Housebuilders under scrutiny of watchdog, tech stocks in focus and why Disney’s in the doldrums
On this week’s AJ Bell Money & Markets podcast Danni is joined by new host, AJ Bell’s pensions and savings expert Charlene Young. The pair discuss the CMA’s announcement that it is investigating whether eight UK housebuilders including Barratt and Taylor Wimpey have been sharing commercially sensitive information that could have affected house prices.
Danni digs into whether Shein’s consideration of a London listing comes with warning signs and whether a bidding war could be about to start for electrical retailer Currys.
Charlene considers warnings by the IFS that the Chancellor must prove any tax cuts are affordable, and the good news that food price inflation is finally falling.
Dan Coatsworth has been chatting to a couple of people who know tech stocks inside out AND backwards – we’ll hear from Maneesh Bajaj from Brown Advisory’s US Flexible Equity Fund which is invested in most of the Magnificent Seven. Now the dust has settled, we’ve brought back George Dent from BNY Mellon Long-Term Global Equity Fund to talk about semiconductors.
Tom Sieber from Shares magazine also joins the show to consider if Disney has really lost its way.
Latest podcasts:
Join Danni Hewson and Laura Suter for the latest episode of the AJ Bell Money and Markets podcast. This week, we look at market reaction to the shock news... Read more
Money & Markets Podcast | Thu, 23/05/2024 - 17:20
UK, Market analysis, Shares and the stockmarket, Investment trusts, ISAs
Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages
It’s happened again: GameStop, AMC and other titans of the pandemic meme stock craze have soared on the stock market. Dan Coatsworth explains why we’re... Read more
Money & Markets Podcast | Thu, 16/05/2024 - 11:58
How to close the gender funding gap with a serial female entrepreneur
On this episode of the Money Matters podcast we hear from Debbie Wosskow, the serial entrepreneur who’s been appointed to the government’s Invest in Women... Read more
Money Matters Podcast | Wed, 15/05/2024 - 09:12