It has been five years since we launched the AVI Japan Opportunity Trust (AJOT). In Japan, five years is the blink of an eye, Japanese companies tend to think in decades or generations. However, a lot has happened in five years. It all started in 2012 with Shinzo Abe’s economic legacy, coined Abenomics. The first […]
Interview with Sunil Thakor of Sands Capital, Andy Headley of Veritas and Metropolis Capital’s Jonathan Mills. Alliance Trust stock pickers – Sunil Thakor of Sands, Andy Headley of Veritas and Metropolis’s Jonathan Mills – discuss how a prolonged period of high interest rates will impact businesses and whether this will change their stock picking approach.
In this video, Henderson High Income Trust (HHI) portfolio manager, David Smith, introduces the trust, explains what’s unique about its strategy and discusses the trust’s track record.
Scottish Mortgage’s Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers. As with any investment, your capital is at risk. With its innovative approach to reducing the pain of meal planning and grocery shopping, […]
What two questions should an investor ask themselves if a company’s share price goes up? Join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders. “We believe that the value created by a small number of exceptional companies over the long run is the way to make money. […]
Alliance Trust Stock Pickers Kishore Rao, from Sustainable Growth Advisers, and Heather Peirce, from Black Creek Investment Management, give their perspectives on the AI debate. Filmed: August 2023 previous story | next story
Welcome to the videos from the Investment Trust Forum 2023. The conference was for investment analysts, research committees and portfolio managers from all the major asset management groups, banks, stockbrokers, wealth managers and IFA networks and offered presentations and panel discussions on a range of topics. We were pleased to have panel sponsorship from Witan […]
As with all investment strategies, your capital is at risk. NVIDIA’s co-founder Jensen Huang is Silicon Valley’s longest-serving chief executive. But his greatest impact may still be ahead of him, as Scottish Mortgage’s Claire Shaw explains Jensen Huang recently celebrated three decades as NVIDIA’s chief executive. It’s a remarkable achievement, particularly given that many recent […]
What if it were possible to capture CO2 directly from the air and lock it away permanently? Scottish Mortgage holding, Climeworks wants to inspire 1 billion people to remove CO2 from the air to help tackle legacy and unavoidable carbon emissions. “Climeworks is the first direct air capture company to deliver third-party certified carbon dioxide […]
What if it were possible to capture CO2 directly from the air and lock it away permanently? Scottish Mortgage holding, Climeworks wants to inspire 1 billion people to remove CO2 from the air to help tackle legacy and unavoidable carbon emissions. “Climeworks is the first direct air capture company to deliver third-party certified carbon dioxide […]
