There were no items found based on the criteria entered.November 2023 Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.November 2023 Spotting the stars amid a surge
Rising Japanese markets are flattering old-style companies: better to look for long-term growth.3 minutesNovember 2023 A view from the frontiers
How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.November 2023 Aurora: the technology company transforming trucking
The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.November 2023 Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?November 2023 A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.4 minutesDisruption Week 2023 When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.6 MIN WatchNovember 2023 Pacific Horizon Investment Trust: manager insights
With Asia’s strong financial position, the long-term looks exciting for investors.4 minutesDisruption Week 2023 AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.41 MIN WatchNovember 2023 The retirement date lottery – can it be avoided?
Sustainable Income Fund manager Steven Hay addresses three big questions facing today’s cohort of income investors.4 minutesDisruption Week 2023 Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?4 minutesDisruption Week 2023 Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.2 minutesNovember 2023 Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.2 minutesNovember 2023 Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.November 2023 Japan’s new growth opportunities
Seeking the entrepreneurial firms that could sustain the country’s rally.5 minutesNovember 2023 Ashtead: hiding in plain sight
This little-known equipment rental company is one of the UK’s most exciting growth stories.October 2023 SAINTS: the case for dividend growth
Why we believe pursuing dividend growth rather than yield is the right way to grow capital.30 MIN WatchOctober 2023 Upfront: episode four
Hear from us on private companies, the investment case for SoftBank and the Responsible Global Equity Income Fund.October 2023 The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.56 MIN WatchOctober 2023 Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.45 MIN WatchOctober 2023 Managed Fund manager update
Investors reflect on the Managed Fund’s track record, recent performance and why they remain optimistic.10 MIN WatchOctober 2023 How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.2 minutesOctober 2023 Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.5 minutesOctober 2023 Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.September 2023 Joiners’ mate
Iain McCombie on how Howdens’ kitchens won the building trade’s trust.September 2023 Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.7 MIN WatchSeptember 2023 Private company investing myths
Busting three myths that could alter your view about what private company investing is.September 2023 How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.September 2023 China’s urge to innovate
A nation that once adapted others’ technologies is increasingly leading in innovative products and services.September 2023 China revisited
Lawrence Burns explores the new landscape of opportunity.September 2023 Harnessing the power within
Could we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.September 2023 Japan’s secret superstars
The new generation of companies that’s quietly captured key technology niches.September 2023 NVIDIA’s chief accelerates AI
How Jensen Huang overcame adversity to play a pivotal role in accelerating progress.5 minutesSeptember 2023 Innovation’s drumbeat
Charting how technological progress and prosperity march together.September 2023 Surfing to success
Why the waves hold the key to the pursuit of long-term growth.September 2023 How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.4 minutesSeptember 2023 Keystone Positive Change Impact Report
If impact and investing go together, it is important to understand the difference we make.10 minutesSeptember 2023 Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.33 MIN WatchSeptember 2023 Upfront: Episode Three
We discuss the case for bonds, fashion powerhouse Kering and Sustainable Growth’s approach to valuations.1 MIN WatchSeptember 2023 Archived Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.8 MIN WatchSeptember 2023 What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.7 MIN WatchSeptember 2023 UK Growth Trust manager insights
An update on portfolio performance, turnover and investment opportunities.7 MIN WatchAugust 2023 Manager insights: Monks Investment Trust
Malcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.47 MIN WatchAugust 2023 Pacific Horizon Trust: Citywire Webinar
An update on investing in Asia with a focus on how economic trends relate to the portfolio.4 MIN WatchAugust 2023 What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.9 minutesAugust 2023 The secrets of enduring growth
Toby Ross reveals the four signs that a company’s growth might endure for decades.August 2023 Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.27 minutesAugust 2023 Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.August 2023 Adapting to survive – and thrive
Using a fighter pilot’s business strategy can help a company orient itself amid change.July 2023 Positive Change Impact Report 2022
If impact and investing go together, it is important to understand the difference we make.3 MIN WatchJuly 2023 Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.32 MIN WatchJuly 2023 Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.July 2023 Navigating a turbulent Turkey
