A peek inside the minds of expert investors and where next for AIM as it turns 30

AJ Bell Money & Markets

On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Dan Coatsworth assess recent oil price moves as the conflict between Israel and Iran intensifies and consider how hikes could impact global inflation. [04:21]

Could the UK be heading for “stagflation” as the economy shrinks? Danni checks out the latest growth and inflation data. [08:49]

Get the latest insight on corporate news. Profits are under pressure at equipment maker Ashtead ahead of the company moving its main stock market listing to New York. The US and UK might have finally rubber stamped a deal on cars and jet engines but Jaguar Land Rover has already slashed its forecasts. With defence stocks in fashion, Dan and Danni consider why one company, RC Fornax, has issued an earnings warning. [17:53]

As AIM celebrates its 30th birthday, Dan looks at companies past and present, while Tom Sieber from Shares Magazine explains why a lot of companies have become disheartened with the junior market. [25:30]

Bank of America’s latest survey into how fund managers are positioning portfolios makes for fascinating reading as markets remain volatile. [32:10]

Our guest interview features Emma Moriarty from Capital Gearing Trust who discusses why markets are moving higher yet economic forecasts are moving lower. [34:57]

The podcast also talks about the choice of savings products hitting record highs but some rates are at a two-year low [47:30]. The team also explain why Which? is urging shoppers to consider protections when using “pay by bank”. [50:42]