14 November 2025
Russ Mould: What analysts are looking for when NVIDIA, Imperial Brands & Halma report next weekAJ Bell Investment Director, Russ Mould runs us through what analysts are looking out for when NVIDIA, Imperial Brands and Halma report results next week.
13 November 2025
Daily market update: Aviva, 3i Group, Burberry, Rolls-RoyceThe FTSE 100 was held back in its latest attempt to make the 10,000 summit by some shares trading ex-dividend and some poorly received corporate updates.
This outweighed the tailwind provided by a weaker pound, which flatters the overseas earnings which dominate the index, and saw the FTSE 100 dip slightly in early trading on Thursday. Sterling...
12 November 2025
Renewable energy trusts may need to change direction: Will investors be on board?Since its inception in 2013, the renewable energy sector has wooed investors with attractive income levels powered by wind and solar projects. And over the past 12 years, renewable energy trusts have generally served their purpose well, with the original group of trusts delivering annual total returns of about 7.3%, with 80% as income, according to...
12 November 2025
What a share price jump or slump tells you about a CEO hireThe announcement of a new chief executive can have a pronounced impact on a company’s share price, good or bad. Guinness owner Diageo hiring former Tesco head Dave Lewis as its chief executive drove its share price up 5.2% on the day of the announcement.
That might not sound out of the ordinary until you realise the change in the company’s market...
12 November 2025
Daily market update: SoftBank sells Nvidia stake, SSE, Taylor WimpeyThe FTSE 100 continued to tick towards the 10,000 mark as it eked out some modest gains to trade at fresh all-time highs on Wednesday.
UK stocks made progress despite some volatility in the AI space in the US and Asia overnight. SoftBank’s decision to sell its entire stake in Nvidia dragged the chip maker lower and also saw selling in the Japanese...
12 November 2025
Are AI opportunities better outside the US?When AI comes up in market conversations, the US usually quickly follows. This is for good reason. It holds many of the heavyweights, including Nvidia, Microsoft, and Alphabet. But it is far from the only region that’s benefitted from the AI boost.
On the other side of the globe, emerging markets have made their own market niches. These have...
11 November 2025
Daily market update: Vodafone, SoftBank, Princes Group, 4imprintThe FTSE 100 made new record highs on Tuesday, taking its cue from a strong rebound on Wall Street and the added tailwind of sterling weakness.
Moves towards the end of the shutdown in Washington had primed US stocks for big gains at the market open, and the pound fell after weak UK jobs figures which increased the prospect of an interest rate cut...
10 November 2025
Daily market update: US government shutdown, FTSE 100, JTCGlimmers of hope that an end might be in sight to the longest running US government shutdown in history put markets in a positive mood.
A vote in the Senate is an important first step but any agreement still needs to clear a vote in the House of Representatives along with several other hurdles. A key impact on the markets of the impasse, beyond the...
7 November 2025
The path out of the pandemicSunday 9 November 2025 marks the fifth anniversary of a defining moment in stock market history. Pfizer/ BioNTech’s announcement of the first effective covid-19 vaccine gave investors confidence that the world could recover from a major pandemic.
News of the vaccine breathed new life into stock markets around the world, particularly in the UK...
7 November 2025
What to expect from Berkeley amid London housing pushInvestors will hope for few surprises when Berkeley Group reveals first half results on 10 December given the UK housebuilder reaffirmed full-year profit guidance as recently as 5 September.
Berkeley expects to deliver £450 million of pre-tax profit for the year to 30 April 2026 after reporting stable trading in the current year to date.
Pre-tax...
7 November 2025
Amazon's new record and resilient McDonald's: what's happened on the US market this weekUS markets were lower this week as investors questioned the sustainability of the AI technology boom and high valuations of key stocks.
The slowdown in the broader market did not stop the continued stream of AI-related deals.
Amazon announced a multi-year strategic partnership with OpenAI valued at up to $38 billion to supply cloud infrastructure...
7 November 2025
Daily market update: Rightmove, Tesla, IAGA negative reaction to two big name corporate results in the UK weighed on the FTSE 100, dragging it down 0.3% to 9,707 as investors worried if more companies would follow suit with gloomier outlooks.
British Airways’ owner IAG reported softer US economy leisure trading while property portal Rightmove shocked the market with news that investments...
7 November 2025
Russ Mould: A look at SSE & United Utilities ahead of their first-half resultsAJ Bell's Investment Director, Russ Mould, discusses the impact of recent interest rate cuts on financial markets, and also previews upcoming company results, focusing on SSE and United Utilities.
