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March 2023 Ocado’s robot revolutionThe UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
Read moreSpring 2023 Making health insurance manageableHow Elevance Health uses its scale to smooth a path through the US health system’s maze.
Read moreSpring 2023 Faith over fearTom Slater on looking beyond tough times to future opportunities.
Read moreSpring 2023 Europe’s new growth starsThree companies helping turn the continent from an innovation backwater to a hotspot.
Read moreSpring 2023 A tight ship: Lessons from AdmiralHow Henry Engelhardt’s entrepreneurial flair helped create the car insurance giant
Read moreSpring 2023 Super Mario’s WorldNintendo’s iconic characters profitably mix familiarity with new forms of gameplay.
Read moreSpring 2023 Moderna’s new challengeThe mRNA technology behind the Covid vaccine is being directed against other diseases.
Read moreSpring 2023 Trip Notes: BrazilEd Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
Read moreSpring 2023 AI SuperpowersRenowned investor Kai-Fu Lee revisits his prophetic book, five years on.
Read moreSpring 2023 Indonesia powers a green transitionThe island nation’s natural wealth makes it crucial to a low-carbon future.
Read more41 MIN WatchMarch 2023 Webinar: the SAINTS approachCo-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.
WatchMarch 2023 Four questions for growth investorsInvestors must find companies with the key qualities needed to thrive in a stormy economy.
Read more45 MIN WatchMarch 2023 Sustainable Growth: An introductionESG investing is broken. Changing our approach could open up opportunities for better returns.
Watch21 MIN WatchFebruary 2023 LTGG investor update – January 2023LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
WatchFebruary 2023 LTGG Anthology 2022An anthology of articles the LTGG team wrote throughout 2022.
Read moreFebruary 2023 Nothing lasts foreverWhy international equity markets shouldn’t be forgotten.
Read moreFebruary 2023 International All Cap Stewardship Report 2022For the year ended June 2022.
Read moreFebruary 2023 Teleportation: just a Zipline awayZipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
Read moreLong readFebruary 2023 Sustainable investing in the health sectorThe Health Innovation team on ESG, the future of medicine and making a positive global impact.
Read moreFebruary 2023 Making sense of the metaverseAuthor Matthew Ball on the next-generation internet and the companies building its foundations.
Read more52 MIN WatchFebruary 2023 Japan Growth: Asia’s resurgenceDespite the turbulence of last year there are reasons to be optimistic about Japanese companies.
WatchFebruary 2023 Monks Research Agenda 2023How can we invest in quality companies in a changing market?
Read moreFebruary 2023 Japan: setbacks or permanent change?Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
Read moreJanuary 2023 Global Alpha Research Agenda 2023How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
Read moreJanuary 2023 Beauty secrets: sharing Shiseido’s storyMasahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Read more7 MIN WatchJanuary 2023 Keystone Positive Change: manager insightsInvesting in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.
Watch10 MIN WatchJanuary 2023 Insights: investment research in JapanJapan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
WatchJanuary 2023 Asia and energy transitionExploring the emerging energy opportunities in Asia.
Read moreDecember 2022 SAINTS Stewardship Report 2022For the year ended March 2022.
Read moreDecember 2022 ASML: advancing chips to new limitsThe Dutch firm driving progress by making it possible to create more intricate computer chips.
Read more36 MIN WatchDecember 2022 Asia ex Japan: Portfolio manager updateClient director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.
WatchDecember 2022 A dose of innovationYour money or your health. Marina Record asks if society is ready to pay for health innovation.
Read moreDecember 2022 50 years of European GrowthThe Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.
Read more42 MIN WatchNovember 2022 Managed Fund: Patient investingMany investors are impatient, but change takes time – the best performance could come to those who wait.
WatchNovember 2022 The dawn of artificial intelligenceHow AI is disrupting all kinds of industries, creating investment opportunities in its wake.
Read moreNovember 2022 China’s cloudWhy cloud computing is developing differently in the world’s most populous nation.
Read moreNovember 2022 Japan trip reflectionsLess foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
Read moreNovember 2022 Solving the antimicrobial crisisIf we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
Read more4 MIN WatchNovember 2022 Manager insights: Pacific HorizonPacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.
Watch31 MIN WatchNovember 2022 Positive Change updateInvestment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
WatchNovember 2022 Investing in net zeroDetail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
Read moreNovember 2022 Finding opportunities in the gloomStock market falls can create rich pickings for the optimistic investor.
