Video hub

13 August 2026

Don't ignore UK Gilt yields. Here's why

UK gilts have endured a brutal few years as rising inflation and higher interest rates pushed bond yields sharply higher and prices lower. But after one of the worst periods on record for bond investors, could UK government bonds once again deserve a place in a diversified portfolio?

In this video, AJ Bell Investment Director Russ Mould explores...

7 August 2026

Why the FTSE 100 keeps hitting new all-time highs

The FTSE 100 is approaching fresh all-time highs but why is the UK stock market rising despite political uncertainty, high government borrowing costs and ongoing global conflicts?

In this video, AJ Bell Investment Director Russ Mould explores the factors driving the FTSE 100 higher and explains why markets don't always move in line with the news...

31 July 2026

FTSE 100 Earnings outlook: record growth vs economic reality

FTSE 100 earnings are forecast to reach record highs in 2026 and 2027 but what does that really mean for investors?

In this video, we break down the latest FTSE 100 earnings outlook and explore why UK corporate profits are holding up despite ongoing economic and geopolitical uncertainty.

With a wave of company results being released, now is a key...

27 July 2026

Should you own bonds?

Wondering how bonds work and whether they belong in your ISA or pension? This beginner-friendly guide explains everything you need to know about investment bonds, bond funds and how they differ from savings products like Premium Bonds.

Bonds are a core part of many investment portfolios, particularly for investors looking to generate income or...

23 July 2026

Andy Burnham PM: What Sterling and gilt yields reveal

Can investors judge Andy Burnham's government by watching sterling and UK gilt yields? This video explains why financial markets may provide some of the earliest signals of confidence in the UK's economic direction.

16 July 2026

How the AJ Bell funds have performed in the second quarter of 2026

James Flintoft, Head of Investment Solutions, talks to Richard Slattery-Vickers about market activity over the second quarter of 2026 and how AJ Bell funds have performed.

16 July 2026

Bonds explained: AJ Bell’s Paul Angell breaks down the jargon

Bonds don't have to be complicated. In this 15-minute interview, AJ Bell’s head of investment research Paul Angell explains the essentials, from government, corporate and high-yield bonds to bond duration, current yield vs yield to maturity, and why bond funds are gaining popularity with DIY investors. Plus, learn the role bonds can play in a...

2 July 2026

Why property is hot for buyers – but cold for investors

UK REITs (real estate investment trusts) are under pressure but buyers are still circling. What’s going on?

UK REITs and commercial property stocks have lagged the wider market, weighed down by higher interest rates, changing working patterns, and economic uncertainty. Yet private equity and overseas buyers continue to target the sector.

In this...

26 June 2026

5 secrets to finding “cheap” stocks fast

Stock valuation can help investors avoid getting carried away by market excitement. But how do you know if a share is genuinely cheap or simply looks inexpensive for a reason?

In this video, Russ Mold explains five widely used valuation methods that investors can use to assess companies and build a more disciplined investment approach.

With...

18 June 2026

Is this IPO worth your money? Here's how to find out

IPO investing can be tempting but how do you know if a new stock is worth your money?

This video breaks down a practical IPO investing checklist to help you assess opportunities more carefully.

With IPO activity picking up again in the US and potentially the UK, investors may start to see more companies coming to market. But not all IPOs are...

17 June 2026

Bill Ackman: Betting big on tech cash cows after Pershing Square underperformance

AJ Bell's Head of Markets, Dan Coatsworth, sits down with Bill Ackman, CEO of Pershing Square, for a wide‑ranging conversation on investing, big bets, and lessons learned.

Ackman shares his investment philosophy, reflects on the Hertz turnaround, and explains why he's doubling down on mega‑cap tech giants like Amazon, Meta and Microsoft. He also...

16 June 2026

Bill Ackman: The IPOs that could make or break markets

AJ Bell's Head of Markets, Dan Coatsworth, speaks to Bill Ackman, CEO of Pershing Square, about the big forces shaping global markets right now. Ackman explains why IPOs from SpaceX, Anthropic and OpenAI could be critical for market momentum – and whether they'll fuel further gains or risk investor fatigue.

He also discusses whether Alphabet's huge...

10 June 2026

FTSE 100 Changes: Is Computacenter an AI Signal?

FTSE 100 changes are back in focus — but does Computacenter joining the index signal a stronger UK technology sector, or a warning from market history?