Turkey may be volatile, but there’s opportunity in currency forwards and competitive companiesJuly 2023 The real deal in property
In a challenging environment, discover a European property sector company bucking the trend.31 MIN WatchJuly 2023 Upfront: Episode Two
The UK team discuss types of growth, Northvolt’s technology and companies exciting our US funds.15 MIN WatchJuly 2023 International Alpha Q2 update
The International Alpha team reflects on recent performance, portfolio changes, and market developments.11 MIN WatchJuly 2023 Strategic Bond Q2 update
The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.8 MIN WatchJuly 2023 International Concentrated Growth Q2 update
The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.18 MIN WatchJuly 2023 Long Term Global Growth Q2 update
The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.15 MIN WatchJuly 2023 Global Alpha Q2 update
The Global Alpha team reflects on recent performance, portfolio changes, and market developments.11 MIN WatchJuly 2023 Health Innovation Q2 update
The Health Innovation team reflects on recent performance, portfolio changes, and market developments.14 MIN WatchJuly 2023 US Equity Growth Q2 update
The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.13 MIN WatchJuly 2023 International Growth Q2 update
The International Growth team reflects on recent performance, portfolio changes, and market developments.18 MIN WatchJuly 2023 Emerging Markets Q2 update
The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.12 MIN WatchJuly 2023 International All Cap Q2 update
The International All Cap team reflects on recent performance, portfolio changes, and market developments.15 MIN WatchJuly 2023 China Q2 update
The China team reflects on recent performance, portfolio changes, and market developments.15 MIN WatchJuly 2023 Sustainable Growth Q2 update
The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.19 MIN WatchJuly 2023 Positive Change Q2 update
The Positive Change team reflects on recent performance, portfolio changes, and market developments.10 MIN WatchJuly 2023 UK Equity Core Q2 update
The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.60 MIN WatchJune 2023 Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.3 MIN WatchJune 2023 What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industryJune 2023 Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.26 minutesJune 2023 Actual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.June 2023 The history of SAINTS
John Newlands reveals the roots of the SAINTS success story.June 2023 Discovery: a view from the frontiers
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.June 2023 Investing in innovation
We start by asking “What if?” as we search for those companies that will shape the future.May 2023 A century and a half of SAINTS
James Dow reflects on how the trust has changed over the decades, but stuck to its core values.36 MIN WatchMay 2023 Asia ex Japan manager update
Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.32 MIN WatchMay 2023 Upfront: episode one
Hear from the UK team on AI, Moderna’s mRNA technology and what’s next for the Managed Fund.15 MIN WatchMay 2023 China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.May 2023 Why the long-term matters
There’s safety in being one of the crowd but it could stop you from seeing potential rewards.April 2023 Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.31 MIN WatchApril 2023 Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.April 2023 The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.April 2023 From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.April 2023 Transformative investment
Why time travelling to 2050 helps us invest in companies tackling climate change and inequality.April 2023 Adyen: pioneer of payments
The Dutch firm making everyday payments fast and friction-free.11 MIN WatchApril 2023 Global Alpha Q1 update
Global Alpha Team reflects on recent performance, portfolio changes, and market developments.15 MIN WatchApril 2023 Long Term Global Growth Q1 investment update
Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.18 MIN WatchApril 2023 Sustainable Growth Q1 update
Sustainable Growth Team reflects on recent performance, portfolio changes, and market developments.16 MIN WatchApril 2023 US Equities Q1 update
US Equities Team reflects on recent performance, portfolio changes, and market developments.15 MIN WatchApril 2023 Emerging Markets Q1 update
Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.9 MIN WatchApril 2023 International Growth Q1 update
International Growth Team reflects on recent performance, portfolio changes, and market developments.8 MIN WatchApril 2023 International Alpha Q1 update
International Alpha Team reflects on recent performance, portfolio changes, and market developments.16 MIN WatchApril 2023 International All Cap Q1 update
International All Cap Team reflects on recent performance, portfolio changes, and market developments.10 MIN WatchApril 2023 International Concentrated Growth Q1 update
International Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.Long ReadApril 2023 Keystone Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Keystone Positive Change’s ESG conversations.April 2023 Recursion Pharmaceuticals: finding new drugs using data science
