September 2022
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
Fund Research
JPMorgan MidCap
JMF has a powerful combination of performance drivers…
22 Sep
22 Sep
Fund Research
Keystone Positive Change
KPC is a stand out option for investors seeking to have a positive impact on the world in line with ESG concerns…
21 Sep
21 Sep
November 2021
Features
Pacific Horizon Investment Trust PLC - Manager Insights
Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio, discusses post-pandemic trends, and tells us what excites him most about the future of the region...
26 Nov
26 Nov
Features
Seismic shifts
Companies and industries rarely evolve gradually. Progress is often explosive explains Kirsty Gibson, joint manager of the Baillie Gifford US Growth Trust
19 Nov
19 Nov
Features
Virtuous cycles
From Ryanair to Rio Tinto, firms that suffer through tough times often resurface as big long-term winners. Spencer Adair, manager of The Monks Investment Trust, reveals what turns these stocks into comeback kings
12 Nov
12 Nov
Fund Research
JPMorgan MidCap
Despite strong recent performance and excellent long-term track record, JMF is trading at a wide discount…
24 Nov
24 Nov
October 2021
Features
Scottish Mortgage on disrupting disease with artificial intelligence
Tom Slater, joint manager of Scottish Mortgage Investment Trust, examines the game-changing tech that could speed up breakthroughs against cancer, heart failure, and Alzheimer’s...
22 Oct
22 Oct
Features
Baillie Gifford Monks Investment Trust - Manager Insights
Baillie Gifford investment manager Spencer Adair and client director John Carnegie review the portfolio’s performance and hone in on Tesla, Moderna and Sea, as well as its Chinese holdings...
08 Oct
08 Oct
September 2021
Features
Baillie Gifford UK Growth Trust - Manager Insights
Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio...
17 Sep
17 Sep
Features
Why companies should embrace chaos
The nimblest firms are often those that don’t fight disorder but embrace it. Gary Robinson, co-manager of Baillie Gifford US Growth Trust and Baillie Gifford American Fund, takes lessons from a pioneer of controlled chaos...
17 Sep
17 Sep
July 2021
Replay
Slides and Audio: Henderson Opportunities Trust
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
Replay
Slides and Audio: Roundtable - The outlook for UK plc
Download the presentation and listen to the audio from our first roundtable discussion with James Henderson, James de Uphaugh and Rory Bateman...
07 Jul
07 Jul
June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
Event
Cool Britannia?
Join the team at Kepler Trust Intelligence and six leading UK fund managers as we examine the prospects for UK equities with COVID in retreat and Brexit uncertainty finally behind us…
09 Jun
09 Jun
Fund Research
Henderson Opportunities
Despite strong outperformance, HOT’s shares have moved to a substantial discount…
30 Jun
30 Jun
May 2021
Features
Take-Off Platforms
Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund explains how these companies brought financial power to the people...
19 May
19 May
Features
Baillie Gifford UK Growth Fund PLC – Webinar
Anzelm Cydzik talks to investment managers of the Baillie Gifford UK Growth Fund Milena Mileva and Iain McCombie. They discuss the key traits of their long-term investment philosophy, current portfolio positioning and the importance of resisting temptation to trade too often. Capital at risk.
07 May
07 May
Fund Research
Mercantile
MRC has the lowest OCF in the AIC UK All Companies sector and a strong track record...
05 May
05 May
April 2021
Head to head
The next value opportunity?
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
28 Apr
28 Apr
Features
Think Positive
How can we best invest to make life better for all, including the world’s poorest? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, explain their approach to Jemima Kiss.
21 Apr
21 Apr
March 2021
Strategy
Strength in depth
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
03 Mar
03 Mar
Features
A change in name, a change of strategy, it’s all positive
In this webinar recording, Rosie Rankin, a specialist on the Baillie Gifford Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Trust. The managers give a presentation on the details of the trust and some of the companies in which it invests, followed by questions from the attendees. Capital at risk.
31 Mar
31 Mar
Features
Keystone Positive Change Investment Trust
The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a more sustainable world. Investment managers Kate and Lee explain how they hope to do this. Capital at risk.
05 Mar
05 Mar
Features
Positively Radical
Investment and impact go hand in hand for the Keystone Positive Change Investment Trust. New to Baillie Gifford, the trust broadens its investment mandate under the watchful eyes of investment managers, Kate Fox and Lee Qian.
03 Mar
03 Mar