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Investing in an ageing society
Increasingly elderly populations could transform our lives as much as climate change or AI.Emerging markets: new opportunities
Emerging markets: why it’s time to rethink the opportunities.Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.International viewpoints: power players
Companies rising to new energy challenges in diverse ways, and the economies driving demand.Why not just invest in the index?
Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Semiconductor chips: the global tech battle
Companies and countries are vying for influence on the technology powering computation.Saving when sending abroad: a Wise move
With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.Long Term Global Growth Q3 investor letter
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developmentsUS Equity Growth Q3 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developmentsPositive Change Q3 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developmentsGlobal Alpha Q3 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developmentsEmerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developmentsDo elections matter for stock returns?
What the past tells us about a new US president’s impact on growth companies.Why growth investors can’t ignore China
China’s electric car, battery and other advanced manufacturers are on the rise.Wise: Money Without Borders
Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.Discovery Q3 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.European Equities Q3 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Japan Growth Q3 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.Japan All Cap Q3 update
The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.Long Term Global Growth Q3 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q3 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.UK Core Q3 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q3 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q3 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.US Alpha Q3 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Luxury brands show promise amid slump
How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.Future Stocks: Our best ideas in Japan
Thomas Patchett uncovers three companies driving new opportunities in Japan.Future Stocks: Our best ideas in the US
Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.Future Stocks: Our best ideas in Asia
Qian Zhang highlights three Asian companies at the forefront of global structural trends.Future Stocks: Our best ideas in Europe
Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.Future Stocks: Our best disruptive ideas
Bill Chater spotlights three companies set to make world-changing breakthroughs.Future Stocks: Our best impact ideas
Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.The importance of focus
Why focus and patience are crucial elements when investing and identifying growth companies.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.Creo Medical: at the spearhead of surgery
The Welsh company cutting surgery waiting lists – and costs.Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.PsiQuantum: the leap to quantum computing
PsiQuantum’s efforts could revolutionise medicine, energy use, farming and more.Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.SWCC Showa: rewiring Japan
How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.Japan: opportunities in automation
Japan's automation revolution and its global leadership in robotics.Japan: opportunities in healthcare
Japan’s innovation medical breakthroughs are combatting ageing.Japan: opportunities in quality brands
Behind the success of Japan’s leading quality brands and what opportunities they present.Japan: opportunities in entertainment
Japan's media giants: Sony and Nintendo's timeless influence.MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.Stock story: Diploma
Iain McCombie explores Diploma's journey to distribution excellenceThe rise of cloud computing
From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.Wise: Growing global money transfers
Charting rising cross-border money payments and the opportunity for remittance service Wise.Japanese changemakers shaping the future
The firms taking advantage of four transformational opportunities.Starlink: internet for mobile dead zones
Low-orbit satellites could be the answer for the three billion unable to access the internet.International viewpoints: semi-cap resilience
Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatilityThe rate cut conundrum: Multi Asset’s LTRE
Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.Environment: making sense of the E in ESG
How companies’ relationships with climate, energy and the environment relate to long-term growth.Academic collaborations that count
The experts helping us gain an investment edge when thinking about farming, human rights and AI.International Growth: our philosophy
Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.Positive Change Impact Report 2023
Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.Long Term Global Growth Q2 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q2 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q2 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q2 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q2 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth: investor letter Q2 2024
Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.AI: driving a new healthcare paradigm
Why AI could be key to us living longer and being in better health in the future.Positive Change: investor letter Q2 2024
Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.Streamlined for success
How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.Discovery Q2 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.European Equities Q2 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q2 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.UK Core Q2 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.China Q2 update
The China Team reflects on recent performance, portfolio changes and market developments.International Growth Q2 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q2 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q2 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developmentsUS Alpha Q2 update
The US Alpha Team reflects on recent performance, portfolio changes and market developmentsHealth Innovation Q2 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q2 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q2 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.International All Cap Q2 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.International Alpha Q2 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.International viewpoints: global EV trends
Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.International Concentrated Growth Q2 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.International viewpoints: eastern promise
What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.Private equities: time to turn to growth
Why high interest rates help rapid growth private companies with proven products stand apart.Japan: the next opportunity
Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.Why small companies matter to us
