This week’s Money & Markets looks at the big rotation that’s happening in markets, as the tech giants fall out of favour and banking stocks are back in vogue. We talk to AJ Bell’s Ryan Hughes about what this means for big funds like Scottish Mortgage and Fundsmith, and how investors should react. We also hear from Temple Bar’s Ian Lance about the stocks that have been benefitting from this switch.
Dan Coatsworth and Tom Sieber are back with the European edition of their Round the World investing series, talking to Sam Morse from Fidelity about the region’s prospects. Elsewhere Laura Suter looks at some surprising figures on how many first-time buyers have been getting on the property ladder.
And the team have a very exciting announcement and competition for the listeners. So make sure you don’t miss that.
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
Inflation soars, takeover deals galore and the latest crypto crackdown
Discover why tech stocks had a bad start to 2022 and why value investing is now back in fashion.
Big finance changes in 2022, fund manager mistakes and Apple’s $3 trillion valuation
Investment review of the year: what did well and what bombed? And what will 2022 bring?
Retailer joy, Evergrande update, Lifetime ISA special and bridging the investing gap
Black Friday turns red as markets get spooked by Omicron
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