Investment videos


Terry Smith: my future as manager of Fundsmith Equity Fund and thoughts on performance

AJ Bell’s Editor in Chief and Investment Analyst, Dan Coatsworth interviews Fundsmith manager Terry Smith and head of research Julian Robins about succession planning and how the fund has been getting on.

Funds and trackers | Fri, 23/02/2024 - 14:10

How 3i Infrastructure hopes to achieve 8% to 10% annual returns for investors over the medium term

James Dawes, Chief Financial Officer at 3i Infrastructure plc discusses the company’s focus and investment objectives, the investment process and current megatrends.

Funds and trackers | Fri, 23/02/2024 - 14:09

The UK equity investment trust with the longest track record of dividend growth

William Meadon, Co-portfolio Manager at JPMorgan Claverhouse Investment Trust plc discusses the Trust’s investment objectives, how it generates income, the investment process and dividends.

Funds and trackers | Fri, 23/02/2024 - 14:07

Breaking the Mould - February / March 2024: Real Estate Investment Trusts (REITs)

In this episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, discusses Real Estate Investment Trusts (REITs) and the six REITs due to report their full-year results for 2023 next week.

Shares and the stockmarket | Wed, 21/02/2024 - 15:14

AI boom: Fundsmith’s Terry Smith gives his opinion on artificial intelligence

The fund manager talks to AJ Bell about a vibrant part of the technology sector.

Funds and trackers | Tue, 20/02/2024 - 16:58

Fundsmith on weight-loss drugs: Terry Smith and Julian Robins explain the opportunity and where they invest

AJ Bell’s Dan Coatsworth interviews the fund manager and head of research about the hot investment theme.

Funds and trackers | Tue, 20/02/2024 - 16:56

Terry Smith: why I stuck with Meta and what I think of the company now

The Fundsmith manager has reaped the rewards from sticking with the Facebook owner after a big share price rally in 2023.

Funds and trackers | Tue, 20/02/2024 - 16:47

Breaking the Mould – February 2024: Big five banks results

In this week's episode of Breaking the Mould, Russ Mould, AJ Bell's Investment Director, reviews bank performance as the FTSE 100’s Big Five (NatWest, Barclays, HSBC, Lloyds and Standard Chartered) announce their full-year results.

Shares and the stockmarket | Thu, 15/02/2024 - 10:45

Fidelity China Special Situations - Dale Nicholls, Portfolio Manager

Dale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's investment objectives, the investment process and the trust's performance over the past 5 years.

Funds and trackers | Wed, 14/02/2024 - 16:17

Fidelity European Trust plc - Marcel Stötzel, Co-Portfolio Manager

Marcel Stötzel, Co-Portfolio Manager at Fidelity European Trust plc discusses the investment process, how an idea is generated for the trust and its performance over the last 5 years.

Funds and trackers | Wed, 14/02/2024 - 16:15

Breaking the Mould – February 2024: UK utilities sector

In Breaking the Mould’s latest episode, Russ Mould, AJ Bell's Investment Director, discusses the UK utilities sector with three listed utility companies due to publish trading statements for their fiscal third quarter and full year results respectively.

Shares and the stockmarket | Thu, 08/02/2024 - 11:48

Fidelity Special Values plc - Alex Wright, Portfolio Manager

In this latest video interview, Alex Wright runs through the investment process for the trust, along with how they generate investment ideas and the market conditions they would expect the trust to perform well in.

Investment trusts | Tue, 06/02/2024 - 11:39

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