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.
27 October 2025
Daily market update: HSBC, Goodwin, Greencore-Bakkavor dealOptimism about the potential for a US-China trade agreement was helping to create a cautiously positive mood in markets at the start of the week.
In the UK market, the mining sector moved higher, bar the precious metal contingent who were hit by lower gold prices, although negative news for index heavyweight HSBC acted as a drag on the FTSE 100.
A...
24 October 2025
Daily market update: The Revel Collective, NatWest, Intel, GSKThe FTSE 100 held firm after last night’s record close, with strength in banks and tech stocks offsetting weakness in the natural resources space.
Trade relations were front of mind for investors ahead of Donald Trump’s visit to Asia and a new fight between the US and Canada.
A lot is riding on Trump’s negotiations with China’s Xi Jinping as...
23 October 2025
Daily market update: US-China tensions, Lloyds, Unilever, TeslaUS-China relations don’t look to be in the best place ahead of Trump’s visit to Asia.
Talk of new restrictions on goods that either contain or are made with US software being sold to China would suggest the Trump administration is playing hard ball, sending a message to Xi Jinping that the US will not be pushed around.
Trump has form in threatening...
22 October 2025
Daily market update: Barclays, Reckitt, Halfords, ITVMarkets were patchy in early trading as investors spent time to digest a plethora of corporate announcements.
The FTSE 100 was the strongest market among major European indices. A lower-than-expected reading of UK inflation makes a near-term cut to interest rates more likely and this boosted housebuilders. It also led to weakness in the pound which...
21 October 2025
Daily market update: Unilever, Coca-Cola HBC, Bunzl, Segro, ShawbrookIt’s hard to imagine that markets were in panic mode only four days ago. It’s like all the troubles faded away over the weekend, and investors are back in risk-on mode.
Wall Street enjoyed a particularly strong session on Monday, and that optimism has extended to Asia and Europe on Tuesday. The focus is now on US interest rate cuts, the new...
20 October 2025
Daily market update: UK banking stocks, L’Oréal, Kering, B&MA big recovery in Asian markets helped give the FTSE 100 a lift as investors look to put a difficult week behind them.
Helping the market’s mood were signs that a trade agreement might still be possible between the US and China before the 1 November deadline, and slightly better-than-expected Chinese economic growth.
News the ruling party in Japan...
17 October 2025
Daily market update: Why banking shares are leading markets lowerWhile everyone has been watching the tech sector for signs of a bubble, it’s the banking sector that’s the root cause of a minor market sell-off today..
US banking stocks were notably weak yesterday as investors worried about exposure to bad loans. That spread to Europe on Friday, with Barclays, Standard Chartered, NatWest and HSBC all dragging the...
16 October 2025
Daily market update: Centrica, Nestle, Whitbread struggles and Travis PerkinsRachel Reeves might be reaching for a buck’s fizz after the UK economy showed growth in August after contracting in July. However, the celebration may be short lived as a 0.1% expansion is minuscule and lower than the 0.2% growth expected by some economists.
We’re just six weeks away from the Chancellor’s Budget and the nation is eager to know how...
15 October 2025
Daily market update: CMA calls for vet market transparency, Capita faces finesMarkets have been lifted by the rekindling of rate cut expectations in the US after comments from Fed chair Jerome Powell which highlighted sluggish hiring were taken as an indication that not one, but two further cuts were very much on the table for 2025.
Buoyed by continued deal making in the frothy AI sector, investors seem prepared to overlook...
13 October 2025
Daily market update: US, China wobble, gold sparkles, LSE boosts AI workJust as it looked as if the US and China were making baby steps to repair their relationship, Donald Trump throws a spanner in the works.
A new threat of high tariffs on Chinese goods coming into the US spooked investors in the East, with Asian markets showing a sea of red, following a similarly bad session for Wall Street last Friday.
This new...
