South African stocks underperformed their emerging market counterparts in February, declining by 2.4%. This weakness stemmed primarily from the resource sector, which was hit by falling commodity prices, especially in energy and platinum. Domestically focused companies in the industrial and financial sectors also faltered…
Paul Summers recounts why he’s keen on increasing his stake in Scottish Mortgage shares, despite the last two years or so having been tough for current share owners.
A recording of the Nomura Client Presentation, presented on 10 August 2023
This article by Fundsmith’s CIO, Terry Smith, that was published in the Financial Times.
Scottish Mortgage Investment Discussion: 2023 update
On 24th February the Financial Action Task Force (FATF) placed South Africa on the greylist, which means that South Africa is now placed under increased financial monitoring.
We are hosting an investment discussion with Lionstrust via Teams.
Terry Smith discusses the current market environment, recent performance and portfolio changes. Watch the webinar replay.
View the Scottish Mortgage website for more insights & updated investment information.
Terry Smith discusses the current market environment, recent performance and portfolio changes. Register to join us for the webinar.
