The Week: The Mag7: a slow deflation looms
The end of the Mag7 bubble may be a slow deflation rather than a dramatic bang.
Adviser-Hub 29th Jan 2026
Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era
Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...
Baillie Gifford 22nd Jan 2026
The Week: Nvidia’s results revive markets
Nvidia beat market expectations, but it may galvanise concerns on AI spending.
Adviser-Hub 20th Nov 2025
Tom Slater: Manager Review
Scottish Mortgage manager Tom Slater reflects on a year of operational progress amid market volatility, explaining why the trust reduced its NVIDIA stake, how resilience has become central to portf...
Baillie Gifford 14th Nov 2025
Scottish Mortgage: Quarterly Data Pack Q1 2025
From Revolut and BYD to NVIDIA and Amazon, find out which companies were bought, sold and reduced over the last 12 months in the Scottish Mortgage Investment Trust portfolio.
Baillie Gifford 12th May 2025
The Week: Not so magnificent?
Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.
Adviser-Hub 7th Feb 2024
NVIDIA: Accelerating AI
Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...
Baillie Gifford 8th Dec 2023
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