Insights

Filters

Insights

Viewing 423 of 423
  1. Private equities: time to turn to growth

    Why high interest rates help rapid growth private companies with proven products stand apart.
    June 2024
    Article5 minutes
  2. fast moving motorway overlooking a city

    Japan: the next opportunity

    Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.
    June 2024
    Article9 minutes
  3. Unlocking the potential of small cap investments

    Unlocking the potential of small cap investments.
    June 2024
    Article6 minutes
  4. 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.
    June 2024
    Article5 minutes
  5. Will Sutcliffe

    Emerging Markets: our philosophy

    Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
    May 2024
    Video4 minutes
  6. The landscape seen from lens in Shanghai, China

    China through a Japanese lens

    Japanese tech dominance is under increasing pressure in China from domestic challengers.
    May 2024
    Article8 minutes
  7. Japan: the land of the rising yield

    How Japan's changing economy is reshaping the Multi Asset investment landscape.
    May 2024
    Article4 minutes
  8. Stock story: MercadoLibre

    The company on a mission to democratise ecommerce and finance for 650 million people.
    May 2024
    Video3 minutes
  9. Cherry Reynard and Praveen Kumar

    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.
    April 2024
    Video15 minutes
  10. Webinar: Why growth? Why now?

    Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.
    April 2024
    Video59 minutes
  11. Algorithmic alchemy: investing with optimism in AI

    How artificial intelligence creates growth opportunities and ways for us to serve you better.
    April 2024
    Article7 minutes
  12. 30 years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    April 2024
    Article15 minutes
  13. High-calibre emerging markets firms

    Why it’s a promising time to invest in exceptional emerging markets companies
    April 2024
    Article4 minutes
  14. Tilting the odds in your favour

    The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
    April 2024
    Article8 minutes
  15. Investing in UK water

    The companies transforming the UK’s water infrastructure.
    April 2024
    Article3 minutes
  16. Sustainable Growth Q1 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  17. UK Core Q1 update

    The UK Core Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video11 minutes
  18. European Equities Q1 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video11 minutes
  19. Japanese Equities Q1 update

    The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video18 minutes
  20. Long Term Global Growth Q1 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video16 minutes
  21. Health Innovation Q1 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  22. US Alpha Q1 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video15 minutes
  23. US Equity Growth Q1 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  24. Global Alpha Q1 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video13 minutes
  25. Positive Change Q1 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  26. Global Income Growth Q1 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video10 minutes
  27. China A Shares Q1 update

    The China A Shares Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video15 minutes
  28. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  29. Strategic Bond Q1 update

    The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video14 minutes
  30. Five years of health innovation

    Investors take note: technology and innovation are revolutionising treatments and patient care.
    March 2024
    Article10 minutes
  31. Portrait of Sebastian Mallaby wearing a blue shirt in front of a stone wall

    Private companies and the Power Law

    Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.
    March 2024
    Article
  32. Moncler: from mountain to street

    How the outerwear pioneer innovated its way into the fashion elite.
    March 2024
    Article4 minutes
  33. Novo Nordisk: tipping the scales

    Charting how a century of innovation led to a game-changing weight-loss treatment.
    March 2024
    Article4 minutes
  34. The fresh face of Japanese finance

    New online services are transforming Japanese financial habits.
    March 2024
    Article4 minutes
  35. The US building bonanza

    America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.
    March 2024
    Article4 minutes
  36. Mathematical equations scripted in chalk on a dark green blackboard

    Lessons from the laws

    Investment managers share some of the economic laws that guide their decision-making.
    March 2024
    Article4 minutes
  37. Vietnam: Asia’s rising star

    Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.
    March 2024
    Article5 minutes
  38. AI: intelligence everywhere

    Why AI could be the printing press of intelligence.
    March 2024
    Article4 minutes
  39. Remitly: easy global remittance

    The mobile app that busts stress and high charges for workers sending money back home.
    March 2024
    Article4 minutes
  40. Starlink’s Space-based broadband

    How the SpaceX subsidiary is turning internet deserts into online oases
    March 2024
    Article5 minutes
  41. Illustration of a dark figure pushing an umbrella against rain, light surrounds the figure within the shelter of the umbrella, creating a face shape where the light meets the dark umbrella