Unlocking the potential of small cap investments.A write up of Baillie Gifford’s responsible investing breakfast
An insight into the critical role of responsible investing in aligning financial success with sustainability efforts.Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.China through a Japanese lens
Japanese tech dominance is under increasing pressure in China from domestic challengers.Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.Upfront: Japanese equities
Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companiesTilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.Investing in UK water
The companies transforming the UK’s water infrastructure.Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.UK Core Q1 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.European Equities Q1 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q1 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.International Alpha Q1 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.Long Term Global Growth Q1 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Health Innovation Q1 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.US Alpha Q1 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.International Growth Q1 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q1 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q1 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.International Concentrated Growth Q1 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.International All Cap Q1 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.China A Shares Q1 update
The China A Shares Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q1 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.Five years of health innovation
Investors take note: technology and innovation are revolutionising treatments and patient care.Private companies and the Power Law
Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.Moncler: from mountain to street
How the outerwear pioneer innovated its way into the fashion elite.Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.The fresh face of Japanese finance
New online services are transforming Japanese financial habits.The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.Vietnam: Asia’s rising star
Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.AI: intelligence everywhere
Why AI could be the printing press of intelligence.Remitly: easy global remittance
The mobile app that busts stress and high charges for workers sending money back home.Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oasesThe founder factor
Tom Slater on the secret sauce shared by founder-led companies.Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.Positive Conversations 2023
The Positive Change Team’s ESG and engagement report shows the difference talking can make.Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?Positive Change: a review of 2023
A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.Long Term Global Growth Q4 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Moderna: designing drugs on a computer
Can scientists meet unmet health needs by writing code to help the body heal itself?The AI paradigm shift
Being open-minded to what rapid changes brought on by AI could mean for growth stocks.Niches, anomalies, and things to come
How can we spot large growth opportunities at the stage when others dismiss them as fads?Lessons from evolutionary biology
Why the study of gene fitness can help us spot ambitious growth companies with huge potential.Enduring good
What values are important to you? And are they reflected in your investments?The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.UK Core Q4 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q4 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q4 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.International All Cap Q4 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q4 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q4 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.Health Innovation Q4 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q4 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q4 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.European Equities Q4 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.China Q4 update
The China Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q4 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.International Growth Q4 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.International Alpha Q4 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.International Concentrated Growth Q4 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.Avoided emissions methodology
Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.China revisited
Lawrence Burns explores the new landscape of opportunity.Spotting the stars amid a surge
Rising Japanese markets are flattering old-style companies: better to look for long-term growth.Innovation’s drumbeat
Charting how technological progress and prosperity march together.Aurora: the technology company transforming trucking
The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.Japan’s new growth opportunities
Seeking the entrepreneurial firms that could sustain the country’s rally.How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.International All Cap Q3 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.International Alpha Q3 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q3 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.European Equities Q3 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Health Innovation Q3 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.International Concentrated Growth Q3 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q3 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q3 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.Long Term Global Growth Q3 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.International Growth Q3 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q3 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q3 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.Joiners’ mate
Iain McCombie on how Howdens’ kitchens won the building trade’s trust.Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.The secrets of enduring growth
Toby Ross reveals the four signs that a company’s growth might endure for decades.Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.Adapting to survive – and thrive
Using a fighter pilot’s business strategy can help a company orient itself amid change.Positive Change Impact Report 2022
If impact and investing go together, it is important to understand the difference we make.Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.Navigating a turbulent Turkey
Turkey may be volatile, but there’s opportunity in currency forwards and competitive companiesThe real deal in property
In a challenging environment, discover a European property sector company bucking the trend.Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.International Alpha Q2 update
The International Alpha team reflects on recent performance, portfolio changes, and market developments.Strategic Bond Q2 update
The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.International Concentrated Growth Q2 update
The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.Long Term Global Growth Q2 update
The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.Global Alpha Q2 update
