26 June 2024
Russ Mould: why the next round of US jobs data is so importantEmployment figures play a crucial role for US interest rate decisions.
Shares & the stockmarket
20 June 2024
Russ Mould: What to expect from Currys and AOForthcoming results from the electrical retailers will tell us a lot about the state of the consumer.
29 May 2024
Russ Mould: How interest rate expectations have lifted the FTSE 100Reasons why the price and yield on UK government bonds tell us a lot about the market.
23 May 2024
Russ Mould: The FTSE 100 company many investors have never heard ofThe finance provider is one of the few blue-chip stocks to have grown its dividend more than 10 years in a row.
15 May 2024
Russ Mould: what to expect from utility companies on the stock marketKey reasons why the sector has lagged the FTSE 100’s rally and what might come next.
9 May 2024
Russ Mould: Why shares in BT and Vodafone have struggledThey rank among the worst performing FTSE 100 shares over the past five years
1 May 2024
Russ Mould: Why the recent oil price rally matters to investorsThe commodity price performance sets the scene for BP’s results on 7 May
24 April 2024
Why Apple hopes its next results will revive its flagging share priceWhat to expect from the tech giant when it reports on 2 May 2024.
18 April 2024
Russ Mould: Why Lloyds’ profit is expected to fallWhat to expect from the forthcoming banking sector results.
10 April 2024
Russ Mould: Why the jobs market is important for the direction of stocks and sharesTrading updates from recruitment companies could provide clues on what central banks are thinking about employment and when to cut interest rates.
4 April 2024
Russ Mould: Why everyone is talking about the grocery sectorA slowdown in the pace of food price inflation is good for shoppers – but what does it mean for Tesco’s profit margins?
27 March 2024
Russ Mould: Big week ahead for the UK property marketNew data on mortgage approvals and house prices will be closely watched by anyone with shares in housebuilders and estate agents
21 March 2024
Russ Mould on the Gambling Sector: This is why investors have bet on Flutter winning in the USIn this week's episode of Breaking the Mould, AJ Bell Investment Director Russ Mould discusses the gambling sector ahead of forthcoming results from the owner of Paddy Power.
14 March 2024
Breaking the Mould: Why are investors ignoring the gold price spike?In this week’s Breaking the Mould, we look at why gold’s surge to fresh peaks above $2,150 an ounce is attracting almost no attention, and why it’s rising in price when markets are in risk-on mode.
7 March 2024
Breaking the Mould: how are UK housebuilders faring?In this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, focuses on the housebuilders sector as three FTSE 350 firms are scheduled to provide their shareholders with an update in the coming week.
29 February 2024
Breaking the Mould – March 2024: UK Insurance sectorIn this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, discusses the insurance sector as several firms from this industry are poised to release their results and declare their final dividends for 2023.
21 February 2024
Breaking the Mould - February / March 2024: Real Estate Investment Trusts (REITs)In this episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, discusses Real Estate Investment Trusts (REITs) and the six REITs due to report their full-year results for 2023 next week.
15 February 2024
Breaking the Mould – February 2024: Big five banks resultsIn this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, reviews bank performance as the FTSE 100’s Big Five (NatWest, Barclays, HSBC, Lloyds and Standard Chartered) announce their full-year results.
8 February 2024
Breaking the Mould – February 2024: UK utilities sectorIn Breaking the Mould’s latest episode, Russ Mould, AJ Bell's Investment Director, discusses the UK utilities sector with three listed utility companies due to publish trading statements for their fiscal third quarter and full year results respectively.
1 February 2024
Breaking the Mould – February 2024: UK housebuilding sectorIn this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, discusses the UK housebuilding sector with three listed housebuilding companies due to announce first-half results and trading updates.
25 January 2024
Breaking the Mould – Diageo first-half resultsIn this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, discusses what to look out for in Diageo’s first-half results , as well as the US Federal Reserve and Bank of England policy pronouncements.
19 January 2024
Breaking the Mould – Associated British Foods trading updateIn Breaking the Mould’s latest episode, Russ Mould, AJ Bell's Investment Director, discussed what to expect from Associated British Foods’ trading update, as well as the Bank of Japan and European Central Bank’s latest policy pronouncements.
9 January 2024
Breaking the Mould - Burberry third-quarter and Christmas trading updateIn this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, discusses what to look out for in Burberry’s third-quarter and Christmas trading update, as well as the latest UK jobs data from the Office for National Statistics.
4 January 2024
Breaking the Mould – Marks & Spencer third-quarter trading updateIn the first episode of the year, Russ Mould, AJ Bell's Investment Director, discusses what to look out for in Marks & Spencer’s third-quarter trading update, as well as the latest US macroeconomic news.
20 December 2023
Breaking the Mould – Trends to watch in 2024Russ Mould, AJ Bell's Investment Director, looks ahead to 2024, discussing the trends that might have an influence on the markets.
