Hamish Maxwell, investment specialist on Scottish Mortgage Investment Trust (https://www.fundcalibre.com/elite-fun...) , offers listeners a comprehensive look into the current state of the global markets. The discussion highlights the trust's core strategies for navigating volatility and adapting portfolios for resilience. Hamish shares insights into sector rotations, geopolitical impacts, and emerging market opportunities that are critical for investors looking to invest over the long term.  

What’s covered in this episode:  

• What defines an ‘exceptional growth company’? 
• Why a long-term time horizon is key 
• What “edge” does Scottish Mortgage have on the market?  
• The importance of human behaviour 
• How can investors find value in AI?  
• The three phases of AI investment 
• Nvidia’s growth story, today and tomorrow 
• Diversification within the AI sector 
• The role of private companies in the portfolio 
• Does the IPO market look healthy? 
• How the trust is positioned to “invest in progress"

Recorded November 2024

 Content provided by FundCalibre.

Image