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Alliance Trust - From the Manager’s desk: Hugh Sergeant

Hugh Sergeant, CIO of Equities, River & Mercantile Asset Management, talks about his approach to investing as an Alliance Trust Stock Picker, opportune stock-picking openings and his outlook for the rest of the year.

24 June 2020

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.

18 June 2020

Zehrid Osmani – Sustainable investing through the crisis

Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on his portfolio and how Martin Currie approaches ESG.

5 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.

29 May 2020

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.

19 May 2020

Monks Investment Trust - Manager Insights - April 2020

Jon Henry, product specialist, gives an update on The Monks Investment Trust PLC and how the portfolio is positioned in the current climate.

18 May 2020

Worldwide Healthcare Trust – Pandemic Video Update

In this pandemic update, Dr Polischuk discusses the industry's response to the crisis and the outlook for healthcare, as well as touching on the investment company’s recent performance.

15 May 2020

SAINTS – Manager Insights – April 2020

Investment manager Toby Ross gives an update on The Scottish American Investment Company PLC.

15 May 2020

US Growth Trust – Manager Insights – May 2020

Ben James gives an update on the positioning and activity of the Baillie Gifford US Growth Trust portfolio.

14 May 2020

Pacific Horizon Investment Trust – Manager Insights – May 2020

Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio and explains why he believes it’s time to look East.

13 May 2020


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