August 2026
Strategy

Follow the money
Fund flows can tell us quite a lot about what’s going on.
26 Aug
26 Aug
Strategy

Monte Cristo
We discuss how the AI rally has changed emerging market equities.
19 Aug
19 Aug
Strategy

Picks, shovels and bubbles
In which we ask, where are all the original picks and shovels companies now?
12 Aug
12 Aug
Strategy

Bubble, bubble, toil and trouble
With ongoing questions over the AI rally, we look at what could protect you should the bubble burst.
05 Aug
05 Aug
Features

Monks’ musings: winning the long race
As AI reshapes global markets, the Monks Investment Trust team looks beyond today's market leaders to uncover enduring growth opportunities across hardware, software and industrial businesses.
21 Aug
21 Aug
Features

SpaceX: past, present, future - and finding the next world-changers
Investment manager Luke Ward explains what first attracted Baillie Gifford to SpaceX, why Starship is critical to its long-term ambitions, and which industry could be next for disruption.
21 Aug
21 Aug
Features

Asia ex Japan: dragons and salamanders
Many Asia portfolios own the same household names. Baillie Gifford’s Qian Zhang, explains why patient investors may find compelling opportunities not only in Asia’s index ‘dragons’, but also in the quieter ‘salamanders’ others miss.
14 Aug
14 Aug
Features

Why UK value still stands out in the age of AI
Despite improving market conditions, UK equities continue to trade at a discount to global peers. Alex Wright explains why valuation discipline remains essential as AI reshapes industries, highlighting opportunities in overlooked companies where market pessimism may be masking their potential.
14 Aug
14 Aug
Features

Scottish Mortgage Portfolio Update Q2 2026
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
14 Aug
14 Aug
Features

Why the best emerging market opportunities aren’t always the biggest
Emerging markets have been powered by a handful of technology giants, but opportunities extend far beyond the biggest names. Discover three lesser-known companies benefiting from long-term trends in infrastructure, banking and artificial intelligence, and see how active investors can uncover hidden growth opportunities across the region.
07 Aug
07 Aug
Features

Scottish Mortgage Podcast: ASML – the printing press of the AI age
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
07 Aug
07 Aug
Video

Murray International Trust: interim results 2026
Martin Connaghan discusses Murray International’s interim results, dividend growth, portfolio activity, AI and the outlook for the rest of 2026.
27 Aug
27 Aug
Video

Trusts In Focus: Ashoka WhiteOak Emerging Markets (AWEM)
AWEM’s long-term returns have been strong.
18 Aug
18 Aug
Video

Rights and Issues Investment Trust: is the tide turning for UK small caps?
Matt Cable discusses the UK small-cap outlook, active investing and why current conditions could offer opportunities for long-term investors.
12 Aug
12 Aug
Video

BlackRock World Mining Trust: the evolving opportunity in global mining
Olivia Markham explains how the BlackRock World Mining Trust invests across metals and mining, and the opportunities created by AI, gold and commodities.
07 Aug
07 Aug
Monthly roundup

Monthly roundup: RKW’s new stocks, UKW results and the manager merry go round
Jo, Ryan and David discuss the latest news and results in the investment trust world.
07 Aug
07 Aug
Fund Research

Murray Income (MUT)
MUT enters its next chapter with a heavy weight management trio that have delivered exceptional total returns for investors.
26 Aug
26 Aug
Fund Research

JPMorgan Claverhouse (JCH)
JCH has outperformed its benchmark since the new manager trio took the reins.
26 Aug
26 Aug
Fund Research

Aberdeen New India (ANII)
ANII offers high-quality exposure to India’s structural growth story.
21 Aug
21 Aug
Fund Research

Mercantile (MRC)
MRC should benefit from a recovery in UK SMIDs.
19 Aug
19 Aug
Fund Research

BlackRock World Mining (BRWM)
Structural demand growth has supported strong returns from BRWM.
19 Aug
19 Aug
Fund Research

Aberforth Geared Value & Income (AGVI)
AGVI’s share price has not kept up with NAV performance in 2026.
19 Aug
19 Aug
Fund Research

JPMorgan European Discovery (JEDT)
JEDT’s portfolio shines with strong earnings growth and performance.
14 Aug
14 Aug
Fund Research

TR Property (TRY)
TRY’s strong earnings growth is a sign of the continued recovery in pan-European property.
12 Aug
12 Aug
Fund Research

Dunedin Income Growth (DIG)
DIG has raised its dividend every year since 2011, beating inflation.
10 Aug
10 Aug
Fund Research

BlackRock Smaller Companies (BRSC)
BRSC’s transformative year has made it more shareholder friendly.
07 Aug
07 Aug
Fund Research

Schroder UK Mid Cap (SCP)
SCP could offer exposure to a recovery in UK mid caps.
05 Aug
05 Aug
Fund Research

Baillie Gifford European Growth (BGEU)
BGEU refreshes its approach to growth investing in Europe.
05 Aug
05 Aug
September 2026
A new dawn for emerging markets?
Emerging markets are thriving but opportunities remain abundant.
Hiren Dasani
15th September 2026
15th September 2026
Session
Ashoka WhiteOak Emerging Markets
15 Sep, 10:00
15 Sep, 10:00
Portfolio update

Portfolio update: The Biotech Growth Trust
BIOG’s shares have more than doubled since early 2025, yet the portfolio remains cheap.
11 Aug
11 Aug
News

Results analysis: Schroder Real Estate
SREI delivers a positive total return as property values begin to stabilise.
06 Aug
06 Aug