Martin Currie Asia Unconstrained Trust – 2019 Outlook
Portfolio managers Damian Taylor and Robert Campbell discuss what they are excited about in the Asia region in 2019 and beyond.
Securities Trust of Scotland – 2019 Outlook
Head of Income Mark Whitehead and Portfolio Manager Laurie Lochtie discuss what’s in store for 2019.
Martin Currie Global Portfolio Trust – 2019 Outlook
Portfolio manager Zehrid Osmani discuses what’s on his radar for 2019.
Scottish Mortgage Stock Stories: Spotify
Tom Slater shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek.
Scottish Mortgage Stock Stories: Shopify
Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity.
Scottish Mortgage Stock Stories: Ant Financial
Ant Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage.
What’s most important for your investment company in 2019?
Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why ignoring political noise and trade wars being resolved will be key to their success in 2019.
How is your portfolio positioned?
Peter Spiller – Capital Gearing, explains why he is looking to inflation-linked investments to protect his portfolio from threats.
How are you approaching Brexit?
Jean Roche – Schroder UK Mid Cap, discusses how online disruption and overseas earnings are helping to protect her UK portfolio from Brexit uncertainty.