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How is your portfolio positioned?

Peter Spiller – Capital Gearing, explains why he is looking to inflation-linked investments to protect his portfolio from threats.

22 December 2018

How are you approaching Brexit?

Jean Roche – Schroder UK Mid Cap, discusses how online disruption and overseas earnings are helping to protect her UK portfolio from Brexit uncertainty.

21 December 2018

What are the key causes for concern in 2019?

Simon Edelsten – Mid Wynd International, Jean Roche – Schroder UK Mid Cap and Peter Spiller – Capital Gearing, explain why global debt levels and trade wars are major threats in 2019.

19 December 2018

Which regions and sectors will be the winners and losers in 2019?

Simon Edelsten – Mid Wynd International, explains why automation presents both an opportunity and a threat.

19 December 2018

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

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

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 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

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