Investment videos
Retirement Money Show 2024 - Daniel Coatsworth
In this video, Dan Coatsworth discusses market performance, portfolio building strategies, and the importance of long-term investment horizons. He highlights the recent market returns from various regions, the potential impact of political changes, and the significance of spreading risks across...
Webinar | Wed, 15/01/2025 - 17:24
Retirement Money Show 2024 - Ryan Hughes
Ryan Hughes talks about the AJ Bell income funds and their approach to providing stable, monthly income. He explains the importance of low-cost investing, diversification, and the recent changes to their income funds to offer a smooth income approach.
Webinar | Wed, 15/01/2025 - 17:18
Retirement Money Show 2024 - Lisa Webster
Lisa Webster discusses the current rules on pension death benefits, including who can benefit, the process of decision-making, and the options available to beneficiaries. She also covers the tax implications, the option of leaving pensions to charity, and the upcoming changes to inheritance tax...
Webinar | Wed, 15/01/2025 - 17:16
Retirement Money Show 2024 - Tom Selby
Tom Selby discusses various aspects of retirement planning, including strategies for maximising pension savings and understanding retirement needs. He emphasises the importance of planning for different stages of retirement and the benefits of flexible income options.
Webinar | Wed, 15/01/2025 - 17:12
Retirement Money Show 2024 Bankers Investment Trust PLC (BNKR)
In this video, Alex Crooke, Portfolio Manager, provides a brief overview of the Bankers Investment Trust, discussing its history, investment strategies, and key themes. He highlights the trust's long-standing commitment to democratising investment for smaller investors and its focus on growing...
Webinar | Wed, 15/01/2025 - 17:09
Retirement Money Show 2024 HarbourVest Global Private Equity (HVPE)
Richard Hickman, Managing Director, provides an in-depth overview of HarbourVest Global Private Equity, highlighting its investment in private companies through various funds managed by Harvest, a US private market specialist, diversified global portfolio, and the benefits of private market...
Webinar | Wed, 15/01/2025 - 17:01
James Flintoft talks to Danni Hewson about market activity and whether there have been any changes to AJ Bell funds.
AJ Bell funds, Funds and trackers | Fri, 10/01/2025 - 09:03
Russ Mould: What to expect from Ocado, Currys and Dunelm next week
The household names should provide valuable insight into consumer spending habits
Shares and the stockmarket | Thu, 09/01/2025 - 14:42
Stock market outlook for 2025 - Dan Coatsworth
Dan Coatsworth provides an overview of key investment themes and economic outlooks for the US, UK, and China. He discusses the impact of political events on the US stock market, growth potential in the UK market, and opportunities and risks in China's economic stimulus program. He also...
Webinar | Wed, 08/01/2025 - 10:17
Stock market outlook for 2025 webinar: JPMorgan American Investment Trust
Jack Caffrey, Portfolio Manager at JPMorgan American Investment Trust, discusses the outlook for the US market. The trust focuses on a concentrated portfolio of high-quality growth and value stocks. He emphasises the importance of earnings-driven growth, the flexibility of the portfolio, and the...
Webinar | Wed, 08/01/2025 - 10:11
Stock market outlook for 2025 webinar: Fidelity Special Values
Alex Wright, Portfolio Manager of Fidelity Special Values, discusses the trust's investment process, the importance of valuation, and the performance of the trust over the years. He also highlights the current opportunities in the UK market, the impact of value investing, and the potential for...
Webinar | Wed, 08/01/2025 - 10:09
Retirement Money Show 2024 - JPMorgan Global Growth & Income PLC (JGGI)
Andrew Robbens, Executive Director, outlines the history and evolution of the JPMorgan Global Growth & Income investment trust. He covers the trust's adaptability, strategic investments, and its current global, unconstrained portfolio.
Webinar | Mon, 06/01/2025 - 13:24