Analysis & opinion
The AI paradox: from carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.
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Analysis & opinion
Energy systems in transition
Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.
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Analysis & opinion
What is tokenisation?
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.
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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…
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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…
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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…
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