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Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records
Manage episode 450297989 series 2458236
On this week’s episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus, labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fuelled rising redundancies and unemployment.
The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how inflationary the bank thinks Rachel Reeves’ Budget will prove, and the likelihood of her achieving her pledge of ‘growth, growth, growth’.
Bitcoin gets a double mention – not only has it been breaking records but a UK pension scheme has announced it will be allocated 3% of its assets to diversify its investment base, in a break with tradition in the pension space. [11:42]
Dan Coatsworth interviews Jack Caffrey from the JP Morgan American Investment Trust for his take on the US election and why the market reacted like it did to that Donald Trump victory. [25:21]
It’s also looking like a record year for flows into Exchange Traded Funds. What are ETFs are what has made them so popular? [39:14]
We also discuss why first-time buyers might find the frozen Lifetime ISA property limit locks them out of their dream family home [44:00], and outflows from Fundsmith Equity [50:01].
315 эпизодов
Manage episode 450297989 series 2458236
On this week’s episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus, labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fuelled rising redundancies and unemployment.
The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how inflationary the bank thinks Rachel Reeves’ Budget will prove, and the likelihood of her achieving her pledge of ‘growth, growth, growth’.
Bitcoin gets a double mention – not only has it been breaking records but a UK pension scheme has announced it will be allocated 3% of its assets to diversify its investment base, in a break with tradition in the pension space. [11:42]
Dan Coatsworth interviews Jack Caffrey from the JP Morgan American Investment Trust for his take on the US election and why the market reacted like it did to that Donald Trump victory. [25:21]
It’s also looking like a record year for flows into Exchange Traded Funds. What are ETFs are what has made them so popular? [39:14]
We also discuss why first-time buyers might find the frozen Lifetime ISA property limit locks them out of their dream family home [44:00], and outflows from Fundsmith Equity [50:01].
315 эпизодов
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1 UK interest rate cut impact, what’s behind the FTSE 100 rally and Elon Musk’s bid for OpenAI 45:10
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1 How tariffs shock markets, Alphabet’s big challenge, and why we want to see changes to the Lifetime ISA 54:20
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1 US tech selloff, taxpayer frustrations, Guinness selloff denied and emerging market insights 37:25
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1 Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth 55:44
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1 UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup 50:10
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1 What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise 56:49
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1 Why everyone’s talking about Nvidia again, UK versus US retail challenges, and AJ Bell boss on improving the landscape for pensions and ISAs 46:54
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1 Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records 58:01
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