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The Plutus CLO Fund: seizing market opportunities
How leveraging opportunities in the European CLO market enhanced our structured finance solutions.Japan Trust: Manager Insights
An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.Investing in an ageing society
Increasingly elderly populations could transform our lives as much as climate change or AI.Emerging markets: new opportunities
Emerging markets: why it’s time to rethink the opportunities.Too long to drive, too short to fly
Meet the rail company reshaping high-speed intercity travel across the US.Baillie Gifford Prize Speech 2024
Partner Peter Singlehurst describes how our responsibility to clients underpins all that we do.Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.Pacific Horizon: Manager Insights
Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.High yields, high standards
Why we think the Baillie Gifford High Yield Bond Fund is poised to deliver an attractive income.The clean energy election
Will the US election result affect investors in US renewables? Felix Amoako-Kwarteng finds out.Why not just invest in the index?
Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Resurgence of insurance-linked securities
Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economiesUpfront: episode eight
We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.Long Term Global Growth Q3 investor letter
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developmentsUS Equity Growth Q3 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developmentsPositive Change Q3 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developmentsGlobal Alpha Q3 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developmentsEmerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developmentsDo elections matter for stock returns?
What the past tells us about a new US president’s impact on growth companies.China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.Discovery Q3 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.European Equities Q3 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Japan Growth Q3 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.Japan All Cap Q3 update
The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.Long Term Global Growth Q3 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Managed Fund Q3 update
The Managed Fund team reflects on recent performance, portfolio changes and market developments.Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.Positive Change Q3 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.UK Core Q3 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q3 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Sustainable Income Fund Q3 update
The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.DC views: how to achieve better member outcomes
Unlocking the potential of DC pension plans for better member outcomes.Sustainable Growth Q3 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.US Alpha Q3 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Managed Fund: navigating the bond landscape
Explore Managed Fund's approach to bond investment for diversification and potential returns.SAINTS spotlight: turbulence beneath the surface
Exploring SAINTS' strategic moves in the face of economic shifts and the pursuit of compounding growth.Monks’ musings: the rewards of diversity
How our diversity-driven growth approach is outpacing the market index.Future Stocks: Our best ideas in Japan
Thomas Patchett uncovers three companies driving new opportunities in Japan.Future Stocks: Our best ideas in the US
Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.Future Stocks: Our best ideas in Asia
Qian Zhang highlights three Asian companies at the forefront of global structural trends.Future Stocks: Our best ideas in Europe
Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.Future Stocks: Our best disruptive ideas
Bill Chater spotlights three companies set to make world-changing breakthroughs.Future Stocks: Our best balanced ideas
Lucy Haddow shares three of the most exciting names in Baillie Gifford’s balanced portfolios.Future Stocks: Our best impact ideas
Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.Positive Change Fund manager update
Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.The importance of focus
Why focus and patience are crucial elements when investing and identifying growth companies.Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.PsiQuantum: the leap to quantum computing
How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.Creo Medical: at the spearhead of surgery
The Welsh company cutting surgery waiting lists – and costs.Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.Europe's growth gems
Exploring the European Growth Trust’s dynamic companies and what sets them apart.SWCC Showa: rewiring Japan
How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.Japan Smaller Companies: manager update
Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.US Growth Trust: Manager Insights
Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.Japan: opportunities in automation
Japan's automation revolution and its global leadership in robotics.Japan: opportunities in healthcare
Japan’s innovation medical breakthroughs are combatting ageing.Japan: opportunities in quality brands
Behind the success of Japan’s leading quality brands and what opportunities they present.Japan: opportunities in entertainment
Japan's media giants: Sony and Nintendo's timeless influence.MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.Stock story: Diploma
Iain McCombie explores Diploma's journey to distribution excellenceMonks Investment Trust: Manager Insights
Spencer Adair on performance, portfolio updates and aligning with deep structural changes in the years ahead.The rise of cloud computing
From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.Wise: Growing global money transfers
Charting rising cross-border money payments and the opportunity for remittance service Wise.Five powerful tailwinds behind EWIT
Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.Starlink: internet for mobile dead zones
