Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2025

Baillie Gifford ERIC LEFKOFSKY TEMPUS AI TOM SLATER SCOTTISH MORTGAGE CHINA Trump USA LAWERENCE BURNS abrdn INVESTMENTS MYFOLIO INDEX CLIENTS PETER SMITH CRYPTO Markets MYFOLIO CORE MYFOLIO MANAGED HARMISH MAXWELL Growth STUART DUNBAR IAIN MCCOMBIE PAUL ROBERTS OUTLOOK SOLUGEN HUB THEMES 2025 OUTLOOK UPFRONT EPISODE 9 STEVEN HAY NINETY ONE ABRIE PRETORIUS US ELECTION Japan SOFTBANK RAKUTEN EISAI TECHNOLOGY FUTURE STOCKS THOMAS HODGES LONZA TOPICUS SOITEC HAMISH MAXWELL QIAN ZHANG SAMSUNG DELHIVERY BANK RAKYAT abrdn LESLEY DUNN UPFRONT8 OPPORTUNITIES BEN JAMES IMPACT INVESTING ROSIE RANKIN Investments LUCY HADDOW MARK MUNRO PAUL MEHTA GLOBAL FIXED INCOME FUNDS ABBY GLENNIE UK SMALLER COMPANIES FUND DONALD FARQUHARSON FIDELITY INTERNATIONAL STERLING CORPORATE BOND IAN FISHWICK SHORT-DATED FUND KRIS ATKINSON CAPITAL GROUP US JOHN EMERSON FIXED INCOME PANEL DISCUSSION UK MARKET HUB EXCLUSIVES UK MARKETS PREMIER MITON INVESTORS UK EQUITIES MATT WILLIAMS STOCKS INCOME REAL ESTATE ANNE BREEN BONDS JAMIE IRVINE POSITIVE CHANGE FUND VALUE UPFRONT EPISODE 7 SPENCER ADAIR MyFolio MANAGED FUND UPDATE JOSEPH KNIGHT WILLIAM NOTT UPFRONT EPISODE SIX MERCADOLIBRE TALIB SHEIKH MACRO AMERICAN FUND UPFRONT Carbon Removal OIL GAS Process MYFOLIO SUSTAINABLE MORDERNA COVID STEPHANE BANCEL VIDEO 3 JUPITER ASSET MANAGEMENT VIDEO 2 BAILLIE GIFFORD JAPANESE FUND MATTHEW BRETT THOMAS PATCHETT ASIA EX JAPAN RODDY SNELL BEN DURRANT MANAGED FUND AURORA SUSTAINABLE INCOME Schroders PREMIER MITON MULTI ASSET FIDELITY SHORT DATED CORPORATE BOND FUND MONEY MARKET FUNDS Asia LEE QIAN UPFRONT EPISODE THREE FERGUS MCCARTHY SUSTAINABLE INCOME FUND JAPANESE FUND EPISODE TWO PANAL DISCUSSION MYFOLIO SUSTAINABLE INDEX RANGE IMF FEDELITY INTERNATIONAL FIRST SENTIER INVESTORS MULTI-ASSET INCOME ELLIE CLAPTON JASON BORBORA-SHEEN MULTI-ASSET SCOTT LOTHIAN VOLATILITY EUROPEAN EQUITIES SUSTAINABLE ESG DIVERSIFICATION GLOBAL REAL ESTATE CORPORATE BONDS MYFOLIO SUSTAINABLE INDEX GOVERNMENT BOND MARKETS BANKING BNY MELLON INVESTMENT MANAGEMENT SCHORDERS M&G INVESTMENTS PREMIER MITON INVESTMENTS GOVERNMENT BONDS Inflation Interest Rates OUTLOOK 2023 ENERGY ENERGY TRANSITION M&G Invesments ANNE RICHARDS ANDREW MCCAFFERY REDWOOD MATERIALS LAWRENCE BURNS Investment EMERGING MARKET BOND JAPAN EQUITIES ADVISER HUB SUSTAINBLE MULTI ASSET FUND UN SDG JAMIE HARVEY GLOBAL DISCOVERY TORCAIL STEWART SWEDEN INVESTING SCOTTISH MORTGAGE INVESTMENT TRUST SUSTAINABLE INVESTMENT ENERGY MARKET MULTI ASSET INCOME UKRAINE FIDELITY INTNERNATIONAL JAMES BIRD PAUL NASH SUSTAINABLE MULTI ASSET FUND RANGE FIDELITY MULTI ASSET OPEN RANGE ASSET CLASS OUTLOOK