    The founder factor

    Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.
    March 2024
    Article4 minutes
  42. Climeworks: digging deeper for climate solutions

    A small holding with a long-term climate goal.
    March 2024
    Article4 minutes
  43. Positive Conversations 2023

    The Positive Change Team’s ESG and engagement report shows the difference talking can make.
    February 2024
    Article64 minutes
  44. Stock story: Pinduoduo

    The innovative ecommerce company poised to take advantage of China’s large consumer base.
    February 2024
    Video4 minutes
  45. All aboard the growth train

    Why do we prefer growth stocks despite the lure of shorter-term assets?
    February 2024
    Article4 minutes
  46. Positive Change: a review of 2023

    A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.
    February 2024
    Article7 minutes
  47. How dividend growth signals compounding

    Investor James Dow explains why dividend growth indicates a company can compound its earnings.
    February 2024
    Article5 minutes
  48. A new recipe for weight loss

    The huge growth potential of Novo Nordisk’s anti-obesity medicines.
    February 2024
    Article27 minutes
  49. Long Term Global Growth Q4 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  50. Moderna: designing drugs on a computer

    Can scientists meet unmet health needs by writing code to help the body heal itself?
    January 2024
    Article4 minutes
  51. The AI paradigm shift

    Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
    January 2024
    Article5 minutes
  52. Niches, anomalies, and things to come

    How can we spot large growth opportunities at the stage when others dismiss them as fads?
    January 2024
    Article5 minutes
  53. Lessons from evolutionary biology

    Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
    January 2024
    Article6 minutes
  54. Enduring good

    What values are important to you? And are they reflected in your investments?
    January 2024
    Article9 minutes
  55. The 3 traits of great growth stocks

    Why real-world problem solving, financial discipline and adaptability are critical to growth.
    January 2024
    Podcast29 minutes
  56. UK Core Q4 update

    The UK Core Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  57. Global Income Growth Q4 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  58. Global Alpha Q4 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  59. Japanese Equities Q4 update

    The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video12 minutes
  60. Strategic Bond Q4 update

    The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video10 minutes
  61. Sustainable Growth Q4 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  62. Health Innovation Q4 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  63. US Equity Growth Q4 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  64. Positive Change Q4 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  65. European Equities Q4 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  66. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video12 minutes
  67. Making sense of social

    Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
    March 2024
    Article8 minutes
  68. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  69. Stock story: SoftBank

    Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.
    December 2023
    Video4 minutes
  70. How Amazon pioneered a new path

    The new wave of companies blending physical and digital processes together.
    December 2023
    Podcast27 minutes
  71. Avoided emissions methodology

    Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
    December 2023
    Article
  72. HelloFresh: changing how people eat forever

    HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
    December 2023
    Article
  73. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  74. 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
  75. South-east Asia’s new export stars

    Unearthing growth companies in Vietnam, Indonesia and Thailand.
    December 2023
    Article
  76. Small caps: Beyond the myths

    Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
    November 2023
    Article
  77. China revisited

    Lawrence Burns explores the new landscape of opportunity.
    November 2023
    Article
  78. Spotting the stars amid a surge

    Rising Japanese markets are flattering old-style companies: better to look for long-term growth.
    November 2023
    Document
  79. Innovation’s drumbeat

    Charting how technological progress and prosperity march together.
    November 2023
    Article5 minutes
  80. 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
    Article
  81. Emerging markets – why bother?

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article
  82. A net zero initiative update

    A reflection on Baillie Gifford’s commitment to the climate transition.
    November 2023
    Article
  83. When software meets steel

    The ‘next wave’ of companies, mixing the digital and physical realms.
    Disruption Week 2023
    Article4 minutes
  84. Nuclear comeback

    Could smaller reactors and fusion power herald a new atomic age?
    Disruption Week 2023
    Article4 minutes
  85. AI: a long-term perspective

    Why investors must put the rise of ChatGPT and other generative AI in context.
    Disruption Week 2023
    Article4 minutes
  86. Climate change: imagining the future

    The years ahead are uncertain, but we can turn that to our advantage.
    Disruption Week 2023
    Article4 minutes
  87. Adding value from climate change

