Retail Therapy: Black Friday, Christmas spending and retail stocks

11/21/24 • 30 min

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Susannah and Sarah look ahead to Black Friday and Christmas spending. They also discuss how Trump’s win and the hike to employer National Insurance contributions could impact retailers and rising prices.

We’ll hear from Helen Morrissey, head of retirement analysis, who has a different view of what we could be spending our money on this Christmas.

Special guest, Paul Reader, Commercial Director of Toymaster, lifts the lid on the golden quarter.

Matt Britzman, senior equity analyst at HL, looks at what the season holds in store for retailers.

And Emma Wall, our head of platform investments, will take us through a fund manager’s view.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

We’ll hear from Helen Morrissey, head of retirement analysis, who has a different view of what we could be spending our money on this Christmas.

Special guest, Paul Reader, Commercial Director of Toymaster, lifts the lid on the golden quarter.

Matt Britzman, senior equity analyst at HL, looks at what the season holds in store for retailers.

And Emma Wall, our head of platform investments, will take us through a fund manager’s view.

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

What the Budget means for investors: Impact on taxes, pensions, and for some stocks

Susannah and Sarah break down last week’s Autumn Budget, diving into its potential impact on savers, investors, and pensions. They cover key topics like inheritance tax changes and their effect on pensions and AIM investments, capital gains tax hikes, employer national insurance adjustments, and the freezing of income tax thresholds.

They’ll also look at how the speech influenced markets and the confusion around possible changes to pension tax-free cash, which has left many facing a financial headache.

Emma Wall, our head of investment analysis and research, speaks with Henry Lowson from Royal London Asset Management.

And Matt Britzman, senior equity analyst at HL, tells us which stocks to keep an eye on following the Chancellor’s budget.

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

Are we going off going out?

Susannah and Sarah delve into how things are looking for the hotels and hospitality sector as we head towards Christmas. We’ll touch on challenges faced across the jobs market, rising salary expectations and the impact of increased National Insurance Contributions to businesses.

Special guest, Jane Pendlebury, CEO of HOSPA, gives us insight into how Christmas is shaping up for the industry this year.

Matt Britzman, senior equity analyst at HL, looks at what the season holds in store for the listed companies in this space.

And Emma Wall, our head of platform investments, will take us through a fund manager’s view.

Hosted on Acast. See acast.com/privacy for more information.