Shin Nippon – Manager Insights – June 2020

Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business. Recorded June 2020.

Zehrid Osmani – Q1 earnings season wrap-up

Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on earnings in Q1, his portfolio, focusing on earnings risk, and investment process.

Where are you seeing opportunities?

Andrew Ness, Templeton Emerging Markets, and Ross Teverson, Jupiter Emerging & Frontier Income, reveal which emerging markets sectors and countries they like best.

Scottish Mortgage - Why This Crisis Favours Growth Stocks

Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. Tom Slater, Co-Manager of Scottish Mortgage Investment Trust, explains why.