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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
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
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.
On this week’s AJ Bell Money & Markets podcast, the Bank of England’s latest rate decision, Big Tech updates from Microsoft, Meta, Amazon and Alphabet, and what the UAE’s exit from OPEC could mean for oil prices as Brent crude climbs. Dan Coatsworth and Danni Hewson discuss BP’s bumper first‑quarter profits and Shell’s $16bn bid for Arc Resources, weak underlying UK retail sales, and the collapse of Claire’s Accessories. Dan also explores why several UK-listed companies have recently fallen into administration. Dan talks to Morningstar’s Grant Slade about mounting political uncertainty ahead of the 7 May local elections and what a change in prime minister could mean for the economy and financial markets. The pod team also debate whether buy‑to‑let still makes sense under the new Renters’ Rights Act. This week’s big interview features investing heavyweight Cathie Wood from Ark Invest who shares her 2026 outlook, including why she’s buying Tesla, selling AMD and remains relaxed about OpenAI’s latest setback. 00:00 Bank of England interest rate decision 00:50 Big Tech earnings: Microsoft, Meta, Amazon and Alphabet 03:03 Oil prices rise as UAE exits OPEC 09:18 BP Q1 profits and Shell’s Arc Resources bid 16:58 UK retail sales slowdown and Claire’s collapse 21:04 Why UK‑listed companies are entering administration 24:02 Grant Slade on local elections, politics and market uncertainty 38:53 Buy‑to‑let and the new Renters’ Rights Act 43:16 Cathie Wood on Tesla, AMD and OpenAI
Charlene Young and Dan Coatsworth bring you this week’s episode of the AJ Bell Money and Markets podcast. Rising UK inflation kicks things off and they’ll also discuss the latest market movements as the middle east conflict continues. Dan digs into plans spin off Primark from Associated British Foods and what it could mean for shareholders and Charlene covers another uncoupling announcement – this time how the government wants to break the link between gas price shock and British energy bills. Apple has named a new CEO as Tim Cook moves up to executive Chairman, TikTok has moved into payments. Is this new debit card venture actually smart innovation? Dan speaks to Bloomberg Intelligence consumer analyst Conroy Gaynor about jet fuel shortages, the impact of the Middle East crisis on airlines, and what it means for investors as we head into peak travel season. Finally, with the government launching a new campaign to encourage first‑time investors, Charlene and Dan explore how people can take those initial steps into investing and why funds are often a sensible starting point. To round this off we bring you a conversation between Danni Hewson and AJ Bell’s James Flintoft on how the AJ Bell funds have been performing. [00:09] Intro [01:05] UK Inflation rises to 3.3% [07:26] Primark IPO [14:11] Government energy price announcement [17:17] New CEO for Apple [21:30] Tiktok debit card [26:18] Interview: How the conflict is affecting on airlines, travellers and investors. Dan Coatsworth talks to Conroy Gaynor from Bloomberg Insights [40:10] New investing campaign [52:22] Interview: Danni Hewson gets the AJ Bell funds latest from James Flintoft
Join Dan Coatsworth and Charlene Young on the AJ Bell Money & Markets Show to get smart investing insight, business news and practical takeaways – all in one episode. The pair cover a stark IMF warning on the global economy, what the latest market moves mean for investors, and how professional fund managers are positioning their money right now. There’s company news from BP and Vistry, a look at why house flipping is falling out of favour, and a reality check on whether playing the lottery could be holding back your long‑term wealth. With the new tax year underway, Charlene explains Bed & ISA in plain English. She also chats with Dan about why Greggs, Domino’s and Asda are making eyebrow‑raising moves – plus rumours of Lidl entering the UK mobile phone market. That leads into Amazon’s latest play combining phones and space, why there is confusion about the state pension confusion, and a warning about rising scam risks. Intro – 00:00:09 IMF warning, peace talks & global market overview – 00:02:58 What fund managers are thinking about – 00:09:48 Updates on BP and Vistry – 00:12:25 The demise of house flipping – 00:16:28 Lottery players: what if you spent that money investing instead? – 00:19:16 How Bed & ISA works – 00:23:58 Why Greggs, Domino’s & Asda are making different moves – 00:28:13 Lidl phone deal on the way? – 00:34:29 Amazon vs SpaceX: phones, satellites & the space economy – 00:36:09 Shares magazine preview with Tom Sieber – 00:37:32 Millions still confused about the state pension – 00:39:27 Pension scam warning as fuel payment recovery begins – 00:43:43
In this Deep Dive episode, Tom Selby and Tom Sieber explore what retirement really looks like in 2026 — from phased retirement and flexible working, to drawdown, annuities, tax changes and the risks that could derail your plans. They also hear from a financial adviser on managing money in retirement, and from AJ Bell’s very own Rachel Vahey on inheritance tax and what the latest changes could mean for families. 02:24 Tom Selby and Tom Sieber discuss how retirement is changing, why it no longer has to mean stopping work completely, and what earning part-time or freelance income could mean for your pension planning. 06:34 They break down the main ways to access your pension, including drawdown and annuities, and ask whether the best approach for many retirees might be a mix of both. 10:33 The pair look at the key retirement dates and milestones people need to know, including changes to the Normal Minimum Pension Age and how the State Pension fits into the wider retirement income picture. 18:10 The two Toms examine some of the biggest threats to retirement finances, including longevity risk, sequence risk, inflation and the danger of drawing too much too soon. 24:25 Tom Selby speaks to Rick Gosling, a financial adviser at Five Wealth, about how retirees can manage their money sustainably and avoid common financial pitfalls later in life. 46:42 Tom Sieber catches up with Rachel Vahey, AJ Bell’s head of public policy, to discuss what the inheritance tax changes could mean in practice — and what people can do if they think they may be affected. 01:08:19 Both Toms wrap up with the big takeaways from the episode, including the importance of flexibility, planning ahead and making your retirement savings work for the long term.
Markets have rebounded sharply after news of a ceasefire involving Iran – but what does it really mean for investors and household finances? In this week’s AJ Bell Money & Markets, Dan Coatsworth is joined by Danni Hewson to break down the market reaction, what’s driving sentiment, and the key things investors still need to keep in mind. We also cover: Major company news, including an update to car finance compensation claims and disappointing updates from Shell Eye‑opening statistics from the electric vehicle market A proposed takeover of Universal Music – and why it’s more important than it first appears Changes to student loans and what they mean for borrowers Fresh developments in the housing market New rules making it easier to cancel subscriptions The pros and cons of investing at the start versus the end of the tax year Plus, we continue our series highlighting lesser‑known UK companies making a global impact, with Tom Sieber speaking to Craneware CEO Keith Neilson about healthcare innovation in the US. 00:00 – Intro 01:47 – Markets rebound after Iran ceasefire: what happened and why 16:14 – Shell shares fall: what went wrong? 20:00 – Why the car finance scandal has led to one lender being put up for sale 23:39 – Electric vehicle market: the key stats investors should know 26:09 – Universal Music takeover: why this deal matters 30:15 – Student loans update: what borrowers need to know 33:36 – Why the UK housing market is in a slumber 35:28 – Good news for cancelling subscriptions 38:33 – Investing at the start vs end of the tax year 41:05 – UK success story: we talk to the boss of Craneware
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