12 November 2026
AJ Bell DIY investors go bargain hunting during tech sell-offAJ Bell DIY investors used the sharp market sell-off to buy investments at cheaper prices, continuing a pattern seen during previous periods of market weakness.
Tech shares fell hard after the US midterm election results pointed to a potential slowdown in the pace of the AI infrastructure rollout, particularly data centres, and a higher chance that...
12 November 2026
How top tech fund managers reacted to the AI sell-offTechnology fund managers are unperturbed by the aggressive AI-related sell-off which swept across markets of late, arguing that the turmoil has created opportunities, even if it exposed genuine risks.
Global stock markets suffered a big downturn on 5 November, when the tech-heavy Nasdaq 100 fell more than 6%.
The sell-off followed the Democratic...
6 November 2026
AJ Bell Favourite funds: Why we removed this quality-focused global nameThe Favourite funds list is aimed at lightening your research load. There are thousands of funds so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we changed?We keep the...
30 October 2026
Weekly income investments are here: how do they work and who are they for?A new breed of weekly income investment options have hit the UK market, in a departure from the traditional quarterly or bi-annual dividends that investors usually encounter.
HANetf has launched the Weekly World Equity Income UCITS ETF, which has the ticker WEEK, and it aims to make weekly distributions. Meanwhile, The Smarter Web Company has...
26 October 2026
How value ETFs choose stocks – and where they can surprise youInvestors have been flooding into value-focused exchange-traded funds (ETFs) faster than they have very trendy areas of the market like quantum computing, Robotics and AI of late.
‘Value’ refers to a style of investing where you target stocks you think are being valued too cheaply by the market and buy them, hoping to make a return once the market...
24 October 2026
Investors are falling back in love with some parts of the UK marketInvestors are selectively buying back into the UK stock market, and AJ Bell DIY Investors are part of the trend.
Data from Calastone’s Fund Flow Index found that on the whole, retail investors have UK-focused funds on their sell lists, with £708 million withdrawn in September. However, when we break it down by market value, there are green shoots...
23 October 2026
How these Dividend Heroes match up to inflation and bond yieldsThe City of London Investment Trust recently became the first trust to have increased its dividend for 60 consecutive years.
To put this into context, its record started back in 1966, which was the last time the England men’s team won the football World Cup.
This makes it one of the Association of Investment Companies ‘Dividend Heroes’, a group of...
21 October 2026
Why some investors are giving every stock in the index an equal sayEqual weighted funds hit a boom period in 2025, with both a record number of launches and people buying them, as investors search for diversified ways to buy the US equity market in particular.
But in a year when just a handful of stocks have propelled the S&P 500 to almost 30 record highs, those taking this contrarian view to the US might be...
17 October 2026
Baillie Gifford US Growth vs Saba Capital: investors to have their sayA crucial vote is imminent for shareholders in the Baillie Gifford US Growth trust, where US activist investor Saba Capital is battling with the board for change.
Who is Saba Capital?Saba appeared on the UK scene in 2024, targeting seven investment trusts. After taking large stakes in these trusts, it launched campaigns to remove the current...
16 October 2026
AJ Bell cuts fee for Ready-made pension: how we compare to othersAJ Bell has just cut the cost of its Ready-made pension from 0.45% to 0.35% per year for any current and new customers. The annual fee covers all your charges, and there's no dealing cost.
For example, a £1,000 investment would have a fee of £3.50. The reduction means that the AJ Bell Ready-made pension is now one of the most affordable options...
9 October 2026
Why emerging market funds have suddenly lost fansThe net flow of money from AJ Bell’s DIY Investors to emerging market funds has decreased by 90% in the month to 22 September compared to the previous six months.
While the amount of money going into these funds has experienced a sharp drop-off, the number of net buys has decreased less significantly. This suggests that those removing their money...
9 October 2026
What you miss out on when you buy a global tracker fundGlobal tracker funds and ETFs (exchange-traded funds) are some of the most popular investments. But despite the name, they can leave you lacking in some areas of the market.
For example, among AJ Bell DIY investors, Fidelity Index World is one of the most-purchased funds. It is based on the MSCI World index, so investors can get cheap, simple...
3 October 2026
Growth funds face their nightmare scenario but investors don’t need to worry yetHeadlines about higher inflation and higher interest rates caused by an energy crisis are making some investors wary. The last time this happened, in 2022-23, the market's most popular stocks and funds took a major performance hit.
