Insights
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June 2021Exploring Sustainable Growth: A New Approach to ESG.
Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.
Listen now (19 minutes)June 2021Strategic Bond.
Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
WatchJune 2021Baillie Gifford Worldwide Japanese Fund Manager Insights.
Client Director Andrew Brown speaks to Donald Farquharson and Tolibjon Tursonov, co-managers of the Worldwide Japan Fund, about portfolio positioning and performance, and which areas they see the potential for growth in the future.
WatchJune 2021What Picasso Can Teach Us About Investing.
Cubism changed art by depicting objects from multiple perspectives. Investors can learn from this approach by looking beyond the narrow confines of the financial industry and seeking a wide range of viewpoints rooted in the real world, argues Tom Coutts, partner at Baillie Gifford.
Read moreMay 2021Tilting The Odds In Your Favour.
Having been outperformed by US equities over the longer term, the time may now be right for the international asset class to bounce back, as Stephen Corr explains.
Read moreFull Year 2020Balanced Stewardship Report 2020.
We set out why an investment in Baillie Gifford’s Balanced Strategy (including the Managed Fund) is an investment in a process which has long been committed to helping great companies get even better.
Read moreMay 2021Positive Change - It's Not Obvious.
Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
Read moreApril 2021A Dose of Innovation.
We are at the dawn of a golden age of medicine. We will soon have the ability to treat and cure diseases that have long been untreatable and incurable.
Read moreApril 2021Global Alpha Paris-Aligned.
The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.
Read moreApril 2021Active Investment: Fuelling the Energy Transition.
In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.
WatchApril 2021On The Grid.
David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.
Read moreApril 2021Breaking the Biotech Model.
Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.
Listen now (15 minutes)April 2021From Crisis To Opportunity.
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
Read moreMarch 2021Interview With Our Japanese Researchers.
Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
WatchMarch 2021What I've Learned In Four Decades Of Investing.
His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
Listen now (16 minutes)
