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.
Ahead of the Fed
Jubilees, confidence votes and airport chaos
Markets rebound, warnings over plummeting pound, and how to pick a financial adviser
Energy price cap, Snap’s warning, retailers dodging inflation worries and Amazon’s hit to the property market
It’s all about inflation as the UK rate hits a 40-year high
Global stocks have worst day in nearly two years, outlook for residential property market, and understanding broker ratings
Rate hikes for all, Amazon impact, bank account bonuses and energy company drama
Twitter, tech and outlook warnings
AJ Bell’s plans to make investing a Dodl, Netflix’s big problems, pros and cons of share buybacks, and exploring the world of private equity
Inflation hits another high, retail reaction to rising prices, and spotting small company gems
Musk moves on Twitter, timing the market, and could bitcoin ever rival gold as a safe haven?
Markets bounce on peace talks, bumper savings rate launches, and the real cost of those tax cuts
What the Spring Statement means for your finances, expert tax tips, and London’s fight to attract more companies to its stock market
War and covid unsettle markets plus your ISA questions answered
How the war in Ukraine could impact UK household finances, companies halting business in Russia, and everything you need to know about the metaverse
Markets react to Ukraine invasion
Investors focus on Ukraine
Fund manager stock ideas for an inflationary world, environmental tracker funds and big changes to UK stamps
Energy company windfalls, how to solve rising mortgage costs, holiday joy and a strange retail tie-up
Alphabet’s split, Rio Tinto’s incendiary report and round the world ends in Asia
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