SMT has achieved returns of over 20% a year for a decade, and the managers believe the growth potential is still huge…
BGEU has seen a turnaround in performance under its new managers…
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
BGUK has shown the ability to outperform in both rising and falling markets…
These are turbulent times for investors. During the past few weeks we have seen dramatic falls in global stock markets, even by historic standards...
PHI is a long-term outperformer looking cheap after big NAV falls…
The coronavirus is playing havoc with the markets as well as our health and well-being. Billions are being wiped off share prices in the short term. Companies are coming under fiscal pressure very ...
With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…
Audio and presentations from our spring conference at The May Fair Hotel last week…
The idea that online shopping is destroying bricks-and-mortar retail stores is a popular one and it’s an easy charge to make. But, in this podcast investment manager Milena Mileva argues that it’s ...
The extraordinary expansion of Asia’s middle class is turbocharging demand for products that provide a sense of security. Charles Plowden, manager of Monks Investment Trust, tells Colin Donald why ...
In December 2019, we became the portfolio managers of what was The European Investment Trust plc, following a decision by the board to appoint Baillie Gifford. In addition to renaming the trust as ...
Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio...
The qualities that give the best companies their advantage are not always obvious. Praveen Kumar, manager of the Baillie Gifford Shin Nippon investment trust and deputy manager of the Baillie Giff...
Does a change in manager result in improved trust performance?
Alex Blake talks to Baillie Gifford investment manager Gary Robinson about the exciting changes in the market and how this impacts investment decisions for the portfolio...
Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with ...
The oncology firm Novocure is extending survival rates by attacking brain cancer with electric fields. Svetlana Viteva, deputy manager of Edinburgh Worldwide Investment Trust, talks to Linda Geddes...
Identifying companies which are small relative to their potential size...
Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward - space enthusiast and deputy manager of Edinburgh Worldwide Inve...
James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about why we need to embrace risk and volatility to achieve long-term rewards.
Fiona McBain, chair of Scottish Mortgage, discusses the unique challenges of steering a FTSE 100-listed fund and the importance of its unusual board…
New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...
