Insights

Get the latest news and insights into the trust

 
View [Monthly video update – April 2018] Securities Trust of Scotland video update - April 2018

Monthly video update – April 2018

Alan Porter on record levels of global M&A and how sustainability factors are at the forefront of his mind as AGM season gets underway

Video 6 April 2018
View [Monthly video update – March 2018] Securities Trust of Scotland Monthly update - March 2018

Monthly video update – March 2018

Mark Whitehead looks at the long-anticipated burst of volatility that led to February’s market sell off, but sees no reason to believe recent volatility is a sign of a move towards recession.

Video 21 March 2018
View [Investment conference: Ten free tickets to give away] The Scotsman Conference 2018

Investment conference: Ten free tickets to give away

As a sponsor of The Scotsman Conference ‘Markets 2018: Home or Overseas – Where to from here?’ we have 10 free tickets to give away, worth over £35 each (now closed).

News 20 February 2018
View [Volatility: beware the market noise] Market Volatility

Volatility: beware the market noise

Following stellar returns from global equities in 2017, the recent fall in markets has seen the return of short-term uncertainty. But has anything really changed?

Active Viewpoint 16 February 2018
View [Monthly video update – January 2018] Securities Trust update - January 2018

Monthly video update – January 2018

In this update, Mark Whitehead, Portfolio Manager, assesses the change in US federal income tax and opportunities for dividend growth in the tech sector.

Video 11 January 2018
View [Monthly video update – December 2017] Income investment video update Dec 2017

Monthly video update – December 2017

In this update Mark Whitehead, Portfolio Manager, highlights the importance of assessing the sustainability of a company’s distributions to shareholders, following a halving of the dividend by a major US industrial conglomerate.

Video 5 December 2017
View [Monthly video update – November 2017] Global Equity Income investment update Nov 2017

Monthly video update – November 2017

Strong brands standing up to the rapidly changing retail environment and positive momentum in industrials. Alan Porter from Martin Currie Income Team talks about some of the investment themes which are currently catching his eye.

Video 7 November 2017
View [Monthly video update – October 2017] Global Equity Income Investment Update Oct 2017

Monthly video update – October 2017

How changing central bank policies and rising Brent Crude oil prices have impacted markets. Alan Porter from Martin Currie Income Team looks at some of the most interesting current themes for income investors.

Video 9 October 2017