Insights

An update on performance, portfolio movements and investment outlook.

Backing the Dutch Bros coffee chain and Builders FirstSource’s push into higher-margin goods.

Why the Global Alpha Team believes elections don't impact stock market returns.

Why we don’t follow the crowd when assessing a company’s governance behaviours and structures.

In today’s era of US mega caps, is market concentration a challenge or an opportunity?

An LTGG insight into what really matters for long term growth investing at the current juncture.

Why volatility is crucial to LTGG's strategy of capturing outsized returns.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The Multi Asset Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Private Companies Team reflects on recent performance, portfolio changes and market developments.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Responsible Global Equity Income Team reflects on recent performance, portfolio changes and market developments.

Learn how Ecolab is helping customers around the world be better stewards of water.

Iain McCombie reflects on 30 years at Baillie Gifford, highlighting the firm's adaptability and long-term focus.

How leveraging opportunities in the European CLO market enhanced our structured finance solutions.

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Increasingly elderly populations could transform our lives as much as climate change or AI.

Emerging markets: why it’s time to rethink the opportunities.

Meet the rail company reshaping high-speed intercity travel across the US.

Partner Peter Singlehurst describes how our responsibility to clients underpins all that we do.

The three Rs – relationship, reputation and research – are key to private company investing.

Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.

Finding gold amid the grit of the US drive to repair its essential networks.

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

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

Why we think the Baillie Gifford High Yield Bond Fund is poised to deliver an attractive income.

Will the US election result affect investors in US renewables? Felix Amoako-Kwarteng finds out.

Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.

Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments

The Positive Change Team reflects on recent performance, portfolio changes and market developments

The Global Alpha Team reflects on recent performance, portfolio changes and market developments

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments

What the past tells us about a new US president’s impact on growth companies.

The China Team reflects on recent performance, portfolio changes and market developments.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

The Multi Asset Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.

Unlocking the potential of DC pension plans for better member outcomes.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

Explore Managed Fund's approach to bond investment for diversification and potential returns.

Exploring SAINTS' strategic moves in the face of economic shifts and the pursuit of compounding growth.

How our diversity-driven growth approach is outpacing the market index.

Thomas Patchett uncovers three companies driving new opportunities in Japan.

Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.

Qian Zhang highlights three Asian companies at the forefront of global structural trends.

Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.

Bill Chater spotlights three companies set to make world-changing breakthroughs.

Lucy Haddow shares three of the most exciting names in Baillie Gifford’s balanced portfolios.

Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.

Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.

Why focus and patience are crucial elements when investing and identifying growth companies.

How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.

How successful companies harness the power of adaptation.

Kelly Clancy makes the case for why play is more important than you might think.

The US’s new hotbeds of innovation are increasingly based outside California.

The fiery spirit that’s a profitable symbol of Chinese culture and luxury.

Lawrence Burns sees great growth firms in action in South Korea and India.

How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.

The Welsh company cutting surgery waiting lists – and costs.

Why some of the leading computer chip makers and companies enabling them have room to grow.

Why some of the leading computer chip makers and companies enabling them have room to grow.

Exploring the European Growth Trust’s dynamic companies and what sets them apart.

How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.

Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.

Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.

Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.

Japan's automation revolution and its global leadership in robotics.

Japan’s innovation medical breakthroughs are combatting ageing.

Behind the success of Japan’s leading quality brands and what opportunities they present.

Japan's media giants: Sony and Nintendo's timeless influence.

MercadoLibre offers hope to Latin America’s 178 million unbanked population.

Iain McCombie explores Diploma's journey to distribution excellence

Spencer Adair on performance, portfolio updates and aligning with deep structural changes in the years ahead.

From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.

Charting rising cross-border money payments and the opportunity for remittance service Wise.

Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.

Low-orbit satellites could be the answer for the three billion unable to access the internet.

Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.

An update on portfolio performance, turnover and investment opportunities.

Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.

James Budden explains why now is the time for growth, as markets weather exceptional volatility.

Discover Baillie Gifford’s role in financing Australia’s first green bonds.

How companies’ relationships with climate, energy and the environment relate to long-term growth.

The experts helping us gain an investment edge when thinking about farming, human rights and AI.

Investment manager Robert Baltzer gives an update on the Baillie Gifford Strategic Bond Fund.

Investment manager Iain McCombie discusses portfolio positioning and performance.

Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.

We discuss the importance of long-term investing for outsized returns within the Monks Investment Trust.

The Pacific Horizon Investment Trust shares its strategic investments in Asia's dynamic markets.

A journey through time uncovers the deep transitions that can reshape our world.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.

Why AI could be key to us living longer and being in better health in the future.

Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.

The Multi Asset Team reflects on recent performance, portfolio changes and market developments.

Iain McCombie and Milena Mileva on navigating growth investment in volatile markets.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments

The US Alpha Team reflects on recent performance, portfolio changes and market developments

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

Sharing Monks’ methods in overcoming market uncertainties with strategic investments in AI, healthcare and infrastructure.

Did 2022 sound the death knell for the balanced investment approach or is it alive and kicking?

Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.

Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.

How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.

We discuss long-term investing, delve into PsiQuantum’s investment case, and explore Monks Investment Trust.

Adapting to changing market conditions and focusing on dynamic growth companies in Europe.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.

Why high interest rates help rapid growth private companies with proven products stand apart.

Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.

Unlocking the potential of small cap investments.

An insight into the critical role of responsible investing in aligning financial success with sustainability efforts.

We start by asking ‘what if?’ as we search for those companies that will shape the future.

Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.

Geopolitical challenges, innovation-led growth, and why China remains a key market for investors.

