November 2023
Features
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European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
03 Nov
03 Nov
Features
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The inflation reduction act: one year on
The US’s vast climate change legislation programme is a year old. The team managing the BlackRock Sustainable American Income Trust says the Act is driving innovation in new transition technologies...
03 Nov
03 Nov
October 2023
Features
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Microsoft reloaded: how Satya Nadella revitalised the tech titan
Satya Nadella has restored the Windows maker’s sparkle. Malcolm MacColl, deputy manager of The Monks Investment Trust, tells Leo Kelion how the far-sighted chief executive turned the tech titan around...
27 Oct
27 Oct
Features
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China: challenges and opportunities
In this webinar recording, Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, provides insight into the potential investment opportunities in China and reflects on some of the recent challenges...
27 Oct
27 Oct
Features
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Votes and valuations: could political events further strengthen the case for UK equities?
UK markets have struggled to attract investors ever since the vote for Brexit. Exploring the political and economic realities of today and possibilities of the near future, we explain why we believe the negative sentiment surrounding UK equities no longer stands up to scrutiny...
20 Oct
20 Oct
Features
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Scottish Mortgage: What are the myths of private company investing?
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view of what it is...
20 Oct
20 Oct
Features
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Baillie Gifford US Growth Trust manager insights
Private companies are some of the most important forces behind future progress. Kirsty Gibson, investment manager, celebrates the rise of private companies in this portfolio update at the US Growth Trust’s fifth anniversary...
13 Oct
13 Oct
Features
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Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 Oct
Features
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Monks Investment Trust manager insights
Investment manager Malcolm MacColl discusses recent performance, portfolio positioning and how the team considers three earnings growth profiles in stock selection...
06 Oct
06 Oct
Features
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How Howdens won the trust of the trade
Discover how the kitchen supplier Howdens takes know-your-customer to a new level. Baillie Gifford UK Growth Trust’s Iain McCombie explains how the firm’s understanding of the ‘nuts and bolts’ makes the fittings business a great growth stock...
06 Oct
06 Oct
September 2023
Features
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Scottish Mortgage: What is private company investing? And how do we do it?
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly-listed companies...
29 Sep
29 Sep
Features
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Opportunities in Asia ex Japan
In this webinar recording, Roderick Snell, manager of the Pacific Horizon Investment Trust, discusses why he believes Asia ex Japan will be one of the fastest growing regions over the coming decades and how he strives to be invested in its fastest growing companies...
22 Sep
22 Sep
Features
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Growth investing: four lessons from three decades
Baillie Gifford partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix...
13 Sep
13 Sep
Features
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Why we think taking a contrarian view works for investing in Asia and emerging markets
It might seem confusing to buy assets that are out of favour while selling those that are popular. But if you want to get value out of what you buy, Fiona Yang believes it helps to take a contrarian approach...
08 Sep
08 Sep
August 2023
Features
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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
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UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Features
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Actual investing: why thinking differently matters
Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?
18 Aug
18 Aug
Features
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Finding sustainable dividend growth in turbulent markets
As SAINTS celebrates its 150th anniversary, Citywire’s Kathrin Schindler speaks to the trust’s co-manager James Dow about portfolio positioning, what influences the stock-picking process and the outlook for the year ahead...
08 Aug
08 Aug
Features
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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
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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
July 2023
Features
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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
Features
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Investing in Asia beyond China
While China is our largest geographical allocation for many of our portfolios, we believe there are plenty of exciting companies in the wider Asia region...
28 Jul
28 Jul
Features
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Investment trusts: Asia for income
Schroder Oriental Income Fund – a next generation dividend hero...
21 Jul
21 Jul
Features
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Shin Nippon: Japan’s hidden global champions
Discover the hidden gems in Japan’s small cap market. Praveen Kumar, manager of Baillie Gifford Shin Nippon, says there’s more to Japan than manufacturing...
21 Jul
21 Jul
Features
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Asian investment trusts: an abundance of opportunity
Exploring investors’ renewed enthusiasm for Asian equity...
14 Jul
14 Jul
Features
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Investing for impact in social housing
The unique attractions of the UK’s social housing market...
14 Jul
14 Jul
Features
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Schroders Capital Global Innovation Trust: Where we’re looking to deploy private equity capital
Exploring the private equity company life cycle...
07 Jul
07 Jul
Features
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Investment trusts: Exploring the positive backdrop for Asian equities
Schroder AsiaPacific Fund: Backing the brightest growth prospects in Asia...
07 Jul
07 Jul
June 2023
Features
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Baillie Gifford China Growth Trust: Manager Insights
Joint manager Sophie Earnshaw reflects on the macro drivers of performance for Chinese equities over the last two years, and explains why the team remains excited about growth opportunities in China...
30 Jun
30 Jun
Features
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Stock spotlight: Broadcom - investing for a chatbot world
AI chatbots allow us to interact with technology in smarter ways but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, shares his thoughts in this short read...
30 Jun
30 Jun
Features
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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
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Pacific Horizon: The Indonesian companies powering the green transition
Indonesian companies were Pacific Horizon’s best performers in 2022. Roderick Snell, manager of Pacific Horizon Investment Trust, shares why the country is positioned well for long-term growth...
23 Jun
23 Jun