Dan Coatsworth is AJ Bell's Head of Markets. Dan has been with the company since December 2012 and has more than 18 years' experience in the industry, following the markets and all things investing. He has a degree in Corporate Communications from Southampton Solent University.
Dan is involved in a lot of the content published by AJ Bell, which includes; providing market commentary, starring in our educational videos, writing for Shares Magazine and co-presenting our Money and Markets podcast, as well as hosting and presenting at events for customers – both in person and online.
Dan’s passion lies with educating customers all about investing and staying informed about market events. He previously worked for Teletext on the business and personal finance desks which taught him the importance of telling a story in as few words as possible. He has also appeared as a business commentator on Times Radio and LBC News and written investment-related articles for The Telegraph, Evening Standard, Mail on Sunday and The Week.
A fun fact Dan learned about investing early on was to not get caught up on the hype around certain stocks. He found this out himself when the first share he bought was a company trying to recover copper from a shipwreck at the bottom of the ocean… this sounded exciting but sadly didn’t make him any money! Outside of work, Dan enjoys swimming and going to live gigs.
22 May 2024
Markets wobble as investors and Rishi Sunak are faced with a sea of red“Investors and Rishi Sunak were treated with a sea of red that’s sweeping the country in more ways than one. The prime minister’s announcement of a summer general election has done little to alleviate market disappointment at this morning’s inflation figure coming in hotter than expected,” says Dan Coatsworth, investment analyst at AJ Bell.
“Sunak...
14 May 2024
Is London primed for an IPO revival?With the FTSE 100 enjoying a strong run and having hit yet another new record high, and an average 40% gain for the stocks that have listed this year, improved sentiment towards the UK market raises the chances of more companies listing on the London Stock Exchange.
Speculation is rife that Chinese fashion group Shein is on the verge of confirming...
25 April 2024
Revealed: how much Shell, Diageo and British American Tobacco could be worth if they traded on multiples of US peersThe value of British American Tobacco could, in theory, more than double if it switched stock market listing to the US and traded on the same earnings multiple as Philip Morris.
Oil producer Shell moving its listing to the US could see its valuation increase by 28% if investors ascribed it the same rating as ExxonMobil. Furthermore, Johnnie Walker...
17 April 2024
UK IPOs have significantly outperformed the FTSE All-Share this yearStocks that joined the UK stock market in 2024 have generated more than six times the return achieved by the FTSE All-Share since the start of January, according to analysis by AJ Bell. Of the five IPOs seen in London year-to-date, the average return is 16.4% compared with 2.5% from the benchmark UK index.
This upbeat performance is seen against a...
11 April 2024
US stocks high up the list for AJ Bell ISA customersStocks that provide exposure to the US market and offer ways to play the artificial intelligence theme have been among the most popular choices for AJ Bell customers investing in an ISA between the start of January and the end of the tax year on 5 April. With some of the best gains in recent years having come from US shares, it’s no wonder...
4 April 2024
25 years of the ISA: four companies also created in 1999 that would have produced lucrative returnsFour giants of industry were created in the same year as the ISA launched in 1999 and investing in them at the first possible opportunity via this tax wrapper would have turned £5,000 in each stock into a combined £648,660, according to analysis by AJ Bell.
All capital gains and income have been sheltered from the taxman in this scenario, meaning...
14 March 2024
How ISA millionaires invest their moneyThe number of investors with at least £1 million in their AJ Bell ISA has more than doubled over the past three years. That is despite rising interest rates causing headwinds for equity and bond markets.
Today’s AJ Bell ISA millionaires have shown a preference for investing in individual shares rather than funds, with 75% of their portfolios...
10 March 2024
What is the British ISA?*Please note that the Government has since scrapped all plans for the British ISA in the October 2024 Budget.
The government have announced they’re planning to launch a new ISA. It’s called the ‘UK ISA’, though you might have heard it called the ‘British ISA’ by the media.
The new UK ISA will have an additional £5,000 allowance, which is on top of...
1 December 2023
What happened in the markets and where did AJ Bell customers invest in November 2023?November was good for equities, with the S&P 500 index in the US having its best month so far in 2023. The US index increased by 8.9% and the more tech-heavy Nasdaq Composite rose by 10.7%.
UK mid-cap stocks did well as the FTSE 250 advanced by 6.7% in November, significantly ahead of the 1.8% from the FTSE 100 index of larger companies.
Propelling...
4 August 2023
Markets stabilise, Amazon impresses, Apple basks in services glory and WPP slumps on profit warning“Markets have started to stabilise after a chaotic week led by the US debt downgrade and further interest rate hikes in the UK,” says Dan Coatsworth, stock market analyst at AJ Bell.
“The FTSE 100 was flat on Friday morning, while parts of mainland Europe including France and Spain saw small gains. Asia moved higher across the key markets in Hong...