Low-orbit satellites could be the answer for the three billion unable to access the internet.International viewpoints: semi-cap resilience
Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.UK Growth Trust: Manager Insights
An update on portfolio performance, turnover and investment opportunities.The rate cut conundrum: Multi Asset’s LTRE
Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatility.Financing the future
Discover Baillie Gifford’s role in financing Australia’s first green bonds.Environment: making sense of the E in ESG
How companies’ relationships with climate, energy and the environment relate to long-term growth.Academic collaborations that count
The experts helping us gain an investment edge when thinking about farming, human rights and AI.Strategic Bond Fund: back to the future
Investment manager Robert Baltzer gives an update on the Baillie Gifford Strategic Bond Fund.Managed Fund: update webinar
Investment manager Iain McCombie discusses portfolio positioning and performance.Positive Change Impact Report 2023
Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.Monks Investment Trust: interview with Spencer Adair
We discuss the importance of long-term investing for outsized returns within the Monks Investment Trust.Pacific Horizon: capturing growth
The Pacific Horizon Investment Trust shares its strategic investments in Asia's dynamic markets.Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.Long Term Global Growth Q2 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q2 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q2 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q2 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q2 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth: investor letter Q2 2024
Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.AI: driving a new healthcare paradigm
Why AI could be key to us living longer and being in better health in the future.Positive Change: investor letter Q2 2024
Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.UK Growth Trust: manager update
Iain McCombie and Milena Mileva on navigating growth investment in volatile markets.Discovery Q2 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.European Equities Q2 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q2 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.UK Core Q2 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.China Q2 update
The China Team reflects on recent performance, portfolio changes and market developments.International Growth Q2 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q2 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q2 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developmentsUS Alpha Q2 update
The US Alpha Team reflects on recent performance, portfolio changes and market developmentsHealth Innovation Q2 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q2 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.Managed Fund Q2 update
The Managed Fund team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q2 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.International All Cap Q2 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.International Alpha Q2 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.Monks’ musings: chips, bricks and clinical care
Sharing Monks’ methods in overcoming market uncertainties with strategic investments in AI, healthcare and infrastructure.Managed Fund: Poised for growth
Did 2022 sound the death knell for the balanced investment approach or is it alive and kicking?Future growth stars back in focus
Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.International viewpoints: global EV trends
Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.Upfront: episode seven
We discuss long-term investing, delve into PsiQuantum’s investment case, and explore Monks Investment Trust.European Fund: inflection points
Adapting to changing market conditions and focusing on dynamic growth companies in Europe.International Concentrated Growth Q2 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.International viewpoints: eastern promise
What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.Private equities: time to turn to growth
Why high interest rates help rapid growth private companies with proven products stand apart.Japan: the next opportunity
Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.Why small companies matter to us
Unlocking the potential of small cap investments.A write up of Baillie Gifford’s responsible investing breakfast
An insight into the critical role of responsible investing in aligning financial success with sustainability efforts.Investing in innovation
We start by asking ‘what if?’ as we search for those companies that will shape the future.Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.China Growth Trust: Manager Insights
Geopolitical challenges, innovation-led growth, and why China remains a key market for investors.China through a Japanese lens
Japanese tech dominance is under increasing pressure in China from domestic challengers.Shin Nippon: Manager Insights
Praveen Kumar provides an update on recent performance and explains why he remains optimistic.Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.Upfront: Japanese equities
Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.Monks’ musings first quarter 2024
A winning mix of AI-related tech stocks with companies leading US infrastructure renewal.Upfront: episode six
We discuss risk v reward in stock picking, MercadoLibre’s mission in Latin America and Japan’s small-cap landscape.Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.Schiehallion: Manager Insights
Reflections on performance, portfolio companies and opportunities for returns in the year ahead.Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.Investor Forum: Onboard for growth
Optimism for the future of growth investing from four of Baillie Gifford’s investment trusts.Tilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.Investing in UK water
