There were no items found based on the criteria entered.June 2022 How we think about inflation.
As prices soar to record heights, Baillie Gifford has been considering how firms can reduce their vulnerability.June 2022 Why it’s not over for growth stocks.
Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?Long readJune 2022 Baillie Gifford Investment Stewardship Activities Report 2021.
It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.32 MIN WatchJune 2022 Reasons to be optimistic about climate change.
Is a greener world achievable? In this webinar, Client Service Director Stephen Corr interviews Investment Analyst Calum Holt, International Alpha, on why he believes we are at a turning point in the energy transition.June 2022 International Smaller Companies: Under the Radar.
Part 6 - Alignment.June 2022 International Smaller Companies: Under the Radar.
Part 5 - Insight.June 2022 International Smaller Companies: Under the Radar.
Part 4 - Scalability.June 2022 International Smaller Companies: Under the Radar.
Part 3 – Sustainability.June 2022 International Smaller Companies: Under the Radar.
Part 2 – Competitive Edge.June 2022 International Smaller Companies: Under the Radar.
Part 1 - Opportunity.June 2022 International Smaller Companies: Under the Radar.
Introducing the Radar.35 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.May 2022 ESG v sustainability.
The questions we should consider to avoid being led astray by ESG risk scores.7 MIN WatchMay 2022 International Concentrated Growth: Manager Introductions.
Radical companies may seem risky, but they’re building the future. Paulina McPadden, Spencer Adair and Lawrence Burns discuss how investing in firms with extraordinary potential is a simple approach to long-term wealth creation.May 2022 Impact, Ambition and Trust.
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?33 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.13 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.Long readMay 2022 The Long View.
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.May 2022 Emerging Markets: the possibilist.
Understanding the difference between pessimism and possibility in Emerging Markets.47 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.April 2022 Smaller companies, big disruption.
How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.April 2022 The case for small caps.
Academia has taught us that size matters – provided you can effectively control for quality. Fortunately, as Steve Vaughan explains, that is the fundamental role of active stock pickers.47 MIN WatchApril 2022 International All Cap – Consistency in Uncertain Times.
Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.April 2022 China’s move to renewable energy.
Solar power and cheap green energy makes for a promising future.April 2022 Buying into private companies.
Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.March 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.9 MIN WatchEuropean Equities Manager Update.
When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.32 MIN WatchMarch 2022 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.7 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.March 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.45 MIN WatchMarch 2022 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.12 MIN WatchFebruary 2022 Actual ESG.
Investing in great growth companies to make a big difference.February 2022 Explorers, not just analysts.
If we are to deliver extraordinary returns, we must be more open-minded than the crowd.February 2022 A private companies approach to ESG.
The special considerations at play when we invest in high-growth, late-stage unlisted firms.11 MIN WatchFebruary 2022 US Equities: Manager Insights.
Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.60 MIN WatchFebruary 2022 Long Term Global Growth: Team Evolution.
Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.January 2022 Sustainable companies, global challenges.
Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.39 MIN WatchFebruary 2022 Riding Growth Waves Webinar.
Good investing takes quick reactions as well as a long-term vision.January 2022 The university shaping global tech.
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.8 MIN WatchJanuary 2022 Responsible Global Equity Income.
Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Strategy.January 2022 The history of Edinburgh Worldwide Investment Trust.
While the investment policy and geographical focus may have shifted over 125 years, key themes link the story of the Edinburgh Worldwide Trust then and now.January 2022 Health Innovation: impact and ESG.
Why the forthcoming Health Innovation Impact Strategy should focus minds.2 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.December 2021 Diverse and disruptive.
The Monks Investment Trust’s growth-focused stock picking strategy.December 2021 Glasgow Climate Pact.
For Global Stewardship, climate opportunities go hand in hand with climate challenges41 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.December 2021 We need to talk about inflation.
Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.WatchDecember 2021 China: Missing a Paradigm Shift.
Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.December 2021 Four decades of lessons.
Japan’s ability to anticipate technological change should see it through the ups and downs to come.November 2021 What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.2 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.November 2021 Island Time.
Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.49 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.WatchThe Income Teams, November 2021 Actual Income: We need to talk about inflation.
When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of our fund managers.November 2021 Tomorrow’s world, here today.
Investing in private companies applying today’s early-stage tech to create tomorrow’s world.November 2021 The Biological Revolution.