Japanese tech dominance is under increasing pressure in China from domestic challengers.

Praveen Kumar provides an update on recent performance and explains why he remains optimistic.

How Japan's changing economy is reshaping the Multi Asset investment landscape.

The company on a mission to democratise ecommerce and finance for 650 million people.

A winning mix of AI-related tech stocks with companies leading US infrastructure renewal.

We discuss risk v reward in stock picking, MercadoLibre’s mission in Latin America and Japan’s small-cap landscape.

Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.

Reflections on performance, portfolio companies and opportunities for returns in the year ahead.

How artificial intelligence creates growth opportunities and ways for us to serve you better.

Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.

Optimism for the future of growth investing from four of Baillie Gifford’s investment trusts.

The Magnificent Seven’s reputation goes before them but that’s not enough to save them.

The companies transforming the UK’s water infrastructure.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The China A Shares Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

Investors take note: technology and innovation are revolutionising treatments and patient care.

How the outerwear pioneer innovated its way into the fashion elite.

America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.

Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.

New online services are transforming Japanese financial habits.

Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.

Why AI could be the printing press of intelligence.

How the SpaceX subsidiary is turning internet deserts into online oases.

How cross-border payments company Remitly takes the tension out of cash transfers.

Charting how a century of innovation led to a game-changing weight-loss treatment.

Investment managers share some of the economic laws that guide their decision-making.

How do we look beyond the data to ensure our investments have real-world impact?

From AI to infrastructure – Monks homes in on the growth areas and companies best placed to exploit opportunities.

A small holding with a long-term climate goal.

The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.

Why the US is a fantastic place to invest in exceptional public and private growth companies.

The Positive Change Team’s ESG and engagement report shows the difference talking can make.

The innovative ecommerce company poised to take advantage of China’s large consumer base.

We discuss innovative UK companies, Pinduoduo’s edge in ecommerce, and China’s investment landscape.

Why do we prefer growth stocks despite the lure of shorter-term assets?

A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.

Investor James Dow explains why dividend growth indicates a company can compound its earnings.

Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.

How portfolio companies’ adaptability is boosting the outlook for the Trust.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

Can scientists meet unmet health needs by writing code to help the body heal itself?

Being open-minded to what rapid changes brought on by AI could mean for growth stocks.

How can we spot large growth opportunities at the stage when others dismiss them as fads?

Why the study of gene fitness can help us spot ambitious growth companies with huge potential.

How Sustainable Income aims to help you defy the retirement lottery and secure a durable income.

What values are important to you? And are they reflected in your investments?

An update on performance, portfolio positioning and why we believe our holdings remain both resilient and opportunistic.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.

An update on the portfolio and these companies’ important contributions towards a more sustainable future.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.

Sustainability is much too big and important a topic to be confined to only equity investing.

Your annual update on performance, portfolio changes and the opportunities we’re excited about.

Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.

HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.

Ben Buckler on how investors should steer between the twin poles of risk in China.

Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.

Opportunities remain in small-cap investing, regardless of interest rates or market volatility.

Rising Japanese markets are flattering old-style companies: better to look for long-term growth.

How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.

The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.

Emerging markets have underperformed developed ones recently. So, why should we invest in them?

The ‘next wave’ of companies, mixing the digital and physical realms.

With Asia’s strong financial position, the long-term looks exciting for investors.

Could smaller reactors and fusion power herald a new atomic age?

Why investors must put the rise of ChatGPT and other generative AI in context.

Sustainable Income Fund manager Steven Hay addresses three big questions facing today’s cohort of income investors.

The years ahead are uncertain, but we can turn that to our advantage.

Companies addressing climate change could create huge societal and economic value over time.

By keeping an open mind, we hope to find opportunities other credit investors might overlook.

Why we believe pursuing dividend growth rather than yield is the right way to grow capital.

Hear from us on private companies, the investment case for SoftBank and the Responsible Global Equity Income Fund.

A decade ago, software companies were venture-backed and capital-light. That’s no longer true.

In adverse markets, our portfolio companies’ operational progress gives us confidence.

How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.

Investors reflect on the Managed Fund’s track record, recent performance and why they remain optimistic.

Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

Minerals are key to the energy transition. We believe mining responsibly will bring rewards.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The cancer-fighting firm that aims to lead a clean energy revolution.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

Why considering environmental, social and governance factors helps us pursue long-term returns.

Iain McCombie on how Howdens’ kitchens won the building trade’s trust.

The country’s domestic markets are rich in companies with the know-how to become global leaders.

Busting three myths that could alter your view about what private company investing is.

The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.

A nation that once adapted others’ technologies is increasingly leading in innovative products and services.

Lawrence Burns explores the new landscape of opportunity.

Could we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.

The new generation of companies that’s quietly captured key technology niches.

How Jensen Huang overcame adversity to play a pivotal role in accelerating progress.

Charting how technological progress and prosperity march together.

Why the waves hold the key to the pursuit of long-term growth.

By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.

If impact and investing go together, it is important to understand the difference we make.

Considering different ways global warming and a transition to new energy sources might occur.

We discuss the case for bonds, fashion powerhouse Kering and Sustainable Growth’s approach to valuations.

Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.

Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.

An update on portfolio performance, turnover and investment opportunities.

The US Growth Trust marks its fifth birthday with a portfolio update focused on the future.

Find out what makes luxury fashion conglomerate Kering stand out from the competition.

Malcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.

Amid a scramble for short-term gains, it pays to consider the disruptors investing in future firepower.

An update on investing in Asia with a focus on how economic trends relate to the portfolio.