AJ Bell Money & Markets

In this month's special deep dive podcast, Tom Seiber and Hannah Williford explore how to invest around the world, and where there may be some hidden opportunities. They discuss the pros and cons of active and tracker funds for global exposure. Plus, Hannah speaks to AJ Bell's Paul Angell on what he prioritises when choosing active managers for different regions. Martin Gamble joins the duo to reveal his research on how different regions stack up on valuations, and Tom shares where AJ Bell investors are looking most frequently. Finally, Eve Maddock-Jones speaks to John Citron on the challenges and benefits of investing in emerging markets. Timestamps: [00:09] Introduction: Tom Sieber and Hannah Williford introduce the episode and explain why overseas investing matters for UK investors. [01:43] Global trackers, ETFs and active funds: how UK investors can access overseas markets, compare costs and indices, and understand how managers pick global stocks. [12:50] Interview with Paul Angell: the pros and cons of using fund managers who are based in the regions where they invest. [25:45] Comparing global markets with Martin Gamble: how different regions stack up on valuations, dividends and the types of companies that dominate each market. [31:32] Buying overseas shares directly: market opening hours, dealing access, minimum trade sizes and practical issues for UK investors. [39:15] Interview with John Citron: the challenges of managing an emerging markets portfolio across lots of different countries. [51:20] Final takeaways: Tom and Hannah recap the key lessons from the episode and wrap up the podcast.

Join Dan Coatsworth and Hannah Williford in a new bonus episode of the AJ Bell Money & Markets podcast all about investment trusts. They break down the latest trends in investment trust discounts, and which names are looking cheaper or more expensive. Dan speaks with Martin Connaghan of Murray International to discuss the investing debate around sin stocks, ethical investing, and whether morals come into fund manager portfolio decisions. Hannah interviews Nicola Takada Wood, managing director, Japan at Asset Value Investors about Japan’s recent election and the outlook for investing in the country. Finally, Dan chats with Stephen Anness from Invesco Global Equity Income Trust about the prospects for dividend growth and why he's looking in less obvious places for income. 00:00 — Introduction: What’s coming up 01:23 — What investment trust discounts are, why they matter, and the big changes observed by Hannah and Dan 12:42 — Dan talks to Martin Connaghan on sin stocks and ethical investing 27:25 — Hannah chats with Nicola Takada Wood about Japan’s political landscape and what that means for investors 41:00 — Interview: Stephen Anness on the search for attractive dividends If you enjoy this episode, don’t forget to like and subscribe for more insights from the AJ Bell investing team.

Why the UK stock market is smashing expectations in 2026, and a crucial warning about fake celebrity investment ads fooling thousands. Dan Coatsworth also sits down with Filtronic, the company behind an 800% share price surge and major new contracts with SpaceX. Big gains, big deals – and big insights you won’t want to miss. If you enjoy this podcast, please select ‘like’ and ‘subscribe’. [00:09] – Welcome & what’s moving markets this week[01:21] – How the UK stock market is outperforming the US (again)[03:48] – Why insider trades at Raspberry Pi & M&S really matter[07:53] – The Japanese toilet company tipped as the next AI winner[09:36] – UK inflation: Charlene Young breaks down the latest numbers[12:20] – Scam alert: Charlene exposes fake celebrity investment ads[16:26] – Filtronic CEO interview: SpaceX contracts, defence deals & an 800% share price surge[31:49] – Why annuities are suddenly back in demand[36:19] – The worrying rise of UK households struggling to earn a decent living[39:03] – Small caps comeback? Fund manager Richard Penny shares his signs of recovery