LAWRENECE BURNS SUSTAINABLE ASIA EQUITY FUND DHANAJAY PHADNIS FLORA WANG ENVIRONMENT SUSTAINABILITY THEMATIC INVESTING NED SALTER ASSET CLASSES EVA SUN-WAI TOBY ROSS DIANE ESSON RESPONSIBLE GLOBAL EQUITY INCOME FUND EUGENE PHILALITHIS MULTI ASSET INCOME RANGE FUND ACTUAL INCOME 2022 MANAGER INSIGHTS SUZANO BIODIVERSITY MULTI ASSET INCOME FUND SQUARE MILE RESEARCH NINETY ONE UK ALPHA TALKING FACTSHEET BAILLIE GIFFORD JAPANESE INCOME GROWTH ALEX FARLOW STRATEGIC BOND ESG ANALYST SURVEY 2021 ANALYST SURVEY UK SIMON BRAZIER BEN NEEDHAM MATT EVANS PORTFOLIOS ADVISER-HUB PANEL DISCUSSION ADVISER HUB PANEL DISCUSSION Europe MEASUREMENT AND PERFORMANCE PORTFOLIO TOOLS ADVISER-HUB HUB NEWS PANEL DISCUSSION 2021 SUSTAINABLE INVESTING ANALYST SURVEY 2021 JULIET PURSAILL FEDERICO WYNNE COVID19 CORONAVIRUS BNY MELLON SUSTAINABLE GLOBAL DYNAMIC BOND BAILLIE GIFFFORD INVEST IN PROGRESS Square Mile BAILLIE GIFFORD HIGH YIELD BOND PARAS ANAND CORPORATE BUSINESS PASSIVE ACTIVE PAUL VINCENT ELECTION MONEYBUILDER INCOME DALE NICHOLLS DR KEYU JIN TINA TIAN YUANLIN LANG Investors CAPITALISM KATE FOX POSITIVE INVESTMENT MULTI-MANAGER FORUM 2020 INSIGHTS FUND MANAGERS BNY MELLON REAL RETURN FUTURE HEALTHCARE CONNECTIVITY CONSUMPTION Economy WEN-WEN LINDROTH INNOVATION HENK-JAN RIKKERINK SPECIAL SITUATIONS ALEX WRIGHT ANTHONY SROM ASIA PACIFIC OPPORTUNITIES FUND MANAGER UPDATE STEVE ELLIS CENTRAL GLOBAL BANKS JEREMY PODGER SOLVENCY ROMAIN BOSCHER SAJIV VAID DOMESTIC FIXED INCOME MARKETS EMERGING MARKET DEBT ERIC WONG RISK TEERA CHANPONGSANG Market CONSUMER FUND HYOMI JIE MULTI ASSET OPEN RANGE CHRIS FORGAN PERSPECTIVES DAN ROBERTS GLOBAL DIVIDEND GLOBAL SPECIAL SITUATIONS FUND Equities ANNA STUPNYTSKA RECOVERY UK ALPHA FUND COVID-19 GLOBAL DIVIDENDS YIELD RODERICK SNELL EWAN MARKSON-BROWN BANKS BULL BEAR MARKET PETER KHAN FIDELITY EXTRA INCOME & GLOBAL HIGH YIELD FUNDS INVESTEC ASSET MANAGEMENT DEFENSIVE APPROACH MULTI ASSET TEAM FIDELITY SPECIAL VALUES PLC RETAIL Emerging Markets FASHION MULIT-ASSET FIDELIITY INTERNATIONAL INDIA JOHN STOPFORD DEFENSIVE RETURNS ELITE RATED FIDELITY GLOBAL DIVIDEND ALASTAIR MUNDY PETER LOWERY POLITICAL FIDELITY GLOBAL DIVIDEND FUND GLOBAL EQUITY MARKETS GLOBAL DIVIDEND FUND Equity STRATEGIES BILL MCQUAKER OPPORTUNITES JASON BORBORA DIVERSIFIED INCOME FUND BILL QUAKER EUGUENE PHILALITHIS 2019 FIDELITY MULTI ASSET INCOME RANGE INVESTEC UK EQUITY INCOME FUND CAUTIOUS MANAGED FUND Test Tag Fidelity Video LONDON GLOBAL INSIGHTS Brexit MULTI ASSET PROTECTOR FUND RICCARDO MUSCIO BULL MARKET BOND YIELDS POLITICS FIDELITY GLOBAL SPECIAL SITUATIONS FUND European Fund ACTIVE INVESTMENT MARKET CYCLE SURVEY SOCIAL INFRASTRUCTURE MULTI ASSET INCOME RANGE