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.
19 December 2016
World investment outlook 2017: EuropeThe world investment outlook is written by Russ Mould, AJ Bell Investment Director and contains a wealth of information on the world financial markets and events to help with your investment strategies in 2017.
Here he considers the outlook for Europe.
The European Central Bank continues to come up with creative monetary solutions designed to...
15 December 2016
Five themes from 2016 that could influence 2017There can be no denying 2016 was an eventful year. Thankfully, in marked contrast to 2015, the past year has generally managed to leave investors with holdings in mainstream stocks or bonds, or mainstream stock and bond funds, better off at the end of it than they were at the start, especially if they had capital parked in overseas markets.
The...
7 December 2016
World investment outlook 2017: JapanThe world investment outlook is written by Russ Mould, AJ Bell Investment Director and contains a wealth of information on the world financial markets and events to help with your investment strategies in 2017.
Here he considers the outlook for Japan.
Japan is where no Western investor or central banker wants to go, at least in terms of its 25...
1 December 2016
Why the banks matter for the markets in 2017The health of UK banks is important to any investor with exposure to the UK equity market. The big five quoted names – Barclays, HSBC, Lloyds, Royal Bank of Scotland and Standard Chartered – represent around 15% of aggregate FTSE 100 pre-tax profit and dividend payments, according to analysts’ consensus forecasts for 2017, with HSBC and Lloyds both...
30 November 2016
World investment outlook 2017: USAThe world investment outlook is written by Russ Mould, AJ Bell Investment Director and contains a wealth of information on the world financial markets and events to help with your investment strategies in 2017.
Here he considers the outlook for the USA.
The identity of the new President is known and as they welcome Donald Trump’s tax cutting and...
29 November 2016
World investment outlook 2017: UKThe World Investment Outlook is written by Russ Mould, AJ Bell Investment Director and contains a wealth of information on the world financial markets and events to help with your investment strategies in 2017.
Here he considers the outlook for the UK.
The UK is now in a post-referendum, pre-Brexit state of grace where initial panic is giving way...
24 November 2016
How to survive the bond market blitzWhile equities, commodities and the dollar are all responding favourably to the prospect of a Trump Presidency, and its tax-cutting, regulation-reducing and infrastructure-spending agenda, one asset class is proving much less enthusiastic.
That is fixed income, as bond yields have risen and prices fallen, amid expectations that GDP growth is going...
16 November 2016
Welcome to a brave new world (or not, as the case may be)It is tempting to give the blame (or the credit) to The Donald, but the market shift in sentiment away from deflation towards inflation, away from bonds and toward equities and away from ‘expensive’ defensives and yield plays toward cyclical and recovery stories can be traced back to a different ballot – 24 June and the EU referendum result in the...
27 October 2016
A market signal that can be taken on trustThe first ever investment trust was founded in 1868 and Foreign & Colonial has traded through to this day, with sufficient success to establish itself as a member of the FTSE 250.
Their long history and also the method in which they trade mean these pooled investment companies can be useful ways of both judging the market, and accessing it. They...
20 October 2016
A four-step method to check markets’ healthThe FTSE 100’s dash to a new intra-day all time high of 7,130 in early October may remain a source of bafflement to many investors, given the prevailing uncertainties in the UK across a range of issues, including monetary policy, the wider economy and Brexit.
Yet the UK market’s ability to climb a wall of worry is quite typical behaviour and it...
