We share our insights on a variety of topics including investing for the long term, healthcare, technology and the global economy.
There were no items found based on the criteria entered.March 2023 Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.Read moreJanuary 2023 Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.Read moreJuly 2022 Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?Read more32 MIN WatchJune 2022 Reasons to be optimistic about climate change.
Is a greener world achievable? In this webinar, Client Service Director Stephen Corr interviews Investment Analyst Calum Holt, International Alpha, on why he believes we are at a turning point in the energy transition.WatchMay 2022 ESG v sustainability.
The questions we should consider to avoid being led astray by ESG risk scores.Read moreApril 2022 China’s move to renewable energy.
Solar power and cheap green energy makes for a promising future.Read moreMarch 2022 A dream within reach.
New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.Read more12 MIN WatchFebruary 2022 Actual ESG.
Investing in great growth companies to make a big difference.WatchJanuary 2022 The university shaping global tech.
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.Read moreDecember 2021 Glasgow Climate Pact.
For Global Stewardship, climate opportunities go hand in hand with climate challengesRead moreNovember 2021 What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.Read more49 MIN WatchNovember 2021 Towards Net Zero: Reflections on COP26.
Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.WatchNovember 2021 The Biological Revolution.
The use of information science to unlock biology is revolutionising our health and wellbeing.Read moreOctober 2021 China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.Read moreOctober 2021 Lessons from Bessembinder
What a US academic taught us about the companies that outperform.Read moreOctober 2021 India’s ‘missing’ female workers.
Women dropping out of employment should weigh on investors’ minds.Read moreOctober 2021 Supporting ESG improvers.
Investors can have the most impact by focusing on sustainability laggards, not leaders.Read moreOctober 2021 Misguided metrics.
Why emerging markets firms struggle to get high ESG scores.Read moreOctober 2021 Time travel investing.
Evaluating emerging market stocks by taking a mental leap into the future.Read moreWatchSeptember 2021 Disruption Week: Investing in Firms Shaping the World of Tomorrow.
At Baillie Gifford, we don’t focus on the present. We focus on what the world could look like in 15- or 20-years’ time. We focus on how our needs and expectations are evolving and what they might look like in the future. We explore the industries in which disruption and innovation are creating change, and we dedicate ourselves to finding the companies driving this change. Watch this animation to find out more.WatchApril 2021 The Future of Mobility - Part 2.
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.Read moreApril 2021 The Future of Mobility - Part 3.
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.Read moreApril 2021 The Future of Mobility - Part 4.
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.Read moreApril 2021 The Future of Mobility - Part 1.
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.Read moreMarch 2021 Humans, a Growth Species.
On the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.Read moreMarch 2021 Actual ESG.
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.Read moreDecember 2020 Innovation: Why it’s Crucial for Sustainability.
Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.Read moreWatchNovember 2020 STOPCOVID Webinar.
This webinar, moderated by Mark Urquhart, head of our Long Term Global Growth Team, includes an update from the STOPCOVID team based at Edinburgh University. STOPCOVID is a global initiative to harness and progress medical science across sectors to improve treatments and end the pandemic. We hear from Kev Dhaliwal, Professor of Molecular Imaging and Healthcare Technology and Honorary Consultant in Respiratory Medicine.WatchFourth Quarter 2019 Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.Read moreWatchFourth Quarter 2019 Corporate Scandals That Changed the Course of Capitalism.
Civil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.WatchNovember 2021 Archived Mapping Veganville.
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.Read moreAugust 2021 Archived James Anderson Selects Five for the Future.
James discusses the big themes for the future and says the most interesting companies that could prevail are still private.Read moreNovember 2020 Archived The S in ESG.
The complexity of assessing societal impact shouldn’t deter investors from looking at a company from every angle, argues Marianne Harper Gow.Read moreSeptember 2020 Archived Asking the right questions.
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.Read moreApril 2020 Archived How to Invest in Equities and Stay Sane.
The best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.Read moreMarch 2020 Archived The Second Space Age.
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.Read moreSecond Quarter 2019 Archived Bricks and Clicks.
With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.Read moreSecond Quarter 2019 Archived The Death of Alzheimer’s.
As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.Read more2019 Archived Our Governance and Sustainability.
How we govern ourselves and support society.Read moreFirst Quarter 2017 Archived Does Anyone Remember What ‘Investing’ Actually Means?
Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.Read moreFebruary 2016 Archived Cities of Tomorrow.
Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking.Read moreFirst Quarter 2016 Archived Genomics: Reasons for Optimism.
Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.Read more
You’ve viewed 42 of 42 results