Video hub

20 October 2026

James Flintoft, Head of Investment Solutions, talks to Paul Angell about market activity over the third quarter of 2026 and how AJ Bell funds have performed.

15 October 2026

Why are UK bank shares falling despite expectations for record profits and dividends? Russ Mould of AJ Bell examines the pullback and what investors should watch next.

The UK's biggest banks are facing a key test as their latest quarterly results arrive. Barclays, HSBC, Lloyds, NatWest and Standard Chartered are expected to generate substantial...

8 October 2026

UK gilt yields have risen sharply, but could higher yields eventually help calm the UK bond market?

In this video, Russ Mould examines why sentiment towards UK government bonds may be excessively bearish and what could persuade investors to reconsider gilts.

The discussion looks at the pressures facing the UK bond market, including inflation...

2 October 2026

Ten-year UK Gilts are offering around 5.4%—so how do they compare with UK shares for investors seeking income? This video examines the changing case for bonds and equities.

With UK Government borrowing costs near their highest levels since 2007, bonds are becoming more significant for income investors. But the FTSE 100 continues to offer dividends...

18 September 2026

Sector rotation can change which parts of the stock market lead or lag. Could Energy and Materials be moving into the spotlight after years of technology dominance?

In this video, AJ Bell Investment Director Russ Mould explains how sector rotation works and why economic cycles, interest rates, valuations and commodity prices can influence the...

2 September 2026

Gold mining stocks can offer greater exposure to rising gold prices - but they can also carry significantly greater company-specific risks.

In this video, Russ Mould explains how to research gold mining stocks and the key factors investors should consider before deciding whether individual miners could have a place in a portfolio.

Gold itself does...

27 August 2026

Gold prices have surged, with gold up 160% over five years and silver up 460%. But can this precious-metals bull market continue?

Russ Mould examines the history of gold and silver prices and asks what is really driving the latest rally – and what could bring it to an end.

The video looks back at gold’s three major bull markets since 1970, from the...

13 August 2026

UK gilts have endured a brutal few years as rising inflation and higher interest rates pushed bond yields sharply higher and prices lower. But after one of the worst periods on record for bond investors, could UK government bonds once again deserve a place in a diversified portfolio?

In this video, AJ Bell Investment Director Russ Mould explores...

7 August 2026

The FTSE 100 is approaching fresh all-time highs but why is the UK stock market rising despite political uncertainty, high government borrowing costs and ongoing global conflicts?

In this video, AJ Bell Investment Director Russ Mould explores the factors driving the FTSE 100 higher and explains why markets don't always move in line with the news...

31 July 2026

FTSE 100 earnings are forecast to reach record highs in 2026 and 2027 but what does that really mean for investors?

In this video, we break down the latest FTSE 100 earnings outlook and explore why UK corporate profits are holding up despite ongoing economic and geopolitical uncertainty.

With a wave of company results being released, now is a key...

27 July 2026

Wondering how bonds work and whether they belong in your ISA or pension? This beginner-friendly guide explains everything you need to know about investment bonds, bond funds and how they differ from savings products like Premium Bonds.

Bonds are a core part of many investment portfolios, particularly for investors looking to generate income or...

23 July 2026

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.

16 July 2026

James Flintoft, Head of Investment Solutions, talks to Richard Slattery-Vickers about market activity over the second quarter of 2026 and how AJ Bell funds have performed.

16 July 2026

Bonds don't have to be complicated. In this 15-minute interview, AJ Bell’s head of investment research Paul Angell explains the essentials, from government, corporate and high-yield bonds to bond duration, current yield vs yield to maturity, and why bond funds are gaining popularity with DIY investors. Plus, learn the role bonds can play in a...

2 July 2026

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...

26 June 2026

Stock valuation can help investors avoid getting carried away by market excitement. But how do you know if a share is genuinely cheap or simply looks inexpensive for a reason?

In this video, Russ Mold explains five widely used valuation methods that investors can use to assess companies and build a more disciplined investment approach.

With...

18 June 2026

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...

17 June 2026

AJ Bell's Head of Markets, Dan Coatsworth, sits down with Bill Ackman, CEO of Pershing Square, for a wide‑ranging conversation on investing, big bets, and lessons learned.

Ackman shares his investment philosophy, reflects on the Hertz turnaround, and explains why he's doubling down on mega‑cap tech giants like Amazon, Meta and Microsoft. He also...

16 June 2026

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 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...

8 June 2026

In this AJ Bell Money Matters video, we mark the launch of our Gender Pension Gap Report, shining a light on the structural, behavioural and societal factors driving the disparity - and crucially what can be done to help close it.

From career breaks and lower average earnings to investment habits and pension engagement, we explore the key...

4 June 2026

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:

3 June 2026

In this video, Dan Coatsworth, Head of Markets breaks 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...

29 May 2026

Investing little and often could be a simple, effective way to grow your money over time. In this video, Dan Coatsworth, Head of Markets explains how regular investing works, why it can suit all experience levels, and how features like pound cost averaging and compounding could help smooth out market ups and downs.

28 May 2026

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...