Scottish Mortgage
Insights

The Scottish Mortgage Team explains how the private companies in the portfolio are valued.

Lawrence Burns, Deputy Manager, discusses why he believes the Scottish Mortgage portfolio is on the right side of structural change.

Tom Slater, Manager, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy.

Lawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.

The Scottish Mortgage Team lays out its approach to governance and the definition of responsible investing.

When times are tough, resilience matters. Tom Slater on why purpose matters to Scottish Mortgage.

Drawdowns are inevitable. But it’s how you react to them that matters. Lawrence Burns explains.

There’s an urgent need to cut carbon, but investors must give firms time to develop solutions.

Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.

James Anderson credits the great minds who shaped his theories about the evolving world.

How access to leading entrepreneurs and academics powers Scottish Mortgage.

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.

Investment specialist Stewart Heggie explains how valuations are carried out for private holdings in the Scottish Mortgage Investment Trust portfolio.

Lawrence Burns on growth stocks, volatility, and why Moore’s Law remains a positive for innovative companies.

Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.

The Scottish Mortgage managers deliver their interim management report.

How a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

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.

The Board is pleased to announce the appointment of Mark FitzPatrick as a non-executive director of Scottish Mortgage Investment Trust PLC.

Scottish Mortgage’s James Anderson warns of the risks of ill-defined sustainability metrics.

James Anderson discusses the future of growth investing on the FCLT podcast.

Cancer, heart failure and Alzheimer’s could all be defeated by AI-driven treatments.

Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.

Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change.

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.

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.

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.

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.

With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare.

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.

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.

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.

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.

Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits.

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 unfolded

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.

Goodbye Baidu, hello Bytedance. Tom Slater highlights those Scottish Mortgage holdings currently bringing disruptive innovation to the world.

As the world adapts to wrenching changes, James Anderson observes both human progress and stock markets that did not learn.

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.

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.

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.

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.

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.

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.

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.

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.