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
New rumours about Cash ISA allowance cut, and paying tax as a Vinted seller
This week’s episode of the Money & Markets podcast explains why Sainsbury’s and Greggs are experiencing different fortunes. [00:48]
Charlene Young addresses the latest rumours about income tax and a potential cut to Cash ISA allowances. [06:12]
Dan Coatsworth explains why Lifetime ISAs are back on the political agenda. [13:36]
New data suggests there is a serious problem of takeover news being leaked before official announcements. Dan dives into this topic. [18:55]
If you’re one of the growing number of people selling goods on Vinted or Ebay, Charlene considers the level of sales that attract the tax man’s attention. [22:40]
As schools prepare to break up and people take time off work for their summer break, the podcast reveals a worrying scam aimed at holidaymakers. [25:50]
The clock is ticking on the end of Trump’s 90-day tariff negotiations, so Dan considers what could happen next and how markets might react. [28:59]
This week’s special guest is someone directly impacted by the new tariff regime. Greg Eckel invests in Canada and he talks to Tom Sieber about the impact of Trump’s policies and the long-term prospects for Canadian stocks. [32:46]
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48:32
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48:32
Markets on edge, Bitcoin on the balance sheet, and the rise of Rosebank
This week on Money and Markets, Dan and Laura break down how Middle East tensions are shaking up oil, gold, and travel stocks [1:45], and what the latest results from FedEx and Halfords tell us about consumer confidence and global trade [7:00].
In our personal finance section, we explore the cut to Premium Bond prize rates and why loyalty to your savings account might be costing you [13:00]. We also look at the rise of companies putting Bitcoin on the balance sheet [23:50] - and share a strange new scam story you’ll want to hear [57:04].
Our interview is with the team at Evenlode, discussing why their global equity funds are cautious on the US and why they avoid the obvious bets [34:44]. And we wrap up with a spotlight on Rosebank, the Melrose spinoff that just raised £1.1 billion in one of AIM’s biggest fundraises in years [47:31].
UK