May 2024
Features
Stock spotlight: United Rentals
United Rentals is the largest equipment rental and management company in the world, with operations in 1,500 locations across North America, Europe, Australia, and New Zealand, serving customers across construction and industrial sectors..
17 May
17 May
Features
Finding high-calibre growth companies in emerging markets
From TSMC to Reliance Industries – why is this a promising time to invest in world-class emerging markets firms? Will Sutcliffe, head of Baillie Gifford’s Emerging Markets Equities Team, explains...
17 May
17 May
Features
BlackRock Smaller Companies Trust plc: A Look Ahead for 2024
Investors have been waiting for green shoots from UK smaller companies for much of the past two years. Rising interest rates, higher inflation and economic uncertainty have conspired to suppress any revival. The sector has been through the deepest and longest period of underperformance in over 40 years...
17 May
17 May
Features
Dalton Investments: Japan Update
Dalton's Jamie Rosenwald provides an update on Japan, focusing on the status of recent corporate reforms, revisions to the NISA and the potential normalisation of monetary policy...
10 May
10 May
Features
Baillie Gifford US Growth Trust Webinar
In this recent webinar, investment manager Kirsty Gibson shares insights on identifying and investing in America's exceptional growth businesses, both public and private...
10 May
10 May
Features
BlackRock Greater Europe Investment Trust: A Look Ahead for 2024
Stefan Gries, manager of the BlackRock Greater Europe Investment Trust gives his perspective on the year ahead...
10 May
10 May
Features
Scottish Mortgage Investor Webinar: your questions answered
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them by shareholders in this recent webinar...
03 May
03 May
Features
SAINTS: Manager Insights
Investment manager James Dow discusses SAINTS’ journey to 50 years of dividend growth, recent portfolio adjustments, and a positive outlook despite economic uncertainties...
03 May
03 May
April 2024
Features
Building back: the great US infrastructure opportunity
The US government is determined to upgrade the country’s crumbling infrastructure. Spencer Adair, manager of The Monks Investment Trust discusses the firms set to benefit...
26 Apr
26 Apr
Features
Schroder Japan Trust plc: Can the Japanese stock market continue to scale new heights?
Why now is a particularly exciting environment for active, high conviction stock pickers in the region...
26 Apr
26 Apr
Features
Income options for your 2024 ISA
The compelling alternatives to cash in today’s market environment
26 Apr
26 Apr
Features
Baillie Gifford China Growth Trust update
Sophie Earnshaw and Linda Lin, co-managers of the Baillie Gifford China Growth Trust, discuss events in China, provide a portfolio update and look at the areas of potential growth...
26 Apr
26 Apr
Features
Edinburgh Worldwide Investment Trust’s vision on pioneering technologies
Discover how the Edinburgh Worldwide Investment Trust navigates the complexities of the modern investment landscape, embracing the challenges and opportunities presented by emerging technologies and market shifts...
05 Apr
05 Apr
Features
The Brandtech Group: masters of modern marketing
While every company is now clamouring to integrate AI into its offering, digital marketing agency The Brandtech Group has a nine-year head start. Founder and CEO David Jones tells Scottish Mortgage’s Lawrence Burns how he plans to stay ahead of the curve...
05 Apr
05 Apr
March 2024
Features
Investing in a new recipe for weight loss: the rise of GLP-1 drugs
Baillie Gifford investment manager Ross Mathison discusses Danish pharmaceuticals company Novo Nordisk’s weight loss drug Wegovy and other related treatments and the growth opportunity they offer...
22 Mar
22 Mar
Features
Schroder AsiaPacific Fund plc: Why active investing works in Asia
How a consistent, disciplined investment approach can add value
22 Mar
22 Mar
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Climeworks: digging deeper for climate solutions
Scottish Mortgage’s Lawrence Burns speaks to Christoph Gebald, CEO of Climeworks, about his company’s plans to scale up its direct air capture technology and why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today...
15 Mar
15 Mar
Features
Keystone Positive Change: the outlook for 2024 and beyond
In this webinar recording, Lee Qian, co-manager of the Keystone Positive Change Investment Trust, provides an update on investment performance and discusses the outlook for 2024 and beyond. Lee also explains the positive impact that companies within the portfolio are making...
08 Mar
08 Mar
Features
Behind the Trust: Schroder Real Estate Investment Trust
By formalising its investment policy to focus on sustainability and capitalise on mispricing, Schroder Real Estate Investment Trust is seeking to be the first mover within its sector to proactively respond to the UK’s Net Zero Carbon objectives to the potential benefit of both shareholder returns and the planet...
08 Mar
08 Mar
Features
Behind the trust: International Biotechnology Trust plc
Biotech companies stand to inject high returns and positive social impact into an investor’s portfolio and International Biotechnology Trust has an impressive track record of doing this with lower volatility than the index (NASDAQ Biotechnology Index), while paying a healthy dividend yield...
01 Mar
01 Mar
Features
Why the AI paradigm shift matters to growth investors
Recent advances in artificial intelligence could herald a period of radical change. Baillie Gifford investment manager Tom Slater considers how this affects growth investing and which companies might benefit...
01 Mar
01 Mar
February 2024
Features
Using unorthodox signals to spot the next big thing
How can investors spot large growth opportunities at the stage when others dismiss them as fads? Baillie Gifford investment manager Dave Bujnowski reveals how anthropology could help...
23 Feb
23 Feb
Features
Stock spotlight: Dexcom
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business...
23 Feb
23 Feb
Features
Stock spotlight: Airbus
In our new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor...
16 Feb
16 Feb
Features
Edinburgh Worldwide Investment Trust: manager insights
Baillie Gifford’s Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, provides an update on recent performance, observations on the market environment and why the team is optimistic about future returns...
16 Feb
16 Feb
January 2024
Features
Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
26 Jan
26 Jan
Features
Keystone Positive Change Investment Trust: manager insights
Baillie Gifford’s Lee Qian provides an update on the Trust’s performance and holdings, how companies in the portfolio are contributing to a more sustainable future, and explains why an era of constrained financing could benefit strong growth companies...
26 Jan
26 Jan
Features
Moderna: from Covid vaccines to cancer cures
Five years from now, Moderna could be synonymous with personalised cancer vaccines, not Covid-19. Chief executive Stéphane Bancel talks with Scottish Mortgage manager Tom Slater about what can be achieved through programmable drug development...
19 Jan
19 Jan
Features
Baillie Gifford Japan Trust: Manager Insights
Investment manager Matthew Brett discusses performance and why developments such as rising entrepreneurialism and progress in AI make for compelling growth opportunities in Japan...
12 Jan
12 Jan