In this episode of the investment trust show, Dan Coatsworth and Hannah Williford explore the trusts offering generous income to investors, the state of US markets and the changes happening to the renewable infrastructure sector. Plus, AJ Bell’s own Eve Maddock-Jones joins for a chat on what you need to know if your trust is winding up.

[01:24] Hannah and Eve talk about the latest news in trust windups, and what investors need to be prepared for if theirs is on the chopping block.

[10:03] Dan speaks to Felise Agranoff from JP Morgan American Trust about the sentiment surrounding the US in the midst of the US-Iran War.

[24:51] Jeremiah Buckley from North American Income Trust joins Hannah for a second US perspective, and talks about why getting dividends from US companies is an underrated approach for investors.

[38:11] Ryan Lightfoot-Aminoff from Kepler talks to Dan about finding income in unexpected areas of the market, and why investors are needing to get creative with where they look.

[54:19] FGEN’s Charlie Wright rounds off the pod speaking about the state of the renewable energy infrastructure sector, where many trusts are rotating away from their dividend-paying roots.

On this week’s AJ Bell Money & Markets podcast, the Bank of England’s latest rate decision, Big Tech updates from Microsoft, Meta, Amazon and Alphabet, and what the UAE’s exit from OPEC could mean for oil prices as Brent crude climbs.

Dan Coatsworth and Danni Hewson discuss BP’s bumper first‑quarter profits and Shell’s $16bn bid for Arc Resources, weak underlying UK retail sales, and the collapse of Claire’s Accessories. Dan also explores why several UK-listed companies have recently fallen into administration.

Dan talks to Morningstar’s Grant Slade about mounting political uncertainty ahead of the 7 May local elections and what a change in prime minister could mean for the economy and financial markets. The pod team also debate whether buy‑to‑let still makes sense under the new Renters’ Rights Act.

This week’s big interview features investing heavyweight Cathie Wood from Ark Invest who shares her 2026 outlook, including why she’s buying Tesla, selling AMD and remains relaxed about OpenAI’s latest setback.

Charlene Young and Dan Coatsworth bring you this week’s episode of the AJ Bell Money and Markets podcast. Rising UK inflation kicks things off and they’ll also discuss the latest market movements as the middle east conflict continues. Dan digs into plans spin off Primark from Associated British Foods and what it could mean for shareholders and Charlene covers another uncoupling announcement – this time how the government wants to break the link between gas price shock and British energy bills.

Apple has named a new CEO as Tim Cook moves up to executive Chairman, TikTok has moved into payments. Is this new debit card venture actually smart innovation?

Dan speaks to Bloomberg Intelligence consumer analyst Conroy Gaynor about jet fuel shortages, the impact of the Middle East crisis on airlines, and what it means for investors as we head into peak travel season.

Finally, with the government launching a new campaign to encourage first‑time investors, Charlene and Dan explore how people can take those initial steps into investing and why funds are often a sensible starting point. To round this off we bring you a conversation between Danni Hewson and AJ Bell’s James Flintoft on how the AJ Bell funds have been performing.

[00:09] Intro [01:05] UK Inflation rises to 3.3% [07:26] Primark IPO [14:11] Government energy price announcement [17:17] New CEO for Apple [21:30] Tiktok debit card [26:18] Interview: How the conflict is affecting on airlines, travellers and investors. Dan Coatsworth talks to Conroy Gaynor from Bloomberg Insights [40:10] New investing campaign [52:22] Interview: Danni Hewson gets the AJ Bell funds latest from James Flintoft