Begin your cosmic journey with Mark Boggett, CEO of Seraphim Space, and Will Whitehorn, Chair of Seraphim Space Investment Trust as they discuss the current SpaceTech landscape and satellite ecosystem. Exploring how this infrastructure is already being built above Earth, dramatically transforming our capabilities across climate, communications, mobility, and security. Find out how the space […]
Scottish Mortgage manager Tom Slater talks with Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. As with any investment, your capital is at risk. A good reputation is always an asset, but its importance is hard to exaggerate in the world of […]
James Douglas, Fund Manager of the Polar Capital Global Healthcare Trust Global equity markets posted positive gains throughout most of 2024 with the main trend appearing to be a rotation into some of the more economically sensitive areas of the market such as information technology and communication services. Comparatively, healthcare really struggled and underperformed the […]
Phil Kent, Lead Investment Adviser to GCP Infrastructure Investments Ltd Infrastructure is all around us. It’s economic infrastructure, like roads, bridges and airports. It’s social infrastructure such as hospitals and schools. It’s digital infrastructure in the form of communications towers, data centres and networks. And it’s environmental infrastructure, such as offshore wind farms and solar. […]
From spaceflight to a new form of entertainment dubbed ‘shared reality’, discover the entrepreneurs and companies forging new paths outside public markets. Baillie Gifford’s Alexander Nicolier explains. Capital at risk. Listen here now
From spaceflight to a new form of entertainment dubbed ‘shared reality’, discover the entrepreneurs and companies forging new paths outside public markets. Baillie Gifford’s Alexander Nicolier explains. Capital at risk. Listen here now
Vast investment in US megaprojects supports structural demand for rental economy services Chart Description Header: Planned ‘new economy’ / infrastructure investments top US$1.6tn Subhead: Total private and public investment announced in the US, January 2021 to October 2024 Overview: This proportional area chart shows the breakdown of total private and public investment in ‘new economy’ manufacturing and infrastructure […]
Low rates post-2008 spurred demand for stable income, boosting Hypnosis Songs Fund in 2018. After transparency issues in 2021, investors returned in 2023, driving board changes and a bidding war, securing strong returns.
Rather than thinking of financials as UK banks plus a couple of insurance stocks, it might be time to see the sector as more like technology or healthcare. Although clearly different in many respects, they are all major global sectors with varied subsectors that diversify risk and offer superior risk-adjusted returns to the well-known large-cap […]
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. As with any investment, your capital is at risk. You’re surrounded. From your washing machine and smartphone to your car and microwave […]
