Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2026

aberdeen Investments FIDELITY INTERNATIONAL Baillie Gifford INVEST IN PROGRESS ASML TECHNOLOGY SPACE X CHLOE DARLING-STEWART OPPORTUNITIES SCOTTISH MORTGAGE Markets CHRIS FORGAN GOPUFF LAWRENCE BURNS TOM SLATER UPFRONT JAMES BUDDEN JAMES DOW SEA LIMITED FIXED INCOME MARKET MINUTES Emerging Markets SPACEX IPO FIDELITY ADVISER SOLUTIONS CLIENTS FINANCIAL WELL-BEING ENVEDA VISWA COLLURU ARTIFICIAL INTELLIGENCE CAROLINE SHAW MyFolio WEALTHBUILDER MPS HUB EXCLUSIVES CHINA DALE NICHOLLS QIAN ZHANG MONTHLY INCOME FUND PHILIP RAE Growth US USA EMERGING MARKETS GROWTH FUND ACCTON INVESTING STUART DUNBAR CLAIRE SHAW VOLATILITY SOPHIE EARNSHAW PETER SINGLEHURST SCHIEHALLION FUND Retirement MACRO OUTLOOK LUKE BARTHOLOMEW ROSS OLUSANYA MYFOLIO Q4 ROBERT BOWIE HAMISH MAXWELL PAUL RICHARDS PAUL SQUIRRELL JON HALE TAX PLANNING ISA AI OUTLOOK KYLE MCENERY NVIDIA ROBLOX LESLEY DUNN CAUTIOUS MANAGED FUND STEVEN HAY BILL CHATER FIDELITY INTENATIONAL Performance RETURNS MERCADOLIBRE LATIN AMERICA RACHAEL CALLAGHAN VINTED STRIPE BILLIONTOONE AUTOTRADER MOONPIG GENUS MEITUAN MIDEA CATL STEPHEN PAICE FASHION SARAH CLARK Japan TMSC HUB THEMES GOLD REAL ESTATE MARKET IAIN MCCOMBIE MANAGED FUND ED WHITTEN SAVINGS NINETY ONE LUKE HICKMORE JASON BORBOA-SHEEN TINA TIAN SHORT DATED ENHANCED INCOME ANDREW KEILLER DR KAI YU CAPITAL GROUP TARIFFS Trump PHILIP SCOTT UK SMALL-CAPS OPPORTUNITY ENHANCED INDEX INVESTING LEE QIAN HEALTH MICROSOFT DEXCOM INSULET POSITIVE CHANGE FUND NUBANK INDIA ELLIE CLAPTON JASON BORBORA-SHEEN DARPAN HARAR ERIC LEFKOFSKY TEMPUS AI LAWERENCE BURNS abrdn INVESTMENTS MYFOLIO INDEX PETER SMITH CRYPTO MYFOLIO CORE MYFOLIO MANAGED HARMISH MAXWELL PAUL ROBERTS SOLUGEN 2025 OUTLOOK UPFRONT EPISODE 9 ABRIE PRETORIUS US ELECTION SOFTBANK RAKUTEN EISAI FUTURE STOCKS THOMAS HODGES LONZA TOPICUS SOITEC SAMSUNG DELHIVERY BANK RAKYAT abrdn UPFRONT8 BEN JAMES IMPACT INVESTING ROSIE RANKIN Investments LUCY HADDOW DONALD FARQUHARSON STERLING CORPORATE BOND IAN FISHWICK SHORT-DATED FUND KRIS ATKINSON JOHN EMERSON PANEL DISCUSSION UK MARKET UK MARKETS PREMIER MITON INVESTORS UK EQUITIES VALUE UPFRONT EPISODE 7 SPENCER ADAIR MANAGED FUND UPDATE JOSEPH KNIGHT WILLIAM NOTT UPFRONT EPISODE SIX TALIB SHEIKH AMERICAN FUND Carbon Removal OIL GAS MORDERNA COVID STEPHANE BANCEL VIDEO 3 JUPITER ASSET MANAGEMENT VIDEO 2 BAILLIE GIFFORD JAPANESE FUND MATTHEW BRETT THOMAS PATCHETT ASIA EX JAPAN RODDY SNELL BEN DURRANT AURORA SUSTAINABLE INCOME Schroders MULTI ASSET FIDELITY SHORT DATED CORPORATE BOND FUND MONEY MARKET FUNDS Asia UPFRONT EPISODE THREE STOCKS SUSTAINABLE INCOME FUND JAPANESE FUND EPISODE TWO PANAL DISCUSSION BONDS IMF FEDELITY INTERNATIONAL FIRST SENTIER INVESTORS MULTI-ASSET INCOME MULTI-ASSET SCOTT LOTHIAN EUROPEAN EQUITIES SUSTAINABLE ESG HUB CORPORATE BONDS GOVERNMENT BOND MARKETS BANKING BNY MELLON INVESTMENT MANAGEMENT SCHORDERS M&G INVESTMENTS PREMIER MITON INVESTMENTS GOVERNMENT BONDS Inflation Interest Rates OUTLOOK 2023 ENERGY ENERGY TRANSITION M&G