James has over a decade of experience running MPS and managed accounts for intermediaries. After graduating from Northumbria University with a first class degree in Finance & Investment Management, James joined a regional DFM, where he most recently served as Head of Investments. He joined AJ Bell Investments in 2023 as a Fund Manager. James is a CFA charterholder.
11 September 2026
How to change your investment strategy in retirementFor decades, retirement planning followed a relatively simple formula. Build up a pension, stop working and rely on the income it provides.
But retirements are becoming longer, and fewer people are taking the path of a guaranteed annual income, choosing to manage their own retirement funds instead. This flexibility can allow for freedom in...
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...
6 August 2026
SpaceX earnings debut underlines the case for diversified AI exposureSpaceX reported its first quarterly results as a public company on 4 August to a mixed market response.
Having run up in advance of the numbers on the day of the release, the shares fell in extended trading as better-than-expected revenue was overshadowed by heavy spending on artificial intelligence.
The AI trade has spent much of the year being...
15 July 2026
How AJ Bell funds performed in the second quarter of 2026Despite a rocky start to the year with the background of the US-Iran War, markets around the globe have been looking up since the end of March, leaving each fund in the AJ Bell range with a positive return over the past three months, as well as year to date.
The performance of each fund in the range varies, as the cautious funds are built for slow...
26 June 2026
AJ Bell Investments: UK political change doesn’t mean market doomsdayKeir Starmer’s resignation has added another layer of political uncertainty for UK investors. But for the AJ Bell Fund range, the investment message is more balanced: UK equities, particularly large caps, still offer attractive valuations, useful diversification and a currency-sensitive earnings profile that can help offset domestic uncertainty.
T...
23 June 2026
How AJ Bell’s Investments team views regions around the worldSpreading your investments around the world is a popular strategy, but many investors choose to do this solely through a global index fund. It’s not a bad start; however, it might not be offering the broad exposure you’d expect.
These funds tend to be weighted heavily towards the US, often with 60% to 70% of assets in that part of the world, and...
10 June 2026
AI’s second wind: where investor confidence is growingAI has been arguably the largest factor shaping markets for the past few years and despite investor nerves around the price of some AI-focused companies, markets are still charging ahead. But while the first few years of the AI theme left the US with the biggest benefits, the fastest growth is now happening in emerging markets ex-China.
In the...
6 May 2026
April market review: How equities bounced back while bonds flounderedAfter a chaotic March, April allowed investors to take a step back and process the situation in front of them. What markets saw, by and large, was a return to the norms of earlier this year.
The US made a strong recovery, as the Morningstar US Market index rose 7.2% during the month, while the Morningstar UK Index climbed up 2.4%. The indices are...
21 April 2026
How AJ Bell funds performed in the first quarter of the yearDespite a rocky March for markets due to the war in Iran, six of the nine funds in the AJ Bell range ended the first quarter of the year with a positive return.
Across the past month, we’ve seen the effects of the US-Iran conflict trickle down through the market, most prominently through the rise of energy prices and a shift in interest rate...
6 March 2026
The Iran conflict: what it means for AJ Bell fundsThere have been big moves across the price of shares, funds, bonds, oil and more over the past week after the US and Israel attacked Iran. US President Donald Trump has indicated the campaign could last several weeks, but it could extend beyond this timeframe with no ceasefire in sight.
The situation has caused disturbance in markets, and while...
