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.

April 2024
4 minutes
Article

AI: intelligence everywhere

May 2024
Article

An update on the portfolio, and the fertile territories for growth investing.

April 2024
Article
4 minutes

Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.

March 2024
Video
49 minutes

Tom Slater and Lawrence Burns talk buybacks, private company valuations, and the astonishing progress of portfolio holdings.

May 2023
Article
8 minutes

Lawrence Burns reflects on the value that can be generated by investing in private companies.

Perspectives on Progress

This newsletter offers you the Scottish Mortgage Team’s view on the current landscape, from company developments to portfolio activity.

Categories

The Archive

To explore the archives of Scottish Mortgage content click here.

Investment trusts are UK public companies and are not authorised and regulated by the Financial Conduct Authority. You may not get back the amount invested and please bear in mind that past performance is not a guide to future performance.