Head to head

Big game

Two of our analysts go head-to-head on the question of whether SMT’s stampede can continue…
Kepler Trust Intelligence
Updated 28 Jan 2021
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This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.

Scottish Mortgage (SMT) has been one of the standout performers over the last year, with a NAV return of 117.5% over one year (source: JPMorgan Cazenove, as at 21/01/2021), something we discuss further in this week’s results update. SMT was undoubtedly well primed to take advantage of the growth rally which has driven markets throughout 2020, be it the meteoric rally in Tesla or surge in demand for Amazon. The question now is whether SMT’s strong performance can continue. In this head-to-head our two analysts assess whether SMT will remain king, or if its reign will soon come to an end…

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JPMorgan Japanese 18 June 2024 Scottish Mortgage 18 October 2022

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