In this latest Working Lunch from Professional Adviser, Baillie Gifford investment specialist director Claire Shaw shares the latest portfolio updates from the Scottish Mortgage trust, including the team's views on AI, Tesla, China and private market investments.
During this digital event recorded on 19 March, Baillie Gifford's Shaw discussed how Scottish Mortgage is determined to own the world's most exceptional growth companies and deliver long-term returns to shareholders.
The team sees significant amounts of progress being made in every corner of the globe, in both public and private markets. This includes areas like the digitisation of finance in Latin America and space travel in the U.S, to luxury goods in Europe and technological transformation in South East Asia.
In this session we cover:
- The unique philosophy that sits at the heart of Scottish Mortgage
- Understand why long-term structural changes in society are more powerful drivers of change and disruption than macro-economic or geopolitical issues and why it is rational to seek out the exceptional companies driving this change to maximise your chances for growth over decades
- Understand why the current environment leaves room for optimism for investors willing to take a long-term, patient view.
