Name: Investor Webinar: Your Questions Answered
Uploaded: 2025-02-21
Description: Tom Slater and Lawrence Burns discuss everything from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning.

This video is archived and some details may be out of date.

<p>You need to be an existing investor of this {{FundOrStrategy}} before you can view its details.</p>
<p>If you are not an existing investor of this {{FundOrStrategy}}, please close this message and you'll be directed to our list of funds.</p>

I invest on my own behalf, am a job seeker, a journalist or want to learn more about Baillie Gifford.

If none of the previous options apply, please select Rest of World below:

Individual Investors

Professional Investors

Wholesale clients

Australia

Belgium

Germany

Hong Kong

Luxembourg

Netherlands

Institutional and accredited investors

Singapore

Qualified investor

Switzerland

Existing Shareholders

Rest of World

SELECT LOCATION

This article is archived and some details may be out of date.

Home

This private website has been shared on a reverse solicitation basis only. It is intended to only be accessed by the recipient: a professional or institutional investor who has received the direct link from Baillie Gifford following a reverse enquiry. It has been designed to provide you with the specific information you have requested from Baillie Gifford. It is not for onward distribution, and is not intended for use with retail clients.

Legal declaration

This podcast is archived and some details may be out of date.

Private placement funds can only be bought or sold by Accredited Investors, as defined for the purposes of SEC Rule 506 (c) of Regulation D under the Securities Act of 1933, as amended. We shall ask for confirmation of your accredited status before you invest.

Philosophy

Deliberately different in more ways than one. Discover our investment philosophy and learn how we differentiate ourselves from the rest.

Insights

Explainers

Documents

Podcast

You are viewing the site as Insights in UK

About Us

How to Invest

Frequently Asked Questions

Email Sign Up

Scottish Mortgage

Tom Slater and Lawrence Burns discuss everything from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning.

Investor Webinar: Your Questions Answered

Scottish Mortgage Home

Read the transcript

Introduction and Webinar Overview

Buyback Progress and Saba Capital

Catalysts for Share Price Increase

Impact of Trump's Administration

Tesla and SpaceX Holdings

SpaceX Valuation and IPO Prospects

US Market Valuation Concerns

US Tech Bubble Concerns and Precautionary Measures

NVIDIA Stock Reduction

AI Opportunities and Beneficiaries

New Investments

Ecommerce and BYD Investments

Lessons from China Exposure

Current China Exposure and Risks

DeepSeek's Impact and AI Competition

ByteDance and Chinese Big Tech

Alibaba and Tencent: Current Stance

ByteDance Valuation and Comparison

Geopolitical Changes and Resilience

Horizon Robotics and Chinese Autonomy

Benefits of Private Company Investments

IPO Prospects and Market Dynamics

Moderna Holding and Outlook

Impact of RFK Jr. and Vaccine Politics

Northvolt's Current Status

Cloudflare's Long-term Potential

Managing Volatility and Long-term Strategy

Blue-sky Themes and Exciting Research

Robotics and Real-world Deployment

Share

Speakers

Investor Webinar: Your Questions Answered

July 2026

Manager Insights: Tom Slater

July 2026

Manager Insights: Lawrence Burns

June 2026

Gopuff: Online Shopping’s Express Aisle

May 2026

Affirm: Why Shoppers Are Walking Away From Credit Cards

Investor Webinar: Your Questions Answered

Related insights

July 2026

Manager Insights: Tom Slater

July 2026

Manager Insights: Lawrence Burns

June 2026

Gopuff: Online Shopping’s Express Aisle

May 2026

Affirm: Why Shoppers Are Walking Away From Credit Cards