The companies transforming the UK’s water infrastructure.Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.UK Core Q1 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.European Equities Q1 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q1 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.International Alpha Q1 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.Long Term Global Growth Q1 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Health Innovation Q1 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.US Alpha Q1 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.International Growth Q1 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q1 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q1 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.International Concentrated Growth Q1 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.International All Cap Q1 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.China A Shares Q1 update
The China A Shares Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q1 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.Five years of health innovation
Investors take note: technology and innovation are revolutionising treatments and patient care.Moncler: from mountain to street
How the outerwear pioneer innovated its way into the fashion elite.The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.The founder factor
Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.The fresh face of Japanese finance
New online services are transforming Japanese financial habits.Vietnam: Asia’s rising star
Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.AI: intelligence everywhere
Why AI could be the printing press of intelligence.Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oases.The money migrators
How cross-border payments company Remitly takes the tension out of cash transfers.Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.ESG v sustainability
How do we look beyond the data to ensure our investments have real-world impact?Monks Research Agenda
From AI to infrastructure – Monks homes in on the growth areas and companies best placed to exploit opportunities.Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.Where are the opportunities?
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.The American Dream made real
Why the US is a fantastic place to invest in exceptional public and private growth companies.Positive Conversations 2023
The Positive Change Team’s ESG and engagement report shows the difference talking can make.Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.Upfront: episode five
We discuss innovative UK companies, Pinduoduo’s edge in ecommerce, and China’s investment landscape.All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?Positive Change: a review of 2023
A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.EWIT: Manager Insights
Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.Monks’ musings – fourth quarter 2023
How portfolio companies’ adaptability is boosting the outlook for the Trust.Long Term Global Growth Q4 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Moderna: designing drugs on a computer
Can scientists meet unmet health needs by writing code to help the body heal itself?The AI paradigm shift
Being open-minded to what rapid changes brought on by AI could mean for growth stocks.Niches, anomalies, and things to come
How can we spot large growth opportunities at the stage when others dismiss them as fads?Lessons from evolutionary biology
Why the study of gene fitness can help us spot ambitious growth companies with huge potential.Live long… and prosper?
How Sustainable Income aims to help you defy the retirement lottery and secure a durable income.Enduring good
What values are important to you? And are they reflected in your investments?European Growth Trust: Manager Insights
An update on performance, portfolio positioning and why we believe our holdings remain both resilient and opportunistic.UK Core Q4 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q4 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q4 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.International All Cap Q4 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q4 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q4 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.Health Innovation Q4 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q4 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q4 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.European Equities Q4 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.China Q4 update
The China Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q4 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.International Growth Q4 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.Keystone Positive Change: Manager Insights
An update on the portfolio and these companies’ important contributions towards a more sustainable future.International Alpha Q4 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.International Concentrated Growth Q4 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.Limiting carbon, not growth
Sustainability is much too big and important a topic to be confined to only equity investing.Japan Trust: Manager Insights
Your annual update on performance, portfolio changes and the opportunities we’re excited about.Avoided emissions methodology
Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.Spotting the stars amid a surge
Rising Japanese markets are flattering old-style companies: better to look for long-term growth.A view from the frontiers
How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.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.Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.Pacific Horizon: Manager Insights
With Asia’s strong financial position, the long-term looks exciting for investors.Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.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.Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.SAINTS: the case for dividend growth
Why we believe pursuing dividend growth rather than yield is the right way to grow capital.Upfront: episode four
Hear from us on private companies, the investment case for SoftBank and the Responsible Global Equity Income Fund.The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.Monks’ musings – third quarter 2023
In adverse markets, our portfolio companies’ operational progress gives us confidence.Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.Managed Fund manager update