Read moreOctober 2022 Responsible Global Equity Income stewardship report 2022For the year ended March 2022.
Read moreOctober 2022 Nintendo: investing in the home of MarioWhy Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
Read moreOctober 2022 A theory of radical changeWhy a ‘deep transition’ may have started to deliver a more sustainable age.
Read more30 MIN WatchOctober 2022 Multi Asset quarterly updateInvestment 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.
WatchOctober 2022 Rethinking where growth comes fromPartner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Read more60 MIN WatchOctober 2022 Japanese Equities updateFund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.
Watch34 MIN WatchOctober 2022 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.
WatchOctober 2022 Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read more44 MIN WatchOctober 2022 Health Innovation: an update with the managersJoin Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.
WatchSeptember 2022 Tapping global brainpowerHow Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
Read moreSeptember 2022 Kering: luxury created with riskHow the group gives its creatives the freedom to spark love-it-hate-it reactions.
Read moreSeptember 2022 Trust trip notes: Tel AvivIsrael is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
Read moreSeptember 2022 Drive: rethinking motivationWhat companies get wrong when trying to get the best out of their workers.
Read moreSeptember 2022 Snow Peak’s outdoor heiressCompany director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.
Read moreSeptember 2022 Investing in a changing ChinaPresident Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.
Read moreSeptember 2022 Monks: how diversity beats adversityHaving a varied portfolio allows the trust to navigate volatile periods and focus on the long term.
Read moreSeptember 2022 Investing in the champions of EuropeManufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.
Read moreSeptember 2022 Compound interest: the snowball effectCompanies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.
Read moreSeptember 2022 UK Growth Trust: home focusCompanies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.
Read moreLong readSeptember 2022 EnlightenmentOpportunities in the gloom, radical change, inflation resilience and more from our fund teams.
Read moreSeptember 2022 Growth investing: hunting the outliersIt’s not about growth or value. It’s about the few companies that drive stock market returns.
Read more11 MIN WatchSeptember 2022 A decade of discoveryA focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
Watch5 MIN WatchSeptember 2022 Introducing: Sustainable Multi AssetLindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.
WatchSeptember 2022 Small islands, lots of energyHow Orkney’s renewable energy projects can inform our investment choices.
Read more47 MIN WatchSeptember 2022 Global Discovery webinarDouglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.
WatchSeptember 2022 Shimano: our strategy in one stockHow the cycle parts maker symbolises the kind of firms International All Cap is looking for.
Read moreSeptember 2022 Growth flowsTracking our pursuit of growth companies over time.
Read moreSeptember 2022 Snippets from the archivesKey insights from the International All Cap Strategy picked from the past 30 years.
Read moreSeptember 2022 Investing in ingenuityMilena Mileva on picking International All Cap’s future winners.
Read moreSeptember 2022 Forging a fundHow relationship building, performance and tales of Scotland helped establish our international funds.
Read moreAugust 2022 International Growth Stewardship ReportSummary of stewardship activities and perspectives for 12 months to 31 March 2022.
Read moreSeptember 2022 International All Cap: 30 years strongThe past, present and future of investing in exceptional developed market growth stocks.
Read more8 MIN WatchAugust 2022 Monks Investment Trust Manager InsightsJon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.
Watch7 MIN WatchAugust 2022 Managed Fund: Sticking to our knittingGrowth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.
Watch5 MIN WatchAugust 2022 Transforming the future of healthcareSupporting companies with the potential to transform the field of healthcare and generate attractive returns.
WatchLong readAugust 2022 Global Stewardship Sustainability ReportThe Global Stewardship team on climate change, carbon emissions and sustainable growth companies.
Read moreJuly 2022 Cultivating change in the meat industryDemand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
Read moreLong readAugust 2022 Positive Change Impact Report: 5th Year 2021/22The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.
Read more53 MIN WatchJuly 2022 Responsible Global Equity Income Webinar.In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.
WatchJuly 2022 Digital Disruption and the future.Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
Read moreJuly 2022 The search for ‘jumper-stretching’ stocksTim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
Read moreJune 2022 Study guides.Academic partnerships that generate new ideas.
Read moreJune 2022 China’s leapfrog shopping apps.Smartphone-centric retailers drive innovation.
Read moreJune 2022 Investing in decarbonisation.Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
Read moreJuly 2022 What makes companies resilient to inflation?Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
Read moreJune 2022 The fight for your free time.Disruptive change within the entertainment world creates a wealth of opportunity.
