Investment Articles

Every six months at AJ Bell, we publish a report on the proportion of active managers beating the typical passive fund in seven key equity...

The AJ Bell funds are managed by the team at AJ Bell Investments, with one aim: helping you invest. We look after...

The AJ Bell Favourite funds list is designed to lighten your research load.

There are thousands of funds out there – so we’ve narrowed...

There’s been a lot of talk about American exceptionalism, and it has undoubtedly helped deliver a strong run for US markets over the past year,...

Despite starting with significant political and geopolitical challenges, 2024 turned out to be a strong year for equity markets. Meanwhile, bond markets had a more...

As we enter 2025, it can be useful for investors to look at what analysts think will happen in markets in the year. At present,...

Donald Trump’s return to the White House next week has major implications for people’s money. Whether that’s investments in the stock market, government bonds, cash...

There are two sides to every story and while the headlines are awash with news of a bond market sell-off, retail investors’ appetite for gilts...

The American business magnate John D Rockefeller was said to have remarked that the only thing which gave him pleasure was to see his dividends...

In 2024 it looks like shareholders and boardrooms once more showed more patience than football club executives and supporters, even if the FTSE 100 index...

Investors have an important say in the future of seven investment trusts being targeted by hedge fund Saba Capital. These are Baillie Gifford US Growth,...

Terry Smith has published his annual letter to shareholders of the Fundsmith Equity fund, showing that 2024 was the fourth consecutive calendar year...

The bond market has taken fright from the growing sense of inflationary pressures in the air. The benchmark UK 10-year gilt has now risen to...

The new year is here, and it’s a good time to look at some financial resolutions to get on top of your personal finances. Here...