Video hub

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.

10 January 2025

James Flintoft talks to Danni Hewson about market activity and whether there have been any changes to AJ Bell funds.

9 January 2025

The household names should provide valuable insight into consumer spending habits

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.

6 January 2025

Andrew Robbens, Executive Director, outlines the history and evolution of the JPMorgan Global Growth & Income investment trust. He covers the trust's adaptability, strategic investments, and its current global, unconstrained portfolio.

6 January 2025

Hamish Maxwell, Investment Specialist, explores the distinctive investment approach of Scottish Mortgage Investment Trust PLC, managed by Baillie Gifford. He highlights the trust's focus on long-term growth through investments in public and private companies.

6 January 2025

James Henderson, Joint Portfolio Manager, provides an overview of Law Debenture's unique structure, combining a successful operating business with an investment trust. He highlights the company's history, its dual income streams, and the strategic advantages of its diversified portfolio.

30 December 2024

Investors should watch these areas closely as they could have a big influence on markets.

19 December 2024

Discover why they mattered and what we can learn from them.

13 December 2024

Minesh Shah, MD of The Renewables Infrastructure Group, explains the trust's investment strategy and how they differentiate themselves from the wider renewables peer group.

13 December 2024

The FTSE 100 company plays an important role in the day-to-day activities of supermarkets, hospitals and more.

10 December 2024

Tom Selby, Director of Public Policy, gives an overview of Self Invested Personal Pensions (SIPPs). He discusses how SIPPs differ from other pensions, what investment options are available and how you can access your money in retirement.

9 December 2024

Dan Coatsworth, Editor in Chief at AJ Bell, gives an overview of how stock markets performed over the past 12 months and highlights two macroeconomic issues that could have an impact on markets going forward.

9 December 2024

Charlene Young, Pensions and Savings Expert at AJ Bell, discusses how much you can pay into a pension and what adjusted net income is. She also shares some pension contribution case studies.

9 December 2024

Paul Angell, Head of Investment Research at AJ Bell, gives an overview of the AJ Bell funds and how the team manage the funds.

9 December 2024

Martin Connaghan, Senior Investment Director at Murray International Trust, outlines the trust's investment objective, along with the sectors and regions they invest in.

9 December 2024

Ben Rogoff, Lead Manager of Polar Capital Technology Trust, details their investment approach, how they differentiate themselves from other technology trusts and a history of AI.

5 December 2024

Shares in the electrical retailer have rallied this year following takeover interest and good news on trading.

27 November 2024

The two building companies operate in priority industries for the new UK government.

20 November 2024

They will tell us a lot about the state of the UK consumer.