Read moreLong readJune 2022 Investment Stewardship.It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
Read more35 MIN WatchMay 2022 Asia ex Japan: Portfolio Manager Update.Join Roddy Snell and Ben Durrant to discuss current views and portfolio positioning for the Asia ex Japan strategy and learn why we continue to believe this is the most attractive region globally for growth investors.
WatchMay 2022 Impact, Ambition and Trust.If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
Read more33 MIN WatchMay 2022 Resurgence of European Ambition – Europe’s outliers.Join Stephen Paice, head of the Baillie Gifford European Equities team, as he discusses his research on the European companies that have increased in value 10x or more, delving into their history, common characteristics, and where they are likely to occur in the future.
Watch13 MIN WatchMay 2022 US Equity Growth: Webinar Highlights.Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
WatchLong readMay 2022 The Long View.The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
Read moreMay 2022 Emerging Markets: the possibilist.Understanding the difference between pessimism and possibility in Emerging Markets.
Read more47 MIN WatchMay 2022 US Equity Growth Webinar: The Long View.Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
WatchApril 2022 China’s move to renewable energy.Solar power and cheap green energy makes for a promising future.
Read moreApril 2022 Buying into private companies.Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.
Read moreMarch 2022 Global Alpha 2022 Research Agenda.In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
Read more9 MIN WatchEuropean Equities Manager Update.When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
Watch7 MIN WatchMarch 2022 International Growth Webinar Summary.In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.
WatchMarch 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.
WatchFebruary 2022 Explorers, not just analysts.If we are to deliver extraordinary returns, we must be more open-minded than the crowd.
Read moreFebruary 2022 A private companies approach to ESG.The special considerations at play when we invest in high-growth, late-stage unlisted firms.
Read moreJanuary 2022 Sustainable companies, global challenges.Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
Read moreJanuary 2022 The university shaping global tech.Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
Read moreJanuary 2022 Health Innovation: impact and ESG.Why the forthcoming Health Innovation Impact Strategy should focus minds.
Read more2 MIN WatchJanuary 2022 Global Income Growth.Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
WatchDecember 2021 Diverse and disruptive.The Monks Investment Trust’s growth-focused stock picking strategy.
Read moreDecember 2021 Glasgow Climate Pact.For Global Stewardship, climate opportunities go hand in hand with climate challenges
Read more41 MIN WatchDecember 2021 The ‘S’ of ESG: Intangible Value.ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.
WatchDecember 2021 We need to talk about inflation.Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
Read moreNovember 2021 What’s a business for?Today’s investment managers should support companies doing the most to benefit society.
Read more2 MIN WatchNovember 2021 Investing to provide resilient and sustainable income, time after time.Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Multi Asset Income and how they are seeking real income, time after time.
WatchNovember 2021 Island Time.Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.
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 Tomorrow’s world, here today.Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
Read moreNovember 2021 The Biological Revolution.The use of information science to unlock biology is revolutionising our health and wellbeing.
Read moreNovember 2021 The real case for China.Willingness to change gives Chinese firms an innovation advantage.
Read moreDuncan Sutherland, November 2021 Smarter insurance for a less risky future.The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.
Read moreNovember 2021 Joining forces to achieve net zero.Baillie Gifford signs up to an asset managers initiative as COP26 begins.
Read moreOctober 2021 The switch to sustainable food.Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
Read moreOctober 2021 The future of transport.Electric cars on the road and flying taxis in the air will change the way people commute and live.
Read moreOctober 2021 Healthcare’s biotech revolution.A convergence of technologies is paving the way for advances in our understanding of biology.
Read moreOctober 2021 Digital payments in a cashless future.Disruptive fintechs are paving the way to a world without physical money.
Read more46 MIN WatchOctober 2021 Harnessing growth for the next decade.Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.
WatchWatchOctober 2021 Highlights Video: Harnessing growth for the next decade.Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
WatchWatchOctober 2021 IDEAS Conference 2021.With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.
WatchOctober 2021 China’s gen Z+How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 Lessons from BessembinderWhat 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 moreSeptember 2021 An appetite for ordered chaos.Why loosening control can help companies become more innovative.
Read moreSeb Petit, October 2021 Sustainable at heart: why businesses need to adapt.Knowing when to adapt could be the key to successful long-term growth, writes Seb Petit.
Read moreSeptember 2021 US Discovery: An American Voyage.Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
Read moreWatchSeptember 2021 Climate Change: Risk or Opportunity?Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?
