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.

A Space X rocket sat on the launch pad on a mild day.
May 2026
3 minutes
Article

SpaceX: Briefing Note

July 2026
Video
6 minutes

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.

July 2026
Video
13 minutes

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.

June 2026
Article
4 minutes

Explore the private companies widening Scottish Mortgage’s opportunity set.

March 2026
Article
10 minutes

When private companies go public, what really changes for long-term investors?

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