Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios. 

Emerging market nations and companies are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. Baillie Gifford’s Andrew Keiller explains. 

Can any good come of Trump’s tariffs? Investment manager Steven Hay explains why he thinks that by adjusting asset allocation, the Baillie Gifford Managed Fund can explore the opportunities arising in sovereign debt markets. Capital at risk.

Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is on a mission to create “hands-off”, “eyes-off” and “minds-off” self-driving capabilities globally.

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’s Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashion’s environmental impact. Capital at risk.

Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions.

Investment manager Steven Hay and investment specialist Philip Scott give an update on the Managed Fund covering Q1 2025.

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the latest episode of Upfront. Capital at risk.

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gifford’s head of European Equities, Stephen Paice, explains more. Capital at risk.

Joby Aviation’s vision of speeding passengers above gridlocked streets from A to B is getting closer. Tom Slater, manager of Scottish Mortgage Investment Trust explains what it will take to become reality. Capital at risk.

Baillie Gifford investment manager Dave Bujnowski and investment specialist Phil Rae uncover how US market disruptions are reshaping growth opportunities for patient investors.

Baillie Gifford’s Kirsty Gibson explores the role of culture in successful organisations, and the common characteristics underpinning them.

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom and Insulet. Capital at risk.

In this podcast, Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience could impact the financial landscape globally.

Learn more from Baillie Gifford about the key features and attributes of the growth equity asset class.

Real assets like property and infrastructure are presenting new opportunities in the UK. Learn how Baillie Gifford is taking advantage of them.

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning. 

Explore the Baillie Gifford’s Positive Change Team’s latest environmental, social and governance (ESG) report and find out why interactions with companies make a difference. Capital at risk.

Roddy Snell reflects on the past year and explores future opportunities of the Baillie Gifford Pacific Horizon Investment Trust.

Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive approach to income growth investing.

Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.

Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.

The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences. Capital at risk.

Baillie Gifford’s Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of ‘exceptional growth’, updates on the latest transactions and our private company positioning. 

Basing asset allocation on the short term won’t help you in the long run. Baillie Gifford explains why.

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast. Capital at risk. 

Investment manager Iain McCombie and investment specialist Paul Roberts give an update on the Managed Fund covering Q4 2024. Capital at risk. 

From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the years ahead in this episode of Short Briefings on Long Term Thinking. Capital at risk.

Backing the Dutch Bros coffee chain, and Builders FirstSource’s push into higher-margin goods.

Baillie Gifford’s Amy Dinwoodie, investment specialist, explains why they believe elections don't impact stock market returns and why your Global Alpha portfolio remains well-positioned regardless of who sits in the presidential seat.

In today’s era of US mega caps, exceptional growth opportunities often lie in less researched companies, says Baillie Gifford.

Iain McCombie, co-manager of the Managed Fund, reflects on 30 years at Baillie Gifford, highlighting the firm's adaptability and long-term focus amidst volatile markets. 

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.

Investment manager Matthew Brett explores the trust's performance, strategic shifts towards sustainable growth, and the exciting potential of Japanese technological advancements and AI.

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new economic geography.

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.

Baillie Gifford explains why it’s time to rethink opportunities in emerging markets.

The three Rs – relationship, reputation and research – are key to private company investing.

Partner Stuart Dunbar explores why, as an active manager, Baillie Gifford can add value beyond investing in an index over the long term.

Manager Tom Slater shares highlights, challenges, and explains how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead. Capital at risk.

It’s not about growth or value – it’s about the few companies that drive stock market returns.

Access the latest data-led analysis on the Scottish mortgage portfolio, including updates on performance, private companies and recent transactions. Capital at risk.

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportunities unsung by the market. Capital at risk.

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive,  revealing a far more interesting investment landscape than headlines suggest. Capital at risk.  

Small cap strife: big opportunities - Baillie Gifford explores the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and the latest buys and sells. Capital at risk.

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than anywhere else. Capital at risk.

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford explores what the past tells us about a new US president’s impact on growth companies.

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Bonds offer a unique blend of diversification and potential returns. How does the Baillie Gifford Managed Fund capitalise on this? Manager Steven Hay explains.

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Discover which three stocks have caught the eyes of Baillie Gifford’s investment specialists.

Kristo Käärmann, co-founder of digital payments platform Wise, tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movement. Capital at risk.

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Bonds offer a unique blend of diversification and potential returns. How does the Managed Fund capitalise on this? With a strategic mix of government and corporate bonds, the Managed Fund aims to outperform in a fluctuating market. 

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making the most of it. Capital at risk.

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach. Capital at risk.

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford’s Brogan Harris explains why focus and patience are crucial elements when investing and identifying growth companies.

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation – discover how Scottish Mortgage maps the US’s new economic geography.

Scottish Mortgage manager Tom Slater explains how Meta, Shopify, Roblox and Spotify all benefit from having chief executives with a deep understanding of developing technologies.

Baillie Gifford’s James Budden explains why now may be the time for growth investors, as markets weather extraordinary volatility. 

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at risk.

From the Industrial Revolution to today, past mistakes can guide us towards a sustainable future, says Prof Johan Schot. Dive into the concept of Deep Transitions and how this thinking can change systems for the better. 

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival AI.

Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at risk.

Interest rates and inflation rise and fall. Can a balanced investment approach perform regardless or did 2022 sound the death knell for this style?

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield.

From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for forward thinking investors.

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. 

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovative technologies.

Whilst we are long-term investors, our shareholders have expressed interest in more frequent portfolio updates. Our Quarterly Data Pack includes a comprehensive update on portfolio, performance and more.

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital at risk.