How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.April 2023 Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.March 2023 Japan’s place in the chip market
The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.23 MIN ListenMarch 2023 20 years of International Growth podcast
Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.March 2023 Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.March 2023 Ocado’s robot revolution
The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.April 2023 Making health insurance manageable
How Elevance Health uses its scale to smooth a path through the US health system’s maze.April 2023 Faith over fear
Tom Slater on looking beyond tough times to future opportunities.April 2023 Europe’s new growth stars
Three companies helping turn the continent from an innovation backwater to a hotspot.April 2023 A tight ship: lessons from Admiral
How Henry Engelhardt’s entrepreneurial flair helped create the car insurance giantApril 2023 Super Mario’s World
Nintendo’s iconic characters profitably mix familiarity with new forms of gameplay.April 2023 Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.April 2023 Trip Notes: Brazil
Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.April 2023 AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.April 2023 Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.March 2023 Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.41 MIN WatchMarch 2023 Webinar: the SAINTS approach
Co-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.March 2023 Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.45 MIN WatchMarch 2023 Sustainable growth: an introduction
ESG investing is broken. Changing our approach could open up opportunities for better returns.21 MIN WatchFebruary 2023 LTGG investor update – January 2023
LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.February 2023 LTGG Anthology 2022
An anthology of articles the LTGG team wrote throughout 2022.February 2023 Nothing lasts forever
Why international equity markets shouldn’t be forgotten.February 2023 Teleportation: just a Zipline away
Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.Long readFebruary 2023 Sustainable investing in the health sector
The Health Innovation team on ESG, the future of medicine and making a positive global impact.February 2023 Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.52 MIN WatchFebruary 2023 Japan Growth: Asia’s resurgence
Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.February 2023 Monks Research Agenda 2023
How can we invest in quality companies in a changing market?February 2023 Re-awakening utilities
Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.February 2023 Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.January 2023 Global Alpha Research Agenda 2023
How can we invest in quality companies with the potential to generate sustainable returns in a changing market?January 2023 Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.4 MIN WatchJanuary 2023 Resilient growth for the long term
Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.7 MIN WatchJanuary 2023 Keystone Positive Change: manager insights
Investing in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.10 MIN WatchJanuary 2023 Insights: investment research in Japan
Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.January 2023 Asia and energy transition
Exploring the emerging energy opportunities in Asia.December 2022 ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.36 MIN WatchDecember 2022 Asia ex Japan: Portfolio manager update
Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.December 2022 A dose of innovation
Your money or your health. Marina Record asks if society is ready to pay for health innovation.December 2022 50 years of European Growth
The Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.42 MIN WatchNovember 2022 Managed Fund: Patient investing
Many investors are impatient, but change takes time – the best performance could come to those who wait.November 2022 The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.November 2022 China’s cloud
Why cloud computing is developing differently in the world’s most populous nation.November 2022 Archived Japan trip reflections
Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid JapanNovember 2022 Solving the antimicrobial crisis
If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.4 MIN WatchNovember 2022 Archived Manager insights: Pacific Horizon
Pacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.31 MIN WatchNovember 2022 Positive Change update
Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.November 2022 Investing in net zero
Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.November 2022 Archived Finding opportunities in the gloom
Stock market falls can create rich pickings for the optimistic investor.October 2022 Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.4 MIN WatchOctober 2022 Seizing advantage in EM bonds
Extreme price movements in EM bonds bring potential for high returns, so investing in them could bring rewards.October 2022 A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.30 MIN WatchOctober 2022 Archived Multi Asset quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.October 2022 Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.60 MIN WatchOctober 2022 Archived Japanese Equities update
Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.34 MIN WatchOctober 2022 Archived Europe: why now?
Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.October 2022 Archived Inflation: analysing resilience
Four ways to consider growth companies’ ability to deal with rising prices.44 MIN WatchOctober 2022 Health Innovation: an update with the managers
Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.September 2022 Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.September 2022 A simple theory: Einstein’s lesson for investors
Einstein observed that simple is best. Robert Baltzer explains why this is true for investing.September 2022 Archived Kering: luxury created with risk
How the group gives its creatives the freedom to spark love-it-hate-it reactions.September 2022 Trust trip notes: Tel Aviv
Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.September 2022 Archived Drive: rethinking motivation
What companies get wrong when trying to get the best out of their workers.September 2022 Snow Peak’s outdoor heiress
Company director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.September 2022 Investing in a changing China
President Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.September 2022 Archived Monks: how diversity beats adversity
Having a varied portfolio allows the trust to navigate volatile periods and focus on the long term.September 2022 Investing in the champions of Europe
Manufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.September 2022 Archived Compound interest: the snowball effect
Companies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.September 2022 UK Growth Trust: home focus
Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.Long readSeptember 2022 Archived Enlightenment
Opportunities in the gloom, radical change, inflation resilience and more from our fund teams.September 2022 Archived Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.11 MIN WatchSeptember 2022 Archived A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.5 MIN WatchSeptember 2022 Archived Introducing: Sustainable Multi Asset
Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.September 2022 Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.47 MIN WatchSeptember 2022 Archived Global Discovery webinar
Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.September 2022 Archived Shimano: our strategy in one stock
How the cycle parts maker symbolises the kind of firms International All Cap is looking for.September 2022 Archived Growth flows
Tracking our pursuit of growth companies over time.September 2022 Archived Snippets from the archives
Key insights from the International All Cap Strategy picked from the past 30 years.September 2022 Archived Investing in ingenuity
Milena Mileva on picking International All Cap’s future winners.September 2022 Archived Forging a fund
How relationship building, performance and tales of Scotland helped establish our international funds.8 MIN WatchAugust 2022 Archived Monks Investment Trust Manager Insights
Jon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.7 MIN WatchAugust 2022 Archived Managed Fund: Sticking to our knitting
Growth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.5 MIN WatchAugust 2022 Transforming the future of healthcare
Supporting companies with the potential to transform the field of healthcare and generate attractive returns.Long readAugust 2022 Sustainable Growth Sustainability Report
The Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.July 2022 Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?Long readAugust 2022 Archived Positive Change Impact Report: 5th Year 2021/22
The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.53 MIN WatchJuly 2022 Archived Responsible Global Equity Income Webinar.
In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.4 MIN WatchJuly 2022 Reaching for resilience
Positioning for the long term and backing resilient companies can offer strong yields – even in troubled times.July 2022 Archived Digital Disruption and the future
Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.July 2022 Archived The search for ‘jumper-stretching’ stocks
Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.June 2022 Why patience matters
Endurance and imagination are key ingredients for quality growth investing.June 2022 Study guides
Academic partnerships that generate new ideasJune 2022 China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.June 2022 Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.43 MIN WatchJune 2022 Study guides
Academic partnerships that generate new ideas.July 2022 What makes companies resilient to inflation?
Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.June 2022 The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.44 MIN WatchJune 2022 China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.42 MIN WatchJune 2022 Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.43 MIN WatchJune 2022 The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.Long readJune 2022 Archived Investment Stewardship
It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.35 MIN WatchMay 2022 Archived 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.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 Archived 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 Archived 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 Archived 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 Archived Smaller companies, big disruption.
How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.47 MIN WatchApril 2022 Archived 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 Reflections: A look back on Q1
The LTGG team consider recent performance and the long-term outlook for the fund.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 WatchArchived European Equities Manager Update.
