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Invest in Progress

By: Scottish Mortgage
  • Summary

  • Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems.This podcast is for UK investors and existing Scottish Mortgage shareholders only. The views expressed are those of the contributors and should not be considered as advice or a recommendation to buy, sell or hold a particular investment. The content of this podcast was accurate to the best of our knowledge at the time of publication. Scottish Mortgage Investment Trust PLC (Scottish Mortgage) is listed on the London Stock Exchange and is not authorised or regulated by the FCA.

    Hosted on Acast. See acast.com/privacy for more information.

    Copyright 2023 Invest in Progress
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Episodes
  • The Brandtech Group: the masters of modern marketing
    Feb 26 2024

    Hear how this company has a 9-year head start on utilising AI.


    David Jones, founder of digital-only marketing agency The Brandtech Group, tells Lawrence Burns how his company makes marketing better, faster and cheaper.


    The offering is simple. Brands need help maintaining their identity amid the noise of the digital world. They also need help keeping up with ever-increasing complexity and ever-changing trends on a global scale.


    The Brandtech Group provides end-to-end digital solutions to help global brands stay ahead of the curve, from in-house content creation, to hyper targeted digital campaigns, to influencer marketing.


    And the company has always had technological development at its core, meaning the recent craze around artificial intelligence comes as no surprise. In fact, they’ve been utilising AI for almost a decade.


    Because of this, Brandtech is now the leading generative AI marketing group – ‘not only can we create content 10x faster but we're seeing 2x the performance on it’. But Jones also cautions ‘we are in mile one of the marathon’ as ‘the rule of modern marketing is it will just get more complex.’


    Brandtech’s willingness to embrace technology and make strategic acquisitions not only gives it a substantial head start. But it also increases the likelihood of the company remaining a key player in a $750bn per year global industry, making it an attractive position in the Scottish Mortgage portfolio.


    Check the podcast description to ensure this content is suitable for you. Your capital is at risk.


    Credits:

    Presenter: Claire Shaw

    Audio production agency: Listen

    Producer: Shannon Delwiche

    Executive producer: Suzy Grant

    Production manager: Niamh Kidd

    Editorial lead: Malcolm Borthwick


    Hosted on Acast. See acast.com/privacy for more information.

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    56 mins
  • Climeworks: leading the charge in carbon removal
    Jan 30 2024

    Pioneering a potential trillion-dollar industry, Climeworks removes CO2 from the air and stores it underground.


    In the latest episode of Scottish Mortgage’s Invest in Progress podcast, Climeworks co-founder Christoph Gebald explains the role the company hopes to play in mitigating those emissions that cannot be reduced by other means.


    Climeworks’ dedication to its mission, its innovative direct air capture technology, and its commitment to scaling carbon removal make it a key player in the fight against climate change. As the first company to establish commercial-scale operational plants, its Iceland plant is the only one with third-party verification of its carbon removal capabilities.


    Scottish Mortgage invests in Climeworks as an early pioneer in an industry addressing a global issue – climate change – where the company could become a significant presence over time. Within 25 years, direct air capture facilities could be as commonplace as wind or solar farms are today, and the industry an equivalent size to today’s oil and gas industry.


    Although still early in its journey, if the company succeeds in scaling, it has the potential to create a multi-billion-dollar revenue stream.


    If you're interested in using Climeworks’ service as an individual, visit: https://climeworks.com/subscriptions


    Check the podcast description to ensure this content is suitable for you. Your capital is at risk.


    Credits:


    Presenter: Claire Shaw

    Audio production agency: Listen

    Producer: Shannon Delwiche

    Executive producer: Suzy Grant

    Production manager: Rachel Kay

    Editorial lead: Malcolm Borthwick


    Hosted on Acast. See acast.com/privacy for more information.

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    43 mins
  • Moderna: from Covid vaccines to cancer cures
    Jan 9 2024

    Stéphane Bancel believes Moderna’s Covid-19 vaccine success could be the tip of the iceberg for its mRNA technology.


    In the latest episode of the Invest in Progress podcast, Moderna’s chief executive talks to Scottish Mortgage manager Tom Slater about the company’s remarkable achievements to date and what that means for its future potential.


    Moderna’s mRNA technology, which instructs cells to create proteins, allows it to develop effective solutions faster than traditional pharmaceutical approaches.


    The versatility of the company's mRNA technology means it can potentially address some of the biggest unmet health needs of our time. That includes respiratory illnesses, cancer and infectious diseases, offering hope for millions of patients worldwide.


    Bancel explains why the technology’s adaptability, along with Moderna’s innovative approach to scaling up manufacturing, could revolutionise how we treat disease and secure future revenues.


    The company's commitment to research and development and its relentless focus on science and innovation positions it as a leader in mRNA-based medicines. That, along with the many potential uses of mRNA earns it its place in the Scottish Mortgage portfolio.


    If successful, Moderna could have a significant impact on healthcare, preventing millions of deaths and improving access to healthcare worldwide.


    Check the podcast description to ensure this content is suitable for you. Your capital is at risk.


    Credits:

    Presenter: Claire Shaw

    Audio production agency: Listen

    Producer: Shannon Delwiche

    Executive producer: Suzy Grant

    Production manager: Niamh Kidd

    Editorial lead: Malcolm Borthwick


    Hosted on Acast. See acast.com/privacy for more information.

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    49 mins

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