There were no items found based on the criteria entered.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, according to Scottish Mortgage’s managers. This short article provides an overview of this idea, and other topics discussed in a recent webinar with investment specialist Claire Shaw and Scottish Mortgage Managers James Anderson, Lawrence Burns and Tom Slater.July 2021
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.Full Year 2020
Positive Change Impact Report.
The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.July 2021
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.Torcail Stewart, July 2021
The Future Is Now, And It Works.
Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.July 2021
The History of The Monks Investment Trust.
Born on the eve of a global depression, the trust has cultivated its instinct for growth over nine decades, always staying focused and flexible, on the right side of great global changes. Continuing our series of investment trust histories, John Newlands tells the story of Monks.June 2021
Clusters, Computers, and Classic Rock.
Britain is home to a cohort of successful small businesses. That makes it an ideal place to look for innovative companies that will be successful on the global stage in the coming decades, as Charlie Broughton explains.June 2021
Actual ESG: Making a Difference in the Real World.
Andrew Cave, Head of Governance and Sustainability, and Stuart Dunbar, Partner and Client Director, explain why ESG investing should not become a data and metric-driven exercise. Instead, we should be focusing on real world outcomes and investing in businesses that are helping drive forward change.June 2021
High Yield Bond.
In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.June 2021
Global Stewardship Fund - Manager Insights.
Client Director Amy Atack explains the purpose of the Global Stewardship Fund, before giving an update on the performance of the portfolio, as well as a summary of the three main areas in which the Global Stewardship Team see the potential for future growth.June 2021
Baillie Gifford Shin Nippon Investment Trust Webinar.
Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.June 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.June 2021
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.June 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.June 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.