Executive Summary The KOSPI has achieved a remarkable re-rating in 2026, reaching a new all-time high above 8,000 and returning +29% in May alone. Yet beneath the headline figures lies a tale of two markets. Samsung Electronics and SK Hynix now account for c. 53% of the KOSPI index and have driven the overwhelming bulk […]

Schroder Oriental Income Fund (SOI) has been shortlisted in the Best country / regional / emerging category of QuotedData’s 2026 Investors’ Choice Awards. With voting now underway, we take a closer look at what makes this Asian equity income trust stand out and why it might deserve your vote. Asia is home to some of […]

Interview with Brown Advisory, EdgePoint and Sands In our latest edition of The Big Question, Mick Dillon, Tye Bousada and Danielle Menichella delve further into the realm of AI to discuss where AI disruption is likely to emerge, which industries could be the biggest winners and losers, and whether the market is getting the AI […]

Interview with Tye Bousada from EdgePoint Techtronic is a leading manufacturer of power tools and equipment, with well-known brands including Milwaukee, Ryobi and Hoover. EdgePoint’s Tye Bousada believes the company is well positioned to benefit from the shift from corded to cordless tools, where it is the market leader, while its focus on specialist, efficiency-enhancing […]

Baillie Gifford US Growth (USA) is urging its 13,000 private investors to vote as soon as they can to protect the investment trust from being taken over by its largest shareholder, Saba Capital.  The £1bn investment company faces its third “existential” challenge from the hostile hedge fund. The US firm owns nearly 30% of the […]

Is AI the only driver of future growth, or are there other opportunities on the horizon? Scottish Mortgage managers Tom Slater and Lawrence Burns explain how patience, culture and adaptability shape their search for exceptional long-term investments. Capital at risk.

Interview with Mick Dillion from Brown Advisory Experian is a global data and analytics company that helps businesses assess credit risk, prevent fraud and verify identities, underpinned by a proprietary dataset built over nearly 200 years. Brown’s Mick Dillon believes the company benefits from the essential role credit plays in economic growth and financial inclusion, […]

Baillie Gifford US Growth (USA) is under threat from Saba Capital once again. Ahead of the annual general meeting on 23 October when the activist hedge fund will for a third time attempt to replace the investment trust’s board, shareholders have two opportunities to learn why they should oppose the takeover of their unique fund. […]

Interview with Danielle Menichella from Sands Galderma is a specialist skin health company operating across aesthetics, skincare and therapeutic dermatology. Danielle from Sands sees strong growth potential, driven by rising consumer interest in skin health, younger customers entering the market earlier and increasing uptake among men, while highlighting the company’s trusted brands, loyal professional customer […]

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.

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.

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 […]

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.

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.

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.