March 2024
Features
Climeworks: digging deeper for climate solutions
Scottish Mortgage’s Lawrence Burns speaks to Christoph Gebald, CEO of Climeworks, about his company’s plans to scale up its direct air capture technology and why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today...
15 Mar
15 Mar
Features
Keystone Positive Change: the outlook for 2024 and beyond
In this webinar recording, Lee Qian, co-manager of the Keystone Positive Change Investment Trust, provides an update on investment performance and discusses the outlook for 2024 and beyond. Lee also explains the positive impact that companies within the portfolio are making...
08 Mar
08 Mar
Features
Why the AI paradigm shift matters to growth investors
Recent advances in artificial intelligence could herald a period of radical change. Baillie Gifford investment manager Tom Slater considers how this affects growth investing and which companies might benefit...
01 Mar
01 Mar
February 2024
Features
Using unorthodox signals to spot the next big thing
How can investors spot large growth opportunities at the stage when others dismiss them as fads? Baillie Gifford investment manager Dave Bujnowski reveals how anthropology could help...
23 Feb
23 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
January 2024
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
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
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
Fund Research
Keystone Positive Change
KPC offers high return potential from a portfolio aligned to key social goals…
24 Jan
24 Jan
Fund Research
Baillie Gifford Japan
Matthew Brett: Growth stocks are available at value stock multiples in Japan…
12 Jan
12 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
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
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
November 2023
Features
Growth waves: supporting companies, spotting opportunities
How can investors contribute to the success of the companies they back? The Baillie Gifford US Growth Trust’s Kirsty Gibson finds answers in the ocean...
17 Nov
17 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
Aurora: the technology company transforming trucking
Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large...
10 Nov
10 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
October 2023
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
China: challenges and opportunities
In this webinar recording, 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...
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
Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 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
Features
How Howdens won the trust of the trade
Discover how the kitchen supplier Howdens takes know-your-customer to a new level. Baillie Gifford UK Growth Trust’s Iain McCombie explains how the firm’s understanding of the ‘nuts and bolts’ makes the fittings business a great growth stock...
06 Oct
06 Oct