February 2024
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
Waiting for the world to change
Closed-ended trusts are a simple way to access the attractive income and defensive potential of renewables infrastructure…
20 Feb
20 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
Edinburgh Worldwide Investment Trust: manager insights
Baillie Gifford’s Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, provides an update on recent performance, observations on the market environment and why the team is optimistic about future returns...
16 Feb
16 Feb
Features
A bigger slice of pecan pie
The US deserves a higher allocation by UK investors, with BASC well-positioned to take advantage of depressed small-cap valuations…
09 Feb
09 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
Features
From Athens to Almaty
FEML’s flexible approach to markets means the trust is well positioned for the year ahead…
31 Jan
31 Jan
Features
No going back
AIE’s bumper 2023 looks on track to continue into 2024…
26 Jan
26 Jan
Features
Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
26 Jan
26 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
Staying the course
UKW may have a new co-manager in 2024 but the trust’s attractive qualities remain the same…
23 Jan
23 Jan
Features
Canada’s time to shine
MCT’s strong dividend growth and prospective rate cuts may result in the trust’s discount tightening in the year ahead…
23 Jan
23 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
Leading the pack
With a more positive outlook for the biotech sector, IBT has proved its credentials in picking the winners…
19 Jan
19 Jan
Features
Baillie Gifford Japan Trust: Manager Insights
Investment manager Matthew Brett discusses performance and why developments such as rising entrepreneurialism and progress in AI make for compelling growth opportunities in Japan...
12 Jan
12 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
Features
Schroders Capital Global Innovation Trust: The journey so far
The recent name change of the trust provides a valuable opportunity to look back on the important steps forward that we have taken and reflect on the prospects that await...
05 Jan
05 Jan
Features
Delivering a steady income in an uncertain world
Bond markets have been anything but boring over the last couple of years! Rhys Davies explains what’s been happening in the high yield bond market, the impact on his portfolios, and how he manages the Invesco Bond Income Plus Limited, employing some of the specific features of the investment trust structure...
05 Jan
05 Jan
December 2023
Features
Discovering the unsung superstars of Japanese technology
Fast growing companies comprising Japan’s ‘third wave’ of industrial innovators have cornered key manufacturing markets. Praveen Kumar, manager of Baillie Gifford Shin Nippon, tells Joji Sakurai how they did it...
22 Dec
22 Dec
Features
Beyond the rally: finding lasting growth in Japan
Japan has had its fair share of false-dawn recoveries over the decades, so what’s different this time? Baillie Gifford’s Donald Farquharson explains...
22 Dec
22 Dec
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
Successfully passing the litmus test
BBGI’s resilient investment strategy has held water in a tough period for infrastructure investors…
22 Dec
22 Dec
Features
Do obesity drugs have short legs?
BBH’s portfolio seems to offer stronger fundamentals than the hype elsewhere would suggest…
15 Dec
15 Dec
Features
Outpacing the herd
RKW continues to unlock value for investors in the small-cap sector, with subdued valuations attracting bargain-hunters…
15 Dec
15 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
On a roll
Higher energy prices, strong balance sheets, and peak rates all look supportive of MCT’s energy holdings…
13 Dec
13 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