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Inflation and economic reshuffles in the UK, scandal at Nestle and the latest on Trump and the Fed
The AJ Bell Money & Markets podcast is back after the summer break, with Charlene Young and Danni Hewson unpacking the big stories shaping markets and personal finance. We kick off in the UK, where inflation has jumped again, and a reshuffle in the Prime Minister’s economic team has sparked fresh Budget rumours – including a possible bank windfall tax that sent shares sliding [11:20]. Across the pond, all eyes are on the Federal Reserve [15:20], while Donald Trump’s tariffs face a legal challenge that could reset trade dynamics. We then dive into a timely interview: Danni speaks with Marcus Jennings, fixed income strategist at Schroders, about why UK gilt yields have jumped to 30-year highs and what that means for borrowers, investors and the government’s finances [22:40]. In company news, we cover Nestlé’s search for a new CEO, BYD’s profit stumble[37:00], and Alibaba’s AI push – with Nvidia back in the spotlight as AI momentum shows no sign of cooling. Finally, Charlene looks at the back-to-school squeeze on family finances and explains how the September extension of free childcare hours could help parents – and who misses out. [46:20]
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55:15
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55:15
US trade deal with Japan as earnings season kicks off, pensions and IHT plans confirmed, and 24-hour trading on the LSE
In this week’s Money and Markets podcast, Tom Sieber and Charlene Young discuss the latest twist in the tariffs saga as the US and Japan announce a deal and explore the early results from the US earnings season, with updates from JPMorgan, Citi, Coca-Cola and Netflix [04:04]. They also look ahead to what investors can expect from the big tech names due to report next week, including Microsoft, Apple, Amazon and Meta [10:12]. They also discuss a major proposal from the London Stock Exchange to introduce 24-hour trading and what that could mean for retail investors [12:20] and there’s boardroom news at BP as the energy giant appoints a new chair [14:04]. Back in the UK, the government has announced the final proposals around pensions and inheritance tax [16:08], and the State Pension age is also under review again [24:02]. This week’s episode also features two interviews: Martin Gamble speaks to Jacopo di Nardo from Latitude Investment Management about Diageo and the impact of the recent CEO departure [27:27], and Dan Coatsworth talks to Schroder Asia Pacific portfolio manager Abbas Barkhordar about the vibe in Asia around those US tariffs [40:44]. Finally, with summer holidays in full swing, Tom and Charlene look at a story involving Ryanair, oversized luggage, and a rather inventive employee bonus scheme [51:47]. Note: The podcast is taking a short summer break and will return in early September.
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54:48
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54:48
Inflation on the rise, FTSE hits 9,000, and the Chancellor announces sweeping reforms to financial services
In this week’s AJ Bell Money and Markets podcast, Laith Khalaf and Tom Selby dive into what’s been moving in markets, from the FTSE hitting 9,000 (01:17) to Bitcoin hitting a record high [04:10]. We’ll also be talking through the latest inflation figures to come out of the UK and US and what that might mean for interest rates [11:25]. The Chancellor has delivered her annual Mansion House speech to the city, and there were a lot of big changes announced. Laith and Tom discuss ISAs [14:52], boosting retail investing and changes to the banking and mortgage market [29:42]. Finally we have an interview with Lynda Shillaw, CEO of the property development company, the Harworth Group, about trends in the sector and Harworth’s promotion to the FTSE 250 [34:20].
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51:49
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51:49
OBR report fuels tax rumours, Trump tariffs update and will investors lose patience with Elon Musk?
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].
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38:56
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38:56
Investment Trust Show: Income special and the quest to make five times your money
It’s time for your monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts. Kicking off the show is Tom Sieber on the wave of trust takeovers. [01:25] We’re going big on income in this episode of the podcast. Dan Coatsworth talks to Joe Dowling from the Invesco Global Equity Income Trust on how he finds opportunities to help generate a steady trickle of cash for shareholders. [04:17] Dan also talks to Iain Pyle from Shires Income on alternative ways of generating an income than simply having a portfolio of dividend-paying shares. [18:15] Laith Khalaf and Tom talk about trends with premiums and discounts in the investment trust world. [30:47] Finally, Dan talks to Richard Staveley from Rockwood Strategic on what it takes to find stocks that make you five to 10 times your money. [39:53]
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56:50
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56:50