March 2024
Strategy
Roller coaster ride
Thematic funds have seen significant outflows over the past two years…
13 Mar
13 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
News
Video update: Alliance Trust annual results
Willis Towers Watson global CIO Craig Baker discusses the trust's strong results for its latest financial year...
07 Mar
07 Mar
February 2024
Strategy
Rise of the Machines
We look at some potentially exciting technology themes outside of the AI realm and share ways for investors to gain exposure without the hefty price tag…
14 Feb
14 Feb
Blog
Are we exclusive now?
Whisper, don’t shout, but the European luxury goods sector is one of the top-performers over the last five years…
16 Feb
16 Feb
Trust Issues
Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 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
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
January 2024
Blog
Finding your Eurovision
As one of the top-performing sectors, why does Europe remain strangely out of favour with UK investors?
19 Jan
19 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
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
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
A different take
BRFI’s unique investment universe has provided strong differentiated returns…
01 Dec
01 Dec
November 2023
Events
Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 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
Features
Scottish Mortgage: The valuation process for private companies
When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review and approval form a robust approach that does not include the investment managers...
10 Nov
10 Nov
Fund Research
F&C Investment Trust
FCIT’s discount may provide an attractive entry point…
13 Nov
13 Nov
October 2023
Strategy
Computer says no
Markets are fixated on replacing humans with AI, rather than maintaining them with biotech. Could this be an opportunity to rotate profits?
18 Oct
18 Oct
Blog
Are you ready for your closeup?
We explain how the professionals go about building a peer group…
06 Oct
06 Oct
Features
Microsoft reloaded: how Satya Nadella revitalised the tech titan
Satya Nadella has restored the Windows maker’s sparkle. Malcolm MacColl, deputy manager of The Monks Investment Trust, tells Leo Kelion how the far-sighted chief executive turned the tech titan around...
27 Oct
27 Oct
Features
Scottish Mortgage: What are the myths of private company investing?
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view of what it is...
20 Oct
20 Oct
Features
Monks Investment Trust manager insights
Investment manager Malcolm MacColl discusses recent performance, portfolio positioning and how the team considers three earnings growth profiles in stock selection...
06 Oct
06 Oct
Fund Research
Alliance Trust
ATST’s core equity strategy continues to deliver in an uncertain environment…
26 Oct
26 Oct
Fund Research
Lindsell Train
LTI is trading at a historically wide discount…
24 Oct
24 Oct
Fund Research
Mid Wynd International
Introducing MWY’s new management team…
12 Oct
12 Oct
September 2023
Features
Scottish Mortgage: What is private company investing? And how do we do it?
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly-listed companies...
29 Sep
29 Sep
Fund Research
AVI Global
AGT is trading at its widest ‘double discount’ since the great financial crisis…
26 Sep
26 Sep