February 2024
Features
Stock spotlight: Ashtead
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada...
07 Feb
07 Feb
News
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb
01 Feb
January 2024
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 Jan
Market Insight
Alliance Trust has delivered in an uncertain market environment
ATST has outperformed the MSCI ACWI over multiple periods…
29 Jan
29 Jan
Market Insight
The time is right
Uncertainty on interest rates, and volatility in bond markets is ideal territory for macro hedge funds…
22 Jan
22 Jan
Market Insight
December sees sharp rally in AGT and AJOT
Narrowing discounts and Japanese reforms have driven striking returns…
16 Jan
16 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
Monks Investment Trust: a three-dimensional approach to growth
The nature of growth is changing. Baillie Gifford’s Spencer Adair describes how shifts in the investment landscape are affecting the portfolio and explains how his team aims to benefit from holding three different company types...
12 Jan
12 Jan
News
Results analysis: Majedie Investments
MAJE’s highly differentiated portfolio offers investors a diversified source of returns…
02 Jan
02 Jan
Fund Research
Keystone Positive Change
KPC offers high return potential from a portfolio aligned to key social goals…
24 Jan
24 Jan
Fund Research
JPMorgan Global Core Real Assets
Prospective returns on the real assets sectors JARA invests in have been written up…
24 Jan
24 Jan
Fund Research
Invesco Select: Global Equity Income
IVPG’s proposed merger with IVPU will bring with it the inherent benefits of scale…
23 Jan
23 Jan
Fund Research
Taylor Maritime Investments
TMI’s fleet is younger and leaner post-acquisition…
16 Jan
16 Jan
December 2023
Features
HelloFresh: changing how people eat forever
Scottish Mortgage’s Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers...
22 Dec
22 Dec
Features
Growth companies shaping our tomorrow
Citywire’s Richard Lander chats with Baillie Gifford’s Douglas Brodie, manager of the Edinburgh Worldwide Investment Trust, about his approach, businesses in the portfolio, opportunities and emerging themes such as artificial intelligence...
22 Dec
22 Dec
Features
NVIDIA: Accelerating AI
NVIDIA’s co-founder Jensen Huang is Silicon Valley’s longest-serving chief executive. But his greatest impact may still be ahead of him, as Scottish Mortgage’s Claire Shaw explains
15 Dec
15 Dec
Features
How Alnylam’s gene-silencing technology nips disease in the bud
A proven success against rare diseases, Alnylam’s technology is now poised to take on the big global killers, as Douglas Brodie, manager of Edinburgh Worldwide Investment Trust, tells Linda Geddes...
08 Dec
08 Dec
News
Results analysis: Jupiter Green
Despite challenging market conditions this year, JGC sees a brighter outlook ahead…
19 Dec
19 Dec
Fund Research
Fidelity Emerging Markets
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector…
27 Dec
27 Dec
Fund Research
Murray International
MYI’s diversified approach may offer stability in an uncertain environment...
22 Dec
22 Dec
Fund Research
HICL Infrastructure
Green shoots are appearing for HICL’s dividend cover…
20 Dec
20 Dec
Fund Research
BlackRock Energy and Resources Income
BERI’s managers are once again adding to energy transition stocks…
14 Dec
14 Dec
Fund Research
STS Global Income & Growth
STS’s balance between quality income and growth may prove resilient in a challenging economic environment…
14 Dec
14 Dec
Fund Research
Impax Environmental Markets
IEM’s portfolio is cheap, and its shares trade on a wide discount…
08 Dec
08 Dec
November 2023
Market insight
Value in the China property sector, who’d have thought it?
FEML’s pair trades are highlighting an interesting way of exploiting value in China’s property sector…
27 Nov
27 Nov
Features
Scottish Mortgage investor webinar: your questions answered
What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders...
17 Nov
17 Nov
Fund Research
MIGO Opportunities
Manager Nick Greenwood argues current investment trust discounts present a once-in-a-generation opportunity…
29 Nov
29 Nov
Fund Research
VH Global Sustainable Energy Opportunities
GSEO: Targeting the global energy transition...
14 Nov
14 Nov