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Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk.
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Partner Zone
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Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's…
Video
Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk.
Article
Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk.
Article
Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk.
Article
Rethinking income in changing markets
Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.
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Capturing Asia’s structural winners through market cycles
Fidelity’s Teera Chanpongsang outlines why a long-term mindset continues to identify high-quality businesses with durable earnings profiles that are well positioned to deliver attractive returns over time.
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Value investing: a persistent source of alpha
Fidelity’s investment experts delve into value investing and discuss Fidelity’s belief that research, intrinsic value, and long-term thinking can create opportunity in equity markets.
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Closing the global “small-cap gap”
Fidelity’s Shah Badkoubei discusses why addressing the “small-cap gap” could improve diversification, resilience, and long term return potential in evolving markets.
Article
Three themes for the second half of 2026
Fidelity believes the remainder of 2026 is likely to be shaped by the interaction between inflation, policy, and geopolitics, an improving backdrop for selective emerging markets, and the continued strength of the AI investment cycle.