Insights
The home of our latest insights, ranging from articles and newsletters to films.
Each piece is designed to provide you with a deeper dive into Scottish Mortgage, whether that’s an update from the managers, a stock story on a portfolio company, or a thought piece on an industry where we see the greatest potential for growth.
Spotlight
Browse the Scottish Mortgage Team's top picks.
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.
Explore the private companies widening Scottish Mortgage’s opportunity set.
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Important information
Baillie Gifford Overseas Limited (BGO) provides investment management and advisory services to non-UK clients. BGO is wholly owned by Baillie Gifford & Co. Both are authorised and regulated in the UK by the Financial Conduct Authority.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation or offer to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.
