August 2023
Features
Scottish Mortgage manager insights: Tom Slater on embracing discomfort
The market’s enthusiasm for predictability is not in shareholders’ best interests. Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns...
18 Aug
18 Aug
Features
Connecting with Brazilian change-makers tackling social problems
Keystone Positive Change Investment Trust’s Ed Whitten meets Brazilian firms seeking social impact and growth, as well as some of their customers...
07 Aug
07 Aug
Features
Scottish Mortgage on investing in private companies
Private companies offer some of the most exciting growth opportunities available. But as Scottish Mortgage’s deputy manager Lawrence Burns explains, that’s only one of four key reasons the Trust invests in them...
07 Aug
07 Aug
Fund Research
Brunner
BUT’s all-weather portfolio has consistently generated strong performance…
22 Aug
22 Aug
July 2023
Strategy
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
12 Jul
12 Jul
Blog
Japan’s value shift
Global equity funds are upping exposure to Japan…
14 Jul
14 Jul
Features
Scottish Mortgage Investor Webinar – Your questions answered
In this webinar recording, Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns answer the top questions on shareholders’ minds. They discuss private company investing, share price performance, the resilience of holdings in a challenging climate, investing in China and much more.
28 Jul
28 Jul
News
Results analysis: Alliance Trust
ATST delivered strong NAV returns in the first half of the year…
28 Jul
28 Jul
June 2023
Features
The SAINTS story: 150 years of income and growth
Remembering the visionary Edinburgh lawyer who laid the foundations of an enduring powerhouse of global investing. The birth of The Scottish American Investment Company a century and a half ago, is all thanks to William Menzies’ vision of the US’s rise to economic supremacy...
23 Jun
23 Jun
Features
Transformative investment: a new approach to a sustainable future
Baillie Gifford investment manager Kate Fox discusses the Deep Transitions research project and its implications for investing in a more sustainable future...
16 Jun
16 Jun
Features
Positive change in challenging times
Baillie Gifford’s Rosie Rankin, director of the Keystone Positive Change Investment Trust, gives an update on portfolio performance, company research and opportunities for the year ahead...
09 Jun
09 Jun
Fund Research
F&C Investment Trust
FCIT’s core global equity characteristics have offered steady growth in a volatile environment…
12 Jun
12 Jun
May 2023
Features
UPSIDE Foods: why the vegan founder is championing meat
The way meat gets onto our plates is unpalatable for many. UPSIDE Foods plans to change that as Scottish Mortgage’s Claire Shaw discovers...
26 May
26 May
Features
Can Elevance Health transform the US healthcare system?
Malcolm MacColl, deputy manager of The Monks Investment Trust, shares the growth prospects around Elevance Health and how it can address the shortcomings of the US healthcare system...
19 May
19 May
Features
Recursion Pharmaceuticals: creating maps of human biology
Discovering new medicines involves exploring the frontiers of biology and chemistry. But it’s also a ‘big numbers’ problem as Scottish Mortgage’s Claire Shaw discovers...
05 May
05 May
Fund Research
Alliance Trust
ATST’s specialist managers have added value in volatile market conditions…
30 May
30 May
March 2023
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Features
Denali Therapeutics: rising to the challenge of brain disease
Scottish Mortgage manager Tom Slater talks to Ryan Watts, CEO and Co-Founder of Denali Therapeutics, about the company’s mission to tackle brain disease...
24 Mar
24 Mar
Features
MercadoLibre: bridging the digital divide
Scottish Mortgage deputy manager Lawrence Burns speaks to Pedro Arnt, CFO of MercadoLibre, to find out how the company combines innovation and iteration to democratise commerce and access to financial services...
10 Mar
10 Mar
Features
Keystone Investment Trust - Manager Insights
Baillie Gifford’s Kate Fox, co-manager of the Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings...
03 Mar
03 Mar
News
Results analysis: Alliance Trust
ATST’s 2022 full-year results illustrate that its unique approach to portfolio allocation is paying off…
09 Mar
09 Mar
Fund Research
Monks
MNKS shares have derated, but the managers believe the portfolio will be resilient…
27 Mar
27 Mar
Fund Research
Martin Currie Global Portfolio
MNP’s quality growth focus may benefit long-term investors as fundamentals take centre stage…
27 Mar
27 Mar
February 2023
Features
Zipline - drones taking flight to save lives
What’s the closest thing to transportation? And how does it save lives? Zipline’s co-founder Keller Rinaudo Cliffton tells Scottish Mortgage manager Tom Slater...
17 Feb
17 Feb
Fund Research
Mid Wynd International
The flexibility of the managers continues to provide a resilient, core global equity solution for long-term investors…
07 Feb
07 Feb
January 2023
Blog
What cost of living crisis?
While rising costs hit the confidence of most consumers, the luxury market flourished in 2022. We examine the potential and pitfalls in the sector defying the odds…
27 Jan
27 Jan
Fund Research
Brunner
BUT’s wider-than-average discount may present a buying opportunity, given its long-term consistent performance…
25 Jan
25 Jan