In this video, Russ Mould explores the latest FTSE 100 reshuffle, including why Computacenter, Aberdeen, and Investec are being promoted, while companies such as Rightmove, Berkeley, and Mondi move...

8 June 2026

The gender pension gap report launch - AJ Bell Money Matters

In this AJ Bell Money Matters video, we mark the launch of our Gender Pension Gap Report, shining a light on the structural, behavioural and societal factors driving the disparity - and crucially what can be done to help close it.

From career breaks and lower average earnings to investment habits and pension engagement, we explore the key...

4 June 2026

This 5% rate shock could change your finances

UK gilt yields have climbed to 5% for the first time since 2008. But what does that mean for investors, and could higher bond yields create opportunities as well as risks?

In this week's market update, Russ Mould examines why UK gilt yields have risen sharply and explores the impact on both bonds and equities.

Key topics covered:

Why UK government...

3 June 2026

What is an IPO? How to invest before a stock hits the market

In this video, we break down everything you need to know about Initial Public Offerings (IPOs), also known as stock market flotations — including how they work, why companies list on the stock market, and how everyday investors can now get access before shares start trading on the stock market.

Whether you're a beginner investor or looking to add...

29 May 2026

Why regular investing works

Investing little and often could be a simple, effective way to grow your money over time. In this video, we explain how regular investing works, why it can suit all experience levels, and how features like pound cost averaging and compounding could help smooth out market ups and downs.

28 May 2026

Would markets care if the Prime Minister changed tomorrow?

Political uncertainty often dominates the news cycle - but what does it actually mean for investors? In this video, Russ Mould examines how the UK stock market and gilt yields have historically responded to mid-term Prime Minister changes.

Using data from the FTSE All-Share index and government bond markets, we explore whether leadership changes...

21 May 2026

Why UK stocks are being targeted for takeovers

The UK stock market takeover boom is gathering pace in 2026, with companies including Tate & Lyle, Intertek and Legal & General linked to bids or takeover speculation.

In this video, AJ Bell investment director Russ Mould explains why takeover activity across the FTSE 100 and FTSE 250 is accelerating — and what it could mean for UK investors.

The...

20 May 2026

What a SpaceX IPO could mean for the faltering S&P 500

Elon Musk's SpaceX is reportedly preparing to go public, which would mark a new player in the S&P 500's lauded tech stocks. But could the listing, alongside potential IPOs from Anthropic and OpenAI, signal the beginning of the end for the S&P's AI-fuelled market run? Russ Mould explores what these deals mean for the S&P 500, the Magnificent Seven...

15 May 2026

The S&P 500 at new all-time highs and eyes are on NVIDIA

NVIDIA earnings are once again in focus as investors look for confirmation that the AI-driven rally in US stocks can continue.

In this video, Russ Mould examines the latest results from the Magnificent Seven — including NVIDIA, Amazon, Alphabet, Apple, Meta, Microsoft, and Tesla — and explains why investors remain enthusiastic despite mounting...

8 May 2026

Why are housebuilders’ shares crumbling?

UK housebuilder shares have fallen sharply—but what’s driving the decline, and what could change next?

We break down the key pressures on the sector and what it means for investors.

The UK housing sector has struggled in 2026, with housebuilder shares among the worst performers in the FTSE 350. Rising interest rates, affordability challenges, and...

30 April 2026

Consumer staples stocks 2026: what’s going wrong?

Consumer staples stocks in 2026 are not behaving as expected. Russ Mould explains why traditionally defensive stocks are under pressure. In uncertain markets, investors often turn to consumer staples for stability. But this year, companies like Unilever and Reckitt Benckiser have struggled, despite rising geopolitical tensions and inflation...

24 April 2026

Big pharma in focus: What’s driving AstraZeneca and GSK right now

AstraZeneca results are in focus as the FTSE 100 earnings season accelerates. With pharma stocks near record highs, what should investors be watching?

In this week’s market update, Russ Mould looks ahead to upcoming results from AstraZeneca and GSK, two of the UK’s largest pharmaceutical companies. With strong share price performance and ambitious...

21 April 2026

How the AJ Bell funds performed in the first quarter of 2026

James Flintoft, Head of Investment Solutions, talks to Danni Hewson about market activity over the first quarter of 2026 and how AJ Bell funds have performed.