WatchSeptember 2021 Investing in Climate Solutions.How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
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.
WatchTheo Holland, August 2021 The Past is a Foreign Country.High yield today might not mean resilient yield tomorrow for Emerging Market debt. Theo Holland reveals how Indonesia turned raw potential into a pathway for sustainable growth.
Read moreJuly 2021 Strategy Overview.A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
Read moreTorcail Stewart, July 2021 The Future Is Now, And It Works.Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.
Read more2 MIN WatchJune 2021 High 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.
WatchWatchJune 2021 Strategic 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.
WatchMay 2021 Positive Change - It's Not ObviousPositive 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 moreMay 2021 The Responsible Approach to ESG Investing.Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.
Read moreApril 2021 On 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 moreWatchApril 2021 Active 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.
WatchWatchMarch 2021 Interview 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.
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 more58 MIN WatchFebruary 2021 How the Pandemic is Revealing the Future of Healthcare.Product specialist Jack Torrance talks to Julia Angeles and Marina Record, investment managers of the Health Innovation Strategy. The team discuss the journey they embarked upon to launch the strategy, the way in which 2020 has accelerated trends in the healthcare space, and what they think human health will look like in the future.
WatchDecember 2020 Private Companies Overview.The artificial barriers between private and public companies are disappearing, but the investment world has not kept up. Investment managers Tom Slater, Chris Evdaimon, Peter Singlehurst and Rob Natzler discuss Baillie Gifford’s refreshing approach to investing in late-stage private companies.
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.
WatchNovember 2020 Investing in Biotechnology.The starting point for investing in biotechs is science that is credible, scalable and differentiated. But that on its own does not guarantee a commercially successful business. The Health Innovation Team share their approach to investing in biotech at a time when the pace of innovation is exploding and the possibilities are endless.
Read more16 MIN WatchNovember 2020 Global Alpha – Mental Models Highlights.Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda. In this webinar, client director Ben Drury talked to Global Alpha investment managers Helen Xiong and Malcolm MacColl about mental models and how they are incorporated into the team’s investment research process.
WatchOctober 2020 Emerging Markets Article: Coming of Age.It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreSeptember 2020 Back to the Future.Has the pandemic ushered in a return of mid-20th century economics? With unprecedented stimulus replacing austerity, David McIntyre argues that monetary policy has given way to fiscal policy, creating new opportunities for multi asset portfolios.
Read moreSeptember 2020 Value Judgements.With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.
Read moreWatchSeptember 2020 Data, AI & Ethics.Julia Angeles, investment manager on the Health Innovation Team, speaks to Claire Bell, former newspaper journalist and inquisitive researcher for Baillie Gifford. Angeles and Bell discuss the hot topics of data, artificial intelligence and ethics.
WatchSeptember 2020 Actual Income - Aptiv.The most dangerous thing about a car is its driver. Automotive supply company Aptiv is developing advanced technology to make driving safer, greener, and even, driverless.
Read moreWatchAugust 2020 Global Alpha - 10 minutes with Helen Xiong.Ben Drury, client director, talks to Helen Xiong, an investor and soon-to-be key decision maker for the Global Alpha strategy. Helen explains what she has learnt from her past experience with Baillie Gifford, what she will bring to the team in her new role, and what she is excited about moving forward.
WatchWatchJuly 2020 Health Innovation: It’s Time to Rethink What the Word ‘Healthcare’ Means.We are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.
WatchJune 2020 A view from the midst of the pandemicTechnological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.
Read moreMay 2020 Actual Income - CO-OP.Appearances can be deceptive. Not least in the credit markets, where companies tainted by problems can end up producing attractive buying opportunities as they start to return to health. Co-op is just one example.
Read moreApril 2020 Actual Income - Resilience First.Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.
Read moreApril 2020 Why We Care About Diversity and Inclusion.Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.
Read moreApril 2020 How the Pandemic May Change Things.Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.
Read moreApril 2021 Investing In Innovation.For us, investing in innovation means investing in companies that have a clear understanding of their place in the world of the future. We believe our portfolios contain some of the world’s most innovative and transformative businesses. Find out more about how investors can take a stake in these pioneering companies.
Read moreFebruary 2020 Governance in China: Risk or Opportunity?Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.
Read moreFourth Quarter 2019 Learning from AcademiaOur 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.
WatchApril 2022 Archived Smaller companies, big disruption.How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.
Read more47 MIN WatchApril 2022 Archived International All Cap – Consistency in uncertain timesJoin Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.