The use of information science to unlock biology is revolutionising our health and wellbeing.November 2021 The real case for China.
Willingness to change gives Chinese firms an innovation advantage.November 2021 How to surf the waves of growth.
Good investing takes quick reactions as well as a long-term vision.Duncan 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.November 2021 Joining forces to achieve net zero.
Baillie Gifford signs up to an asset managers initiative as COP26 begins.November 2021 Mapping Veganville.
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.October 2021 The switch to sustainable food.
Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.October 2021 The future of transport.
Electric cars on the road and flying taxis in the air will change the way people commute and live.October 2021 Healthcare’s biotech revolution.
A convergence of technologies is paving the way for advances in our understanding of biology.October 2021 Digital payments in a cashless future.
Disruptive fintechs are paving the way to a world without physical money.46 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.WatchOctober 2021 Highlights Video: Harnessing growth for the next decade.
Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.WatchOctober 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.October 2021 A conversation about sustainability.
Our long-term investors know that investing sustainably is a plus for value creation.October 2021 A shot in the arm.
Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.October 2021 China’s Gen Z+.
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.October 2021 Lessons from Bessembinder.
What a US academic taught us about the companies that outperform.October 2021 India’s ‘missing’ female workers.
Women dropping out of employment should weigh on investors’ minds.October 2021 Supporting ESG improvers.
Investors can have the most impact by focusing on sustainability laggards, not leaders.October 2021 Misguided metrics.
Why emerging markets firms struggle to get high ESG scores.October 2021 Time travel investing.
Evaluating emerging market stocks by taking a mental leap into the future.September 2021 Long-Term Return Expectations update.
Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.September 2021 Multiple chances in multi-asset.
Three big themes are converging, full of opportunities for multi-asset investment managers.September 2021 An appetite for ordered chaos.
Why loosening control can help companies become more innovative.September 2021 Prepare to be surprised.
Investing in the makers of revolutionary products tests nerves but can bring big rewards.Seb 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.43 MIN WatchSeptember 2021 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.September 2021 US Discovery: An American Voyage.
Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.WatchSeptember 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?September 2021 Modern-day Explorers.
Our international investors are explorers: which of the disruptors and innovators will deliver?WatchSeptember 2021 Global Stewardship: Towards Net Zero.
Alasdair McHugh, product specialist on the Global Stewardship Team, discusses how the necessary journey towards net zero is approached by the Global Stewardship Strategy.September 2021 Investing in Climate Solutions.
How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.WatchSeptember 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.September 2021 Climate-Informed Long Term Returns Expectations.
Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.August 2021 Hyper-connected Networks
What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.Theo 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.July 2021 Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.Full Year 2020 Positive Change Impact Report.
The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.54 MIN WatchJuly 2021 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.Torcail 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.59 MIN WatchJune 2021 Actual ESG: Making a Difference in the Real World.
Andrew Cave, Head of Governance and Sustainability, and Stuart Dunbar, Partner and Client Director, explain why ESG investing should not become a data and metric-driven exercise. Instead, we should be focusing on real world outcomes and investing in businesses that are helping drive forward change.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.June 2021 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.WatchJune 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.May 2021 Positive Change - It's Not Obvious
Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.May 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.April 2021 A Dose of Innovation.
We are at the dawn of a golden age of medicine. We will soon have the ability to treat and cure diseases that have long been untreatable and incurable.April 2021 International All Cap Stewardship Report.
The International Team’s latest stewardship report, covering our activity during 2020 and their plans for the years ahead.April 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.WatchApril 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.WatchMarch 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.April 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.April 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.April 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.April 2021 The Future of Mobility - Part 1.March 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.March 2021 Actual ESG.
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.March 2021 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.58 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.December 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.December 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.WatchDecember 2020 Global Stewardship Stock Stories - Sartorius.
Investment manager Josie Bentley explains why Sartorius Stedim, biologic drug equipment and product provider, not only has exciting growth opportunity, but is also a company fundamentally intertwined with a better future for society.November 2020 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.WatchNovember 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.November 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.16 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.October 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.September 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.September 2020 Value Judgements.
With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.WatchSeptember 2020 Japanese Equities Introduction.
Members of the Japanese Equities Team explain the philosophy and processes of the strategies that exist within Baillie Gifford’s Japanese Equities capabilities.WatchSeptember 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.September 2020 Asking the right questions.
