December 2024
Features
Stock Spotlight: JLL
Tye Bousada, Co-CEO from newly onboarded stock picker EdgePoint looks at how property services company JLL assists clients in buying or leasing the buildings that are so important to their operations...
06 Dec
06 Dec
Features
Stock spotlight: Las Vegas Sands
A. Rama Krishna, Founder and CIO of ARGA, discusses resort and casino operator Las Vegas Sands, and why it deserves a place in ARGA’s portfolio...
06 Dec
06 Dec
Features
Creo Medical: at the spearhead of surgery
Meet the company whose ingenious tiny tools probe deep into the body to remove cancer with minimal harm to patients. Milena Mileva, joint manager of the Baillie Gifford UK Growth Trust explains more...
06 Dec
06 Dec
November 2024
Features
Stock spotlight: Nvidia
Tech powerhouse NVIDIA is back under the spotlight, this time with stock picker Mark Baribeau of Jennison Associates...
29 Nov
29 Nov
Features
The Big Question – Are interest rates about to plummet?
Interview with A. Rama Krishna from ARGA, H K Gupta from SGA, and Sands Capital’s Dave Levanson...
29 Nov
29 Nov
Features
Capturing the opportunity in ASEAN markets
Why exposure to ASEAN economies should spell good news for investors...
29 Nov
29 Nov
Features
Pacific Horizon Investment Trust: manager insights
Investment manager Roddy Snell discusses performance, regulation in China, semiconductor exposure, and how the portfolio is positioned for future growth....
29 Nov
29 Nov
Features
Kweichow Moutai: spirit of China
One of the world’s most valuable luxury brands, Kweichow Moutai, is deeply ingrained in China’s culture and history, as Linda Lin, joint manager of the Baillie Gifford China Growth Trust, explains...
22 Nov
22 Nov
Features
SAINTS: 50 years of dividend growth
James Dow, co-manager of the Scottish American Investment Company (SAINTS), discusses SAINTS' journey through resilience and innovation to over half a century of growth...
22 Nov
22 Nov
Features
Golden Prospect Precious Metals Manager Insights
Amidst US Elections, UK Budgets and the Q3 Reporting Season, gold miners are experiencing some of the strongest free cash flow levels on record…
15 Nov
15 Nov
Features
Why technical leaders have the advantage in the AI era
In the age of AI, having a leader with technical expertise can make all the difference. Scottish Mortgage manager Tom Slater explores how Meta, Shopify, Roblox and Spotify all benefit from chief executives with deep understanding of developing technologies...
15 Nov
15 Nov
Features
Scottish Mortgage in conversation with Wise
Kristo Käärmann CEO of digital payments platform Wise tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movement...
15 Nov
15 Nov
Features
Navigating a significant capital allocation shift in the UK
The increasing popularity of share buybacks in the UK market...
08 Nov
08 Nov
Features
Why growth investors can’t ignore China
From futuristic cars to greener energy, Chinese firms are advancing and creating long-term value for their shareholders. Baillie Gifford investment manager Helen Xiong explains why long-term growth investors ignore China at their peril...
08 Nov
08 Nov
Features
Scottish Mortgage on the benefits of private company investing
Tom Slater and Lawrence Burns explain why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally, including in space travel, quantum computing and drone logistics...
08 Nov
08 Nov
Features
How will the US election impact biotechnology?
How the biotech sector may fare in different election outcomes...
01 Nov
01 Nov
Features
China: challenges and opportunities
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...
01 Nov
01 Nov
Features
Artificial intelligence & mined commodities: How the future and the past work together
AI and mining: A relationship boosting efficiency and powering data centres...
01 Nov
01 Nov
October 2024
Features
Schroder Oriental Income Fund - capturing the artificial intelligence opportunity in Asia
Harnessing the potential of Asia's technology leaders
25 Oct
25 Oct
Features
Why frontier markets have such a big role to play in global trends
Global changes and supply chain tensions; could smaller markets see growth?
25 Oct
25 Oct
Features
Baillie Gifford US Growth Trust: Manager Insights
Investment manager Gary Robinson shares insights on the trust's performance, strategic shifts towards growth and the impact of generative AI on the portfolio...
25 Oct
25 Oct
Features
Europe’s hidden tech titans uncovered
Chris Davies, co-manager of the Baillie Gifford European Growth Trust, uncovers Europe's most dynamic growth companies and explains what sets them apart...
25 Oct
25 Oct
Features
How BlackRock provides dividends alongside capital growth
UK companies have a lengthy history of paying dividends, which makes UK equities a fertile hunting ground for those investors looking for long-term growth in their income and capital. However, a perennial criticism of income investing in the UK market is that dividends are concentrated in a handful of companies and sectors, leaving income-seeking portfolios unbalanced. We have designed the investment process on the BlackRock Income & Growth Investment Trust to avoid this pitfall...
18 Oct
18 Oct
Features
The Japanese changemakers shaping the future
From robots to skincare, cashless payments to Alzheimer’s drugs - discover the Japanese companies backed by Baillie Gifford that have harnessed four forces transforming society...
18 Oct
18 Oct
Features
Beyond NVIDIA: investing across the semiconductor ecosystem
The world runs on computer chips, and our appetite for them is only increasing. Discover how Monks Investment Trust has invested in some of the big names and lesser-known players in the industry...
18 Oct
18 Oct
Features
Investing in the smaller markets of Latin America
Brazil may be the largest economy and stock market in Latin America, but that is not to say that there aren’t rich investment opportunities across other parts of the region. In countries such as Colombia, Argentina or Chile, investors can get exposure to natural resources, technological innovation and emerging consumer strength. These smaller markets bring a new dimension to the BlackRock Latin American Investment Trust...
11 Oct
11 Oct
Features
UK Growth Trust: a 2024 perspective
Iain McCombie, co-manager of the Baillie Gifford UK Growth Trust, discusses strategy, performance and future outlook in this recent webinar...
11 Oct
11 Oct
Features
Monks Investment Trust: manager insights
Investment manager Spencer Adair discusses how companies in the Trust have performed in the past financial year, and shares his thoughts on investment opportunities in the areas of digital payments, AI and ‘infrastructure upgrade’...
11 Oct
11 Oct
Features
Five powerful tailwinds behind Edinburgh Worldwide Investment Trust
Bill Chater, investment specialist, discusses the reasons to be optimistic for the Edinburgh Worldwide Investment Trust (EWIT). From the re-acceleration of growth to the recovery of small cap healthcare stocks. Could this be a generational buying opportunity for small caps and why is EWIT well placed to capitalise on this?
04 Oct
04 Oct
Features
Three key investment themes in European stock markets
The recent French election has created significant disruption in European stock markets (1). On the BlackRock Greater Europe Trust, we choose not to try and anticipate these short-term movements, but instead to look for areas of structural growth and investment themes that can transcend short-term political and economic disruption...
04 Oct
04 Oct
Features
Investing in US markets: Why AI isn't the only source of growth
Investors have narrowly focused on a single growth theme in US markets: AI. In reality, the US has many pockets of structural growth, which can bring opportunities for those investing in North American equities. Demographic shifts and innovation are supporting the healthcare sector, for example, while supply chain changes are supporting a range of industrial companies. Decarbonisation is an important source of growth. There are also clear opportunities in AI beyond the narrow range of infrastructure companies that have led the pack to date...
04 Oct
04 Oct
Features
A winning formula
SERE provides diversification and a focus on fast-growing cities…
02 Oct
02 Oct