26 Oct2026
Geiger Counter Limited – New managers, renewed focus
26 Oct2026
Geiger Counter Limited – New managers, renewed focus
26 Oct2026
Geiger Counter Limited – New managers, renewed focus
23 Oct2026
Mercantile – Tomorrow’s UK market leaders
23 Oct2026
Mercantile – Tomorrow’s UK market leaders
What happens when an investment boom starts solving the shortages that created its biggest winners? Baillie Gifford explores the opportunities for the Monks Investment Trust within and beyond AI As with any investment, your capital is at risk. Past performance is not a guide to future returns. One trillion dollars is an incredible incentive. That […]
International Public Partnerships (INPP) has had an interesting couple of weeks. On 4 November, it announced that its wholly owned German rail business, BeNEX, had secured another 15-year concession, requiring a further €26m investment and offering an expected internal rate of return (IRR) in the low to mid-teens. Meanwhile, its much larger investment in the […]
What a day for Scottish Mortgage (SMT) to report half-year results. With tech shares reeling at a global sell-off in artificial intelligence (AI) companies, Baillie Gifford’s flagship seeker of world-leading growth stocks published impressive numbers for the six months to 30 September but made little direct comment on the current market storm engulfing some of […]
A sharp sell-off in technology and AI shares wiped an estimated $2.5trn from US market value yesterday with the largest “Magnificent Seven” tech stocks alone losing about $1tn. The panic has spread across Asia overnight and looks set to hit Europe when trading opens this morning. We will be discussing this on our 11am show […]
Pershing Square Holdings (PSH), the £6.6bn US equities fund run by Bill Ackman, this week reported a 3.5% investment return for the third quarter to 30 September, beating the S&P 500 which rose 2.3%. However, growth in net asset value of 40% and 62% over three and five years is hampered by the wide 37% […]
Update: Revolut, the digital bank allowed by regulators to commence UK operations this year, has achieved a 53% hike in valuation to $115bn (£85bn), prompting Molten Ventures to take further profits on its eight-year investment and for Scottish Mortgage to add to its more recent holding and for two other Baillie Gifford trusts to invest […]
The Bank of England has raised interest rates to 4%, the first hike in over three years that came with a surprise unanimous vote by policymakers. The quarter of a percentage point rise was totally expected, but the consensus agreement on the nine-strong monetary policy committee was not, with the pound briefly rising and the […]
Unite (UTG), the £2.5bn student accommodation provider, has made changes to its executive committee as chief executive Joe Lister looks to lead a “smaller, more focused business” through its recovery programme. Chief operating officer Karan Khanna and group director of communications and corporate affairs Rebecca Vicary are leaving Unite and there are three new appointments: […]
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