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.
3 December 2025
Is the FTSE 100 gearing up for its latest Santa Rally?Since its launch in 1984, the FTSE 100 index has gained 2.1% on average in December, whereas April and July are the only other months to offer an average advance of 1% or more.
If you want to know why markets talk about the Santa Rally, that is why – because the numbers back it up. Quite why the Santa Rally should occur is less clear.
Investors...
2 December 2025
Daily market update: banks, Topps Tiles, On The BeachA robust showing from the UK banking sector following financial stress tests wasn’t enough to spur the FTSE 100 into action.
Miners and healthcare stocks acted as a drag on the blue-chip index, leaving the FTSE 100 flat and only achieving minimal gains in early trading.
In Germany, chemicals group Bayer soared by 13% after the Trump administration...
1 December 2025
Daily market update: oil, gold, Tesla, HICL & TRIG merger off, SolGoldThe FTSE 100 dipped in early trading on Monday despite post-Thanksgiving gains for US markets last week.
Further selling in cryptocurrencies reflected a risk-off mood as did some volatility in Asian markets – with Japan’s Nikkei 225 seeing material weakness.
This followed a move higher for the yen, which affects the competitiveness of Japan’s...
27 November 2025
Daily market update: FTSE 100 steady after Budget, gambling sector, HalfordsAfter yesterday’s Budget-related drama, there is a quieter feel to markets this morning.
The FTSE 100 was flat in early trading after gains in Asia and yesterday in the US on rate cut hopes, with a decent showing for retailers balanced out by weakness in the property and mining space.
After seeing considerable volatility yesterday amid leaks and...
26 November 2025
Daily market update: Nvidia, FTSE reshuffle, Pets at Home, MobicoWhile it may feel as if the Budget is the only story of the day, the UK stock market is a broader church and its plethora of international earnings means the index is driven by more than just UK activities.
The FTSE 100 was lifted by miners and technology names amid growing hopes for a US interest rate cut and a new contender to dethrone Nvidia as...
24 November 2025
Daily market update: BHP, Rosebank Industries, M&C SaatchiEquities up, gold down, bitcoin stable – this is a remarkably different picture than last week’s troubling scenes that dogged financial markets.
It suggests investors have had time to collect their thoughts over the weekend, and to start the new week in a calmer mood. It also helps that Ukraine peace talks have dominated the news agenda, giving...
20 November 2025
Daily market update: Nvidia, Games Workshop, JD SportsNvidia’s reassuring results have brought a sense of calm to markets following a wobbly few days. Europe enjoyed a nice bounce, including a 0.7% gain from the FTSE 100 led by tech stocks, banks and natural resources firms.
Investors had been cautious ahead of Nvidia’s results, fearing that the slightest bit of negative news from the chip giant...
19 November 2025
Daily market update: Meta Platforms, Lloyds, Severn TrentInvestors will breathe a sigh of relief that the market sell-off has lost momentum.
Pockets of Europe and Asia were up on Wednesday, and futures prices imply a similar trend when Wall Street opens later today.
It’s the good news everyone wanted. The key question is whether this is simply the calm before the storm. Nvidia reports tonight and the...
18 November 2025
Daily market update: Imperial Brands, FirstGroup, GreencoreAnother downbeat session on Wall Street yesterday was followed by heavier selling in Asia today and that set the scene for a meaningful drop in the FTSE 100.
As fears over an AI bubble build, there has rarely been more riding on an individual set of results than Nvidia’s on Wednesday.
Even a mild disappointment could reinforce the market’s worries...
17 November 2025
Daily market update: WPP, housebuilders, Vinted, THG, HICL & TRIGThe FTSE 100 managed a steady start on Monday despite volatility in Asian stocks and a lacklustre end to last week on Wall Street.
Shares in Japanese consumer-facing stocks came under pressure as China warned its citizens not to visit the country amid simmering tensions between the two sides over Taiwan.
Chinese holidaymakers make a big...