The Global Alpha team reflects on recent performance, portfolio changes, and market developments.Health Innovation Q2 update
The Health Innovation team reflects on recent performance, portfolio changes, and market developments.US Equity Growth Q2 update
The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.International Growth Q2 update
The International Growth team reflects on recent performance, portfolio changes, and market developments.Emerging Markets Q2 update
The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.International All Cap Q2 update
The International All Cap team reflects on recent performance, portfolio changes, and market developments.China Q2 update
The China team reflects on recent performance, portfolio changes, and market developments.Sustainable Growth Q2 update
The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.Positive Change Q2 update
The Positive Change team reflects on recent performance, portfolio changes, and market developments.UK Equity Core Q2 update
The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industryWhy now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.Actual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.Making health insurance manageable
How Elevance Health uses its scale to smooth a path through the US health system’s maze.Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.Discovery: a view from the frontiers
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.Asia ex Japan manager update
Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.Why the long-term matters
There’s safety in being one of the crowd but it could stop you from seeing potential rewards.Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.Finding Brazil’s social innovators
Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.Adyen: pioneer of payments
The Dutch firm making everyday payments fast and friction-free.Positive Change Q1 update
Positive Change Team reflects on recent performance, portfolio changes, and market developments.Global Alpha Q1 update
Global Alpha Team reflects on recent performance, portfolio changes, and market developments.Long Term Global Growth Q1 investment update
Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.Sustainable Growth Q1 update
Sustainable Growth Team reflects on recent performance, portfolio changes, and market developments.US Equities Q1 update
US Equities Team reflects on recent performance, portfolio changes, and market developments.Emerging Markets Q1 update
Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.International Growth Q1 update
International Growth Team reflects on recent performance, portfolio changes, and market developments.International Alpha Q1 update
International Alpha Team reflects on recent performance, portfolio changes, and market developments.International All Cap Q1 update
International All Cap Team reflects on recent performance, portfolio changes, and market developments.The sustainability revolution
Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.International Concentrated Growth Q1 update
International Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.Recursion Pharmaceuticals: finding new drugs using data science
How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.Japan’s place in the chip market
The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.20 years of International Growth podcast
Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.Ocado’s robot revolution
The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.Denali Therapeutics: rising to the challenge of brain disease
Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.Sustainable growth: an introduction
ESG investing is broken. Changing our approach could open up opportunities for better returns.Positive Conversations 2022
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.LTGG investor update – January 2023
LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.Nothing lasts forever
Why international equity markets shouldn’t be forgotten.Teleportation: just a Zipline away
Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.MercadoLibre: a lesson in innovation
Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.Sustainable investing in the health sector
The Health Innovation team on ESG, the future of medicine and making a positive global impact.Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.Japan Growth: Asia’s resurgence
Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.Re-awakening utilities
Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.Global Alpha Research Agenda 2023
How can we invest in quality companies with the potential to generate sustainable returns in a changing market?Resilient growth for the long term
Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.Insights: investment research in Japan
Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.What’s next for growth stocks?
Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.Asia and energy transition
Exploring the emerging energy opportunities in Asia.China’s changing automotive landscape
The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundriesAI: Frightening or fascinating?
Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.Asia ex Japan: Portfolio manager update
Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.Chip War
How semiconductors bring a competitive world together.A dose of innovation
Your money or your health. Marina Record asks if society is ready to pay for health innovation.UK equities: Home focus
Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.Disrupting heart disease
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.Japan trip reflections
Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid JapanSolving the antimicrobial crisis
If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.Positive Change update
Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.Seizing advantage in EM bonds
Extreme price movements in EM bonds bring potential for high returns, so investing in them could bring rewards.A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.Multi Asset quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.Japanese Equities update
Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.Europe: why now?
Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.Health Innovation: an update with the managers
Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.Creating impact
How the Positive Change Strategy backs firms tackling social and environmental challenges.Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.A simple theory: Einstein’s lesson for investors
Einstein observed that simple is best. Robert Baltzer explains why this is true for investing.Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.Defining impact
The US Equities team discuss ESG and effective growth investing.Snippets from the archives
Key insights from the International All Cap Strategy picked from the past 30 years.Shimano: our strategy in one stock
How the cycle parts maker symbolises the kind of firms International All Cap is looking for.Growth flows
Tracking our pursuit of growth companies over time.Investing in ingenuity
Milena Mileva on picking International All Cap’s future winners.Forging a fund
How relationship building, performance and tales of Scotland helped establish our international funds.A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.