    Companies addressing climate change could create huge societal and economic value over time.
    November 2023
    Article2 minutes
  88. Legally bond: finding underestimated resilience

    By keeping an open mind, we hope to find opportunities other credit investors might overlook.
    November 2023
    Article2 minutes
  89. Japan’s new growth opportunities

    Seeking the entrepreneurial firms that could sustain the country’s rally.
    November 2023
    Article
  90. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article
  91. 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.
    October 2023
    Article
  92. Climate futures: preparing for uncertainty

    How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
    October 2023
    Video56 minutes
  93. Global Alpha Q3 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video23 minutes
  94. Global Alpha Q3 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video23 minutes
  95. Can we mine sustainably?

    Minerals are key to the energy transition. We believe mining responsibly will bring rewards.
    October 2023
    Article2 minutes
  96. Sustainable Growth Q3 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video12 minutes
  97. Sustainable Growth Q3 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video12 minutes
  98. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes
  99. European Equities Q3 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video12 minutes
  100. Health Innovation Q3 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video15 minutes
  101. Strategic Bond Q3 update

    The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  102. European Equities Q3 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video12 minutes
  103. Strategic Bond Q3 update

    The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  104. Health Innovation Q3 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video15 minutes
  105. Japanese Equities Q3 update

    The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video12 minutes
  106. Long Term Global Growth Q3 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video13 minutes
  107. Global Income Growth Q3 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  108. Japanese Equities Q3 update

    The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video12 minutes
  109. Long Term Global Growth Q3 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video13 minutes
  110. Global Income Growth Q3 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  111. US Equity Growth Q3 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  112. Positive Change Q3 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  113. Emerging Markets Q3 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video9 minutes
  114. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  115. US Equity Growth Q3 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  116. Positive Change Q3 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  117. Emerging Markets Q3 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video9 minutes
  118. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  119. ESG: beyond the growing pains

    Why considering environmental, social and governance factors helps us pursue long-term returns.
    September 2023
    Article
  120. Joiners’ mate

    Iain McCombie on how Howdens’ kitchens won the building trade’s trust.
    September 2023
    Article
  121. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  122. Three climate change scenarios

    Considering different ways global warming and a transition to new energy sources might occur.
    September 2023
    Article5 minutes
  123. Disruption Week 2023

    Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
    September 2023
    Video1 minute
  124. 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.
    September 2023
    Video8 minutes
  125. Stock story: Kering

    Find out what makes luxury fashion conglomerate Kering stand out from the competition.
    August 2023
    Video4 minutes
  126. What does Moderna do?

    Learn how the Boston-based life science company is disrupting the drug development industry.
    August 2023
    Video4 minutes
  127. The secrets of enduring growth

    Toby Ross reveals the four signs that a company’s growth might endure for decades.
    August 2023
    Article9 minutes
  128. Growth investing across decades

    Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
    August 2023
    Article27 minutes
  129. Positive Change Impact Report 2022

    If impact and investing go together, it is important to understand the difference we make.
    July 2023
    Article
  130. Stock stories: Climeworks

    Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.
    July 2023
    Video3 minutes
  131. Multi Asset quarterly update

    James Squires reflects on the current environment influencing Multi Asset portfolios.
    July 2023
    Video32 minutes
  132. Navigating a turbulent Turkey

    Turkey may be volatile, but there’s opportunity in currency forwards and competitive companies
    July 2023
    Article
  133. The real deal in property

    In a challenging environment, discover a European property sector company bucking the trend.
    July 2023
    Article
  134. Global Income Growth Q2 update

    The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  135. Strategic Bond Q2 update

    The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  136. Long Term Global Growth Q2 update

    The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  137. Global Alpha Q2 update

    The Global Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  138. Health Innovation Q2 update

    The Health Innovation team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  139. US Equity Growth Q2 update

    The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video14 minutes
  140. Emerging Markets Q2 update

    The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  141. China Q2 update

    The China team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  142. Sustainable Growth Q2 update

    The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  143. Positive Change Q2 update

    The Positive Change team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video19 minutes
  144. UK Equity Core Q2 update

    The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video10 minutes
  145. Eating better to save ourselves

    Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
    June 2023
    Video60 minutes
  146. What does Northvolt do?

