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What are the key reasons for optimism in 2019?

Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss why low inflation and healthy consumer spending are reasons why investors could be optimistic about 2019.

19 December 2018

Investment companies: the outlook for 2019

Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, discuss the opportunities and risks for investors in 2019.

Recorded on 10 December 2018

14 December 2018

Baillie Gifford UK Growth Fund: the seeds for long-term growth

Co-managers Milena Mileva and Iain McCombie discuss the Baillie Gifford UK Growth Fund, and explain how they
have changed the portfolio since taking over in June.

Recorded on 1 December 2018

13 December 2018

Scottish Mortgage: invest in progress

Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time.

13 December 2018

Scottish Mortgage Investment Trust – Resolute Investors Part 2

James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries.

Recorded in November 2018.

29 November 2018

Scottish Mortgage Investment Trust – Resolute Investors Part 1

James Anderson and Tom Slater discuss some of the key investment lessons they have learnt and how these impact the distinctive way in which they invest for Scottish Mortgage.   

Recorded in November 2018.

29 November 2018

India Capital Growth Fund – Investing in the engine room of India

From the ground in India, learn more about the Capital Growth Fund advisory team’s investment process and get to know some of their investee companies.

Recorded on 28 September 2018.

28 November 2018

Scottish Mortgage Stock Stories: Airbnb

Tom Slater, joint manager of Scottish Mortgage, shares his enthusiasm for the home rental company and highlights where he sees opportunities for the company to create value.  

Recorded on 1 February 2018.

23 November 2018

Scottish Mortgage Stock Stories: Amazon

James Anderson, joint manager of Scottish Mortgage, shares why he is enthusiastic about investing in Amazon and why he believes it will remain a dominant company in the future.  

Recorded on 1 February 2018.

23 November 2018

Scottish Mortgage Stock Stories: Alibaba & NIO

James Anderson, joint manager of Scottish Mortgage, shares his thoughts on Chinese car company NIO and the founder-driven, Chinese giant retailing platform, Alibaba.

Recorded on 1 February 2018.

23 November 2018

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