Insights
The home of our latest insights, ranging from articles and newsletters to films and podcasts.
Each piece is designed to provide you with a deeper dive into Scottish Mortgage, whether that’s an update from the managers, a stock story on a portfolio company, or a thought piece on an industry where we see the greatest potential for growth.
Spotlight
Browse the Scottish Mortgage Team's top picks.
January 2025
Video
10 minutes
Investment Specialist Hamish Maxwell on recent portfolio transactions, how we define ‘exceptional growth’, and how our private company exposure continues to be a competitive edge.
November 2024
Article
4 minutes
Highlights, challenges, and how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead.
October 2024
Article
7 minutes
Companies and countries are vying for influence on the chips powering computation.
Perspectives on Progress
This newsletter offers you the Scottish Mortgage Team’s view on the current landscape, from company developments to portfolio activity.
Categories
Newest First
Investment trusts are UK public companies and are not authorised and regulated by the Financial Conduct Authority. You may not get back the amount invested and please bear in mind that past performance is not a guide to future performance.