September 2026
Features
Companion planting
Top-performing JUGI looks an attractive option for AUSC shareholders.
29 Sep
29 Sep
Features
Will the Empire Strike Back?
The UK stock market is going from strength to strength.
29 Sep
29 Sep
Features
One year on: what the UK's 10-Year Infrastructure Plan means for investors
It's just over a year since the UK Government published its 10-Year Infrastructure Strategy in June 2025, promising £725 billion of public funding. Twelve months on, the early machinery is in place, but the pace of delivery needs to be faster.
25 Sep
25 Sep
Features
Baillie Gifford US Growth Trust: Manager Insights
Investment manager Gary Robinson asks shareholders to vote against Saba’s board nominees and discusses how the Trust’s structure supports long-term growth.
25 Sep
25 Sep
Features
The Monks Investment Trust: Manager Insights
Baillie Gifford’s Helen Xiong explains how portfolio changes have strengthened the Trust’s long-term growth prospects beyond the narrow AI rally.
21 Sep
21 Sep
Features
Corporate governance in Japan: The next stage of reform
Corporate Japan is almost unrecognisable compared to just over a decade ago.
17 Sep
17 Sep
Features
The new shape of European growth
Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies.
11 Sep
11 Sep
Features
Baillie Gifford UK Growth Trust: Manager Insights
Co-manager Iain McCombie discusses challenging relative performance, new holdings and why the team maintains conviction in the portfolio's resilience.
11 Sep
11 Sep
August 2026
Features
No standing still
FEML is taking advantage as the world’s innovation hub moves to Asia.
25 Aug
25 Aug
Features
Monks’ musings: winning the long race
As AI reshapes global markets, the Monks Investment Trust team looks beyond today's market leaders to uncover enduring growth opportunities across hardware, software and industrial businesses.
21 Aug
21 Aug
Features
SpaceX: past, present, future - and finding the next world-changers
Investment manager Luke Ward explains what first attracted Baillie Gifford to SpaceX, why Starship is critical to its long-term ambitions, and which industry could be next for disruption.
21 Aug
21 Aug
Features
Asia ex Japan: dragons and salamanders
Many Asia portfolios own the same household names. Baillie Gifford’s Qian Zhang, explains why patient investors may find compelling opportunities not only in Asia’s index ‘dragons’, but also in the quieter ‘salamanders’ others miss.
14 Aug
14 Aug
Features
Why UK value still stands out in the age of AI
Despite improving market conditions, UK equities continue to trade at a discount to global peers. Alex Wright explains why valuation discipline remains essential as AI reshapes industries, highlighting opportunities in overlooked companies where market pessimism may be masking their potential.
14 Aug
14 Aug
Features
Scottish Mortgage Portfolio Update Q2 2026
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
14 Aug
14 Aug
Features
Keep the faith
Why good things come to those who wait.
12 Aug
12 Aug
Features
Why the best emerging market opportunities aren’t always the biggest
Emerging markets have been powered by a handful of technology giants, but opportunities extend far beyond the biggest names. Discover three lesser-known companies benefiting from long-term trends in infrastructure, banking and artificial intelligence, and see how active investors can uncover hidden growth opportunities across the region.
07 Aug
07 Aug
Features
Scottish Mortgage Podcast: ASML – the printing press of the AI age
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
07 Aug
07 Aug
Features
A tech-tonic shift
Asia’s AI revolution can no longer be overlooked.
07 Aug
07 Aug
July 2026
Features
The original minecraft
The commodity supercycle may be back but it’s all about the shopping list.
31 Jul
31 Jul
Features
Majedie Investments - Portfolio manager commentary July 2026
Read the latest commentary from Marylebone Partners.
30 Jul
30 Jul
Features
Earnings season
Japan’s quiet revolution is delivering beyond the AI hype.
29 Jul
29 Jul
Features
A whole new world
Why it’s time to look beyond the technology trade for the next growth story.
24 Jul
24 Jul
Features
SoftBank’s AI ‘stack’ is ready for whatever comes next
Discover why the Baillie Gifford Japan Trust continues to back SoftBank, the Japanese technology investment group, as a long-term opportunity tied to the growth of AI.
24 Jul
24 Jul
Features
Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.
24 Jul
24 Jul
Features
Banging the drum
RIII’s high-conviction strategy seems to be delivering.
23 Jul
23 Jul
Features
It’s a big, big world
FCSS provides exposure to China’s thriving technological innovation.
22 Jul
22 Jul
Features
Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's long-term ambition.
17 Jul
17 Jul
Features
EM of many talents
Emerging markets are no one-trick ponies.
10 Jul
10 Jul
Features
A dividend fortress
JEMI provides AI exposure alongside an attractive income stream.
10 Jul
10 Jul
Features
Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.
10 Jul
10 Jul