Investors reflect on the Managed Fund’s track record, recent performance and why they remain optimistic.How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.International All Cap Q3 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.International Alpha Q3 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.Sustainable Growth Q3 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.European Equities Q3 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Health Innovation Q3 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.International Concentrated Growth Q3 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.Strategic Bond Q3 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.Japanese Equities Q3 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.Long Term Global Growth Q3 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.International Growth Q3 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q3 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q3 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.Joiners’ mate
Iain McCombie on how Howdens’ kitchens won the building trade’s trust.Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.Private company investing myths
Busting three myths that could alter your view about what private company investing is.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.China’s urge to innovate
A nation that once adapted others’ technologies is increasingly leading in innovative products and services.China revisited
Lawrence Burns explores the new landscape of opportunity.Harnessing the power within
Could we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.Japan’s secret superstars
The new generation of companies that’s quietly captured key technology niches.NVIDIA’s chief accelerates AI
How Jensen Huang overcame adversity to play a pivotal role in accelerating progress.Innovation’s drumbeat
Charting how technological progress and prosperity march together.Surfing to success
Why the waves hold the key to the pursuit of long-term growth.How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.Keystone Positive Change Impact Report
If impact and investing go together, it is important to understand the difference we make.Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.Upfront: episode three
We discuss the case for bonds, fashion powerhouse Kering and Sustainable Growth’s approach to valuations.Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 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.UK Growth Trust: Manager Insights
An update on portfolio performance, turnover and investment opportunities.US Growth Trust: Manager Insights
The US Growth Trust marks its fifth birthday with a portfolio update focused on the future.Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.Manager insights: Monks Investment Trust
Malcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.Monks’ musings – second quarter 2023
Amid a scramble for short-term gains, it pays to consider the disruptors investing in future firepower.Pacific Horizon Trust: webinar
An update on investing in Asia with a focus on how economic trends relate to the portfolio.What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.The secrets of enduring growth
Toby Ross reveals the four signs that a company’s growth might endure for decades.Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.Adapting to survive – and thrive
Using a fighter pilot’s business strategy can help a company orient itself amid change.Positive Change Impact Report 2022
If impact and investing go together, it is important to understand the difference we make.Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.Navigating a turbulent Turkey
Turkey may be volatile, but there’s opportunity in currency forwards and competitive companiesThe real deal in property
In a challenging environment, discover a European property sector company bucking the trend.Upfront: episode two
The UK team discuss types of growth, Northvolt’s technology and companies exciting our US funds.International Alpha Q2 update
The International Alpha team reflects on recent performance, portfolio changes, and market developments.Strategic Bond Q2 update
The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.International Concentrated Growth Q2 update
The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.Long Term Global Growth Q2 update
The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.Global Alpha Q2 update
The Global Alpha team reflects on recent performance, portfolio changes, and market developments.Health Innovation Q2 update
The Health Innovation team reflects on recent performance, portfolio changes, and market developments.US Equity Growth Q2 update
The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.International Growth Q2 update
The International Growth team reflects on recent performance, portfolio changes, and market developments.Emerging Markets Q2 update
The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.International All Cap Q2 update
The International All Cap team reflects on recent performance, portfolio changes, and market developments.China Q2 update
The China team reflects on recent performance, portfolio changes, and market developments.Sustainable Growth Q2 update
The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.Positive Change Q2 update
The Positive Change team reflects on recent performance, portfolio changes, and market developments.UK Equity Core Q2 update
The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industryWhy now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.The history of SAINTS
John Newlands reveals the roots of the SAINTS success story.Discovery: a view from the frontiers
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.Asia ex Japan manager update
Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.Upfront: episode one
Hear from the UK team on AI, Moderna’s mRNA technology and what’s next for the Managed Fund.China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.Why the long-term matters
There’s safety in being one of the crowd but it could stop you from seeing potential rewards.Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.