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: Pre IPO Briefing Note

April 2026
Video
12 minutes

Investment Specialist Chloé Darling-Stewart explores how AI is reshaping industries and highlights our exposure to companies driving this change.

March 2026
Article
10 minutes

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

February 2026
Article
Long read

AI is reshaping human cognition at unprecedented speed. What does that mean for workers, companies and society?

February 2026
Video
6 minutes

As AI rewrites the rules, where does value go next? The managers answer shareholder questions.

Categories

Important information

The information on this website is intended for institutional investors and accredited investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore, as amended) and consultants in Singapore only. It is not intended for use by any other persons including members of the general public or investors from other jurisdictions.

The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with. These Terms and any non-contractual obligations arising from or connected with them shall be governed by, and these Terms shall be construed in accordance with, the laws of Singapore.

Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority.

Baillie Gifford Asia (Singapore) Private Limited is wholly owned by Baillie Gifford Overseas Limited and holds a Capital Markets Services Licence from the Monetary Authority of Singapore to conduct fund management activities for institutional investors and accredited investors in Singapore. Baillie Gifford Asia (Singapore) Private Limited can be contacted at Singapore Land Tower, Level 46, Unit 4616-17, 50 Raffles Place, Singapore 048624.

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. You can read details of our Legal and Important Information here.