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Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.
Tilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
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.
Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.
The fresh face of Japanese finance
New online services are transforming Japanese financial habits.
The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.
Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.
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.
The money migrators
How cross-border payments company Remitly takes the tension out of cash transfers.
Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oases
The founder factor
Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.
Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.
Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.
All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?
A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.
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.
Enduring good
What values are important to you? And are they reflected in your investments?
The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.
Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.
How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.
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.
South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.
Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
China revisited
Lawrence Burns explores the new landscape of opportunity.
Innovation’s drumbeat
Charting how technological progress and prosperity march together.
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.
A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.
When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.
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.
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.
The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
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.
Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.
ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.
Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.
Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.
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.
Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.
What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.
Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.
Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
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 industry
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Actual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.
Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.
Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.
The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
Recursion Pharmaceuticals: finding new drugs using data science
How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
Ocado’s robot revolution
The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
Denali Therapeutics: rising to the challenge of brain disease
Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.
Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.
Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
Nothing lasts forever
Why international equity markets shouldn’t be forgotten.
Teleportation: just a Zipline away
Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
MercadoLibre: a lesson in innovation
Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.
Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Asia and energy transition
Exploring the emerging energy opportunities in Asia.
China’s changing automotive landscape
The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
AI: Frightening or fascinating?
Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.
Chip War
How semiconductors bring a competitive world together.
The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.
Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.
Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.
Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
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.
Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.
Study guides
Academic partnerships that generate new ideas
What makes companies resilient to inflation?
Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.
Why it’s not over for growth stocks
Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
China’s energy paradox
How should you consider the country – carbon culprit or climate saviour?
Investment Stewardship
It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
ESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.
The long view
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
India’s data-driven growth stocks
Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
China’s move to renewable energy
Solar power and cheap green energy makes for a promising future.
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.
Actual ESG
Investing in great growth companies to make a big difference.
Long-term investing and market volatility.
James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.
Sustainable companies, global challenges.
Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
Riding Growth Waves Webinar.
Good investing takes quick reactions as well as a long-term vision.
The university shaping global tech
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
Glasgow Climate Pact
For Global Stewardship, climate opportunities go hand in hand with climate challenges
What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.
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.
The Biological Revolution
The use of information science to unlock biology is revolutionising our health and wellbeing.
Mapping Veganville
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
Healthcare’s biotech revolution
A convergence of technologies is paving the way for advances in our understanding of biology.
China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Lessons from Bessembinder
What a US academic taught us about the companies that outperform.
India’s ‘missing’ female workers
Women dropping out of employment should weigh on investors’ minds.
Supporting ESG improvers
Investors can have the most impact by focusing on sustainability laggards, not leaders.
Misguided metrics
Why emerging markets firms struggle to get high ESG scores
Time travel investing
Evaluating emerging market stocks by taking a mental leap into the future.
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.
Actual ESG
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
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.
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.
Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
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.
A case for growth
Growth investors have had a good decade. Dave Bujnowski explains why he remains convinced that, despite suggestions to the contrary, growth investors look set to enjoy more of the same over the coming years – provided they look in the right places.
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.
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.
Swimming against the tide
Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone, it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.
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.
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.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
December 2023
Article17 minutes
Recent insights
Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.Tilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.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.Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.The fresh face of Japanese finance
New online services are transforming Japanese financial habits.The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.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.The money migrators
How cross-border payments company Remitly takes the tension out of cash transfers.Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oasesThe founder factor
Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.
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