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 tech, big brands and a clampdown on fake reviews
Takeovers, cash rate war, finfluencers, Netflix disappointment and investing in Japan
Fund manager views on banking crisis, IMF’s bleak forecast and a pension boost for grandparents
Opec cuts, Credit Suisse says sorry and whilst Virgin Orbit goes up for sale Cineworld is off the market
Pocket money trends, US tech bounce-back, savers and investors braced for big tax changes
Banking crisis, Man Utd sale, savings rates to rise and new pension rules explained
Banking blues and budget bonanzas
The investment plan to cover university costs, why a tax-free childcare scheme has flopped, and reasons behind the share price rally in Aston Martin, Rolls-Royce and Premier Foods
Market rally fizzles, supermarket price wars, energy bill warning and Musk back on top
Rate rise worries are back, why shares in UK banks were hit and thoughts on the market from Alliance Trust
Inflation double whammy, Barclays disappoints, Premium Bond boost and investor stories
FTSE highs, BP profits soar, taxman’s pension raid and how popular songs can boost your investment pot
IMF worries and Terry Smith’s musings
Soaring Government debt, Netflix update, and how to find an index
Inflation cools, over 50s head back to work and the FTSE flirts with a new record high
Christmas trading, Amazon job cuts and why Terry Smith is still disgruntled with Unilever
How personal finance studies could work alongside Rishi Sunak’s maths push, retail sector analysis and Fundsmith’s bad year
Fund manager picks and the year in review
Your rights for train delays and cancellations, state pension review and CEO secrets
Bumper fund manager interviews, strikes, British Steel and...it’s coming home?
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