Webinars

22 May 2025

AJ Bell Webinar (6 May 2025): Fund Manager, Job Curtis from Janus Henderson talks us through the City of London Investment Trust (CTY).

14 May 2025

Watch our jargon-free webinar led by AJ Bell's Senior Pension and Savings Expert, Charlene Young. We’ll explore the main benefits of combining your pensions and how showing your pensions some love could get you closer to the retirement you deserve.

Whether you’ve switched jobs a few times or just want to get your retirement plans on track, this...

28 March 2025

Richard Hickman dives into the HarbourVest Global Private Equity investment trust, detailing its diverse portfolio and strategies for shareholder returns. He also discusses their unique approach to investing in private companies and their performance over the years.

26 March 2025

Alastair Unwin, Deputy Fund Manager, gives an introduction to the Polar Capital Technology Trust and its focus on AI's transformative potential along with its investment strategy, and market opportunities.

26 March 2025

Dan Coatsworth discusses the importance of understanding investment goals, risk appetite, and time frames when selecting investments for including in an ISA. He also discusses the benefits of diversification and the different types of funds available.

26 March 2025

Paul Angell, Head of Investment Research, provides an overview of the AJ Bell funds and the investment approach of the AJ Bell Investments team.

19 March 2025

Bill Chater, Investment Specialist at Edinburgh Worldwide Investment Trust, dives into the trusts aim to give investors access to innovative, smaller companies solving big problems with new technology and business practices. He also covers their focus on long-term growth, investing in both public and private markets globally.

19 March 2025

Charles Luke, Investment Manager at Murray Income Trust, highlights the trusts focus on high-quality UK large-cap companies, with up to 20% of its portfolio in overseas listed companies. He also discusses the trusts aim for dependable, diversified, and differentiated investments.

13 March 2025

James Flintoft, Head of Investment Solutions at AJ Bell Investments, gives an overview of the AJ Bell funds.

13 March 2025

Russ Mould, AJ Bell Investment Director, discusses the influence of Donald Trump's policies on the US economy and stock market, and examines various economic indicators and asset classes to better understand potential future trends.

10 March 2025

Imran Sattar, manager for the Edinburgh Investment Trust, discusses the trust's objectives, investment process, portfolio performance, and market outlook.

10 March 2025

Steven Tredget discusses the strategies of Oakley Capital Investments and their focus on private equity opportunities.

12 February 2025

Duncan MacInnes discusses the current high valuations in the US stock market, and details the investment strategy of Ruffer Investment Company, which focuses on defensive allocations and diversification.

12 February 2025

Bradley Biggins discusses the trusts' strategy in UK commercial real estate, focusing on interest rates, market conditions, and sustainability improvements to enhance returns.

29 January 2025

James Douglas, Fund Manager, highlights the current challenges and opportunities in the healthcare sector, emphasising its strong fundamentals and potential for growth. He also provides insights into the team's structure and investment strategy, focusing on innovation and growth within the healthcare industry.

15 January 2025

In this video, Charlene Young from AJ Bell discusses the importance of understanding retirement needs and strategies to boost pension savings. She covers topics such as calculating how much money is needed for a comfortable retirement, the significance of pension pots, and ways to maximise contributions through tax relief and employer schemes.

15 January 2025

In this video, Dan Coatsworth discusses market performance, portfolio building strategies, and the importance of long-term investment horizons. He highlights the recent market returns from various regions, the potential impact of political changes, and the significance of spreading risks across different sectors and geographies.

15 January 2025

Ryan Hughes talks about the AJ Bell income funds and their approach to providing stable, monthly income. He explains the importance of low-cost investing, diversification, and the recent changes to their income funds to offer a smooth income approach.

15 January 2025

Lisa Webster discusses the current rules on pension death benefits, including who can benefit, the process of decision-making, and the options available to beneficiaries. She also covers the tax implications, the option of leaving pensions to charity, and the upcoming changes to inheritance tax rules.

15 January 2025

Tom Selby discusses various aspects of retirement planning, including strategies for maximising pension savings and understanding retirement needs. He emphasises the importance of planning for different stages of retirement and the benefits of flexible income options.

15 January 2025

In this video, Alex Crooke, Portfolio Manager, provides a brief overview of the Bankers Investment Trust, discussing its history, investment strategies, and key themes. He highlights the trust's long-standing commitment to democratising investment for smaller investors and its focus on growing capital and income above inflation.

15 January 2025

Richard Hickman, Managing Director, provides an in-depth overview of HarbourVest Global Private Equity, highlighting its investment in private companies through various funds managed by Harvest, a US private market specialist, diversified global portfolio, and the benefits of private market exposure.

8 January 2025

Dan Coatsworth provides an overview of key investment themes and economic outlooks for the US, UK, and China. He discusses the impact of political events on the US stock market, growth potential in the UK market, and opportunities and risks in China's economic stimulus program. He also highlights the significance of artificial intelligence and...

8 January 2025

Jack Caffrey, Portfolio Manager at JPMorgan American Investment Trust, discusses the outlook for the US market. The trust focuses on a concentrated portfolio of high-quality growth and value stocks. He emphasises the importance of earnings-driven growth, the flexibility of the portfolio, and the role of stock selection in driving returns.

8 January 2025

Alex Wright, Portfolio Manager of Fidelity Special Values, discusses the trust's investment process, the importance of valuation, and the performance of the trust over the years. He also highlights the current opportunities in the UK market, the impact of value investing, and the potential for continued M&A activity.