January 2025
Opinion

Avoiding the news in investment trust land isn’t an option right now
Minority shareholders should not be allowed to dictate to the majority...
17 Jan
17 Jan
Features

Scottish Mortgage Portfolio Update Q4 2024
Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of ‘exceptional growth’, updates on the latest transactions and our private company positioning...
31 Jan
31 Jan
Features

Scottish Mortgage interviews Solugen’s CEO
How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast...
24 Jan
24 Jan
December 2024
Strategy

The little trust that could
A plucky performance saw this small cap trust end the year ahead of a strong pack in our annual top picks challenge...
20 Dec
20 Dec
Features

Monks Investment Trust: growth beyond the obvious
Investment manager Spencer Adair explains how Monks is embracing the potentially open-ended growth opportunities offered by AI and planting the seeds of long-term growth by looking where others aren't...
20 Dec
20 Dec
Features

Beyond Silicon Valley: the US’s other innovation hubs
The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new economic geography...
20 Dec
20 Dec
Features

Stock spotlight: Synopsys
HK Gupta, SGA Portfolio Manager describes why he believes Synopsys' exciting growth opportunities earns itself a place in the portfolio...
13 Dec
13 Dec
Features

Monks’ musings: the rewards of diversity
Discover the Monks Investment Trust third quarter 2024 musings on achieving strong returns through a diversified investment strategy, focusing on AI and infrastructure...
13 Dec
13 Dec
Features

Stock Spotlight: JLL
Tye Bousada, Co-CEO from newly onboarded stock picker EdgePoint looks at how property services company JLL assists clients in buying or leasing the buildings that are so important to their operations...
06 Dec
06 Dec
Features

Stock spotlight: Las Vegas Sands
A. Rama Krishna, Founder and CIO of ARGA, discusses resort and casino operator Las Vegas Sands, and why it deserves a place in ARGA’s portfolio...
06 Dec
06 Dec
Fund Research

Mid Wynd International
MWY aims to generate wealth through a portfolio of quality compounders…
16 Dec
16 Dec
November 2024
Features

Stock spotlight: Nvidia
Tech powerhouse NVIDIA is back under the spotlight, this time with stock picker Mark Baribeau of Jennison Associates...
29 Nov
29 Nov
Features

The Big Question – Are interest rates about to plummet?
Interview with A. Rama Krishna from ARGA, H K Gupta from SGA, and Sands Capital’s Dave Levanson...
29 Nov
29 Nov
Features

Why technical leaders have the advantage in the AI era
In the age of AI, having a leader with technical expertise can make all the difference. Scottish Mortgage manager Tom Slater explores how Meta, Shopify, Roblox and Spotify all benefit from chief executives with deep understanding of developing technologies...
15 Nov
15 Nov
Features

Scottish Mortgage in conversation with Wise
Kristo Käärmann CEO of digital payments platform Wise tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movement...
15 Nov
15 Nov
Features

Scottish Mortgage on the benefits of private company investing
Tom Slater and Lawrence Burns explain why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally, including in space travel, quantum computing and drone logistics...
08 Nov
08 Nov
Fund Research

Brunner
BUT has consistently outperformed its benchmark over the past five years…
12 Nov
12 Nov
October 2024
Strategy

Get Rich Slowly: How I invest my money
Our investment specialist reveals the winners and sinners in her portfolio…
06 Oct
06 Oct
Features

Beyond NVIDIA: investing across the semiconductor ecosystem
The world runs on computer chips, and our appetite for them is only increasing. Discover how Monks Investment Trust has invested in some of the big names and lesser-known players in the industry...
18 Oct
18 Oct
Features

Monks Investment Trust: manager insights
Investment manager Spencer Adair discusses how companies in the Trust have performed in the past financial year, and shares his thoughts on investment opportunities in the areas of digital payments, AI and ‘infrastructure upgrade’...
11 Oct
11 Oct
Fund Research

AVI Global
AGT offers exposure to assets trading at a discount to NAV…
18 Oct
18 Oct
September 2024
Strategy

Betting it all on black?
We ask what has been driving returns in the global equity sector…
18 Sep
18 Sep
Features

Stock Spotlight: Skyworks
Vulcan’s C.T. Fitzpatrick explains why Skyworks earns its place in the portfolio with its wide and growing base of applications and strong fundamentals...
20 Sep
20 Sep
Features

Stock Spotlight: Unilever
As a producer of some of the world’s best-known household brands, Veritas’s Ian Clark looks at why Unilever’s growth strategy into developing markets makes it such an attractive investment opportunity...
13 Sep
13 Sep
Features

The Big Question – What could a Trump 2.0 mean for the Alliance Trust portfolio?
Interview with Vulcan’s C.T. Fitzpatrick and Ian Clark from Veritas...
06 Sep
06 Sep
August 2024
Strategy

Dream team
Our analysts review how their fund picks for 2024 have done…
28 Aug
28 Aug
Features

Monks’ musings: chips, bricks and clinical care
This latest update discusses changes to the Monks Investment Trust portfolio as it navigated a challenging year. We also look at some of the opportunities presented by deep structural trends in the digital and physical spheres...
30 Aug
30 Aug
Features

Scottish Mortgage manager insights: Lawrence Burns
Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence...
09 Aug
09 Aug