Shares & the stockmarket
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 materially impact investment returns, or whether broader economic forces play a bigger role.
What the video covers:
- Historical FTSE All-Share performance after PM changes
- How gilt yields have reacted to political transitions
- Key economic factors influencing market returns
- Why corporate earnings and valuations matter more
What you’ll learn:
- Why markets often look beyond political headlines
- How economic conditions shape investment outcomes
- What investors should focus on during political uncertainty
Related videos:
21 May 2026
Why UK stocks are being targeted for takeoversThe UK stock market takeover boom is gathering pace in 2026, with companies including Tate & Lyle...
15 May 2026
The S&P 500 at new all-time highs and eyes are on NVIDIANVIDIA earnings are once again in focus as investors look for confirmation that the AI-driven rally...
8 May 2026
Why are housebuilders’ shares crumbling?
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...
24 April 2026
Big pharma in focus: What’s driving AstraZeneca and GSK right nowAstraZeneca results are in focus as the FTSE 100 earnings season accelerates. With pharma stocks...
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.
Her...
9 April 2026
UK utilities stocks: Russ Mould on defensive sectorsUK utilities stocks are back in focus as investors look for stability in uncertain markets. In this...
26 March 2026
These UK stocks pay the biggest dividends – where to lookUK bond yields have jumped sharply, reshaping expectations for Bank of England interest rates and...