Scottish Mortgage manager insights: Tom Slater

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  • Опубліковано 12 лис 2024

КОМЕНТАРІ • 2

  • @leesmith9299
    @leesmith9299 2 місяці тому

    analysing in background

  • @royed31
    @royed31 2 місяці тому

    While SMT's management remains optimistic about the long-term value creation potential of its private equity holdings, the market sentiment is not so much .
    Concerns persist about the risk of aggressive markdowns in the value of these unquoted assets, especially given the current economic climate and the trust's persistent discount to NAV