News

01 May 2026

Scottish Mortgage Portfolio Update Q1 2026

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.

30 Apr 2026

Oakley Capital Markets Event – 13th May 2026

Don’t miss OCI’s Capital Markets Event which will welcome a number of speakers from across Oakley’s portfolio, including the UK’s most decorated sailor Sir Ben Ainslie, Entrepreneur of the Year Mia Drennan, and G3 founder and former MI6 agent Nick Alcock. Agenda topics will span perspectives on current private equity trends, an AI-focused session led […]

02 Apr 2026

IPO Talk is Back: Our Investment Horizon Never Left

After a four-year drought, IPO talk is back. But a public listing does not mark the end of an investment journey – it is simply a change in venue. Scottish Mortgage Investment Trust backs exceptional growth companies, including six of the world’s ten most valuable private businesses. What matters is scale, ambition and execution. A […]

06 Mar 2026

Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital at risk.

27 Feb 2026

The ‘inverted pyramid’: winners from new US food guidelines

Impax Environmental Markets: The US government’s action to shift the national diet towards nutrient-rich foods provides tailwinds for companies in ‘real food’ supply chains and reformulation The start of 2026 marks a significant pivot in US federal nutrition policy. By placing ‘real food’ at the centre of new dietary guidelines, the US government is signalling a […]

06 Feb 2026

Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the ‘Golden Age of Change’ driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades focused on emerging themes such as electrification. Capital at risk.

09 Jan 2026

Edinburgh Worldwide: why shareholders must vote AGAINST SABA

Jonathan Simpson-Dent, chair of Edinburgh Worldwide Investment Trust, urges shareholders to vote against Saba for the trust’s long-term future. Learn more about the upcoming vote: Edinburgh Worldwide Investment Trust | Individual Investors | Baillie Gifford Capital at risk.

09 Jan 2026

Edinburgh Worldwide: why shareholders must vote AGAINST SABA

Jonathan Simpson-Dent, chair of Edinburgh Worldwide Investment Trust, urges shareholders to vote against Saba for the trust’s long-term future. Learn more about the upcoming vote: Edinburgh Worldwide Investment Trust | UK Intermediaries | Baillie Gifford Capital at risk.