Watch32 MIN WatchMarch 2022 Archived International Smaller Companies is growing up - a three-year anniversary.Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.
Watch45 MIN WatchMarch 2022 Archived International Growth: A conversation with the portfolio management team.Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
Watch11 MIN WatchFebruary 2022 Archived US Equities: Manager Insights.Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.
Watch60 MIN WatchFebruary 2022 Archived Long Term Global Growth: Team evolutionScott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
Watch39 MIN WatchFebruary 2022 Archived Riding Growth Waves Webinar.Good investing takes quick reactions as well as a long-term vision.
Watch8 MIN WatchJanuary 2022 Archived Responsible Global Equity Income.Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Strategy.
Watch47 MIN WatchDecember 2021 Archived China: Missing a Paradigm Shift.Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
WatchDecember 2021 Archived Four decades of lessons.Japan’s ability to anticipate technological change should see it through the ups and downs to come.
Read moreNovember 2021 Archived How to surf the waves of growth.Good investing takes quick reactions as well as a long-term vision.
Read moreNovember 2021 Archived Mapping Veganville.Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
Read moreOctober 2021 Archived A conversation about sustainability.Our long-term investors know that investing sustainably is a plus for value creation.
Read moreOctober 2021 Archived A shot in the arm.Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
Read moreSeptember 2021 Archived Long-Term Return Expectations update.Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
Read more43 MIN WatchSeptember 2021 Archived Constructive Dissatisfaction: A conversation with the International Growth Team.Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.
WatchSeptember 2021 Archived Modern-day Explorers.Our international investors are explorers: which of the disruptors and innovators will deliver?
Read moreSeptember 2021 Archived Climate-Informed Long Term Returns Expectations.Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
Read moreAugust 2021 Archived Hyper-connected NetworksWhat’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
Read more54 MIN WatchJuly 2021 Archived Actual 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.
WatchJune 2021 Archived Japan's Digital Transformation.Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.
Read moreApril 2021 Archived International All Cap Stewardship Report.The International Team’s latest stewardship report, covering our activity during 2020 and their plans for the years ahead.
Read more59 MIN WatchMarch 2021 Archived Are You Investing In The Right Europe?Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.
WatchWatchMarch 2021 Archived Highlights Video: Beyond The Great Dividend Crisis.In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.
WatchMarch 2021 Archived The Roaring Twenties.When we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.
Read moreWatchFebruary 2021 Archived Highlights video: Long Term Global Growth webinarClient Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.
WatchFull Year 2020 Archived Positive Conversations.This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.
Read moreDecember 2020 Archived The Private Opportunity.Companies no longer follow the traditional lifecycle from founding to IPO. Increasingly, they are remaining private for longer, supported by companies such as Baillie Gifford, and enjoying substantial growth before reaching public markets, as Robert Natzler explains.
Read moreNovember 2020 Archived Japan’s Software Disruptors.How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.
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 moreSeptember 2020 Archived Staying Ahead of Change.Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.
Read moreWatchSeptember 2020 Archived The Monks Investment Trust PLC – Manager Update.Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.
Watch5 MIN WatchSeptember 2020 Archived A Shocking Revelation: Capitalism Can Power Positive Change.Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.
WatchJuly 2020 Archived How do we do what we do?Three decades into running dedicated Asian ex Japan portfolios, what is it that we can see that the market does not? We explain how our investment approach – the search for fat tails – allows us to exploit persistent market inefficiencies to the benefit of our clients.
Read moreWatchJuly 2020 Archived Multi Asset Investment Update.James Squires, head of multi asset, discusses several key areas related to Baillie Gifford’s multi asset funds, namely an update on performance, our current views and outlooks and how those views and outlooks inform the positioning of the portfolios.
WatchJune 2020 Archived How Do We Do What We Do? - Emerging Markets Investing.One ought to be an optimist to invest in Emerging Markets, but so very few analysts are. Baillie Gifford’s Emerging Markets team explain how they fly in the face of market inefficiencies in their search for excess returns.
Read moreWatchJune 2020 Archived Back To The Future.This webinar has been prepared solely for the use of professional investors outside of the Unites States and is not for further distribution. Baillie Gifford takes no responsibility for the reliance on this webinar by any other person who did not receive this webinar from Baillie Gifford.
WatchWatchJune 2020 Archived Positive Change in Challenging Times Webinar.In this webinar, investment managers Kate Fox and Lee Qian speak to portfolio specialist Alison Cuthbert about the Positive Change strategy.
