Industry news and views from Panacea and our partners.
Baillie Gifford
Baillie Gifford: Extraordinary times and opportunities
Baillie Gifford’s James Budden explains why now may be the time for growth investors, as markets weather extraordinary volatility.
Baillie Gifford Positive Change Fund: Impact Report
In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes: Social Inclusion and Education, Environment and Resource Needs, Healthcare and Quality of Life, and Base of the Pyramid.
Scottish Mortgage manager insights: Lawrence Burns
Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.
Baillie Gifford: Lessons from a time traveller
From the Industrial Revolution to today, past mistakes can guide us towards a sustainable future, says Prof Johan Schot. Dive into the concept of Deep Transitions and how this thinking can change systems for the better.
Baillie Gifford Positive Change: Embracing Opportunity
The Baillie Gifford Positive Change Fund aims to generate attractive investment returns and positive global impact. In this webinar, investment specialist Rosie Rankin explains the approach.
Scottish Mortgage: manager insights
Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at risk.
Baillie Gifford Managed Fund: poised for growth?
In this article, Lucy Haddow, Investment Specialist Director, argues that the Baillie Gifford Managed Fund is well positioned for growth, regardless of what happens to interest rates and inflation.
Starlink: broadband from above
Next time you look up at the stars, you might glimpse a chain of lights moving across the night sky. If you didn’t know better, you might mistake them for a string of pearls gliding across the heavens. In fact, they are part of Starlink’s growing constellation of satellites.
Baillie Gifford: Upfront: Episode 7
Growth vs value - have the lines become blurred? Catch up on the latest conversation which includes a Q&A with Monks Investment Trust manager Spencer Adair and find out how quantum computing could be a superpower to rival AI.
Baillie Gifford on Japan: the next opportunity
From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for forward thinking investors.
Scottish Mortgage: Quarterly Data Pack
Whilst we are long-term investors, our shareholders have expressed interest in more frequent portfolio updates. As a result, Scottish Mortgage are launching a Quarterly Data Pack. It includes performance updates, recent buys and sells, private company holdings, and much more.
Scottish Mortgage manager review
In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovative technologies. Capital at risk.
Baillie Gifford Managed Fund update webinar
Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk.
Baillie Gifford: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar, discuss why at Baillie Gifford we are looking past the short-term noise to take advantage of some of the exceptional opportunities that the market is throwing our way. Capital at risk.
Upfront: Baillie Gifford’s live investment show
Episode 7 will feature a deep dive into PsiQuantum and a live Q&A with Monks Investment Trust manager Spencer Adair. Register today for Upfront, Baillie Gifford’s live adviser show packed with discussion and insight.
Scottish Mortgage’s Lawrence Burns on artificial intelligence
Could AI be the most groundbreaking invention since the printing press? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential.
Baillie Gifford: Upfront episode six
Catch up on the discussion and hear why now is the time for Japanese small cap investors to be brave. This episode features a Q&A with Shin Nippon manager Praveen Kumar and Scottish Mortgage’s Lawrence Burns explains how MercadoLibre is democratising finance in Latin America.
Baillie Gifford on high-calibre emerging markets companies
From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.
Baillie Gifford American Fund webinar: where to next?
Fraser Thompson, Investment Specialist Director, and Gary Robinson, Investment Manager and Partner, discuss the future of US growth investing and how they seek out companies that are positioning themselves for years of rewarding growth.
Why Scottish Mortgage favours founder-led companies
Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Investment Trust explains their edge.
Baillie Gifford: Investing in UK water: money down the drain?
Despite the headlines, not all UK water companies share the same challenges, creating opportunities for discerning investors to pick up attractive assets at undemanding valuations. Setting a runway for long-term growth. Baillie Gifford’s Gemma Wright explains more.
Scottish Mortgage: your questions answered
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them by shareholders.
Baillie Gifford: Upfront episode 6
Join hosts Cherry Reynard and David Rolland, as they chat with investment manager Praveen Kumar in a 30-minute live show packed with up-to-date insights.
Baillie Gifford: Why growth? Why now?
One of the great misfortunes from 2008 was not the significant drawdowns inflicted that year but rather the impact on investors’ mentality in the years that followed. The flight to perceived ‘safety’ meant some investors missed out on a decade of stellar returns from growth equities.
Scottish Mortgage - your questions answered
Join Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns for a live webinar on Tuesday 26th March, where they will answer the top questions on shareholders’ minds.
Baillie Gifford American Fund Webinar
What should you own following the steepest interest rate hike in a generation? How will rising trade tensions affect the USA? How magnificent are America’s biggest technology companies, really? And who will win and lose as AI deploys across society?
Scottish Mortgage on AI, marketing and the metaverse
In the latest episode of the Scottish Mortgage Invest in Progress podcast, Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age. Capital at risk.
Baillie Gifford Upfront: Episode Five
Catch up on the conversation between host Cherry Reynard and intermediary client manager Megan Rooney, as they discuss the topics on client’s minds.
Baillie Gifford Managed Fund: 5 burning questions on developed Asia
Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.
Baillie Gifford: All aboard the growth investing train
Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite market caution and the attractiveness of less risky assets. All aboard the growth investing train