The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.

How Elevance Health uses its scale to smooth a path through the US health system’s maze.

Tom Slater on looking beyond tough times to future opportunities.

Three companies helping turn the continent from an innovation backwater to a hotspot.

How Henry Engelhardt’s entrepreneurial flair helped create the car insurance giant

Nintendo’s iconic characters profitably mix familiarity with new forms of gameplay.

The mRNA technology behind the Covid vaccine is being directed against other diseases.

Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.

Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.

The island nation’s natural wealth makes it crucial to a low-carbon future.

Co-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.

Investors must find companies with the key qualities needed to thrive in a stormy economy.

ESG investing is broken. Changing our approach could open up opportunities for better returns.

LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.

An anthology of articles the LTGG team wrote throughout 2022.

Why international equity markets shouldn’t be forgotten.

For the year ended June 2022.

Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.

The Health Innovation team on ESG, the future of medicine and making a positive global impact.

Author Matthew Ball on the next-generation internet and the companies building its foundations.

Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.

How can we invest in quality companies in a changing market?

Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.

How can we invest in quality companies with the potential to generate sustainable returns in a changing market?

Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.

Investing in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.

Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.

Exploring the emerging energy opportunities in Asia.

For the year ended March 2022.

The Dutch firm driving progress by making it possible to create more intricate computer chips.

Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.

Your money or your health. Marina Record asks if society is ready to pay for health innovation.

The Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.

Many investors are impatient, but change takes time – the best performance could come to those who wait.

How AI is disrupting all kinds of industries, creating investment opportunities in its wake.

Why cloud computing is developing differently in the world’s most populous nation.

Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan

If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.

Pacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.

Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.

Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.

Stock market falls can create rich pickings for the optimistic investor.

For the year ended March 2022.

Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.

Why a ‘deep transition’ may have started to deliver a more sustainable age.

Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.

Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.

Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.

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.

Four ways to consider growth companies’ ability to deal with rising prices.

Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.

How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.

How the group gives its creatives the freedom to spark love-it-hate-it reactions.

Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.

What companies get wrong when trying to get the best out of their workers.

Company director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.

President Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.

Having a varied portfolio allows the trust to navigate volatile periods and focus on the long term.

Manufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.

Companies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.

Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.

Opportunities in the gloom, radical change, inflation resilience and more from our fund teams.

It’s not about growth or value. It’s about the few companies that drive stock market returns.

A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.

Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.

How Orkney’s renewable energy projects can inform our investment choices.

Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.

How the cycle parts maker symbolises the kind of firms International All Cap is looking for.

Tracking our pursuit of growth companies over time.

Key insights from the International All Cap Strategy picked from the past 30 years.

Milena Mileva on picking International All Cap’s future winners.

How relationship building, performance and tales of Scotland helped establish our international funds.

Summary of stewardship activities and perspectives for 12 months to 31 March 2022.

The past, present and future of investing in exceptional developed market growth stocks.

Jon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.

Growth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.

Supporting companies with the potential to transform the field of healthcare and generate attractive returns.

The Global Stewardship team on climate change, carbon emissions and sustainable growth companies.

Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?

The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.

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.

Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.

Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.

Academic partnerships that generate new ideas.

Smartphone-centric retailers drive innovation.

Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.

Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.

Disruptive change within the entertainment world creates a wealth of opportunity.

It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.

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.

If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?

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.

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.

The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.

Understanding the difference between pessimism and possibility in Emerging Markets.

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.

Solar power and cheap green energy makes for a promising future.

Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.

In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.

When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.

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.

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.

Investing in great growth companies to make a big difference.

If we are to deliver extraordinary returns, we must be more open-minded than the crowd.

The special considerations at play when we invest in high-growth, late-stage unlisted firms.

Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.

Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.

Why the forthcoming Health Innovation Impact Strategy should focus minds.

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.

The Monks Investment Trust’s growth-focused stock picking strategy.

For Global Stewardship, climate opportunities go hand in hand with climate challenges

ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.

Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.

Today’s investment managers should support companies doing the most to benefit society.

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.

Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.

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.

Investing in private companies applying today’s early-stage tech to create tomorrow’s world.

The use of information science to unlock biology is revolutionising our health and wellbeing.

Willingness to change gives Chinese firms an innovation advantage.

The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.

Baillie Gifford signs up to an asset managers initiative as COP26 begins.

Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.

Electric cars on the road and flying taxis in the air will change the way people commute and live.

A convergence of technologies is paving the way for advances in our understanding of biology.

Disruptive fintechs are paving the way to a world without physical money.

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.

Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.

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.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

What a US academic taught us about the companies that outperform.

Women dropping out of employment should weigh on investors’ minds.

Investors can have the most impact by focusing on sustainability laggards, not leaders.

Why emerging markets firms struggle to get high ESG scores.

Evaluating emerging market stocks by taking a mental leap into the future.

Why loosening control can help companies become more innovative.

Knowing when to adapt could be the key to successful long-term growth, writes Seb Petit.

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

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?

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.

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.

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.

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.

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.

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.

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.

Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.

Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.

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.

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.

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.

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

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.