9 April 2026
Discover the UK market’s inflation-busting dividend growersDividends play a crucial role in wealth creation. A study by Hartford Funds showed they contribute almost half of shareholder total returns (share price gains plus dividends) over the long run.
Some of the best shareholder returns are generated by companies that can consistently grow dividends ahead of inflation. These tend to be high-quality...
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 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...
9 April 2026
Daily market update: Markets retreat, ME Group, Asda, UniqloThere is an air of renewed nervousness pervading financial markets after the euphoria which was initially prompted by the US-Iran ceasefire.
This agreement already seems to be fraying at the edges – with continued strikes by Israel on Lebanon a key sticking point. With talks on a lasting deal yet to begin it’s understandable that investors are...
9 April 2026
Sitting on losses? Why cashing out typically isn’t the right moveMarkets have felt like wild ride so far this year. But, when we look at the returns for many of the main markets since the start of 2026 then, by the standards of someone who follows markets for a living, the picture doesn’t look so dramatic.
The MSCI World dropped by 1.7% from the start of the year to the end of March, making for a negative first...
8 April 2026
Daily market update: Markets rally on ceasefire, ShellInvestors’ wish for a ceasefire has been granted, triggering a rally across financial markets and pulling down the oil price.
The positive market reaction is understandable as a two-week ceasefire raises hope for a complete end to the conflict. Markets have been clouded by multiple kinds of uncertainty, from fears of higher inflation and rising...
7 April 2026
Daily market update: Markets steady, oil above $110, Universal Music GroupMarkets were steady with investors largely non-committal as they await the apparent cliff-edge deadline imposed by the Trump administration.
President Trump’s threats widespread strikes on Iran if the Strait of Hormuz is not reopened by the early hours of tomorrow morning UK time, if taken at face value, create the conditions for a binary set of...
2 April 2026
Daily market update: Markets in retreat, FTSE 100, BP, ShellInvestors didn’t get what they wanted from President Trump’s address to the American people and have reacted accordingly.
Famously, uncertainty is kryptonite for the markets and between the contradictory messages from Trump, disputed claims on both sides, and the lack of clarity on a plan which can provide a resolution to the conflict they are...
2 April 2026
What a SpaceX IPO could mean for the faltering S&P 500Elon 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...
2 April 2026
The markets still winning amid the 2026 selloffWhile some market crises seem to be limited to a single country or region, others are happy to rope everyone in. In the past month, it’s become increasingly clear that the war in Iran is a crisis that’s not leaving anyone out. Jumps in energy prices caused by the effective blockade of the Strait of Hormuz have investors scrambling to determine what...
1 April 2026
Daily market update: Markets surge, oil drops, Berkeley, BabcockThe market appears increasingly optimistic that an end to the war in Iran is in the offing as big gains in the US and Asia were matched in Europe on Wednesday morning.
The FTSE 100 is now firmly ensconced above the 10,000 mark and nearly 5% above its lows last week while Brent crude oil prices have dropped below $100 per barrel. European gas prices...
31 March 2026
Daily market update: Trump, Unilever, McCormick, LloydsThe FTSE 100 consolidated Monday’s gains to stand firmly above the 10,000 mark as investors continue to weigh competing narratives over the Iran conflict.
Wall Street saw selling yesterday and Asian shares were weaker on Tuesday but European markets responded positively to suggestions President Trump is mulling an exit from the war.
Reportedly this...
30 March 2026
Daily market update: Markets, oil, M&S, BoohooMarket nervousness around the situation in the Middle East continues to ratchet up as the Iran conflict enters a fifth week.
Comments from President Trump about seizing Iranian oil and the country’s Kharg Island export hub, a build-up of US troops and the involvement of Tehran-backed Houthis in the war all create the impression of a conflict that...
28 March 2026
Why most fund managers ignore crypto despite its bumper returnsBitcoin has become a catch-all term for all things cryptocurrency, an asset which has captured investors' attention for the best part of two decades. Yet it's an investment which has largely been shunned by professionals in the fund manager space.
Launched in 2009 by the anonymous creator Satoshi Nakamoto as a rebellion to the traditional banking...
