Watch our on-demand webinar with Samir Shah, Senior Research Analyst at JM Finn and Tom Slater, Manager at Scottish Mortgage Investment Trust as they discuss what Scottish Mortgage hold in their portfolio, and the rationale for inclusion. They cover the impact of recent geopolitical events, investment in technologies such as AI, semiconductors and self-driving vehicles, as well as the outlook for Scottish Mortgage Investment Trust's private equity holdings.
The webinar covers:
- How AI has become a ‘once in a generation’ investment – constituting a new growth epoch and redefining norms of how large companies can become;
- Insights from those at the coal face of tech giants such as Spotify into their 10-year growth plans;
- The importance of continually assessing the competitive landscape for the future winners, rather than passively tracking the biggest players in the market;
- Why the outperformance of hardware companies such as TSMC mirrors the strong performance of those that enabled the transition to widespread internet use during the nineties, such as Cisco;
- The development of companies such as Google and Amazon from applications to dominant industry players;
- How steady progress in autonomous vehicles behind the scenes has now resulted in what appears to be a ‘sudden’ equivalence to human drivers.
To access the recording, click here. You will need to register before accessing the webinar. Please note, the recording will be available until 26th July.
The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.
