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.
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.
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.
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.
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.
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.
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.
SAINTS – Manager Insights – April 2020
Investment manager Toby Ross gives an update on The Scottish American Investment Company PLC.
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.