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.

September 2024
6 minutes
Article

Why technical leaders have an advantage

July 2024
Video
12 minutes

In uncertain times, companies that display resilience and capital efficiency will be rewarded, says Tom Slater.

May 2024
Article
8 minutes

Stepping back from the noise to outline the layers of AI that will drive true transformation.

October 2024
Article
7 minutes

Companies and countries are vying for influence on the chips powering computation.

October 2024
Video
27 minutes

On why owning public and private companies in one fund is a unique proposition. Plus updates on SpaceX, Northvolt, blockchain.com and more.

Perspectives on Progress

This newsletter offers you the Scottish Mortgage Team’s view on the current landscape, from company developments to portfolio activity.

Categories

November 2024
Article
5 minutes

Tempus AI: the future of cancer care

Tempus AI is a pioneer in personalised healthcare, leveraging AI across cancer care, diagnostics and treatment discovery.
November 2024
Article
4 minutes

Tom Slater: Manager Review

Highlights, challenges, and how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead.
October 2024
Video
10 minutes

Portfolio Update Q3 2024

The latest on the portfolio’s positioning, including allocation to Chinese companies, AI, updates on private holdings, and the latest transactions.
October 2024
Article
4 minutes

Private Companies: Embracing Change, Driving Growth

Tom Slater and Lawrence Burns share the latest on the private companies held in the Scottish Mortgage portfolio.
October 2024
Article
7 minutes

The Firms Behind the World’s Most Critical Technology

Companies and countries are vying for influence on the chips powering computation.
October 2024
Article
4 minutes

A Wise Move: Saving When Sending Abroad

A written summary of Lawrence Burns in discussion with founder and CEO of Wise Kristo Käärmann.
October 2024
Video
7 minutes

Change Drives Growth: Introduction

Tom Slater explains why the theme ‘Change Drives Growth’ is fundamental to the Scottish Mortgage philosophy.
October 2024
Video
27 minutes

Private Companies: Primary Capital is Purposeful Capital

On why owning public and private companies in one fund is a unique proposition. Plus updates on SpaceX, Northvolt, blockchain.com and more.
October 2024
Video
37 minutes

Wise: Money Without Borders

Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.
September 2024
Article
7 minutes

Beyond Silicon Valley

The US’s new hotbeds of innovation are increasingly based outside California.
September 2024
Article
6 minutes

Why technical leaders have an advantage

How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.
September 2024
Article
4 minutes

Trip Notes: Seoul and Mumbai

Lawrence Burns sees great growth firms in action in South Korea and India

The Archive

To explore the archives of Scottish Mortgage content click here.

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Baillie Gifford 2024

Managed by BG

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.