Fidelity remains positive on emerging markets, with opportunities across technology, financials, commodities and infrastructure. The strategy focuses on selecting individual companies rather than making big country bets, while also using tools such as shorting to take advantage of weaker businesses. Overall, Fidelity believes emerging markets continue to offer attractive long-term growth opportunities. Below Chris Tennant […]
Wednesday 23 September 2026, 11:00–12:30 (UK) Register now – Scottish Mortgage Digital Conference 2026 Join Scottish Mortgage for 90 minutes of portfolio insight and discussion on AI, China and the ideas shaping the next decade. Scottish Mortgage managers Tom Slater and Lawrence Burns will be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor […]
The healthcare sector has picked up strongly over recent months as a significant beneficiary of the rotation out of crowded trades in AI and technology. We believe the mid to long-term trend is also much improved for healthcare as investors start to appreciate a variety of drivers which could support outperformance. The sector has had […]
A fireside conversation with ICEYE’s Steve Young and Seraphim Space’s James Bruegger, exploring the growth of space-based intelligence and the increasing role of satellite data in defence, security, and decision-making. Watch below or here.
General Tedman discusses the strategic importance of space to global defence and security, and why access to resilient space-based capabilities is increasingly critical to national security and military operations. Watch below or here.
Qian Zhang, investment specialist, Baillie Gifford. Many Asia portfolios own the same household names. Baillie Gifford’s Qian Zhang explains why patient investors may find compelling opportunities not only in Asia’s index ‘dragons’, but also in the quieter ‘salamanders’ others miss. As with any investment, your capital is at risk. Asia had a strong year in 2025, and we […]
To build a dynamic investment portfolio fit for the future, investors need to align themselves with areas of compelling structural growth. We believe that there are compelling growth opportunities to be found in the world’s emerging markets, where we see a confluence of positive drivers, from several structural and cyclical growth trends to a robust […]
Gopuff started in a dorm room. Today it delivers groceries and everyday essentials to millions of people – often in as little as 15 minutes, at supermarket prices. In the next podcast episode of Invest in Progress, co-founder Yakir Gola tells Scottish Mortgage manager Tom Slater how a simple idea became a service people rely […]
Discover how biotech company Enveda is using AI to unlock ingredients in plant life and develop a new generation of blockbuster drugs. Founder Viswa Colluru joins Scottish Mortgage manager Tom Slater to discuss the company’s ambitious vision and trillion-dollar opportunity. Capital at risk.
Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolio’s exposure to companies at the forefront of this transformation and outlines how Scottish Mortgage is positioned for what comes next. Capital at risk.