6 November 2025
Using passive funds to invest in bondsIt is easier than you might think to invest in bonds via passive investment products such as tracker funds and ETFs (exchange-traded funds).
Bonds are popular with individuals looking to generate income. They are lower-risk investments and can either be bought as individual products or bundled together inside funds.
There are a few reasons why...
6 November 2025
Why we’ve taken two UK names off our Favourite funds listFollowing a review of our UK active fund selections, we’ve decided to remove both the BlackRock UK Special Situations and BlackRock UK Income funds to consolidate our number of UK picks and to ensure we’re only selecting our highest conviction ideas.
We’ve removed the BlackRock UK Special Situations fund due to a decline in our conviction in the...
6 November 2025
Daily market update: Diageo, BT, Auto Trader, Hikma, Smith & NephewThe FTSE 100 slipped on a negative reaction to corporate updates despite gains in Asia and the US overnight.
Could there be fireworks a day late at the Bank of England? The interest rate decision is hard to call ahead of today’s vote, with several observers expecting a rate cut even if the market is pricing in no change.
Recent signs of easing...
5 November 2025
Why a famous investor is betting against Nvidia and PalantirThe investor who inspired The Big Short film in 2015 has hit the headlines after betting that tech stocks Nvidia and Palantir will fall in value. Hedge fund trader Michael Burry has bought financial products called ‘put options’ on these stocks and will profit if they decline in value.
The Big Short focused on traders who made millions from...
5 November 2025
Daily market update: Novo Nordisk, Barratt Redrow, WetherspoonMarket jitters around US tech stocks might have put investors on the edge of their seats, but yesterday’s sell-off wasn’t severe enough to cause widespread panic.
A 2% decline in the Nasdaq index and a 10.7% jump in the Vix fear gauge were like a sharp bout of turbulence on a flight – unpleasant, but just for a moment. The fact a major sell-off...
4 November 2025
Daily market update: Palantir, Tesla, BP, Domino’s Pizza, PrimarkRachel Reeves’ unusual stance of giving a big speech on the eve of the Budget has left investors with more questions than answers, and done nothing to remove uncertainty around taxes.
The bond market would be happy if the chancellor raises taxes as it would help to improve public finances and make the UK less risky from an investment perspective...
3 November 2025
Daily market update: FTSE 100, Berkshire Hathaway, RyanairThe FTSE 100 got off to a solid start with oil helping to grease the wheels of the index.
The decision by producers’ cartel OPEC+ to pause further output hikes at the start of next year, amid concerns about a glut of supply, helped give oil prices a lift and, in turn, boosted UK market heavyweights BP and Shell.
Prudential was among the top FTSE...
31 October 2025
US stocks shrug off Fed uncertainty to make progress, Amazon stands outOverall, it was a positive week for most US indices despite the latest decision from the Federal Reserve injecting a dose of uncertainty into the markets.
The one big exception to a story of steady progress for stocks across the Atlantic was the small- and mid-cap Russell 2000 which retreated amid some evidence of pressure on the US economy.
Fed...
31 October 2025
Daily market update: FTSE 100, Fresnillo, Amazon, AppleWeakness on Wall Street haunted European markets on the morning of Halloween and saw the FTSE 100 retreat from its latest record high.
The main culprit was uncertainty about the future policy of the Federal Reserve after its chair Jerome Powell suggested a cut in December, to follow this week’s, was not a foregone conclusion.
The negative response...
30 October 2025
What is the FTSE 100, FTSE 250 and FTSE 350?Join Dan Coatsworth, Head of Markets, as he breaks down what makes up the three most popular indices in the UK stock market.
30 October 2025
Daily market update: AI, Mag Seven, TT Electronics, WPPNo-one likes a party pooper, especially when they’re standing in front of the punch bowl. That’s the role taken on by Jay Powell, who poured cold water on the prospect of a December rate cut. That’s put markets on the back foot when it looked like the music was just about to ramp up.
The Fed did announce an interest rate cut, but short-term...
29 October 2025
Daily market update: FTSE 100, US indices, Next, GSK, GlencoreA positive mood on Wall Street extended into European markets on Wednesday on increased hopes for a US-China trade deal.
US indices closed at record levels, with sentiment also supported by reports Nvidia will announce new AI chip supply contracts with major South Korean operators like Samsung and Hyundai. The FTSE 100 built on its own all-time...
