Investment manager Tom Slater discusses how Scottish Mortgage’s portfolio companies are driving global change across AI, digital platforms, and electrification. As with any investment, your capital is at risk. Performance The six months to 30 September 2025 have been a period of meaningful progress, not only in markets, but more importantly, in the companies leading […]
The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes. Rapid progress in ‘training’ artificial intelligence models paves the way for AI’s deployment in a spectrum of real-world applications. As trained models become capable of independently making decisions or predictions based on new […]
From an AI bubble to Bitcoin exposure, the managers tackle the topics on shareholders’ minds and discuss their investment approach, market outlook and key portfolio decisions. Capital at risk.
Interview with GQG and EdgePoint Brian Kersmanc and Geoff MacDonald explore the tension between slowing economic indicators and elevated market valuations. From the influence of AI optimism, to the risks posed by market concentration, they share where earnings growth may fall short—and where opportunities still exist for investors.
Baillie Gifford’s chief executive Tim Campbell explains the advantages of their active style of investing, the importance of long-termism and how AI fits into their process. Capital at risk.
Interview with Jennison, SGA and Vulcan In our latest Big Question video, stock pickers Rebecca Irwin from Jennison, Alexandra Lee from SGA and C.T. Fitzpatrick from Vulcan explore whether trade and globalisation are being reshaped, what might be driving this shift, and how these changes are impacting businesses.
You are invited to the annual Scottish Mortgage Digital Conference on 8th October 11am – 12:30pm. This year we explore how transformative change creates extraordinary growth opportunities. The agenda: Register here.
You are invited to the annual Scottish Mortgage Digital Conference on 8th October 11am – 12:30pm. This year we explore how transformative change creates extraordinary growth opportunities. The agenda: Register here.
A quiet financial revolution is reshaping how money moves globally, from infrastructure to customer experience. At Scottish Mortgage, we’re backing innovators like Stripe, Revolut and Nubank, who are transforming finance through technology. As with any investment, your capital is at risk. From São Paulo to Singapore, a quiet financial revolution is underway. It’s not always […]
Emerging market nations and companies are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. Discover standout growth companies positioned to capitalise on this transformation and how you can benefit. Baillie Gifford’s Andrew Keiller explains. Capital at risk.
