Russ Mould is AJ Bell's Investment Director. He has a Master's degree in Modern History from the University of Oxford and more than 30 years' experience of the capital markets.
He started out at Scottish Equitable in 1991 as a fund manager, where he had responsibility for the Nordic and Swiss equity markets. In 1993, Russ joined SG Warburg, now part of UBS investment bank, and worked there as an equity analyst covering the technology sectors for 12 years. He has also worked on IPOs and M&A deals. Russ was voted best analyst in the semiconductor sector in 2001 by Institutional Investor and reached the level of Managing Director in 2003 when he became head of UBS' global semiconductor research effort.
A member of the Chartered Institute for Securities and Investment (MSCI), Russ is responsible for providing written and video content for customers and clients. He also helps to build the company’s profile in print and broadcast media as part of AJ Bell's wider PR and brand team, working alongside the Investment Committee.
Russ joined Shares Magazine as technology correspondent in 2005 and took on the post of Editor in 2008. He was appointed as AJ Bell's Investment Director in 2013 following the company's acquisition of Shares' parent company, MSM Media. Russ regularly creates content across the AJ Bell website, including the Daily Market Update and Chart of the Week, and he hosts his own 'Breaking the Mould' weekly video series.
Outside of work, Russ is a qualified cricket coach, Italian speaker and avid fan of Doctor Who and NFL.
23 February 2026
Daily market update: tariff uncertainty, gold, MONY, Johnson MattheyThere is some trepidation in the air after last Friday’s ruling from the Supreme Court.
While tariffs are generally not seen as market friendly, investors had absorbed the trade policies announced by the Trump administration last year and were just hoping for some certainty and stability.
Last week’s intervention from the Supreme Court delivers...
20 February 2026
Daily market update: FTSE 100, retailers, Klarna, Anglo AmericanThe FTSE 100 started off its final trading session of the week in decent fettle, although remained a distance from its recent record highs above 10,700.
Threats of military action against Iran from the Trump administration, if the country doesn’t make a deal on its nuclear programme, created some jitters in the market yesterday – with selling in US...
20 February 2026
Is now the time to shine a light on emerging markets?Ask the experts. Russ Mould is on hand to answer your queries about the financial markets. If you'd like a question considered for a future edition, send it in now .
Amid all the talk about Trump it feels like emerging markets are being ignored, what is their outlook like in the current market environment?
Michael
Russ Mould, AJ Bell Investment...
18 February 2026
Daily market update: oil prices, BAE Systems, Glencore, motor financeThe FTSE 100 made new record highs above 10,600 as inflation dropped more sharply than expected to a 10-month low.
This increases the chances of an interest rate cut when the Bank of England meets next month – which is typically good news for stocks and shares in general. It is also a positive for the FTSE 100 given the likely knock-on effect on...
17 February 2026
Daily market update: BHP, Antofagasta, InterContinental Hotels, DebenhamsThe FTSE 100 continues to edge quietly higher and is comfortably outperforming the US stock market so far this year.
The FTSE 100 is up 5.6% versus a 0.1% decline in the S&P 500. The gap is even wider against the tech-heavy Nasdaq index which is down 3% year-to-date.
Driving the UK market higher on Tuesday was a rebound in the plethora of stocks...
13 February 2026
Daily market update: tech gloom weighs on Asia and Europe, NatWest, ITVA gloomy session on Wall Street on Thursday put investors in a grumpy mood at the end of the trading week.
Association with AI has gone from party to peril as investors reappraise what the technology means for companies.
Some are concerned about excessive levels of spending and others fear AI will disrupt multiple industries. It all adds up to a...
11 February 2026
Daily market update: Barratt Redrow, Heineken, London Stock Exchange GroupThe FTSE 100 ticked higher on Wednesday, supported by gains in bank and resource stocks and chatter that London Stock Exchange Group has been targeted by activist investor Elliott.
A recovery in commodity prices after the recent volatility helped give the miners and energy stocks a lift. Oil was supported by US-Iran nuclear deal uncertainty, while...
9 February 2026
Daily market update: Japanese shares, gilts, Ocado, FedEx InPost bidA calm start to the week on financial markets is a major relief given recent tech sector jitters.
All the major European indices moved higher, with the FTSE 100 led by mining stocks.
Ocado nudged higher on reports it will cut up to 1,000 jobs. Investors typically welcome such moves as it removes costs from a business. Ocado has been through a...
6 February 2026
Daily market update: Stellantis, AmazonIt’s been a week from hell for tech stocks as AI spending plans caused upset across global markets and pushed investors to unplug hyperscalers from their portfolios.
Amazon has followed its peers by turning up the dial to max on AI spending, leaving investors with their jaws to the floor. The hyperscalers are so confident that AI will change the...
3 February 2026
Daily market update: gold, Japan rally, SpaceX and xAI, AG BarrThe sharp sell-off in gold over the past few days has encouraged investors to buy on the dip, scooping up the precious metal in their droves and making it sparkle again.
Gold has delivered such strong rewards to investors over the past year that many people will have treated the recent sell-off as a New Year’s sale, a chance to grab more metal at a...
