Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving episode artwork

EPISODE · Dec 5, 2024 · 48 MIN

Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving

from AJ Bell Money & Markets · host AJ Bell

On this week’s AJ Bell Money & Markets podcast: the US-focused fund manager with a market-beating performance over the past 12 months and where he sees markets going next Stateside. The team talk ChatGPT and why car insurance should get cheaper next year. You can also hear about the challenges facing automotive companies, an expert on UK shares and big changes to Premium Bonds. Takeovers continue to come thick and fast on the UK market and Dan Coatsworth is here to talk about the latest deals being made. Tom Sieber also updates on the challenges in the automotive sector and why Elon Musk is being denied $56 billion. [10:52] Cormac Weldon from the Artemis US Select Fund talks to Dan about what Donald Trump could do next, and where he sees the US market heading in 2025. His fund has returned 38% in the 12 months to 2 December 2024 versus 33% from the S&P 500 index, in sterling terms. [14:07] Drivers could be in line for a £50 car insurance saving next year, predict experts. That’s down to an important change in how personal injury compensation payments are calculated. Tom explains all. [26:27] Dan has been celebrating ChatGPT’s second anniversary by digging into the impact it’s had on companies. [29:03] Amid news that NS&I is cutting the effective rate on Premium Bonds from January, Tom asks if the savings products are still worth it. [34:56] We also hear from Polar Capital UK Value Opportunities Fund manager Georgina Hamilton on the outlook for UK shares in 2025. [37:21]

On this week’s AJ Bell Money & Markets podcast: the US-focused fund manager with a market-beating performance over the past 12 months and where he sees markets going next Stateside. The team talk ChatGPT and why car insurance should get cheaper next year. You can also hear about the challenges facing automotive companies, an expert on UK shares and big changes to Premium Bonds. Takeovers continue to come thick and fast on the UK market and Dan Coatsworth is here to talk about the latest deals being made. Tom Sieber also updates on the challenges in the automotive sector and why Elon Musk is being denied $56 billion. [10:52] Cormac Weldon from the Artemis US Select Fund talks to Dan about what Donald Trump could do next, and where he sees the US market heading in 2025. His fund has returned 38% in the 12 months to 2 December 2024 versus 33% from the S&P 500 index, in sterling terms. [14:07] Drivers could be in line for a £50 car insurance saving next year, predict experts. That’s down to an important change in how personal injury compensation payments are calculated. Tom explains all. [26:27] Dan has been celebrating ChatGPT’s second anniversary by digging into the impact it’s had on companies. [29:03] Amid news that NS&I is cutting the effective rate on Premium Bonds from January, Tom asks if the savings products are still worth it. [34:56] We also hear from Polar Capital UK Value Opportunities Fund manager Georgina Hamilton on the outlook for UK shares in 2025. [37:21]

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Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving

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This episode is 48 minutes long.

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This episode was published on December 5, 2024.

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On this week’s AJ Bell Money & Markets podcast: the US-focused fund manager with a market-beating performance over the past 12 months and where he sees markets going next Stateside. The team talk ChatGPT and why car insurance should get cheaper next...

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