Partners Tim Garratt and Stuart Dunbar, discuss why at Baillie Gifford we are looking past the short-term noise to take advantage of some of the exceptional opportunities that the market is throwing our way. Capital at risk.

Catch up on the conversation and find out how MercadoLibre is democratising finance in Latin America, and why now is the time for Japanese small cap investors to be brave.

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Despite the headlines, not all UK water companies share the same challenges, creating opportunities for discerning investors to pick up attractive assets at undemanding valuations. Setting a runway for long-term growth. Baillie Gifford’s Gemma Wright outlines the companies transforming the UK’s water infrastructure.

Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Investment Trust explains their edge.

Manager Tom Slater and deputy manager Lawrence Burns discuss buybacks, private companies, portfolio holdings and more, answering questions put to them by shareholders.

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age.

Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite market caution and the attractiveness of less risky assets.

Catch up on the latest episode highlighting the growth stocks to get excited about from Asia to the UK, and a Q&A with Pacific Fund manager Roderick Snell.

They’ve been described as wonder drugs – new medications that can help you lose weight and potentially reduce the risk of heart attacks and strokes. Baillie Gifford’s Ross Mathison discusses Novo Nordisk’s Wegovy and other related treatments and the growth opportunity they offer. Capital at risk.

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.

By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth is one of the strongest clues.

Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.

From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they think exceptional companies can exploit to drive long-term growth. 

The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have learned from it, and explains why today’s portfolio is in great shape. Capital at risk.

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partner Tim Garratt highlights three traits – real-world problem solving, financial discipline and adaptability.

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science, and how it could solve some of humanity’s most challenging health issues, from respiratory illnesses to cancer. 

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk. 

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quieter and greener way to travel.

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience informs portfolio decisions. Capital at risk.

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned from the region and discusses some of the growth opportunities he unearthed on his trip. 

Baillie Gifford partners Mark Urquhart and Tim Garratt analyse the must-have qualities the market is overlooking and reflect on the lessons of previous downturns.

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 Huang has come to fruition, accelerating the disruptive technology’s progress. 

After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take the ‘this time it’s different’ story seriously. 

Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers. 

By keeping an open mind and not judging companies on superficial attributes, we hope to find attractive investment opportunities that other credit investors might overlook. Baillie Gifford’s Theo Golden explains.

Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past five years.

Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large.

What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders. Capital at risk.

Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothian discusses how the portfolio is adapting.

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.

Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s long-term growth potential.

Traditional mining comes with a host of negative impacts – so can we enter the mineral age without getting our hands dirty? Baillie Gifford’s Kajetan Czyż explains more.

We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly listed companies.

Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.

When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a robust approach that does not include the investment managers.

Watch Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the current portfolio as Lee shares the team’s current research areas. Capital at risk.

Some technologies advance exponentially. Scottish Mortgage’s Tom Slater highlights how companies blend innovations to benefit from the ways they scale over time.

Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund manager Stephen Paice.

High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busting growth that lasts.

Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.

Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate property sector.

Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.

How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital at risk.

The market’s enthusiasm for predictability is not in shareholders’ best interests. Investment manager Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns.    

Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?

Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery Team reflects on the lessons of turbulent times.

Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.

Scottish Mortgage deputy manager Lawrence Burns, reflects on a decade of private company investing, and the reasons why Scottish Mortgage continues to invest in private companies.

Investment Manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.

Asset allocation is never predetermined. Baillie Gifford’s Managed Fund takes a view on it against its strategic starting point each quarter. Capital at risk.

Growth doesn’t necessarily depend on favourable macro conditions and falling interest rates. Instead, it is driven by shifts in behaviour and technology. By investing in companies at the frontiers of change, we can pursue much greater returns.

How savvy strategy and powerful alliances helped Yahoo! Japan become an online powerhouse learning from others’ mistakes and leveraging business links helped it come out on top. Baillie Gifford’s Thomas Patchett explains more.

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Scottish Mortgage deputy manager Lawrence Burns uncovers how UPSIDE Foods has developed a way to create meat, without needing farmed livestock.

Defeating Covid was merely Moderna’s opening Act. Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust, discusses the long-term potential of the US biotech firm.

From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.

Recursion Pharmaceuticals CEO and co-founder Chris Gibson tells Scottish Mortgage manager Tom Slater why he believes robots and AI can help find potential drugs faster, cheaper and more effectively than ever before.

The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment manager Michael Taylor.

Scottish Mortgage manager Tom Slater discovers how Denali Therapeutics plan to solve one of medical science’s toughest problems: developing treatments for the brain.

Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential

Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companies long term.

An introduction to sustainable growth.

Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.

As utility companies face new challenges, more care is required to separate the winners and losers. As investors at Baillie Gifford, it’s our job to identify those with the best chance of succeeding to ensure long-term returns.

Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager Lawrence Burns how the company is using robotics and AI to transform the world of ecommerce.

Denali Therapeutics’s CEO Ryan Watts tells Scottish Mortgage manager Tom Slater why he believes it can succeed where big pharma has failed by creating effective drugs for neurodegenerative diseases, in this episode of Invest in Progress. 

When you’re surrounded by an ocean of information and noise it’s hard not to get distracted. Baillie Gifford's Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential.

Investment specialist Claire Shaw from the Scottish Mortgage team, discovers how MercadoLibre combines innovation and iteration to democratise commerce and access to financial services.

Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class. 

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for the strategy.

What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in delivering medicine instantly to everyone everywhere. Capital at risk.

Like intrepid explorers, to find the best long-term growth opportunities Managed Fund investors must look for companies reaching uncharted territory and disrupting norms, writes client service director Lucy Haddow.

Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook. Capital at risk.