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
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
News
Results analysis: Jupiter Green
Despite challenging market conditions this year, JGC sees a brighter outlook ahead…
19 Dec
19 Dec
Fund Research
Fidelity Emerging Markets
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector…
27 Dec
27 Dec
Fund Research
Murray International
MYI’s diversified approach may offer stability in an uncertain environment...
22 Dec
22 Dec
Fund Research
HICL Infrastructure
Green shoots are appearing for HICL’s dividend cover…
20 Dec
20 Dec
Fund Research
BlackRock Energy and Resources Income
BERI’s managers are once again adding to energy transition stocks…
14 Dec
14 Dec
Fund Research
STS Global Income & Growth
STS’s balance between quality income and growth may prove resilient in a challenging economic environment…
14 Dec
14 Dec
Fund Research
Impax Environmental Markets
IEM’s portfolio is cheap, and its shares trade on a wide discount…
08 Dec
08 Dec
November 2023
Market insight
Value in the China property sector, who’d have thought it?
FEML’s pair trades are highlighting an interesting way of exploiting value in China’s property sector…
27 Nov
27 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
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
News
Results analysis: International Biotechnology Trust
IBT has delivered strong outperformance in a tough environment...
10 Nov
10 Nov
Fund Research
MIGO Opportunities
Manager Nick Greenwood argues current investment trust discounts present a once-in-a-generation opportunity…
29 Nov
29 Nov
Fund Research
VH Global Sustainable Energy Opportunities
GSEO: Targeting the global energy transition...
14 Nov
14 Nov
Fund Research
NB Private Equity Partners
NBPE is well positioned to take advantage of the changing dynamics in private equity…
13 Nov
13 Nov
Fund Research
F&C Investment Trust
FCIT’s discount may provide an attractive entry point…
13 Nov
13 Nov
October 2023
Strategy
We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Strategy
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
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
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
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
Fund Research
Alliance Trust
ATST’s core equity strategy continues to deliver in an uncertain environment…
26 Oct
26 Oct
Fund Research
Lindsell Train
LTI is trading at a historically wide discount…
24 Oct
24 Oct
Fund Research
Mid Wynd International
Introducing MWY’s new management team…
12 Oct
12 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
News
Results analysis: NB Private Equity Partners
NBPE’s private portfolio has contributed to the trust’s performance during the period, while its strong realisation pipeline continues to deliver…
29 Sep
29 Sep
Fund Research
JPMorgan Global Growth & Income
JGGI has delivered consistently strong performance across multiple time periods…
29 Sep
29 Sep