What the great rotation in markets means for Scottish Mortgage and Fundsmith, and a surprising first-time buyer boom

This week’s Money & Markets looks at the big rotation that’s happening in markets, as the tech giants fall out of favour and banking stocks are back in vogue. We talk to AJ Bell’s Ryan Hughes about what this means for big funds like Scottish Mortgage and Fundsmith, and how investors should react. We also hear from Temple Bar’s Ian Lance about the stocks that have been benefitting from this switch.

Dan Coatsworth and Tom Sieber are back with the European edition of their Round the World investing series, talking to Sam Morse from Fidelity about the region’s prospects. Elsewhere Laura Suter looks at some surprising figures on how many first-time buyers have been getting on the property ladder.

And the team have a very exciting announcement and competition for the listeners. So make sure you don’t miss that.