Many investors will own growth stocks even if they don’t realise it. Popular technology or AI companies such as Meta...
1 October 2026
What changes have been made to the Starter portfolios - September 2026We recently carried out a review of our Starter portfolios. As a result of this review we have made the following changes to the Cautious and Adventurous portfolios.
Cautious portfolio change:We’ve replaced the Waverton Sterling Bond fund with the Schroder Strategic Bond fund, believing the latter to have superior return potential due to the fund...
1 October 2026
New bond and small cap funds join AJ Bell investment ideas listsThe AJ Bell Favourite funds and Investment trust select lists are aimed at lightening your research load. There are thousands of funds and hundreds of trusts out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our...
28 September 2026
The market risks fund managers are worrying aboutFears of an AI bubble have been replaced by an even bigger concern among global fund managers: a ‘disorderly rise in bond yields’.
This is according to the most recent Bank of America Global Fund (BofA) Manager survey, a monthly snapshot capturing an in-depth view of the things major asset allocators are nervous and excited about.
It includes many...
15 September 2026
Five funds and trusts that pay dividends monthlyIf you are in search of a monthly payment from your investments to help cover regular bills or subscriptions, funds and trusts offering a monthly dividend could be an attractive option.
While there’s a large variety of funds that offer some type of dividend, those with a monthly payment narrow down to a more select group. And although it may be...
11 September 2026
Deep stock research across the world: meet the new trust on AJ Bell’s Investment trust select listWe keep our Investment trust select list under constant review to ensure we have the highest conviction in the trusts we have selected. Following our latest evaluation of the list, we have added the JPMorgan Global Growth & Income Trust to the list.
The trust offers investors access to a global equity strategy managed by JPMorgan’s Global Core team...
2 September 2026
Building a balanced portfolio? Watch out for these hidden risksConcentration risk has become one of the most popular conversations in investing in recent years. The dominance of US markets, and within that of a handful of large technology companies, has created concern that investors may end up with a lack of diversification with their investments.
But efforts to reduce concentration can lead portfolios into...
27 August 2026
Vanguard’s new global ETFs: how do they stack up?The launch of three new exchange-traded funds (ETFs) from Vanguard has added to the list of options available to investors looking for diversified exposure to global markets.
The trio encompasses Vanguard FTSE Global All-Cap UCITS ETF, Vanguard FTSE Global Small-Cap UCITS ETF and Vanguard FTSE All-World ex-US UCITS ETF.
But how do these new...
26 August 2026
Investors are loving these tech funds – and they might provide some unexpected diversityInvesting in a tech fund may seem like the last thing that needs more space in your portfolio, considering the sectors’ dominance in the most popular global tracker funds.
Despite this, a group of tech-heavy funds have been bestsellers among AJ Bell DIY investors, with a renewed interest over the past three months. Namely, Polar Capital Global...
22 August 2026
US ETFs head-to-head: Vanguard S&P 500 vs Invesco EQQQ NASDAQ-100The US stock market has more exchange-traded funds (ETFs) covering it than any other and among AJ Bell DIY investors, two of the most popular options are the Vanguard S&P 500 vs Invesco EQQQ NASDAQ-100.
The Vanguard fund is the most widely held ETF among AJ Bell investors, period, meanwhile the Invesco fund is the seventh most popular.
AJ Bell...
20 August 2026
Know these risks before investing in a tracker fundTracker funds and Exchange traded funds (ETFs) are some of the most popular ways to invest in stock markets, and for good reason. They're cheap, provide you with instant exposure to several stocks, and have delivered better return outcomes than most active funds across the past decade.
But like any investment choice, tracker funds are not risk free...
14 August 2026
The fund sectors consistently performing and the names leading them higherCurrent commentary and analysis will often focus on the very best, and worst, performers in stock markets. Which makes sense as people want to know what they might be missing out on or getting caught out by.
What often gets overlooked as a result, are the pockets of the market that aren’t taking that top returns spot, but they are consistently...
11 August 2026
Three funds with emerging managers to watch forStar manager culture is no longer as prominent as it once was in the fund management industry. Companies have generally become more cautious about putting too much emphasis on one individual, preferring instead to talk about the strategy and team behind an actively managed fund.
But fund management remains, at its heart, a people business...
