Insights

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

Video43 minutes

US Discovery: an American voyage into the future

Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.

September 2021

Article

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

Video0 minute

Modern-day Explorers.

Our international investors are explorers: which of the disruptors and innovators will deliver?

September 2021

Article

How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.

September 2021

Article

Disruption Week: Investing in Firms Shaping the World of Tomorrow

From futuristic wireless technology to healthcare innovation and new forms of food production, the Long Term Global Growth Team’s investment manager Michael Pye considers the advances that may define life in 2040.

September 2021

Video4 minutes

Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.

September 2021

Article

Staying focused in frantic times

In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?

September 2021

Document

Hyper-connected Networks

What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.

August 2021

Article

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.

August 2021

Document

Strategy Overview.

A brief summary of Baillie Gifford’s beliefs, purpose and strategy.

July 2021

Document

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.

July 2021

Video54 minutes

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.

July 2021

Document

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

Video2 minutes

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.

June 2021

Article

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.

June 2021

Video0 minute

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

Article

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.

April 2021

Document

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.

April 2021

Video60 minutes

The Baillie Gifford Managed Fund’s UK champions - five burning questions

The year 2020 felt somewhat surreal for UK investors. Not only was our local economy hit hard by the pandemic, but whole sectors of the stock market came under pressure, including many high-profile firms.

April 2021

Document

Injecting optimism into healthcare’s future

Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.

April 2021

Document

Playing to win

The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position.

April 2021

Document

Fast forward

Praveen Kumar, manager of Baillie Gifford Shin Nippon, sees Covid-19’s acceleration of digital trends in Japan – changes in both corporate and consumer behaviour – persisting beyond the pandemic.

April 2021

Document

Looking back going forward

The LTGG Team look back on an extraordinary 12 months and discuss the growth prospects of the portfolio, the rapid development of vaccines and the importance of hold discipline.

April 2021

DocumentLong Read

Europe's digital ambitions

European companies have quietly built up some of the world’s largest digital platforms for commerce. The next stage will be anything but quiet, Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust, tell Heather Farmbrough.

April 2024

Document

Japan from a distance

Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.

April 2021

Document

Take-off platforms

Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund, tells Faith Glasgow how these companies brought financial power to the people.

April 2021

Document

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.

March 2021

Video15 minutes

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.

Document

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

Document

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

Document

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.

April 2021

Document

What I've learned in four decades of investing

His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.

March 2021

Document

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?’.

March 2021

Video59 minutes

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

Video0 minute

Actual ESG

The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.

March 2021

Document

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

Document

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.

March 2021

Document

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.

February 2021

Video0 minute

Why most things believed about investing are wrong

Investment manager Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.

May 2024

Document

Positive Conversations 2020

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.

Full Year 2020

Document

Sustainable investing: Finding the innovative companies of the future

Investment manager Lee Qian learned first-hand the difference growth made to China. He explains how innovative firms can help nurture economic expansion, while creating a more sustainable world.

January 2021

Document

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

Document

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.

December 2020

Document

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.

December 2020

Document

How COVID is changing the way we shop

The digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.

December 2020

Document

Muscle for the rebound

Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive. During 2020 your Strategic Bond Fund has sought to invest in businesses that can do just that.

December 2020

Document

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.

November 2020

Video16 minutes

Emerging Markets: coming of age

It’s time to stop looking in the rear-view mirror when it comes to emerging markets.

October 2020

Article

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

Video58 minutes

Scale as a service

Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.

September 2020

Document

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.

September 2020

Video0 minute

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.

August 2020

Video10 minutes

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.

August 2020

Video5 minutes

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.

July 2020

Video0 minute

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.

July 2020

Video0 minute

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.

June 2020

Video60 minutes

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

Video0 minute

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.

June 2020

Document

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.

June 2020

Document

What’s the purpose of investing?

The true meaning of investment has been buried in a flurry of jargon, pseudo-science and fixation on quarterly results. Baillie Gifford partner Stuart Dunbar backs a return to basics.

June 2020

Document

Positive Change Impact Report

For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.

July 2020

Document

AI: Learning on the job

Dubbed the new electricity, artificial intelligence is intrinsic to the strategy and operations of many companies in the Long Term Global Growth portfolio.

April 2020

Document

Calm reflection during the amygdala hijack

In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite.

April 2020

Document

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 2024

Document

Navigating a stock market crisis

With a pandemic causing dramatic falls in global stock markets, these are anxious times for investors. But as Baillie Gifford partner Scott Nisbet explains in our podcast series Short Briefings on Long Term Thinking, the firm has witnessed similar shocks before.

