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 June 2016
How investors can roll out the barrel
Production disruption in Canada, Venezuela, Nigeria, Libya and Iraq, coupled with relatively steady demand, is helping drag oil back toward the $50-a-barrel.
Brent crude and West Texas Intermediate oil are both back at nearly $50 a barrel
Source: Thomson Reuters Datastream
Investment cuts, falling drilling activity and a long-awaited decline...
26 May 2016
Federal Reserve spins the rate rise wheel once moreNo sooner have the markets decided there will be no interest rate hike from the US Federal Reserve this year (or the Bank of England, for that matter) after a very dovish commentary from chairwoman Janet Yellen than a gaggle of officials from the US central bank pop up and say that the next increase in American headline borrowing costs could come...
26 May 2016
What will Brexit mean for your portfolio?Almost three quarters (72%) of AJ Bell Youinvest customers who completed our recent online ‘Brexit’ survey are concerned about the impact the result of the EU referendum might have on their investments.
A greater proportion of investors (39%) are more concerned about the impact a Brexit might have on their portfolio than those who are concerned...
20 May 2016
How Buffett and Apple get to the core of technology investingA difficult year for the technology giant Apple is taking an interesting turn with the news that legendary “value” investor Warren Buffett has bought a stake worth just over $920 million, at the prevailing price of $93.88.
Apple’s shares have received a welcome boost after the Buffett swoopSource: Thomson Reuters DatastreamNOTE: Past performance...
12 May 2016
FTSE 100 is still battling the (long-term, low-growth) bearThe FTSE 100’s brief flirtation with a bear market back in February may seem like a long time ago, as the index stands some 15% above its later winter low, but the UK’s leading benchmark is nevertheless making pretty heavy weather of getting anywhere near the intra-day all-time high of 7,123 set in April 2015.
Now therefore seems a good time to...
9 May 2016
High-yield is rallying but keep an eye on the credit cycle
In the past month several Governments have dangled a carrot or two in front of income-hunters, in the knowledge they have debts to fund while investors are still on the look-out for reliable coupons:
Belgium issued €100 million of 100-year bonds with a coupon of 2.3% Ireland issued €100 million of 100-year bonds with a coupon of 2.35% The UK...
28 April 2016
How to tell whether rough winds will shake the market’s darling buds of MayThe saying “Sell in May, go away and come back again on St. Leger day” is one of the oldest of all market rules of thumb and after a tricky start to the year it is one which may attract more attention than normal as 1 May approaches.
This column has taken the plunge and burrowed through performance data for the FTSE All-Share stretching back to...
22 April 2016
Follow the trade flows to get to the big pictureChinese export figures for March, published earlier this month, appear to be giving global stock markets a lift, as they soothe one of the three key fears which helped to derail share prices earlier this year.
“Risk” assets took a drumming as markets took fright about:
A hard landing in China Falling oil prices Rising US interest ratesThey have...
14 April 2016
Why events Stateside could determine the upside in your portfolioBy the end of Friday 15 April, 15 members of America’s elite S&P 500 index will have reported first quarter numbers. Within the next fortnight, 300 more will divulge how well (or badly) they did between January and March and also potentially how they see the rest of the year panning out.
Throw in the latest US Federal Reserve meeting on 26-27 April...
8 April 2016
Enhanced income funds explainedThese are tough times to be an income investor. Interest rates anchored at an historic 0.5% low for the past seven years and dividend stalwarts such as Barclays, Glencore and Rolls-Royce cutting their shareholder returns in recent months have hit many who invest to supplement their income or pay their bills in retirement.
There are, however...
