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.

February 2025
42 minutes
Video

Blockchain.com: Outlasting the Crypto Chaos

April 2025
Video
12 minutes

Investment Specialist Hamish Maxwell on recent volatility, latest portfolio transactions, and a deep dive on two key long-term growth trends prominent in the portfolio.

November 2025
Article
4 minutes

Highlights, challenges, and how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead.

October 2024
Article
7 minutes

Companies and countries are vying for influence on the chips powering computation.

October 2024
Video
27 minutes

On why owning public and private companies in one fund is a unique proposition. Plus updates on SpaceX, Northvolt, blockchain.com and more.

Categories

April 2025
Video
12 minutes

Portfolio Update Q1 2025

Investment Specialist Hamish Maxwell on recent volatility, latest portfolio transactions, and a deep dive on two key long-term growth trends prominent in the portfolio.
March 2025
Article
7 minutes

Watch this space: Tim Marshall on the future of ‘astropolitics’

Author Tim Marshall explains how space is set to become the new arena for rival powers.
March 2025
Article
6 minutes

Joby Aviation readies for take-off

How a flying taxi firm could launch a transport revolution.
March 2025
Article
6 mins

Nubank: Latin America’s digital disrupter

Charting the app-based lenders’ long-term growth.
An abstract of a waveform with blue and orange colours.
February 2025
Article
8 minutes

Investor Webinar: Written Overview

Key points addressed by the managers in the recent webinar, including the buyback, the US political landscape, investing in private companies, and exposure to China.
February 2025
Video
59 minutes

Investor Webinar: Your Questions Answered

Tom Slater and Lawrence Burns discuss everything from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning.
February 2025
Newsletter
5 minutes

Perspectives on Progress #13

In the latest holdings updates, we explore how innovative companies tap into unexplored worlds, from the wonders of space to the beauty of nature’s chemistry.
February 2025
Article
6 minutes

Blockchain.com: Building Crypto’s Financial Future

The crypto firm’s chief executive discusses outlasting rivals and high hopes for the future.
January 2025
Article
6 minutes

A World of Opportunities: Forum Write-Up

Where in the world would you travel for the best investment opportunities? We take a tour of the portfolio to find out.
January 2025
Video
10 minutes

Portfolio Update Q4 2024

Investment Specialist Hamish Maxwell on recent portfolio transactions, how we define ‘exceptional growth’, and how our private company exposure continues to be a competitive edge.
November 2024
Article
5 minutes

Tempus AI: the future of cancer care

Tempus AI is a pioneer in personalised healthcare, leveraging AI across cancer care, diagnostics and treatment discovery.
November 2025
Article
4 minutes

Tom Slater: Manager Review

Highlights, challenges, and how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead.

The Archive

To explore the archives of Scottish Mortgage content click here.

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Baillie Gifford 2025

Managed by BG

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.