March 2020

Document

Annual Business Update

Our annual business update 2020.

2020

Document

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.

March 2020

Document

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.

February 2020

Document

When Milton met Billy

Shareholders seem to be obsessed with short-term profits. We aren’t. Scott Nisbet proposes an alternative path, where patience with the right companies is rewarded, and a less direct route to profitability can lead eventually to a more valuable outcome.

Document

Watsco - a cool investment

Investment manager Toby Ross discusses recent investment, Watsco.

Fourth Quarter 2019

Video0 minute

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.

Document

Learning from Academia

Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.

October 2019

DocumentLong Read

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.

Fourth Quarter 2019

Video4 minutes

Changing China

Ben Buckler explores the A share opportunity in China.

October 2019

Document

From universal rights to global goals

The 75-year backstory to responsible investment.

October 2019

Document

Positive Conversations 2019

An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.

October 2019

Document

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.

April 2019

Document

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.

April 2019

Document

Scientific analysis of Alzheimer's disease in hospital

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.

March 2019

Document

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.

March 2019

Document

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.

Fourth Quarter 2018

Document

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.

February 2018

Document

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.

June 2017

Document

Swimming against the tide

Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone, it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.

March 2017

Document

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.

February 2017

Document

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.

February 2017

Document

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.

December 2016

Document

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.

July 2016

Document

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 that EM investors have seen to date. Investment Manager, Will Sutcliffe, dispels some of the common misconceptions surrounding EM investing and reveals why he continues to keep the faith.

March 2016

Document

Filters

Insights

Global Alpha: introducing Michael Taylor

EWIT Enlightenment: CyberArk

Responding to Trump’s tariffs

Schiehallion Fund: Manager Insights

Shin Nippon: Manager Insights

SAINTS AGM: presentation to shareholders

Schiehallion Fund: finding opportunity amid uncertainty

SAINTS spotlight: the role of resilience

LTGG Reflections: Know where your towel is

Fast fashion: investing for positive change

Monks’ musings: the benefits of being flexible

Edinburgh Worldwide quarterly update

The case for private growth equity

With the benefit of foresight

US Alpha Q1 update

US Equity Growth Q1 update

Japan Growth Q1 update

Positive Change Q1 update

Discovery Q1 update

Emerging Markets Q1 update

Japan All Cap Q1 update

Sustainable Growth Q1 update

UK Core Q1 update

The Schiehallion Fund Q1 update

Multi Asset Q1 update

Monthly Income Fund Q1 update

UK Alpha Q1 update

Upfront: Tariffs, minerals and Managed

European Equities Q1 update

Global Alpha Q1 update

Global Income Growth Q1 update

US Equity Growth Q1 investor letter

Positive Change Q1 investor letter

Global Alpha Q1 investor letter

Emerging Markets Q1 investor letter

Sustainable Growth Q1 investor letter

Global Income Growth Q1 investor letter

Responsible Global Equity Income Q1 investor letter

Long Term Global Growth Q1 update

Investment Grade Bond Q1 update

China Q1 investment update

Managed Fund Q1 update

Waves of change

Why ants, scaffolding and long jumps matter to growth investors

Joby Aviation readies for take-off

DoorDash: delivering the goods

Trip notes: Kazakhstan

How DSV became global freight’s top dog

SAINTS: adversity is opportunity

Watch this space: Tim Marshall on the future of ‘astropolitics’

Healthy returns: Japan’s assault on old-age disease

Nubank: Latin America’s digital disrupter

Top 10 Private Companies Progress Report

Transformational events and corporate bonds

US perspectives: AI evolves again

Positive Change: a review of 2024

SAINTS: Manager Insights

Private growth: Looking over the overlooked

Positive Conversations 2024

Discovery: our philosophy

SAINTS spotlight: steady amid euphoria

Why growth investing works

EWIT: Manager Insights

AI revolution: behind the 'overnight' success

Diabetes: investing for positive change

European Growth Trust: Manager Insights

Monks’ musings: sweet coffee and building scale

Global Alpha Insights: investing in resilience beyond political cycles

The G of ESG: governance reimagined

The concentration conundrum: challenge or opportunity?

Finding sanity in the circus

Volatility in LTGG: a feature not a bug

Long Term Global Growth Q4 update

China Q4 update

Emerging Markets Q4 update

European Equities Q4 update

Sustainable Growth Q4 update