August 2021
Strategy
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
19 Aug
19 Aug
Features
Embracing the Extraordinary - In conversation with the Scottish Mortgage managers
Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers...
13 Aug
13 Aug
May 2021
Features
Charging the green revolution
The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand without creating carbon.
28 May
28 May
Features
Scottish Mortgage – The Next Generation of Winners
In this in-depth interview, Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from. Join Slater as he outlines the long-term investment potential of healthcare, transport, transactions, and food delivery. Capital at risk.
04 May
04 May
January 2021
Strategy
Kepler's top-rated investment trusts for 2021
We update our annual quantitative ratings for investment trusts…
20 Jan
20 Jan
Strategy
This time next year Rodney...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
06 Jan
06 Jan
Head to head
Big game
Two of our analysts go head-to-head on the question of whether SMT’s stampede can continue…
28 Jan
28 Jan
News
Flash update: Scottish Mortgage
SMT achieved outstanding performance in 2020, which we detail here along with the trust’s most recent update...
28 Jan
28 Jan
November 2020
Head to head
Hope springs eternal
The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…
19 Nov
19 Nov
News
Results analysis: Scottish Mortgage
We look at the recently published results of SMT, diving into whether this extraordinary run can continue…
10 Nov
10 Nov
July 2020
Strategy
Why stagflation is likely and how to protect your portfolio from it
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
15 Jul
15 Jul
Strategy
The next big thing: two mega-trends that everyone should own
Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
09 Jul
09 Jul
Opinion
To be, or not to be (geared), that is the question
Gearing is part of the toolkit that trusts use to outperform OEICs. But how is it best implemented?...
29 Jul
29 Jul
June 2020
Market insight
Factor performance and the COVID-19 effect
Will value continue to move into the black, or fade to red?
16 Jun
16 Jun
Fund Research
Scottish Mortgage
SMT has achieved returns of over 20% a year for a decade, and the managers believe the growth potential is still huge…
29 Jun
29 Jun
April 2020
Strategy
On solid ground
Our analysis of discounts highlights trusts which are likely to offer significantly less discount downside from the current level…
29 Apr
29 Apr
Strategy
Mind the gap
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
01 Apr
01 Apr
October 2019
Strategy
Sail away: the best trusts to escape the UK
We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...
23 Oct
23 Oct
Fund Research
Scottish Mortgage
Targeting significant growth opportunities across the world, SMT runs a concentrated portfolio of listed and unlisted equities...
09 Oct
09 Oct