Bento Bulletin_

Throughout football history, the biggest moments have often belonged to the biggest players. From Pelé and Maradona to Lionel Messi and Harry Kane, individual brilliance has the power to turn a game in a flash.

Build stronger portfolios

When certain segments of the financial press  write about high-yield spreads, you might be forgiven for thinking that they are so low, so tight as to effectively guarantee losses in the future. The reality is just as sensational – but in the opposite direction. 

Reassess high yield markets

Recent US labour market strength suggests a low recession risk, while supportive growth and earnings momentum keep us constructive on equities despite inflation risks.

Review multi-asset outlook

While markets enjoyed a strong rally following April’s recovery, broad equity indices have been struggling to advance since the beginning of June.

Understand recent market shifts

Private markets are changing fast. As valuation-led returns become less dependable, where are returns coming from now?

Navigate private markets

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.

Watch the portfolio update

In under 8 months, most pensions fall into the IHT net. Join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's calculated and paid, and case studies on reducing it - covering DGTs and loan trusts. Up to 90 minutes of CII CPD.

Register for the IHT update

Watch MyFolio in action

In this quarter's CIO Lens, our investment experts highlight why resilience and genuine diversification matter as market concentration builds around AI, even with Middle East tensions easing.

Understand concentration risk

Short-dated high-yield bonds may lag equities during the good times but history suggests they make up for that when times get tough.

Manage downside risk

Traditionally, when economic growth slows, government bond yields fall and prices rise. Investors seek safety, central banks cut interest rates and bonds benefit. 

Understand rising gilt yields

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

Listen to the AI podcast

Looking ahead through the rest of 2026 and beyond, we see compelling opportunities in infrastructure equity as long-term structural trends continue to reshape the sector. Discover more in this video with Josh Duitz.

Watch infrastructure trends

The second quarter presented significant market dynamics shaped by geopolitical concerns and major central banks focused firmly on inflation. Watch Olivier de Larouzière discuss his outlook for fixed income and where he sees potential opportunities.

Watch the fixed income update

The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.

Understand valuation risks

Viktoras Kulionis puts AI’s thirst for power into context.To some environmental commentators, AI is the real-world equivalent of Erysichthon, the mythical Greek king who was cursed with a destructive and insatiable hunger.

Understand AI’s energy impact

A market rotation, and how to respond to stagflation concerns. Equities are expensive but underpinned by unusually strong earnings growth expectations

Navigate market rotation

Concise, opinion-led views on how our investors are thinking about today’s investment landscape. 

See investors’ latest views

AI is moving into the physical world, helping to turn humanoids, self-driving cars and other robotic applications from science fiction to reality.

Explore AI’s next frontier

There’s a little under 8 months to go until most pensions fall into the IHT net.  Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Register for the IHT update

Most fund managers will tell you they want to buy high-quality companies. After all, who wants to invest in a poorly run business with dismal prospects and a shrinking market share?

Rethink quality investing

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.

Watch Tom Slater’s insights

In the latest AMI Protection Viewpoint report, only 39% of respondents recalled their broker asking about protection insurance, but 99% of brokers said they asked their clients about it.

Improve protection conversations

Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe.

Explore fixed income ETFs

Fixed income still belongs in a multi-asset portfolio. But what we are asking it to do has changed, and how we manage it must change with it.

Rethink fixed income’s role

Life is a lottery. One minute everything could be going your way, the next something crops up that blocks your path. The problem may be small, simple to solve and something you can easily overcome to get back on track. 

Understand life resilience

High oil prices no longer spell disaster for emerging markets. Their impact is counterbalanced by booming tech industries, stronger fundamentals and lessened reliance on the dollar.

Reassess emerging markets

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.

Watch the manager insights

The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a more fragmented world.

Explore Europe’s bond opportunities

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's long-term ambition.

Hear a founder’s perspective

Support better client conversations

Over the recent weeks and months, I’ve had several conversations with Advisers where they are struggling to explain how providers approach workers with more than one job. This is not a new issue but one that’s more prevalent today.

Understand multi-job protection

An independent whitepaper from Verve takes a closer look at what really sits inside today's multi-asset funds – exploring concentration risk, private markets exposure and portfolio resilience. Includes five practical prompts to help you review your client portfolios with confidence.

Read the whitepaper

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital at risk.

Watch the latest investment update

With inflation more persistent and volatile, the traditional equity-bond relationship is becoming less reliable. Read M&G's Lighthouse article for expert insight on how private markets can strengthen diversification and build resilience across inflation regimes.

Rethink the 60/40 portfolio

Prudential International has achieved an A financial strength rating and 5 stars for service from independent ratings agency AKG. These are the strongest ratings received to date and reflect both financial strength and service delivery. The latest AKG assessment is available to support adviser due diligence and research activity.

Review the latest AKG ratings

In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most advanced chips, South Korea supplies high-bandwidth memory, and investors crowd into the most obvious winners. 

See China’s AI advantage

Baillie Gifford Investment manager Roderick Snell explains why emerging markets look increasingly compelling. Capital at risk.

Unlock EM growth opportunities

Gain a multi-asset perspective