About this episode

The episode discusses rising government bond yields, Nvidia's earnings, and signs of weakness in the UK housing market.

In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Tom Sieber return from the summer break to discuss why government bond yields are rising again and what that means for stock markets and investors. Hannah Williford speaks to Rob Perrone from Orbis Investments for a deeper look at the recent bond market moves, while Tom examines Nvidia’s latest earnings, whether AI demand can keep justifying its valuation, BP’s new chair and Shein’s difficult Hong Kong stock market debut. Charlene looks at signs of weakness in the UK housing market, including house price and mortgage approvals data. She also explores record capital gains tax receipts and why some pension savers may not be getting all the tax relief they are owed.

People in this episode

Hosts: Charlene Young, Tom Sieber

Guest: Rob Perrone

Topics covered

• bond yields
• stock markets
• Nvidia earnings
• AI demand
• UK housing market
• capital gains tax
• pension tax relief

Keywords

• bond yields
• Nvidia
• AI demand
• UK housing market
• capital gains tax
• pension tax relief
• stock market

Mentioned in this episode

Organizations: Orbis Investments, Nvidia, BP, Shein

Places: UK

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