Invesments ANNE RICHARDS ANDREW MCCAFFERY REDWOOD MATERIALS Investment EMERGING MARKET BOND JAPAN EQUITIES ADVISER HUB SUSTAINBLE MULTI ASSET FUND UN SDG JAMIE HARVEY GLOBAL DISCOVERY TORCAIL STEWART SWEDEN SCOTTISH MORTGAGE INVESTMENT TRUST SUSTAINABLE INVESTMENT ENERGY MARKET MULTI ASSET INCOME UKRAINE FIDELITY INTNERNATIONAL JAMES BIRD PAUL NASH SUSTAINABLE MULTI ASSET FUND RANGE FIDELITY MULTI ASSET OPEN RANGE ASSET CLASS OUTLOOK LAWRENECE BURNS SUSTAINABLE ASIA EQUITY FUND DHANAJAY PHADNIS FLORA WANG ENVIRONMENT SUSTAINABILITY THEMATIC INVESTING NED SALTER ASSET CLASSES EVA SUN-WAI TOBY ROSS DIANE ESSON RESPONSIBLE GLOBAL EQUITY INCOME FUND EUGENE PHILALITHIS MULTI ASSET INCOME RANGE FUND ACTUAL INCOME 2022 MANAGER INSIGHTS SUZANO BIODIVERSITY MULTI ASSET INCOME FUND SQUARE MILE RESEARCH NINETY ONE UK ALPHA TALKING FACTSHEET BAILLIE GIFFORD JAPANESE INCOME GROWTH ALEX FARLOW STRATEGIC BOND ESG ANALYST SURVEY 2021 ANALYST SURVEY UK SIMON BRAZIER BEN NEEDHAM MATT EVANS PORTFOLIOS ADVISER-HUB PANEL DISCUSSION INCOME ADVISER HUB PANEL DISCUSSION Europe MEASUREMENT AND PERFORMANCE PORTFOLIO TOOLS ADVISER-HUB HUB NEWS PANEL DISCUSSION 2021 SUSTAINABLE INVESTING ANALYST SURVEY 2021 JULIET PURSAILL FEDERICO WYNNE COVID19 CORONAVIRUS BNY MELLON SUSTAINABLE GLOBAL DYNAMIC BOND BAILLIE GIFFFORD Square Mile BAILLIE GIFFORD HIGH YIELD BOND PARAS ANAND CORPORATE BUSINESS PASSIVE ACTIVE PAUL VINCENT ELECTION MONEYBUILDER INCOME DR KEYU JIN YUANLIN LANG Investors CAPITALISM KATE FOX POSITIVE INVESTMENT MULTI-MANAGER FORUM 2020 INSIGHTS FUND MANAGERS BNY MELLON REAL RETURN FUTURE HEALTHCARE CONNECTIVITY CONSUMPTION Economy WEN-WEN LINDROTH MACRO INNOVATION HENK-JAN RIKKERINK DIVERSIFICATION SPECIAL SITUATIONS ALEX WRIGHT ANTHONY SROM ASIA PACIFIC OPPORTUNITIES FUND MANAGER UPDATE STEVE ELLIS CENTRAL GLOBAL BANKS JEREMY PODGER SOLVENCY ROMAIN BOSCHER SAJIV VAID DOMESTIC FIXED INCOME MARKETS EMERGING MARKET DEBT ERIC WONG RISK TEERA CHANPONGSANG CONSUMER FUND HYOMI JIE MULTI ASSET OPEN RANGE PERSPECTIVES DAN ROBERTS GLOBAL DIVIDEND GLOBAL SPECIAL SITUATIONS FUND Equities ANNA STUPNYTSKA RECOVERY UK ALPHA FUND COVID-19 GLOBAL DIVIDENDS YIELD RODERICK SNELL EWAN MARKSON-BROWN BANKS BULL BEAR MARKET PETER KHAN FIDELITY EXTRA INCOME & GLOBAL HIGH YIELD FUNDS INVESTEC ASSET MANAGEMENT DEFENSIVE APPROACH MULTI ASSET TEAM FIDELITY SPECIAL VALUES PLC RETAIL MULIT-ASSET FIDELIITY INTERNATIONAL JOHN STOPFORD DEFENSIVE RETURNS ELITE RATED FIDELITY GLOBAL DIVIDEND ALASTAIR MUNDY PETER LOWERY POLITICAL FIDELITY GLOBAL DIVIDEND FUND GLOBAL EQUITY MARKETS GLOBAL DIVIDEND FUND Equity STRATEGIES BILL MCQUAKER OPPORTUNITES JASON BORBORA DIVERSIFIED INCOME FUND BILL QUAKER EUGUENE PHILALITHIS 2019 FIDELITY MULTI ASSET INCOME RANGE INVESTEC UK EQUITY INCOME FUND Test Tag Fidelity Video LONDON GLOBAL INSIGHTS Brexit MULTI ASSET PROTECTOR FUND RICCARDO MUSCIO BULL MARKET BOND YIELDS POLITICS FIDELITY GLOBAL SPECIAL SITUATIONS FUND European Fund ACTIVE INVESTMENT MARKET CYCLE 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