23rd July 2026

Secular Outlook 2026: Our 10-year investment outlook

Understand the key trends shaping returns across equities, fixed income, currencies and alternatives.

Returns across traditional equity–bond portfolios are likely to be more modest over the next decade compared to the past 10 years, as the days of stimulus-fuelled gains give way to a world of higher government debt, lingering inflation and greater market volatility. This shift calls for a more dynamic approach to portfolio construction.

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Facilitating adviser fees directly from personal pensions

Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now

Scottish Mortgage Portfolio Update Q2 2026

Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

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