AJ Bell Money & Markets

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.

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