Video hub

21 May 2026

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

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

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

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 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

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...

21 April 2026

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

21 April 2026

Pension annual allowance UK rules explained — and how much you can really pay into your pension. Understanding your contribution limit could make a big difference to your retirement planning. In this video, Charlene Young, Head of Technical breaks down how the pension annual allowance works in the UK, including what counts towards the £60,000...

17 April 2026

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 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

Join us for an informal roundtable discussion where experts from AJ Bell, Polar Capital and Schroders share fund ideas, market insights and practical tips to help you feel good about your ISA investments. This isn’t a jargon-filled presentation – it’s a conversation with thoughtful discussion designed to spark ideas for 2026 and beyond.

26 March 2026

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

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

Should you save or invest your money? In this video, Laura Suter, Director of Personal Finance compares cash vs investing using real UK data since the launch of ISAs in 1999 to help you decide what’s best for your goals.

13 March 2026

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...

13 March 2026

Charlene Young, Head of Technical explains ISAs in 2026 for UK savers and investors, covering how Individual Savings Accounts work, the key tax-free benefits, and the £20,000 annual ISA allowance. Hear expert answers to common questions on ISA withdrawals, flexible ISAs, and the practical checks to make before the 2026 ISA deadline so you can make...

13 March 2026

Dan Coatsworth, Head of Markets shares an ISA checklist for UK investors, highlighting the most common ISA mistakes to avoid in 2026, from choosing the wrong ISA and paying unnecessary fees to misunderstanding ISA rules. Learn how to make the most of your £20,000 ISA allowance, avoid “use-it-or-lose-it” pitfalls, and improve tax efficiency with...

5 March 2026

AJ Bell Investment Director, Russ Mould runs through what analysts will be looking for when focusing on current trends in oil.

27 February 2026

AJ Bell Investment Director, Russ Mould runs through what analysts will be looking for when insurers Beazley, Admiral and Aviva report in the coming week.

20 February 2026

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.

13 February 2026

AJ Bell Investment Director, Russ Mould lists the companies scheduled to report in the week, and takes a closer look at what analysts expect from Antofagasta (ANTO), Glencore (GLEN), Rio Tinto (RIO) & Anglo American (AAL).

6 February 2026

AJ Bell Investment Director, Russ Mould runs through the names of companies scheduled to report updates in the coming week (w/c 9 February), specifically looking at what analysts expect from AstraZeneca, Barclays and British American Tobacco.

30 January 2026

AJ Bell Investment Director, Russ Mould lists the companies scheduled to report in the week commencing 2 February, and takes a closer look at what analysts expect from GSK, Alphabet and Shell.

29 January 2026

AJ Bell director of public policy Tom Selby discusses an unwelcome increase in complexity.

28 January 2026

Laura Suter, Director of Personal Finance, gives five tips for what investors can do now and in the future to plan ahead and reduce the tax they might pay.