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.September 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.September 2020 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.5 MIN WatchSeptember 2020 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.WatchAugust 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.July 2020 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.WatchJuly 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.June 2020 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.June 2020 A View from the Midst of the Pandemic.
Technological 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.May 2020 When long-term Investing Pays.
Goodbye Baidu, hello Bytedance. Tom Slater highlights those Scottish Mortgage holdings currently bringing disruptive innovation to the world.May 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.May 2020 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.April 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.April 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.April 2020 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.April 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.April 2020 Some Suspicions About the Coming Years.
James Anderson discusses what we can learn about the effects of the coronavirus. Drawing on the work of experts such as Hans Rosling, James explores the monetary and fiscal transformation we are going through, concluding that the days of neo-liberalism are numbered. James also looks at what the crisis means for equity investors, asking what investments are now more valuable, and assesses the shift of global power towards Asia.April 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.March 2020 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.WatchFebruary 2020 Baillie Gifford Emerging Markets Introduction.
Will Sutcliffe, Sophie Earnshaw and Mike Gush, investment managers in the Emerging Markets team with a combined total of 45 years’ experience, give an introduction to the team’s approach.February 2020 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.February 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.WatchFourth Quarter 2019 Watsco - A Cool Investment.
Investment manager Toby Ross discusses recent investment, Watsco.November 2019 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.WatchFourth Quarter 2019 Global Stewardship Stock Stories - Shopify.
Investment manager Gary Robinson explains why Shopify is a great example of what Global Stewardship is looking for – a growing company, whose management team thinks for the long term and balances the needs of all stakeholders, and whose products add real value for society.Fourth Quarter 2019 Learning from Academia.
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.WatchFourth 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.WatchSeptember 2019 Global Stewardship Stock Stories - LendingTree.
Zaki Sabir explains why the Global Stewardship Portfolio Construction Group are very hopeful that LendingTree will be a rewarding investment for clients.Third Quarter 2019 Changing China.
Ben Buckler explores the A share opportunity in China.Third Quarter 2019 The Importance of Fundamental Research.
Jenny Davis explores the Asian opportunity.Third Quarter 2019 A Case for Growth.
Disruptive forces are at play, and they are far more powerful and enduring than most would give credit for. Dave Bujnowski explores what the consequences are of this upheaval, and whether this is good or bad news for growth investors.First Quarter 2019 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.Fourth Quarter 2018 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.Third Quarter 2018 The Great Convergence of Medicine.
The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.Third Quarter 2017 Why Do We Do What We Do? - Emerging Market Investing.
Active management in emerging markets - Claire Phillips and Andrew Keiller explain why it is important to be selective rather than follow the index and outline the potential rewards such an approach can bring.59 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?’.WatchMarch 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.March 2021 Archived Multi Asset Long-term Return Expectations.
The Multi Asset Team set out their views on the prospective returns from a variety of asset classes over the next 10 years and beyond.WatchFebruary 2021 Archived Highlights Video: Long Term Global Growth Webinar.
Client 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.Full 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.71 MIN WatchJanuary 2021 Archived Scottish Mortgage: Investing In Progress Webinar.
In this webinar recording, investment specialist Stewart Heggie talks to James Anderson and Tom Slater, joint managers of the Scottish Mortgage Investment Trust about the growing opportunities that lie ahead for the trust. From transport, to healthcare, to an energy revolution, there is plenty to be optimistic about in 2021 and beyond.December 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.WatchSeptember 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.WatchJuly 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 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.WatchJune 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.June 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.April 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.2020 Archived Annual Business Update.
Our annual business update 2020.Fourth 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.WatchAugust 2019 Archived Global Stewardship Stock Stories - TSMC.
Mike Gush, an investment manager of Global Stewardship, discusses why he champions investing in TSMC.Second 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.Second 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.Second Quarter 2019 Archived Our Stewardship Principles.
Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies.Second 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.Second 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.Second 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.Second 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.Second 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.First 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.First Quarter 2019 Archived Riding the Gravy Train.
The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.First Quarter 2019 Archived Facing the Future.
Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.Fourth Quarter 2018 Archived Income Through a Growth Lens.
Toby Ross shows how Baillie Gifford’s growth approach to income investing, starts from a very different philosophical position compared with our peers. Take a look from a different angle.Third 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.Fourth 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.Second 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.First 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.Second 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.Second 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.First 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.First 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.Third 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.July 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.First 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.February 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.First 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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