April 2023
Features
SAINTS Manager Insights
A half-century of dividend growth? Co-manager of The Scottish American Investment Company (SAINTS), James Dow, is hopeful it will be so as he looks to the future in this annual update...
28 Apr
28 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS is trading on a rarely available wide discount…
21 Apr
21 Apr
March 2023
Features
Denali Therapeutics: rising to the challenge of brain disease
Scottish Mortgage manager Tom Slater talks to Ryan Watts, CEO and Co-Founder of Denali Therapeutics, about the company’s mission to tackle brain disease...
24 Mar
24 Mar
Features
Edinburgh Worldwide Investment Trust: Manager Insights
Baillie Gifford's Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, reflects on the challenges of the past year, the current investment environment and how the portfolio is positioned for future opportunities...
17 Mar
17 Mar
Features
MercadoLibre: bridging the digital divide
Scottish Mortgage deputy manager Lawrence Burns speaks to Pedro Arnt, CFO of MercadoLibre, to find out how the company combines innovation and iteration to democratise commerce and access to financial services...
10 Mar
10 Mar
Features
Keystone Investment Trust - Manager Insights
Baillie Gifford’s Kate Fox, co-manager of the Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings...
03 Mar
03 Mar
Features
Japan: the small businesses with big opportunities
Baillie Gifford Shin Nippon manager Praveen Kumar discovers the lesser-known businesses creating premium products in Japan...
03 Mar
03 Mar
Fund Research
Monks
MNKS shares have derated, but the managers believe the portfolio will be resilient…
27 Mar
27 Mar
February 2023
Features
Baillie Gifford European Growth Trust - Manager Insights
Investment manager Stephen Paice explains the European Growth Trust’s objectives, with an update on the portfolio as well as reflections on recent events and reasons for optimism...
17 Feb
17 Feb
Features
Zipline - drones taking flight to save lives
What’s the closest thing to transportation? And how does it save lives? Zipline’s co-founder Keller Rinaudo Cliffton tells Scottish Mortgage manager Tom Slater...
17 Feb
17 Feb
Features
Permanent change versus temporary setback – A Japanese perspective
In this webinar recording Matthew Brett, the Baillie Gifford Japan Trust manager, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future.
10 Feb
10 Feb
December 2022
Features
Baillie Gifford Japan Trust: Manager Insights
Matthew Brett, manager of the Baillie Gifford Japan Trust discusses performance and returns for 2022...
16 Dec
16 Dec
Features
Pacific Horizon Investment Trust – Manager Insights
Roderick Snell, manager of the Pacific Horizon Investment Trust, gives an update on the portfolio and the outlook for Asian companies against the current economic backdrop...
09 Dec
09 Dec
Features
Scottish Mortgage Investment Trust: Manager Update
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook...
09 Dec
09 Dec
Features
Upheaval and opportunity in China’s reforming society
President Xi Jinping’s plans to reshape China mean upheaval and opportunity, Sophie Earnshaw and Roderick Snell, joint managers of Baillie Gifford China Growth Trust, tell Joji Sakurai...
02 Dec
02 Dec
November 2022
Features
Scottish Mortgage stock stories: Redwood Materials
The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth investing in...
25 Nov
25 Nov
Features
Baillie Gifford: embracing the unpredictable
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains.
18 Nov
18 Nov
Features
Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns explain more...
11 Nov
11 Nov
Features
For Monks Investment Trust, diversity beats adversity
Having a varied portfolio, with holdings from software companies to renewable energy specialists, helps navigate volatility according to Spencer Adair, manager of Monks Investment Trust...
11 Nov
11 Nov
Features
Baillie Gifford UK Growth Trust: long term growth opportunities in the UK
In this webinar, co-managers Iain McCombie and Milena Mileva discuss the key traits of their long-term investing philosophy...
04 Nov
04 Nov
Fund Research
Baillie Gifford Japan
Matt Brett is excited by the opportunity in Japan after recent market falls and has geared up BGFD significantly…
16 Nov
16 Nov
October 2022
Features
Why the best innovation is in our backyard
UK innovation has a part to play in ridding the world of some of its most stubborn problems, Milena Mileva, joint manager of Baillie Gifford UK Growth Trust, explains more...
28 Oct
28 Oct
Features
Pacific Horizon Investment Trust PLC: opportunities and challenges
In this webinar, Roderick Snell, manager of Pacific Horizon Investment Trust PLC discusses how the trust seeks out the fastest growing companies in the most rapidly growing and populous region of the world...
28 Oct
28 Oct
Features
SAINTS: The wonder of compound interest
So just how powerful is compound interest? Joint manager of The Scottish American Investment Company (SAINTS), James Dow, unpacks this question and explores how the trust’s portfolio is well placed to capture its benefits...
21 Oct
21 Oct
Features
Baillie Gifford Japan Trust Webinar
In this recent webinar, Matthew Brett, the Baillie Gifford Japan Trust Manager, outlines how the trust aims to capitalise on the country’s unique growth opportunities...
21 Oct
21 Oct
September 2022
Replay
Slides and Audio: Baillie Gifford European Growth
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep
Features
Growth Investing: why the hunt for outliers remains compelling
While valuations will fluctuate and the environment will change, partner Stuart Dunbar explains why growth investing is as important as ever...
30 Sep
30 Sep
Features
Baillie Gifford US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, provides an update on recent performance and explains why the Trust continues to focus on fundamentals in uncertain times...
23 Sep
23 Sep
Features
Baillie Gifford UK Growth Trust - Manager Insights
In this short film, investment manager Iain McCombie discusses changes to the portfolio, the impact of inflation on growth stocks, and why there are grounds to be optimistic during periods of volatility...
23 Sep
23 Sep