    Learn how the Swedish battery company Northvolt is driving change in the EV industry
    June 2023
    Video3 minutes
  147. Why now for multi-asset investing

    Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
    June 2023
    Article
  148. Actual investing: the test of time

    Stuart Dunbar reflects on the long-term case for Actual investing.
    June 2023
    Article26 minutes
  149. Making health insurance manageable

    How Elevance Health uses its scale to smooth a path through the US health system’s maze.
    June 2023
    Article
  150. Moderna’s new challenge

    The mRNA technology behind the Covid vaccine is being directed against other diseases.
    June 2023
    Article
  151. Discovery: a view from the frontiers

    Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.
    June 2023
    Article
  152. Asia ex Japan manager update

    Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.
    May 2023
    Video36 minutes
  153. Climate change innovators

    How Positive Change targets companies at the forefront of tackling carbon emissions.
    May 2023
    Article
  154. China A Shares: in conversation

    Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
    May 2023
    Video15 minutes
  155. Why the long-term matters

    There’s safety in being one of the crowd but it could stop you from seeing potential rewards.
    May 2023
    Article
  156. Indonesia powers a green transition

    The island nation’s natural wealth makes it crucial to a low-carbon future.
    April 2023
    Article
  157. Finding Brazil’s social innovators

    Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
    April 2023
    Article
  158. Multi Asset quarterly update

    Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
    April 2023
    Video31 minutes
  159. The changing face of growth

    By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
    April 2023
    Article
  160. From Y to Z: Japan’s online powerhouse

    How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
    April 2023
    Article
  161. Positive Change Q1 update

    Positive Change Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video13 minutes
  162. Global Alpha Q1 update

    Global Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video11 minutes
  163. Long Term Global Growth Q1 investment update

    Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  164. Sustainable Growth Q1 update

    Sustainable Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video18 minutes
  165. US Equities Q1 update

    US Equities Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  166. Emerging Markets Q1 update

    Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  167. The sustainability revolution

    Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.
    April 2023
    Podcast17 minutes
  168. 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
    Article
  169. Rethinking renewables

    Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
    April 2023
    Article
  170. Japan’s place in the chip market

    The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.
    March 2023
    Article
  171. Climeworks: fighting global warming

    Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
    March 2023
    Article
  172. Ocado’s robot revolution

    The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
    March 2023
    Article
  173. AI Superpowers

    Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
    April 2023
    Article
  174. Positive Conversations 2022

    We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
    March 2023
    Article
  175. 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.
    March 2022
    Article
  176. Four questions for growth investors

    Investors must find companies with the key qualities needed to thrive in a stormy economy.
    March 2023
    Article
  177. Sustainable growth: an introduction

    ESG investing is broken. Changing our approach could open up opportunities for better returns.
    March 2023
    Video45 minutes
  178. Positive Conversations 2022

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    February 2023
    Document
  179. Why small is big in Japan

    Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
    February 2023
    Podcast21 minutes
  180. LTGG investor update – January 2023

    LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
    February 2023
    Video21 minutes
  181. Nothing lasts forever

    Why international equity markets shouldn’t be forgotten.
    February 2023
    Article
  182. Teleportation: just a Zipline away

    Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
    February 2023
    Article
  183. MercadoLibre: a lesson in innovation

    Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
    February 2023
    Article
  184. Sustainable investing in the health sector

    The Health Innovation team on ESG, the future of medicine and making a positive global impact.
    February 2023
    DocumentLong read
  185. Japan Growth: Asia’s resurgence

    Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.
    February 2023
    Video52 minutes
  186. Re-awakening utilities

    Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.
    February 2023
    Article
  187. Japan: setbacks or permanent change?

    Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
    February 2023
    Article
  188. Beauty secrets: sharing Shiseido’s story

    Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
    January 2023
    Article
  189. 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
    Article
  190. What’s next for growth stocks?

    Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
    January 2023
    Podcast23 minutes
  191. Asia and energy transition

    Exploring the emerging energy opportunities in Asia.
    January 2023
    Article
  192. China’s changing automotive landscape

    The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
    January 2023
    Article
  193. AI: Frightening or fascinating?

    Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
    December 2022
    Podcast28 minutes
  194. ASML: advancing chips to new limits

    The Dutch firm driving progress by making it possible to create more intricate computer chips.
    December 2022
    Article
  195. 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
    Video36 minutes
  196. Chip War

    How semiconductors bring a competitive world together.
    December 2022
    Article
  197. A dose of innovation

    Your money or your health. Marina Record asks if society is ready to pay for health innovation.
    December 2022
    Article
  198. UK equities: Home focus

    Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.
    December 2022
    Article
  199. The dawn of artificial intelligence

    How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
    November 2022
    Article
  200. Disrupting heart disease

    Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
    November 2022
    Podcast24 minutes
  201. Japan trip reflections

    Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
    November 2022
    Article
  202. Solving the antimicrobial crisis

    If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
    November 2022
    Article
  203. Positive Change update

    Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
    November 2022
    Video31 minutes
  204. Investing in net zero

    Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
    November 2022
    Article
  205. Nintendo: investing in the home of Mario

    Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
    October 2022
    Article
  206. A theory of radical change

    Why a ‘deep transition’ may have started to deliver a more sustainable age.
    October 2022
    Article
  207. 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
    Video30 minutes
  208. Rethinking where growth comes from

    Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
    October 2022
    Article
  209. Japanese Equities update

    Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.
    October 2022
    Video60 minutes
  210. 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
    Video34 minutes
  211. 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.
    October 2022
    Video44 minutes
  212. Creating impact

    How the Positive Change Strategy backs firms tackling social and environmental challenges.
    September 2022
    Article
  213. Tapping global brainpower

    How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
    September 2022
    Article
  214. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    September 2022
    Article
  215. Small islands, lots of energy

    How Orkney’s renewable energy projects can inform our investment choices.
    September 2022
    Article
  216. Defining impact

    The US Equities team discuss ESG and effective growth investing.
    September 2022
    Article
  217. Transforming the future of healthcare

    Supporting companies with the potential to transform the field of healthcare and generate attractive returns.
    August 2022
    Video5 minutes
  218. Sustainable Growth Sustainability Report

    The Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.
    August 2022
    DocumentLong read
  219. Cultivating change in the meat industry

    Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
    July 2022
    Article
  220. 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.
    August 2022
    Document
  221. 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.
    July 2022
    Video53 minutes
  222. Why are Swedish companies world leaders?

    Sweden tops the charts for original thinking, from family businesses to founder-run companies.
    July 2022
    Podcast22 minutes
  223. Digital Disruption and the future

    Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
    July 2022
    Article
  224. 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.
    July 2022
    Article
  225. Why patience matters

    Endurance and imagination are key ingredients for quality growth investing.
    June 2022
    Article
  226. Investing in decarbonisation

    Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
    June 2022
    Article
  227. China’s leapfrog shopping apps

    Smartphone-centric retailers drive innovation.
    June 2022
    Article
  228. Study guides

    Academic partnerships that generate new ideas
    June 2022
    Article
  229. What makes companies resilient to inflation?

    Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
    July 2022
    Article
  230. The fight for your free time

    Disruptive change within the entertainment world creates a wealth of opportunity.
    June 2022
    Article
  231. 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?
    June 2022
    Article
  232. China’s energy paradox

    How should you consider the country – carbon culprit or climate saviour?
    June 2022
    Article
  233. Investment Stewardship

    It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
    June 2022
    DocumentLong read
  234. 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
    Video35 minutes
  235. ESG v sustainability

    The questions we should consider to avoid being led astray by ESG risk scores.
    May 2022
    Article
  236. Impact, Ambition and Trust

    If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
    May 2022
    Article
  237. 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.
    May 2022
    Video33 minutes
  238. How education escaped from the classroom

    Online courses have upended the economics of education, Thaiha Nguyen explains.
    May 2022
    Podcast21 minutes
  239. 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.
    May 2022
    Video13 minutes
  240. The long view

    The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
    May 2022
    Document
  241. Emerging Markets: the possibilist

    Understanding the difference between pessimism and possibility in Emerging Markets.
    May 2022
    Article
  242. 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.
    May 2022
    Video47 minutes
  243. Smaller companies, big disruption.

