In the second in a series of bonus podcasts from the Shares magazine team to accompany AJ Bell’s Money & Markets podcast, Tom Sieber, Steve Frazer and Ian Conway take a close look at two stocks enjoying vastly contrasting fortunes of late.
The pod discuss the efforts of recently appointed Tufan Erginbilgic to turn around aircraft engine maker Rolls-Royce and whether he can back up some big talk with action, after a strong run for the shares at the start of 2023 petered out.
Items up for discussion include the impact of the pandemic and subsequent recovery in air travel and how important cash flow will be to judging Erginbilgic’s success or failure.
Ian talks through some research he has done on online groceries firm Ocado’s volatility, something much in evidence amid recent speculation over a bid from Amazon. Doubt is cast on these links as the company’s troubles are dissected.
Big incentives to switch bank accounts, why a sell-off in government bonds have troubled markets, and should you pay for social media networks?
ISA simplification, property stock wobbles and a mixed forecast for retailers
Positive news on inflation, a surge in profit warnings, and does Frasers hold the key to Shein’s UK growth plan?
Why the oil price has shot up, consumer rights as Wilko collapses, and what a surge in shoplifting tells us about consumer finances
Wilko’s collapse, M&S back in the FTSE 100, Barratt Homes blames Trussonomics for slump in demand and UK listing rule changes
NatWest boss quits, Greek wildfires, parents raiding kids’ savings and emerging market recovery
Cooling inflation boosts UK stocks plus US banks enjoy a rate hike bonanza
Why Jeremy Hunt’s pension plan has flaws, how teenagers manage money and the attractions of investing in Vietnam
Govt crackdown on greedflation, US-China tensions, bumper tax on savings and Tesla’s record deliveries
Frasers’ game of Monopoly, car insurance pains and problems with Boots’ owner
Navigating the mortgage maze, higher interest rates hurting companies and why takeovers have fired up the biotech space
Bond market turmoil (again), Vodafone/Three mega merger, child savings trick and Argonaut’s Barry Norris
Reaction to Apple’s headset launch, 5% cash interest versus equity dividends, and how Bloomsbury Publishing is in a sweet spot
Bond market mania, Blackrock mining trust, energy price cap and Nvidia bumper profits
How to fix Vodafone’s problems and discover the US fast food giant impressing the market
Facebook fine, BT cuts jobs, US market update and Nationwide windfall
Japan index at 33-year high, US debt ceiling fears, cracks in the luxury goods market
The good, bad and the ugly of earnings season, plus calls for “One ISA” and the 100% mortgage aimed at renters
Economic impact of the coronation and the pros and cons of changing the listing rules for UK companies
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