WatchJune 2020 Archived The Atlases of the Modern Economy.You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.
Read moreMay 2020 Archived It’s time to rethink what the word healthcare means.We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.
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 moreApril 2020 Archived Fighting a Pandemic with Technology.Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.
Read more2020 Archived Annual Business Update.Our annual business update 2020.
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 moreFebruary 2020 Archived Healthcare Innovation.We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.
Read moreWatchFourth Quarter 2019 Archived Watsco - A Cool Investment.Investment manager Toby Ross discusses recent investment, Watsco.
WatchNovember 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
Read moreFourth Quarter 2019 Archived Positive Conversations.An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
Read moreThird Quarter 2019 Archived Changing China.Ben Buckler explores the A share opportunity in China.
Read moreThird Quarter 2019 Archived The Importance of Fundamental Research.Jenny Davis explores the Asian opportunity.
Read moreSecond Quarter 2019 Archived Fast Fashion.Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.
Read moreSecond Quarter 2019 Archived The Next Big Things.Tom Slater, head of Baillie Gifford’s US Equities team reports on how visionary businesses are looking beyond current market events and thinking about the future.
Read moreSecond Quarter 2019 Archived A Spotlight on Climate Change.Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it.
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 Whole Story.In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.
Read moreSecond Quarter 2019 Archived Management Metamorphosis.Almost unnoticed, Japanese management is changing for the better. Head of Japan Donald Farquharson looks at the transformation drawing on the experience of three decades of engagement.
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 moreFirst Quarter 2019 Archived Graham or growth?In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
Read moreFirst Quarter 2019 Archived Being Different.Global Stewardship offers a differentiated global equity portfolio, consisting of both Local Heroes and Global Champions. Mike Gush explains why this makes them different.
Read moreFirst Quarter 2019 Archived Riding the gravy trainThe investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.
Read moreFirst Quarter 2019 Archived Facing the Future.Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.
Read moreThird Quarter 2018 Archived Under the Radar.In this short series Baillie Gifford’s International Smaller Companies team explores how their radar framework helps them to uncover the most exciting small businesses from around the world.
Read moreFourth Quarter 2018 Archived Let's Talk About Actual Investing.The task in hand is to remind our clients what investing actually means. Stuart Dunbar makes a passionate plea for 'actual' managers to demonstrate that we have our clients' best interests at heart.
DownloadFourth Quarter 2018 Archived Japan's Return to Dividends.Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future.
Read moreSecond Quarter 2018 Archived An End to Kidney Failure.Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future.
Read moreFirst Quarter 2018 Archived The Pursuit of Extreme Returns.The story of investing is really the story of the big winners, those exceptional companies that reshape our world and in the process reap the rewards. Lawrence Burns sets out how a long-term and patient approach to investment is necessary to identify those truly great companies that could drive extreme returns.
Read moreSecond Quarter 2017 Archived The Technological Revolution.Technological evolution continues to occur at an ever-increasing pace. Douglas Brodie looks at some of the areas likely to see the greatest change in the coming years, and the investment opportunities that will open up as a result.
Read moreSecond Quarter 2017 Archived The Unpopular Case for Active Management.The active investment industry as a whole appears to have done a better job of enriching itself than adding value for clients. Is it worth defending? Stuart Dunbar thinks so. He believes there is value in employing good active fund managers. He sets out the approaches that he believes are most likely to deliver outperformance for clients, suggests why investors and investment managers have failed to implement them and what should be done regarding it.
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 moreFirst Quarter 2017 Archived An End to Cancer?Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.
Read moreThird Quarter 2016 Archived A Long-Term Manifesto.Investment Manager Iain Campbell does not claim that Baillie Gifford’s investors are cleverer, have better systems or information, or that they work harder, travel further or construct more complex spreadsheets. Rather, he elaborates on an identifiable market inefficiency that our unusual structure and long-term philosophy allows us to exploit.
Read moreJuly 2016 Archived Longevity.With the lifespan of companies shrinking, pinpointing those companies that will endure matters. Investment Manager Mark Urquhart illustrates the power of compounding and the role special cultures and management play in increasing a company’s odds of longevity.
Read moreFirst Quarter 2016 Archived The Truth Will Out: Dispelling the Myths of Emerging Market Investing.The golden age for EM economic growth is over, but for some EM companies, the opportunity set may be far larger than anything EM investors have seen to date. Will Sutcliffe dispels some common misconceptions surrounding EM investing.
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.
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