June 2026
Features
Chaos, culture and the next great US companies
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains.
19 Jun
19 Jun
Features
How we are uncovering Europe’s hidden opportunities
Discover Sam Morse and Marcel Stötzel’s latest views.
12 Jun
12 Jun
Features
Where we are finding tomorrow’s winners in Asia today
Nitin Bajaj explains why disciplined investing matters in today’s markets.
12 Jun
12 Jun
Features
Scottish Mortgage Podcast: why shoppers are walking away from credit cards for Affirm
Learn why increasing numbers of shoppers and stores are turning to Affirm’s buy now, pay later service as an alternative to credit cards. Co-founder and chief executive Max Levchin reveals the technology that underpins his company’s promise of no late charges and no hidden fees. And he explains how AI-powered shopping agents could supercharge the business.
12 Jun
12 Jun
May 2026
Features
Baillie Gifford China Growth Trust: Manager Insights
Co-manager Linda Lin discusses the Trust’s journey through 2025, addressing market outlook, portfolio updates, and future opportunities.
29 May
29 May
Features
Baillie Gifford Shin Nippon: Manager Insights
Investment manager Brian Lum discusses market updates, the Trust’s performance and portfolio movements.
29 May
29 May
Features
Is a driverless future good news for Uber investors?
The market frets that Uber will be driven off the road by an onrush of robo-taxis. Helen Xiong, co-manager of The Monks Investment Trust explains why she thinks differently.
29 May
29 May
Features
The big squeeze: when bottlenecks work to your advantage
Bottlenecks often act as constraints on growth, but companies that create funnels through them can gain pricing power and capture long-term value. Baillie Gifford investment manager Mike Taylor reveals some of the companies he thinks achieve this best and how he spots such pinch points before they fully form.
22 May
22 May
Features
Schiehallion: Manager Insights
Investment manager Robert Natzler discusses market updates, the Trust’s performance and portfolio movements.
22 May
22 May
Features
Scottish Mortgage Portfolio Update Q1 2026
Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolio’s exposure to companies at the forefront of this transformation and outlines how Scottish Mortgage is positioned for what comes next.
08 May
08 May
Features
Volatility brings opportunity in emerging markets
Discover Chris Tennant’s latest views.
08 May
08 May
Features
Scottish Mortgage Podcast: Enveda
Hear how biotech Enveda has developed a unique process to discover ingredients in plant life to create a new generation of blockbuster drugs. Founder and chief executive, Viswa Colluru, tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
01 May
01 May
Features
Monks’ musings: bottlenecks and abundance
In the latest edition of Monks’ musings, investment specialist Richie Vernon explains where Monks is finding fresh growth opportunities beyond traditional growth.
01 May
01 May
Features
Why selective stock picking matters in China
Dale Nicholls uncovers the companies with long-term growth potential.
01 May
01 May
Features
Why a shifting market is creating opportunity in UK value stocks
Read the latest from Portfolio Manager Alex Wright.
01 May
01 May
April 2026
Features
How energy prices impact your infrastructure investments
Power price dynamics and their implications for infrastructure cashflows and valuations.
27 Apr
27 Apr
Features
AI Chips or Hormuz Ships?
What the Gulf crisis means for Asian investors.
24 Apr
24 Apr
Features
Three reasons to consider the International Biotechnology Trust for your ISA or SIPP
Why investors should consider specialist exposure to a high growth sector where active managers thrive.
24 Apr
24 Apr
Features
Three reasons to consider the Schroder AsiaPacific Fund for your ISA or SIPP
How SDP represents core exposure to Asia’s diverse growth drivers.
24 Apr
24 Apr
Features
Dividend resilience in Japan
How conservative corporate culture and strong balance sheets can offer protection in uncertain times.
16 Apr
16 Apr
Features
IPO talk is back: our investment horizon never left
When market conditions shift, so does the conversation. In 2026, initial public offering (IPO) talk is back.
10 Apr
10 Apr
Features
Edinburgh Worldwide: your questions answered
Jonathan Simpson-Dent, Chair of Edinburgh Worldwide Trust, answers shareholders’ most frequently asked questions and explains why the Board believes the Tender Offer is the best outcome for shareholders.
09 Apr
09 Apr
Features
Baillie Gifford UK Growth Trust webinar – Beyond the UK market rally: where next for growth?
Investment manager Milena Mileva discusses what’s driving the UK rally, the risks of concentration and where she sees the next long-term growth opportunities.
09 Apr
09 Apr
March 2026
Features
Reallocation to energy drives value as geopolitical tensions escalate
Robert Crayfourd and Keith Watson, co-fund managers of CQS Natural Resources Growth & Income plc (LSE: CYN), provide an update on the fund’s strong performance since the beginning of the year, and amid a backdrop of ongoing uncertainty following the outbreak of the US-Iran conflict.
20 Mar
20 Mar
Features
An introduction to The Schiehallion Fund
Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses.
20 Mar
20 Mar
Features
Scottish Mortgage Investor Webinar: Your Questions Answered
At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.
20 Mar
20 Mar
Features
Inflation in Japan
The importance of pricing power.
19 Mar
19 Mar
Features
SAINTS spotlight: patience bears fruit
Tom Hodges, investment specialist for the Scottish American Investment Company (SAINTS), examines why solid earnings and dividend growth have yet to translate into share price gains. He sets out why SAINTS remains focused on high-quality companies and long-term compounding, even when markets favour short-term excitement.
13 Mar
13 Mar
Features
Edinburgh Worldwide: Manager Insights
Investment manager Douglas Brodie discusses the trust's performance, philosophy and potential for future growth.
06 Mar
06 Mar
Features
Year of the horse: endurance and opportunity in China equities
As we enter the Year of the Horse, Dale Nicholls, portfolio manager, of Fidelity China Special Situations Trust assesses the risks and opportunities facing investors across China’s markets.
06 Mar
06 Mar
Features
The opportunity for uranium miners
Utilities are waking up to a long-term structural supply deficit.
05 Mar
05 Mar
