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Shares & the stockmarket

  • 23 July 2026

    Andy Burnham PM: What Sterling and gilt yields reveal

    Can investors judge Andy Burnham's government by watching sterling and UK gilt yields? This video explains why financial markets may provide some of the earliest signals of confidence in the UK's economic direction.

  • 2 July 2026

    Why property is hot for buyers – but cold for investors

    UK REITs (real estate investment trusts) are under pressure but buyers are still circling. What’s going on?

    UK REITs and commercial property stocks have lagged the wider market, weighed down by higher interest rates, changing working patterns, and economic uncertainty. Yet private equity and overseas buyers continue to target the sector.

    In this...

    6 min watch

  • 18 June 2026

    Is this IPO worth your money? Here's how to find out

    IPO investing can be tempting but how do you know if a new stock is worth your money?

    This video breaks down a practical IPO investing checklist to help you assess opportunities more carefully.

    With IPO activity picking up again in the US and potentially the UK, investors may start to see more companies coming to market. But not all IPOs are...

  • 16 June 2026

    Bill Ackman: The IPOs that could make or break markets

    AJ Bell's Head of Markets, Dan Coatsworth, speaks to Bill Ackman, CEO of Pershing Square, about the big forces shaping global markets right now. Ackman explains why IPOs from SpaceX, Anthropic and OpenAI could be critical for market momentum – and whether they'll fuel further gains or risk investor fatigue.

    He also discusses whether Alphabet's huge...

  • 10 June 2026

    FTSE 100 Changes: Is Computacenter an AI Signal?

    FTSE 100 changes are back in focus — but does Computacenter joining the index signal a stronger UK technology sector, or a warning from market history?

    In this video, Russ Mould explores the latest FTSE 100 reshuffle, including why Computacenter, Aberdeen, and Investec are being promoted, while companies such as Rightmove, Berkeley, and Mondi move...

  • 4 June 2026

    This 5% rate shock could change your finances

    UK gilt yields have climbed to 5% for the first time since 2008. But what does that mean for investors, and could higher bond yields create opportunities as well as risks?

    In this week's market update, Russ Mould examines why UK gilt yields have risen sharply and explores the impact on both bonds and equities.

    Key topics covered:

    Why UK government...

  • 3 June 2026

    What is an IPO? How to invest before a stock hits the market

    In this video, we break down everything you need to know about Initial Public Offerings (IPOs), also known as stock market flotations — including how they work, why companies list on the stock market, and how everyday investors can now get access before shares start trading on the stock market.

    Whether you're a beginner investor or looking to add...

  • 28 May 2026

    Would markets care if the Prime Minister changed tomorrow?

    Political uncertainty often dominates the news cycle - but what does it actually mean for investors? In this video, Russ Mould examines how the UK stock market and gilt yields have historically responded to mid-term Prime Minister changes.

    Using data from the FTSE All-Share index and government bond markets, we explore whether leadership changes...

  • 21 May 2026

    Why UK stocks are being targeted for takeovers

    The UK stock market takeover boom is gathering pace in 2026, with companies including Tate & Lyle, Intertek and Legal & General linked to bids or takeover speculation.

    In this video, AJ Bell investment director Russ Mould explains why takeover activity across the FTSE 100 and FTSE 250 is accelerating — and what it could mean for UK investors.

    The...

  • 20 May 2026

    What a SpaceX IPO could mean for the faltering S&P 500

    Elon Musk's SpaceX is reportedly preparing to go public, which would mark a new player in the S&P 500's lauded tech stocks. But could the listing, alongside potential IPOs from Anthropic and OpenAI, signal the beginning of the end for the S&P's AI-fuelled market run? Russ Mould explores what these deals mean for the S&P 500, the Magnificent Seven...

  • 15 May 2026

    The S&P 500 at new all-time highs and eyes are on NVIDIA

    NVIDIA earnings are once again in focus as investors look for confirmation that the AI-driven rally in US stocks can continue.

    In this video, Russ Mould examines the latest results from the Magnificent Seven — including NVIDIA, Amazon, Alphabet, Apple, Meta, Microsoft, and Tesla — and explains why investors remain enthusiastic despite mounting...

  • 8 May 2026

    Why are housebuilders’ shares crumbling?

    UK housebuilder shares have fallen sharply—but what’s driving the decline, and what could change next?

    We break down the key pressures on the sector and what it means for investors.

    The UK housing sector has struggled in 2026, with housebuilder shares among the worst performers in the FTSE 350. Rising interest rates, affordability challenges, and...

  • 30 April 2026

    Consumer staples stocks 2026: what’s going wrong?

    Consumer staples stocks in 2026 are not behaving as expected. Russ Mould explains why traditionally defensive stocks are under pressure. In uncertain markets, investors often turn to consumer staples for stability. But this year, companies like Unilever and Reckitt Benckiser have struggled, despite rising geopolitical tensions and inflation...

  • 24 April 2026

    Big pharma in focus: What’s driving AstraZeneca and GSK right now

    AstraZeneca results are in focus as the FTSE 100 earnings season accelerates. With pharma stocks near record highs, what should investors be watching?

    In this week’s market update, Russ Mould looks ahead to upcoming results from AstraZeneca and GSK, two of the UK’s largest pharmaceutical companies. With strong share price performance and ambitious...

  • 17 April 2026

    Sainsbury results preview: can grocery stocks hold up?

    Sainsbury results are in focus as UK grocery stocks face rising cost pressures and competition.

    Here’s what investors should watch as Tesco hits record highs and the retail sector faces uncertainty.

    With Sainsbury set to report full-year results, this video explores whether the recent strength in UK food retailers can continue. While supermarket...

  • 9 April 2026

    UK utilities stocks: Russ Mould on defensive sectors

    UK utilities stocks are back in focus as investors look for stability in uncertain markets. In this video, we explore why defensive sectors like utilities are outperforming and what it could mean for your portfolio.

    With geopolitical tensions influencing inflation and interest rate expectations, utilities are once again being viewed as a potential...

  • 26 March 2026

    These UK stocks pay the biggest dividends – where to look

    UK bond yields have jumped sharply, reshaping expectations for Bank of England interest rates and putting pressure on equity valuations. In this video, AJ Bell investment director Russ Mould explains why rising two‑year and 10‑year Gilt yields matter, how they affect the FTSE 100, and which stocks now offer the highest dividend yields.

    He also...

  • 19 March 2026

    Bank stocks are falling – Here’s what’s really going on

    UK bank stocks are falling in 2026 — but why? In this video, Russ Mould breaks down the key reasons behind the drop in Barclays, HSBC, Lloyds, NatWest and Standard Chartered shares, despite strong profits, high dividends and big buybacks.

  • 13 March 2026

    Commodities are surging again – here’s what’s driving the move

    Commodities are back centre stage – and for good reason. Oil and European gas prices have jumped sharply amid renewed tensions in the Middle East, and the CRB Commodities Index is now climbing toward highs last seen in 2008.

    In this episode, AJ Bell Investment Director Russ Mould unpacks what’s behind the latest price moves and looks at the ripple...

  • 20 February 2026

    Russ Mould: Big Earnings Day. What to expect from NVIDIA, Diageo and HSBC

    As the world's largest company by market capitalisation, NVIDIA's performance and guidance are crucial for investors. Russ explores what the expected sales growth, earnings per share, and the impact of AI infrastructure spending are. He also highlights what to look out for when Diageo and HSBC report on the same day.