Videos

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.

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.

The managers of Target Healthcare REIT, Civitas Social Housing and Schroder BSC Social Impact explain why caring for the elderly, providing high-quality housing and making real social impact are some of the reasons they most like running their strategies.

The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT discuss how diversification, extensive due diligence and attention to detail helps them manage risks to their portfolios.

The managers of Civitas Social Housing, Target Healthcare REIT and Schroder BSC Social Impact explain the benefits of the closed-ended structure for making social impact investments.

The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT explore the positive social impact of their investments.

The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT discuss their strategies, the effect on society and the outlook and opportunities in this rapidly expanding area.

Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.

George Barrow, co-manager of the Polar Capital Global Financials Trust, discusses the investment case for financials today.

Martin Currie Global Portfolio manager, Zehrid Osmani, provides an insight into Atlas Copco, a long-established global manufacturer of industrial tools and equipment.