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
Pacific Horizon Investment Trust: Manager Insights
Baillie Gifford investment manager Roderick Snell discusses why, despite recent performance struggles due to inflation, interest rates and geopolitical tensions, he believes the long-term outlook for investing in Asia remains promising...
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
Features
Innovation Nation
China’s economic resurgence was based on a talent for adapting others’ technologies. Now the country is a seedbed of original ideas. Sophie Earnshaw, joint manager of Baillie Gifford China Growth Trust, highlights some of the breakthroughs...
08 Dec
08 Dec
November 2023
Features
Growth waves: supporting companies, spotting opportunities
How can investors contribute to the success of the companies they back? The Baillie Gifford US Growth Trust’s Kirsty Gibson finds answers in the ocean...
17 Nov
17 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
Why dividend investors should be looking at Asia
Companies in the region offer strong earnings growth and diversification potential...
15 Nov
15 Nov
Features
Finding value in Japan
SJG is taking advantage of attractive valuations and corporate reforms…
15 Nov
15 Nov
Features
Asia’s growth opportunities
World-leading companies and domestic growth stories can be found throughout the region…
15 Nov
15 Nov
Features
Why it pays to be active in Asia
ATR’s highly active approach has delivered long-term outperformance for shareholders…
15 Nov
15 Nov
Features
Aurora: the technology company transforming trucking
Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large...
10 Nov
10 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
Features
European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
03 Nov
03 Nov
Features
The inflation reduction act: one year on
The US’s vast climate change legislation programme is a year old. The team managing the BlackRock Sustainable American Income Trust says the Act is driving innovation in new transition technologies...
03 Nov
03 Nov
October 2023
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
China: challenges and opportunities
In this webinar recording, Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, provides insight into the potential investment opportunities in China and reflects on some of the recent challenges...
27 Oct
27 Oct
Features
Votes and valuations: could political events further strengthen the case for UK equities?
UK markets have struggled to attract investors ever since the vote for Brexit. Exploring the political and economic realities of today and possibilities of the near future, we explain why we believe the negative sentiment surrounding UK equities no longer stands up to scrutiny...
20 Oct
20 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
Baillie Gifford US Growth Trust manager insights
Private companies are some of the most important forces behind future progress. Kirsty Gibson, investment manager, celebrates the rise of private companies in this portfolio update at the US Growth Trust’s fifth anniversary...
13 Oct
13 Oct
Features
Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 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
Features
How Howdens won the trust of the trade
Discover how the kitchen supplier Howdens takes know-your-customer to a new level. Baillie Gifford UK Growth Trust’s Iain McCombie explains how the firm’s understanding of the ‘nuts and bolts’ makes the fittings business a great growth stock...
06 Oct
06 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
Features
Opportunities in Asia ex Japan
In this webinar recording, Roderick Snell, manager of the Pacific Horizon Investment Trust, discusses why he believes Asia ex Japan will be one of the fastest growing regions over the coming decades and how he strives to be invested in its fastest growing companies...
22 Sep
22 Sep
Features
Growth investing: four lessons from three decades
Baillie Gifford partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix...
13 Sep
13 Sep
Features
Why we think taking a contrarian view works for investing in Asia and emerging markets
It might seem confusing to buy assets that are out of favour while selling those that are popular. But if you want to get value out of what you buy, Fiona Yang believes it helps to take a contrarian approach...
08 Sep
08 Sep
August 2023
Features
Scottish Mortgage manager insights: Tom Slater on embracing discomfort
The market’s enthusiasm for predictability is not in shareholders’ best interests. Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns...
18 Aug
18 Aug
Features
UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Features
Actual investing: why thinking differently matters
Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?
18 Aug
18 Aug
Features
Finding sustainable dividend growth in turbulent markets
As SAINTS celebrates its 150th anniversary, Citywire’s Kathrin Schindler speaks to the trust’s co-manager James Dow about portfolio positioning, what influences the stock-picking process and the outlook for the year ahead...
08 Aug
08 Aug