Counting the cost of Marks & Spencer’s cyber-attack, and AstraZeneca versus GSK episode artwork

EPISODE · May 22, 2025 · 53 MIN

Counting the cost of Marks & Spencer’s cyber-attack, and AstraZeneca versus GSK

from AJ Bell Money & Markets · host AJ Bell

On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Tom Sieber explore some big names on the UK and US stock market following a spate of corporate updates over the past week. They chat about Guinness maker Diageo, sausage roll giant Greggs, and a trio of American firms which have given us a fascinating insight into the state of the US consumer. [6:05] Marks & Spencer has laid out the potential hit to profits from its recent cyber-attack and it’s a hefty sum. Dan has all the details and he talks to fund manager Ian Lance from Temple Bar Investment Trust to get a shareholder’s perspective on the incident. [14:30] Hear about the new threat to Next and Dunelm as a US home furnishings giant prepares to make its UK debut. [21:15] Dan chats about an important development in the buy now, pay later industry [25:20] and why there is some relief for certain victims of scams. [29:20] Tom has a fascinating insight into the UK property market as more Americans look to move to the UK. [32:05]. Tom also talks about big moves in the cash savings market. [34:50] Finally, don’t miss the second part of our interview with Edinburgh Investment Trust’s Emily Barnard who explains how AstraZeneca differs from GSK, key achievements from both companies, and where they might go next. [37:30]

On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Tom Sieber explore some big names on the UK and US stock market following a spate of corporate updates over the past week. They chat about Guinness maker Diageo, sausage roll giant Greggs, and a trio of American firms which have given us a fascinating insight into the state of the US consumer. [6:05] Marks & Spencer has laid out the potential hit to profits from its recent cyber-attack and it’s a hefty sum. Dan has all the details and he talks to fund manager Ian Lance from Temple Bar Investment Trust to get a shareholder’s perspective on the incident. [14:30] Hear about the new threat to Next and Dunelm as a US home furnishings giant prepares to make its UK debut. [21:15] Dan chats about an important development in the buy now, pay later industry [25:20] and why there is some relief for certain victims of scams. [29:20] Tom has a fascinating insight into the UK property market as more Americans look to move to the UK. [32:05]. Tom also talks about big moves in the cash savings market. [34:50] Finally, don’t miss the second part of our interview with Edinburgh Investment Trust’s Emily Barnard who explains how AstraZeneca differs from GSK, key achievements from both companies, and where they might go next. [37:30]

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Counting the cost of Marks & Spencer’s cyber-attack, and AstraZeneca versus GSK

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This episode is 53 minutes long.

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This episode was published on May 22, 2025.

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On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Tom Sieber explore some big names on the UK and US stock market following a spate of corporate updates over the past week. They chat about Guinness maker Diageo, sausage roll giant...

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