Want exclusive access to the thoughts and views of the Scottish Mortgage management team? Look no further.
There were no items found based on the criteria entered.July 2022 Valuing private companies.
The Scottish Mortgage Team explains how the private companies in the portfolio are valued.9 MIN WatchJuly 2022 Scottish Mortgage Manager Insights – Lawrence Burns.
Lawrence Burns, Deputy Manager, discusses why he believes the Scottish Mortgage portfolio is on the right side of structural change.13 MIN WatchJuly 2022 Scottish Mortgage Manager Insights - Tom Slater.
Tom Slater, Manager, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy.May 2022 MercadoLibre: the Latin liberator.
Lawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.May 2022 Our Approach to Governance.
The Scottish Mortgage Team lays out its approach to governance and the definition of responsible investing.May 2022 Investing with Purpose.
When times are tough, resilience matters. Tom Slater on why purpose matters to Scottish Mortgage.May 2022 Long-Term Endurance.
Drawdowns are inevitable. But it’s how you react to them that matters. Lawrence Burns explains.May 2022 Patient Green Capital.
There’s an urgent need to cut carbon, but investors must give firms time to develop solutions.May 2022 Transformational thinking.
Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.April 2022 Influencers.
James Anderson credits the great minds who shaped his theories about the evolving world.March 2022 The power of people.
How access to leading entrepreneurs and academics powers Scottish Mortgage.64 MIN WatchMarch 2022 Investing for the Future – In Conversation with the Scottish Mortgage Managers.
Manager Tom Slater and Deputy Manager Lawrence Burns discuss the evolution of the management team and process, the current environment and the long-term prospects for the Scottish Mortgage Investment Trust.March 2022 Fair Process, Fair Valuations.
Investment specialist Stewart Heggie explains how valuations are carried out for private holdings in the Scottish Mortgage Investment Trust portfolio.53 MIN WatchJanuary 2022 Scottish Mortgage and transformative change.
Lawrence Burns on growth stocks, volatility, and why Moore’s Law remains a positive for innovative companies.January 2022 Nurobots: delivering with autonomous vehicles.
Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.November 2021 Scottish Mortgage Interim Management Report.
The Scottish Mortgage managers deliver their interim management report.November 2021 The history of Scottish Mortgage Investment Trust.
How a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.October 2021 China’s Gen Z+.
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.65 MIN WatchJune 2020 Paradigm Shifts with Professor Carlota Perez.
Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.September 2021 Scottish Mortgage Board appoints new Director.
The Board is pleased to announce the appointment of Mark FitzPatrick as a non-executive director of Scottish Mortgage Investment Trust PLC.September 2021 ESG Metrics can be ‘Dangerous Rubbish’.
Scottish Mortgage’s James Anderson warns of the risks of ill-defined sustainability metrics.September 2021 James Anderson talks about growth, innovation and the future.
James Anderson discusses the future of growth investing on the FCLT podcast.September 2021 Disrupting Disease with Artificial Intelligence.
Cancer, heart failure and Alzheimer’s could all be defeated by AI-driven treatments.July 2021 Rocket Man
Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.July 2021 Embracing the Extraordinary
Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change.21 MIN WatchJune 2021 Scottish Mortgage Investment Trust AGM: Manager Insights - Tom Slater.
In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.10 MIN WatchJune 2021 Scottish Mortgage Investment Trust AGM: Manager Insights - Lawrence Burns.
In this AGM film, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, explains that success will be determined by the deep underlying structural changes going on in our world, the brilliance of business models, and the vision of their founders, rather than economic cycles, sector rotations and interest rates. He then goes on to discuss the areas where he believes this success could occur.57 MIN WatchJune 2021 In Conversation with Tom Slater.
Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the areas in which he sees potential for exponential growth. Tom discusses the companies in the portfolio that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy, making it clear there is no shortage of exciting growth opportunities. Tom then goes on to answer questions from the audience.60 MIN WatchJune 2021 Embracing the extraordinary: In conversation with the Scottish Mortgage managers
Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers. With no shortage of exciting growth opportunities, the Scottish Mortgage managers discuss the potential for exponential growth in the future. Join them as they look to companies that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy.April 2021 It's In Their DNA.
With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare.25 MIN WatchApril 2021 Scottish Mortgage - The Next Generation of Winners.
In this interview, Investment Specialist Claire Shaw is joined by Tom Slater, Joint Manager of the Scottish Mortgage Investment Trust PLC. Shaw sets the scene by describing the trust’s unrelenting pursuit of ambitious, disruptive companies and the importance of Moore’s Law, before going on to ask Slater about which industries he thinks the big winners of the future will come from. Healthcare, transport, transactions and food delivery appear to be the ones to watch.Spring 2021 Charging the Green Revolution.
The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand.Spring 2021 Rethinking Risk.
What’s the point of complex risk models if they don’t reflect how humans actually behave? Leading economist John Kay and James Anderson, joint manager of Scottish Mortgage Investment Trust, discuss how changing attitudes to known unknowns could make us better investors.November 2020 Biofacturing.
Synthetic biology conjures images of Frankenstein’s monster, with mad scientists poring over boiling beakers to bring to life the beast. The reality of modern labs is significantly different. Truly remarkable progress is being made in solving some of the world’s biggest problems by unlocking nature at its most granular level.November 2020 Paymasters of the Universe.
Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits.October 2020 Investing during a pandemic.
James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on how, amid all the coronavirus disruption, the case for growth stocks strengthened as the crisis unfoldedMay 2020 Setting our Sights on Private Companies.
It’s often listed companies that make the headlines but some of the most exciting investment opportunities are in private firms according to Scottish Mortgage Investment Trust’s Catharine Flood.May 2020 When long-term Investing Pays.
Goodbye Baidu, hello Bytedance. Tom Slater highlights those Scottish Mortgage holdings currently bringing disruptive innovation to the world.May 2020 Finding New Fish to Fry.
As the world adapts to wrenching changes, James Anderson observes both human progress and stock markets that did not learn.April 2020 Scottish Mortgage – Bringing the Freight Industry Up To Speed.
The antiquated freight industry is set for a shake up as new tech-savvy players look to take a slice of what is a €5.6 trillion, and growing, industry.April 2020 Some Suspicions About the Coming Years.
James Anderson discusses what we can learn about the effects of the coronavirus. Drawing on the work of experts such as Hans Rosling, James explores the monetary and fiscal transformation we are going through, concluding that the days of neo-liberalism are numbered. James also looks at what the crisis means for equity investors, asking what investments are now more valuable, and assesses the shift of global power towards Asia.April 2020 Staying the Course for Scottish Mortgage.
The disruption caused by the coronavirus (Covid-19) pandemic extends far beyond the narrow world of investment but, as Catharine Flood explains, within that sphere Scottish Mortgage Investment Trust remains committed to patient investment, focused on the long-term and on companies with the most potential for future growth.February 2020 The Future of Advertising.
In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.Fourth Quarter 2019 The Future of Financial Services.
In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.Third Quarter 2019 The Future of Healthcare.
In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.Fourth Quarter 2019 The Future of Work.Fourth Quarter 2019 Next Generation of Progress.March 2021 Archived Scottish Mortgage Transition Planning.
James Anderson steps down from trust next year. Lawrence Burns joins as deputy manager. We answer your questions here.August 2021 Archived Scottish Mortgage Investment Trust PLC Press Release.
Scottish Mortgage Investment Trust PLC announces that it has raised a further c£200 million by issuing two long-term, fixed rate, senior, unsecured private placement notes.June 2021 Archived FT Big Read - Can a New Generation Keep Riding the Tech Boom?
Financial Times asset management editor, Harriet Agnew and reporter Josh Oliver profile Baillie Gifford for the FT Big Read.15 MIN WatchJune 2021 Archived Scottish Mortgage Investment Trust AGM: Manager Insights - James Anderson.
In this AGM film, James Anderson, co-manager of the Scottish Mortgage Investment Trust, reflects on the biggest lessons he has learnt during his time managing the trust.May 2021 Archived Same Direction, New Terrain.
A year of crisis showed how share prices can fail to reflect surrounding social and economic turmoil, writes Tom Slater.May 2021 Archived Stay on the road less travelled.
In his final review as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the challenge and excitement of the search for extreme returns. Anticipating greater change to come, he urges investors to keep thinking distinctively.April 2021 Archived The MoneyWeek Podcast.
Investing in outliers and focusing on the long-term, Tom Slater discusses the Scottish Mortgage approach to investing on the MoneyWeek podcast. Capital at risk, past performance is not a guide to the future.March 2021 Archived What Others Teach Us, Lessons in Investing.
Deputy Manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.March 2021 Archived James Anderson Retires From Partnership.
After four decades at Baillie Gifford, James will leave the firm and step down from Scottish Mortgage next year.February 2021 Archived Investing in Progress.
Scottish Mortgage was the FTSE 100’s stand-out growth company in 2020, but its managers’ are focused not on short-term performance, but on how best to exploit that added size in future.November 2020 Archived SM Interim Managers Report.
The oddities of the pandemic will fade, some long-running shifts in our economy will have been accelerated and the stresses we have experienced will spark new waves of innovation.November 2020 Archived From Musk to Maranello.
Ferrari owners want to wake the neighbours with the thunderous throttle of their car’s internal combustion engine. If that goes in the shift to greener and quieter motor technology, will the car still be worthy of the prancing horse’s name? Most definitely so, according to Ferrari’s CEO, Louis Camilleri.Fourth Quarter 2019 Archived The Future of Manufacturing.WatchSecond Quarter 2019 Archived Scottish Mortgage - Annual General Meeting.
The Scottish Mortgage Investment Trust Annual General Meeting (AGM) took place in Edinburgh on 27 June 2019. In addition to the business of the day, there were presentations from the Trust's managers, James Anderson and Tom Slater, which you can now watch here.Second Quarter 2019 Archived A Complexified World.
The impact of ever-faster networks and complex systems is all around us. Tom Slater reflects on the implications of our accelerating connectedness in an increasingly ‘complexified’ world.Second Quarter 2019 Archived Scottish Mortgage Managers’ Review.
James Anderson explains why Scottish Mortgage’s portfolio makes him optimistic about the future, despite the sound and fury of recent headlines.
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