2 April 2026
KID, KIID & Product summary: what's the difference?All funds have important documents you should read before you invest in them. Learn more about the different types of documents here.
About the expert
Dan Coatsworth is AJ Bell's Head of Markets. Dan has been with the company since December 2012 and has more than 18 years' experience in the industry, following the markets and all things investing. He has a degree in Corporate Communications from Southampton Solent University.
Dan is involved in a lot of the content published by AJ Bell, which includes; providing market commentary, starring in our educational videos, writing for Shares Magazine and co-presenting our Money and Markets podcast, as well as hosting and presenting at events for customers – both in person and online.
Dan’s passion lies with educating customers all about investing and staying informed about market events. He previously worked for Teletext on the business and personal finance desks which taught him the importance of telling a story in as few words as possible. He has also appeared as a business commentator on Times Radio and LBC News and written investment-related articles for The Telegraph, Evening Standard, Mail on Sunday and The Week.
A fun fact Dan learned about investing early on was to not get caught up on the hype around certain stocks. He found this out himself when the first share he bought was a company trying to recover copper from a shipwreck at the bottom of the ocean… this sounded exciting but sadly didn’t make him any money! Outside of work, Dan enjoys swimming and going to live gigs.
Latest articles from Dan Coatsworth
31 March 2026
Creating a retirement income strategy: the different routes to considerWe all work hard during our career to put money away for later in life, with a key focus on growing wealth over time. Hitting retirement often calls for a shift to the investment strategy that might have been in places for decades.
It’s easy to say you move from growth to income, yet the way you pivot depends on your age, risk appetite, life...
26 March 2026
What is a Cash ISA?The Cash ISA is a type of individual savings account with tax-free interest and withdrawals. Learn more about what it is and if it’s right for you.
26 March 2026
Daily market update: Next, Currys, Ceres Power, Centrica, OECDInvestors have eagerly awaited a ceasefire in the Middle East this week but once again there are mixed messages from the US and Iran, leaving markets confused. Momentum has been lost across the main European stock indices and oil has edged higher, meaning it’s still a waiting game.
The FTSE 100 dipped 0.7% to 10,036, dragged down by several big...
24 March 2026
Daily market update: Stocks higher, Kingfisher, Vets, Estee LauderInvestors will be relieved to see further gains for European stocks after recent market turmoil.
It implies some faith on the part of markets that an off-ramp can be found for all parties in the Iran conflict before the economic damage becomes too acute.
Asian indices were higher, taking their lead from yesterday’s bounce back in the US and Europe...
19 March 2026
Daily market update: Middle East tensions, oil, gold, Unilever, Kraft foodsThe Fed and Bank of England are in a state of limbo while they wait to see if the Middle East crisis will trigger a long-lasting inflation shock.
There was no change to US rates last night and the Bank of England may also sit on its hands today. There simply isn’t enough data to make an informed decision on whether to put up rates to deal with the...
18 March 2026
Are you focusing on the wrong number when picking an income fund?Investors searching for income opportunities often gravitate towards funds with the highest yields. If you had the choice of either 4p or 8p in every pound in dividends, you might choose the bigger reward.
What people often neglect to consider is the importance of looking at total return. This is the money you make from dividends and the increase...
17 March 2026
Daily market update: FTSE 100, Close Brothers, NVIDIA, Wickes, TrustpilotThe FTSE 100 ticked higher and outperformed some of its counterparts as oil continued to climb .
The longer the oil price stays above $100 per barrel, the louder the alarm bells for the market over inflation risks. Iran’s continued attacks on regional energy infrastructure are helping to keep crude at elevated levels.
The FTSE 100 has a large...
13 March 2026
Daily market update: Markets, oil up and gold down, BerkeleyFinancial markets showed signs of frustration that the Iran conflict continues to rage on.
European and Asian equities were in the red and the US looked set to follow in the same path when Wall Street opens for trading later.
Oil held firm at high prices, while gold lost its shine as investors offloaded liquid assets and the metal suffered from a...
13 March 2026
How defensive investments are holding up in the Middle East crisisInvestors might have been surprised at how supposed lower-risk investments haven’t provided complete protection as the Iran conflict unfolded. But they aren’t meant to, and it’s an important reminder that diversification is vital when investing.
Research by AJ Bell found that only money market funds and shares in non-life insurance companies have...
