The economic backdrop continues to indicate a positive outlook for risk assets. Our Macroeconomic Research team expects above-consensus US GDP growth in 2025 and, if valuations are elevated, they are not quite exuberant (yet).
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
Investment specialist Barry Templeton gives an update on the Managed Fund covering Q2 2026.
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