JD Sports and PageGroup painted a gloomy outlook but good news from Permission gave UK housebuilders a boost, even before a second bounce arrived following the inflation news. Charlene stays with housing, with a new IFS report on how more young people are residing in the Hotel of Mum and Dad. [23:10] Donald Trump will be back in the White House next week, so Danni spoke to Yoojeong Oh, manager of the Abrdn Asian Income Fund, to find out how tariffs might impact Asian markets and where opportunities for income generation lie [27:56]. A TikTok ban in the US is also due next week, but is there any hope for a reprieve? [41:53] Charlene finishes up with a timely reminder of the looming self-assessment deadline. [46:52]…

AJ Bell Money & Markets

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The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs 53:59

7 weeks 전53:59

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리스트

53:59

On this week’s AJ Bell Money & Markets podcast, we dive into a story about seven investment trusts under attack from an activist investor. The big retail companies have started to report on Christmas trading and not everyone is smiling about the outlook. You can also hear about the changing cost of keeping the lights on at home and why the Lifetime ISA is under review. There’s been a sell-off in UK government bonds and the pound, causing jitters on the market at the start of the new year. Dan Coatsworth explains what’s going on. [00:02:06] Hedge fund Saba Capital has got its sights on the UK investment trust sector and wants to get behind the driving seat of seven names including Baillie Gifford US Growth Trust and Herald Investment Trust. Dan takes a closer look and chats about why it’s so important for investors to vote on the proposals and what could happen next. [00:05:14] Sue Inglis, an independent non-executive director from Baillie Gifford US Growth Trust, is on the podcast to share her experiences of being on the receiving end of an activist investor attack, and her thoughts on Saba’s proposals. [00:11:25] Gas and electricity bills went up again on 1 January, when the latest energy price cap took effect. Charlene Young considers the impact to UK households and what they can do about it. [00:19:08] Following a miserable final quarter for UK retail, we’ve now got a host of shopkeepers updating on trading and giving guidance for the year ahead. Tom Sieber looks at what Tesco, Marks & Spencer, Greggs and Next are saying, and what to expect from retailers in 2025. [00:23:09] Charlene considers the reasons why the Government has announced a review of the Lifetime ISA and what might happen next. [00:35:29] Finally, Danni Hewson chats to Dominic Weller, fund manager of the Octopus UK Future Generations Fund, about whether investing for change can also come with chunky returns now that interest rates are slowly on their way down. [00:40:17]…

AJ Bell Money & Markets

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What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise 56:49

10 weeks 전56:49

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리스트

56:49

On the last AJ Bell Money & Markets podcast of 2024, Dan Coatsworth and Danni Hewson discuss what markets are now thinking about the trajectory for interest rate cuts in 2025 after the Federal Reserve’s latest comments. [03:47] In the UK, inflation has been creeping back up and there are warnings of a potential recession as private sector hiring falls at its fastest rate in four years following the Budget. With rates expected to be higher for longer that’s good news for savers. [11:52] Dan looks back at the winners and losers of 2024 on the market including some names that might come as a surprise. [14:00] There might be big changes ahead in the automotive sector after reports that car giants Honda and Nissan could be considering a merger. Danni considers why this might happen. [20:19] The long running saga of whether Royal Mail owner International Distributions Services would be taken over by Czech billionaire Daniel Kretinsky is now close to the end point, as Dan explains. [24:16] UK households are reeling after the water watchdog gave the go-ahead for bill rises which will average out at an extra £31 a year. [26:06] Jean Roche from the Schroder UK Midcap Fund joins us on the episode of the podcast. She talks through the potential opportunity for those FTSE 250 companies in the new year and why the investment trust’s policy is to ditch mid-caps if they succeed in climbing into the FTSE 100. [33:39]…

AJ Bell Money & Markets

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The cost of Christmas, car finance compensation and big UK stock market changes 53:57

11 weeks 전53:57

나중에 재생

리스트

53:57

This week’s episode of the Money & Markets podcast explores the cost of putting food and drink on the table at Christmas, how supermarkets are coping in the festive season, and why higher cocoa prices could lead to a marriage of two chocolate giants. We talk to experts about big UK stocks and how Donald Trump’s return to the White House could impact green policies. You can also hear about changes to the FTSE 100, why the car finance scandal could be bigger than previous expected, and what’s going on with UK rental charges. Kicking things off, Danni Hewson has some interesting figures on the supermarket sector which is gearing up for one of its busiest times of the year. [1:38] Dan Coatsworth discusses how the cost of a Christmas dinner has gone up a lot this year. [4:35] The pair also chat about why a cup of coffee is going up yet again and why a hike in the price of cocoa might lead to a big US takeover deal. There is speculation that Cadbury’s owner Mondelez might have another go at buying Hershey’s. [8:08] The FTSE 100 index has going through a bit of a change with a few new members including Games Workshop, another set to leave over the next 12 to 18 months (Ashtead) and a new name which is big enough to join but won’t be given an admission ticket (Canal+). [13:23] The car finance scandal keeps getting bigger and the regulator has now said it could be on the scale of PPI which cost banks £50 billion. Dan has all the details. [17:50] Anna Farmbrough and Ben Needham from NinetyOne UK Equity Income fund join us on this week’s podcast to talk about Wetherspoons, Diageo and more. [22:06] Frustrated with the cost of renting in the UK? Danni has some potential good news. [35:50] We also hear from Impax Environmental Markets’ co-manager Fotis Chatzimichalakis about the potential change to green policies under Donald Trump. [39:04]…

