Insights

The home of our latest insights, ranging from articles and newsletters to films and podcasts.

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.

October 2025
25 minutes
Video

MercadoLibre: Building Latin America's Digital Infrastructure

October 2025
Video
13 minutes

Does the 2015 research still hold? The Scottish Mortgage Team reflects on investment success.

October 2025
Video
34 minutes

From an AI bubble to Bitcoin exposure, the managers tackle the topics on shareholders’ minds.

October 2025
Video
10 minutes

Investment Specialist Hamish Maxwell explores how AI and structural shifts reshape industries, highlighting key portfolio themes and recent performance.

October 2025
Article
6 minutes

A written summary of Lawrence Burns in discussion with MercadoLibre's incoming CEO Ariel Szarfsztejn.

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Important information

Scottish Mortgage Investment Trust PLC (the “Company”) is an alternative investment fund for the purpose of Directive 2011/61/EU (the “AIFM Directive”). Baillie Gifford & Co Limited is the alternative investment fund manager (“AIFM”) of the Company and has been authorised for marketing to Professional Investors in this jurisdiction.

This website is made available by Baillie Gifford Investment Management (Europe) Limited (“BGE”), which has been engaged by the AIFM to carry out promotional activities relating to the Company. BGE is authorised by the Central Bank of Ireland as an AIFM under the AIFM Regulations and as a UCITS management company under the UCITS Regulation. BGE also has regulatory permissions to perform promotional, advisory and Individual Portfolio Management activities. BGE has passported its authorisations under the mechanisms set out in the AIFM Directive.

This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.