Insights
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ReadSeptember 2021Investing in Climate Solutions.
How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
Read moreWatchSeptember 2021Disruption 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.
WatchReadSeptember 2021Climate-Informed Long Term Returns Expectations.
Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
Read moreReadAugust 2021Clusters, Computers, and Classic Rock.
Britain is home to a cohort of successful small businesses. That makes it an ideal place to look for innovative companies that will be successful on the global stage in the coming decades, as Charlie Broughton explains.
Read moreReadAugust 2021Rethinking Risk: Uncertainty and Investment Returns.
Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.
Read moreReadAugust 2021Hyper-connected Networks: Seedbeds of Growth.
In 2019’s paper A Case for Growth, I argued that, despite a decade-long run for growth stocks, there were plenty of exceptional growth companies left for long-term investors to pick from. The cupboard was by no means bare. Two years on, has our thinking changed?
Read moreReadCharlie Houston, September 2021Staying Focused in Frantic Times.
Looking beyond Covid by buying the debt of two firms paving the way to a better future.
Read moreWatchJuly 2021How Harnessing Chaos Can Make Companies More Nimble.
Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.
Listen now (17 minutes)ReadJuly 2021Mind the Gap: Going on a De-risking Journey.
De-risking doesn’t have to be an end to attractive investment returns. Philippe Jageneau shares why a multi-asset approach may be the answer for maturing pension schemes.
Read moreWatchJuly 2021What Picasso Can Teach Us About Investing.
Investment Specialist Christel Brodie speaks to Tom Coutts, Investment Manager on Baillie Gifford’s International Growth Strategy, about his recent thought piece ‘What Picasso can teach us about investing’. Coutts discusses how the process of, and reactions to, change in the art world can be closely compared to how we as investors look at the world today and what it could be in the future.
WatchReadJuly 2021Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
Read moreReadFull Year 2020Positive Change Impact Report.
The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.
Read moreWatchJuly 2021Actual Income.
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.
WatchWatchJune 2021Actual ESG: Making a Difference in the Real World.
Andrew Cave, Head of Governance and Sustainability, and Stuart Dunbar, Partner and Client Director, explain why ESG investing should not become a data and metric-driven exercise. Instead, we should be focusing on real world outcomes and investing in businesses that are helping drive forward change.
WatchWatchJune 2021High Yield Bond.
In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.
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