AJ Bell Money & Markets

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Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving 48:39

12 weeks 전48:39

나중에 재생

리스트

48:39

On this week’s AJ Bell Money & Markets podcast: the US-focused fund manager with a market-beating performance over the past 12 months and where he sees markets going next Stateside. The team talk ChatGPT and why car insurance should get cheaper next year. You can also hear about the challenges facing automotive companies, an expert on UK shares and big changes to Premium Bonds. Takeovers continue to come thick and fast on the UK market and Dan Coatsworth is here to talk about the latest deals being made. Tom Sieber also updates on the challenges in the automotive sector and why Elon Musk is being denied $56 billion. [10:52] Cormac Weldon from the Artemis US Select Fund talks to Dan about what Donald Trump could do next, and where he sees the US market heading in 2025. His fund has returned 38% in the 12 months to 2 December 2024 versus 33% from the S&P 500 index, in sterling terms. [14:07] Drivers could be in line for a £50 car insurance saving next year, predict experts. That’s down to an important change in how personal injury compensation payments are calculated. Tom explains all. [26:27] Dan has been celebrating ChatGPT’s second anniversary by digging into the impact it’s had on companies. [29:03] Amid news that NS&I is cutting the effective rate on Premium Bonds from January, Tom asks if the savings products are still worth it. [34:56] We also hear from Polar Capital UK Value Opportunities Fund manager Georgina Hamilton on the outlook for UK shares in 2025. [37:21]…

AJ Bell Money & Markets

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Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes 1:04:37

13 weeks 전1:04:37

나중에 재생

리스트

1:04:37

On this month’s bonus podcast focusing on investment trusts, the AJ Bell Money & Markets team dig into star performers, US trusts and global small caps. Dan Coatsworth talks to Julian Bishop, co-manager of Brunner Investment Trust which is celebrating one of its best years in a long time. Julian explains how the trust has done well, his thoughts on the Magnificent Seven, why he’s sold out of weight-loss drug provider Novo-Nordisk, and what could happen in 2025. [01:16] Steve Frazer and Tom Sieber take a deep dive into Manchester & London, one of this year’s best performing trusts. While returns have been strong in 2024, the trust has attracted its fair share of critics over the years, so Steve and Tom take a balanced look at the company. [22:34] Following the US election, Martin Gamble and Ian Conway talk about the differences between the range of US-focused investment trusts that trade on the UK stock market and what they’re trying to achieve. [35:22] We’ve also got a chat with Columbia Threadneedle fund manager Nish Patel about The Global Smaller Companies Trust. [47:16]…

AJ Bell Money & Markets

1
Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams rise 52:05

13 weeks 전52:05

나중에 재생

리스트

52:05

This week’s episode of the AJ Bell Money and Markets podcast looks at the challenges being faced by global automakers. (01:31) In the UK the speed of the transition to net zero and fines for not meeting targets has been cited as one reason behind Stellantis’ decision to close its factory in Luton. The government has said it will consult on the phase out as Ford’s UK boss calls for incentives for motorists. (06:42) Danni Hewson explains how Donald Trump’s threat to introduce tariffs on day one of his presidency is likely to hit the auto sector particularly hard including US firms like General Motors which has a huge manufacturing hub in Mexico. There’s been a flurry of takeover action on London markets (10:15) with Direct Line turning down Aviva’s approach which would create the UK’s largest car insurer, but pub and restaurant group Lounger’s is backing a £338 million bid from Fortress saying its growth hasn’t been reflected by its market valuation. (23:16 )With Christmas fast approaching Laura Suter looks into warnings that many Black Friday deals aren’t all they’re cracked up to be and assesses a warning from HMRC that scammers are using the lure of tax rebates to catch people out. With the number of UK adults owning crypto currencies on the rise the FCA has said it will finally look to regulate the sector. A third of investors wrongly believe they could complain to the regulator if something went wrong. (28:23) Plus, Imogen Harris from the Premier Miton Global Smaller Companies Fund on why a $22 billion company is considered to be a small cap in the UK (14:16) and Nick Clay from Redwheel Global Equity Income Fund on whether companies now care more about share buybacks than dividends (39:31)…

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AJ Bell Money & Markets « » Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth

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