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Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors
Manage episode 449055697 series 2458236
On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to Donald Trump winning the US presidential election and heading back to the White House.
There have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers.
The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure with one of Trumps slogans – “drill baby drill” sparking speculation the US oil and gas sector will boom.
It may feel like a long time, but the UK Budget was only a week ago and Danni and Charlene discuss changes to inheritance tax which will be exacerbated by frozen thresholds and whether people who pulled out tax-free cash from their pensions amidst pre-Budget speculation about changes, can put it back if they’ve changed their mind.
Plus, Danni’s been chatting to Simon Gergel from The Merchants Trust about how some of the UK’s biggest listed companies might be impacted by the Budget.
Finally, Tom Sieber and Ian Conway from Shares magazine discuss Lotus Bakeries, the brains behind Biscoff and a great stock performer in recent years.
311 एपिसोडस
Manage episode 449055697 series 2458236
On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to Donald Trump winning the US presidential election and heading back to the White House.
There have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers.
The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure with one of Trumps slogans – “drill baby drill” sparking speculation the US oil and gas sector will boom.
It may feel like a long time, but the UK Budget was only a week ago and Danni and Charlene discuss changes to inheritance tax which will be exacerbated by frozen thresholds and whether people who pulled out tax-free cash from their pensions amidst pre-Budget speculation about changes, can put it back if they’ve changed their mind.
Plus, Danni’s been chatting to Simon Gergel from The Merchants Trust about how some of the UK’s biggest listed companies might be impacted by the Budget.
Finally, Tom Sieber and Ian Conway from Shares magazine discuss Lotus Bakeries, the brains behind Biscoff and a great stock performer in recent years.
311 एपिसोडस
सभी एपिसोड
×1 Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth 55:44
1 UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup 50:10
1 The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs 53:59
1 What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise 56:49
1 The cost of Christmas, car finance compensation and big UK stock market changes 53:57
1 Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving 48:39
1 Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes 1:04:37
1 Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams rise 52:05
1 Why everyone’s talking about Nvidia again, UK versus US retail challenges, and AJ Bell boss on improving the landscape for pensions and ISAs 46:54
1 Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records 58:01
1 Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors 1:07:57
1 Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs 53:05
1 Budget reaction: what the announcement means for pensions, savings, investments and personal finances 22:35
1 The good, bad and ugly of earnings season plus what to consider ahead of the US elections 44:43
1 Why UK inflation is in good news territory and the future for weight-loss drug companies 1:00:47
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