On The Money

In this week’s episode, Kyle is joined by Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust. The duo discuss whether the dominance of a small number of technology stocks makes the S&P 500 harder to beat. 
Ballie Gifford is well known for its approach of investing in exceptional growth companies, thinking long term, and paying no attention to the composition of stock market indices. Gary explains how his US fund differs from the S&P 500 index. 
He also runs through the four “Magnificent Seven” stocks that he owns; Nvidia, Amazon, Tesla and Meta Platforms. The latter, formerly called Facebook, was a recent purchase.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

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What is On The Money?

Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.