When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.32 MIN WatchMarch 2022 Archived International Smaller Companies is growing up - a three-year anniversary.
Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.7 MIN WatchMarch 2022 Archived 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 Archived International Growth: A conversation with the portfolio management team.
Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.12 MIN WatchFebruary 2022 Actual ESG
Investing in great growth companies to make a big difference.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 Archived US Equities: Manager Insights.
Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.60 MIN WatchFebruary 2022 Archived 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 Archived 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 Archived Responsible Global Equity Income.
Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Strategy.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.47 MIN WatchDecember 2021 Archived China: Missing a Paradigm Shift.
Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.December 2021 Archived 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 Resilient income, time after time
Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Sustainable 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 26.51 MIN WatchNovember 2021 Archived 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 Archived The real case for China
Willingness to change gives Chinese firms an innovation advantage.November 2021 Archived 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 Archived 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.13 MIN 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 Archived 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 scoresOctober 2021 Time travel investing
Evaluating emerging market stocks by taking a mental leap into the future.September 2021 Archived Long-Term Return Expectations update.
Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.September 2021 An appetite for ordered chaos.
Why loosening control can help companies become more innovative.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 Archived Constructive Dissatisfaction: A conversation with the International Growth Team.
Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.September 2021 US Discovery: an American voyage into the future
Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.WatchSeptember 2021 Archived 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 Archived Modern-day Explorers.
Our international investors are explorers: which of the disruptors and innovators will deliver?September 2021 Investing in Climate Solutions.
How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.4 MIN WatchSeptember 2021 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 Archived Climate-Informed Long Term Returns Expectations.
Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.August 2021 Archived 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.54 MIN WatchJuly 2021 Archived Actual Income.
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.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.2 MIN WatchJune 2021 High Yield Bond
In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.June 2021 Archived Japan's Digital Transformation.
Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.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 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.60 MIN 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.15 MIN 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 159 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 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 Archived The Roaring Twenties.
When we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.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.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.Rob Baltzer, February 2021 True North
In periods of uncertainty, our focus on analysing the resilience of the companies we lend to comes into its own.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 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.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.November 2020 Archived Japan’s Software Disruptors.
How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.November 2020 Archived 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 Archived 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.October 2020 Emerging Markets: coming of age
It’s time to stop looking in the rear-view mirror when it comes to emerging markets.September 2020 Archived Value Judgements.
With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.58 MIN WatchSeptember 2020 Archived 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 Archived Asking the right questions
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.September 2020 Archived Staying Ahead of Change.
Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.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.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.10 MIN WatchAugust 2020 Archived 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.July 2020 Archived How do we do what we do?
Three decades into running dedicated Asian ex Japan portfolios, what is it that we can see that the market does not? We explain how our investment approach – the search for fat tails – allows us to exploit persistent market inefficiencies to the benefit of our clients.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.WatchJuly 2020 Archived 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 Archived How Do We Do What We Do? - Emerging Markets Investing.
One ought to be an optimist to invest in Emerging Markets, but so very few analysts are. Baillie Gifford’s Emerging Markets team explain how they fly in the face of market inefficiencies in their search for excess returns.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.June 2020 Archived 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 Archived It’s time to rethink what the word healthcare means.
We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.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.April 2020 Archived Fighting a Pandemic with Technology.
Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.April 2020 Archived 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.2020 Archived Annual Business Update.
Our annual business update 2020.March 2020 Archived The Second Space Age
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.February 2020 Archived Healthcare Innovation.
We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.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 Archived Watsco - A Cool Investment.
Investment manager Toby Ross discusses recent investment, Watsco.November 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.
The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.Long ReadOctober 2019 Archived Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.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.4 MIN 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.October 2019 Archived Changing China
Ben Buckler explores the A share opportunity in China.Third Quarter 2019 Archived The Importance of Fundamental Research.
Jenny Davis explores the Asian opportunity.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 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 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.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 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 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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