27 March 2026
Martin Gamble on US markets: $75 billion SpaceX IPO plottedMajor US indices fell for a fourth consecutive week despite attempts by the Trump administration to de-escalate Middle East tensions.
There were continued signs of market rotation towards smaller companies and economically sensitive names as seen by the Russell 2000 and Dow Jones Industrials indices eking out gains.
Brent crude oil prices remained...
26 March 2026
Daily market update: Next, Currys, Ceres Power, Centrica, OECDInvestors have eagerly awaited a ceasefire in the Middle East this week but once again there are mixed messages from the US and Iran, leaving markets confused. Momentum has been lost across the main European stock indices and oil has edged higher, meaning it’s still a waiting game.
The FTSE 100 dipped 0.7% to 10,036, dragged down by several big...
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 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...
25 March 2026
Daily market update: Equities, UK inflation, ASOS, Crest NicholsonEuropean markets moved higher in early trading on Wednesday, despite conflicting messages about the Middle East crisis.
The FTSE 100 moved back through the 10,000 level, led by banks and miners. Oil prices remained volatile as talk of a potential peace plan was offset by ongoing strikes in the Middle East and reports of the US sending more troops...
25 March 2026
How could higher interest rates impact your investments?One of the striking market reactions to the US-Iranian conflict is the sharp reversal in interest rate expectations as investors anticipate the potential inflationary impacts of energy supply disruptions.
UK markets were expecting two interest rate cuts over the next 12 months from the Bank of England in late February, but just three weeks after...
24 March 2026
Three reasons selling your investments in a panic can really cost youAn often-repeated mantra of investing – which has reappeared with understandable frequency over the past month – is that it's also about time in the market rather than timing the market.
Putting your money to work and then leaving it to benefit from the compound effect is an approach which has been proven to work historically.
But human emotions...
24 March 2026
Daily market update: Stocks higher, Kingfisher, Vets, Estee LauderInvestors will be relieved to see further gains for European stocks after recent market turmoil.
It implies some faith on the part of markets that an off-ramp can be found for all parties in the Iran conflict before the economic damage becomes too acute.
Asian indices were higher, taking their lead from yesterday’s bounce back in the US and Europe...
23 March 2026
Daily market update: Shares, bonds and gold hit by Trump 48-hour deadlineThe risk dial has been turned up again on the Middle East conflict, causing widespread turbulence on financial markets.
Donald Trump imposing a tight deadline changed the narrative for markets. Up until yesterday, investors were unsettled by activities but hoped the US president would eventually back down.
Trump telling Iran it had 48 hours to open...
21 March 2026
Why are banking shares doing badly this year?As of the close on Thursday (19 March), the FTSE 350 Banks sector index was down by 6% in 2026.
That leaves the sector ranked just 24th out of the 38 industrial sectors that make up the FTSE 350 overall, which is a huge contrast to 2025 when Banks ranked third behind only Precious Metals & Mining and Aerospace & Defence – and indeed the last five...
20 March 2026
Martin Gamble on US markets: confusion at Nvidia with Wall Street in retreatUS stock markets fell for the third consecutive week as tensions in the Middle East escalated, while bond yields went up on inflation fears.
The Federal Reserve’s interest rate meeting saw policy makers vote 11-to-one to keep rates unchanged with Trump appointee Stephen Miran, once more, calling for a rate cut.
The central bank also revealed its...
20 March 2026
Daily market update: Markets rebound, Unilever, McCormick, WetherspoonsA small rebound in European stock markets brought a sense of relief to the end of a turbulent week.
Oil prices eased back and the FTSE 100 advanced 0.5% to 10,113 thanks to a solid showing from banks and miners – the two main culprits for Thursday’s market weakness.
Unilever sprung to life as talk about selling its food brands intensified. The...
19 March 2026
US exodus: AJ Bell investors bring their holdings homeIn the past year, AJ Bell investors have changed course: instead of putting their money across the pond in the US market, they’ve been bringing their funds home.
While last year saw DIY investors withdraw large amounts of money from the North American funds sector, AJ Bell data also showed notable withdrawals from UK All Companies sector funds...