    How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.
    April 2022
    Article
  244. 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
    Video47 minutes
  245. India’s data-driven growth stocks

    Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
    April 2022
    Article
  246. Reflections: A look back on Q1

    The LTGG team consider recent performance and the long-term outlook for the fund.
    April 2022
    Document
  247. China’s move to renewable energy

    Solar power and cheap green energy makes for a promising future.
    April 2022
    Article
  248. Positive Conversations 2021

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    April 2022
    Document
  249. Why private companies matter more

    SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?
    March 2022
    Podcast21 minutes
  250. 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.
    March 2022
    Article
  251. European Equities Manager Update.

    When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
    Video9 minutes
  252. 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.
    March 2022
    Video32 minutes
  253. 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
    Video7 minutes
  254. 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.
    March 2022
    Article
  255. 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.
    March 2022
    Video45 minutes
  256. Actual ESG

    Investing in great growth companies to make a big difference.
    February 2022
    Video12 minutes
  257. Long-term investing and market volatility.

    James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
    February 2022
    Article
  258. A private companies approach to ESG

    The special considerations at play when we invest in high-growth, late-stage unlisted firms.
    February 2022
    Article
  259. US Equities: manager insights

    Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.
    February 2022
    Video11 minutes
  260. 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.
    February 2022
    Video60 minutes
  261. Growth or value: it’s not a black or white choice

    Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.
    February 2022
    Podcast19 minutes
  262. ESG collaborations

    Looking before we leap into industry initiatives.
    January 2022
    Article
  263. Sustainable companies, global challenges.

    Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
    January 2022
    Article
  264. Riding Growth Waves Webinar.

    Good investing takes quick reactions as well as a long-term vision.
    February 2022
    Video39 minutes
  265. The university shaping global tech

    Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
    January 2022
    Article
  266. Responsible Global Equity Income.

    Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Strategy.
    January 2022
    Video8 minutes
  267. ESG data: Filling in the gaps

    LTGG is making efforts to improve environmental, social and governance metrics.
    January 2022
    Article
  268. 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.
    January 2022
    Video2 minutes
  269. Glasgow Climate Pact

    For Global Stewardship, climate opportunities go hand in hand with climate challenges
    December 2021
    Article
  270. Rules of the game

    Regulation and what we look for in companies’ responses.
    December 2021
    Article
  271. 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
    Video41 minutes
  272. We need to talk about inflation.

    Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
    December 2021
    Article
  273. China: Missing a Paradigm Shift.

    Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
    December 2021
    Video47 minutes
  274. Four decades of lessons

    Japan’s ability to anticipate technological change should see it through the ups and downs to come.
    December 2021
    Article
  275. What’s a business for?

    Today’s investment managers should support companies doing the most to benefit society.
    November 2021
    Article
  276. 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
    Video2 minutes
  277. 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.
    November 2021
    Video49 minutes
  278. Investing in Japan: What’s changed and what’s next?

    Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, investment manager, discusses what’s next.
    November 2021
    Podcast16 minutes
  279. Tomorrow’s world, here today

    Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
    November 2021
    Article
  280. The Biological Revolution

    The use of information science to unlock biology is revolutionising our health and wellbeing.
    November 2021
    Article
  281. The real case for China

    Willingness to change gives Chinese firms an innovation advantage.
    November 2021
    Article
  282. How to surf the waves of growth

    Good investing takes quick reactions as well as a long-term vision.
    November 2021
    Article
  283. Joining forces to achieve net zero.

    Baillie Gifford signs up to an asset managers initiative as COP26 begins.
    November 2021
    Article
  284. Mapping Veganville

    Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
    November 2021
    Article
  285. Healthcare’s biotech revolution

    A convergence of technologies is paving the way for advances in our understanding of biology.
    October 2021
    Article
  286. 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
    Article
  287. The switch to sustainable food

    Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
    October 2021
    Article
  288. Digital payments in a cashless future

    Disruptive fintechs are paving the way to a world without physical money.
    October 2021
    Article
  289. Inside and out

    A focus on diversity and inclusion can result in competitive advantage.
    November 2021
    Article
  290. 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.
    October 2021
    Video46 minutes
  291. Highlights Video: Harnessing growth for the next decade

    Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
    October 2021
    Video13 minutes
  292. 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
    Video0 minute
  293. A conversation about sustainability

    Our long-term investors know that investing sustainably is a plus for value creation.
    October 2021
    Article
  294. A shot in the arm.

    Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
    October 2021
    Article
  295. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Document
  296. Lessons from Bessembinder

    What a US academic taught us about the companies that outperform.
    October 2021
    Document
  297. India’s ‘missing’ female workers

    Women dropping out of employment should weigh on investors’ minds.
    October 2021
    Article
  298. Supporting ESG improvers

    Investors can have the most impact by focusing on sustainability laggards, not leaders.
    October 2021
    Article
  299. Misguided metrics

    Why emerging markets firms struggle to get high ESG scores
    October 2021
    Article
  300. Time travel investing

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  301. Disruptive Innovation.

    Watch the recordings from our week-long 'Disruption Week' event, during which we covered the exciting topics of healthcare, transport, digital payment platforms and sustainable agriculture.
    October 2021
    External link
  302. Looking back going forward

    In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.
    October 2021
    DocumentLong Read
  303. ESG metrics can be ‘dangerous rubbish’.

    Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.
    September 2021
    Article
  304. Long-Term Return Expectations update.

    Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
    September 2021
    Article
  305. An appetite for ordered chaos.

    Why loosening control can help companies become more innovative.
    September 2021
    Article
  306. 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
    Video43 minutes
  307. US Discovery: an American voyage into the future

    Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
    September 2021
    Article
  308. 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
    Video0 minute
  309. Modern-day Explorers.

    Our international investors are explorers: which of the disruptors and innovators will deliver?
    September 2021
    Article
  310. How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
    September 2021
    Article
  311. 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
    Video4 minutes
  312. Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
    September 2021
    Article
  313. Clusters, Computers and Classic Rock

    Find out why small companies are one of the richest hunting grounds for long-term growth investors.
    August 2021
    Article
  314. Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.
    August 2021
    Article
  315. Staying focused in frantic times

    In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?
    September 2021
    Document
  316. Hyper-connected Networks

    What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
    August 2021
    Article
  317. How harnessing chaos can make companies more nimble

    Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.
    July 2021
    Video17 minutes
  318. Mind the Gap: Going on a De-risking Journey

    Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.
    July 2021
    Article
  319. Strategy Overview.

    A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
    July 2021
    Document
  320. 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.
    July 2021
    Video54 minutes
  321. 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.
    July 2021
    Document
  322. 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
    Video2 minutes
  323. Highlights Video - The Small-Cap Effect: An Existential Debate.

    This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  324. 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.
    June 2021
    Article
  325. The Small-Cap Effect: An Existential Debate.

    Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  326. 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.
    June 2021
    Video0 minute
  327. What Picasso can teach us about investing

    Cubism changed art by depicting objects from multiple perspectives. Investors can learn from this approach by looking beyond the narrow confines of the financial industry and seeking a wide range of viewpoints rooted in the real world, argues Tom Coutts, partner at Baillie Gifford.
    June 2021
    Document
  328. 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
    Article
  329. 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.
    May 2021
    Podcast19 minutes
  330. Global Alpha Paris-Aligned

    The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.
    April 2021
    Document
  331. 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.
    April 2021
    Document
  332. 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.
    April 2021
    Video60 minutes
  333. Breaking the biotech model

    Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.
    April 2021
    Podcast15 minutes
  334. From crisis to opportunity

    We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
    April 2021
    Document
  335. 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.
    March 2021
    Video15 minutes
  336. 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.
    Document
  337. 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
    Document
  338. 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
    Document
  339. What I've learned In four decades of investing

    His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
    March 2021
    Podcast17 minutes
  340. 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?’.
    March 2021
    Video59 minutes
  341. 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
    Video0 minute
  342. Actual ESG

    The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
    March 2021
    Document
  343. 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
    Document
  344. Global Alpha research agenda

    In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.
    March 2021
    Document
  345. 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.
    March 2021
    Document
  346. 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.
    February 2021
    Video0 minute
  347. Navigating Change in US Equities.

    In this webinar recording, US Equity strategy specialist Ben James talks to all four of the key decision makers in the US Equities Team, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
    February 2021
    Video0 minute
  348. Why most things believed about investing are wrong

    Investment manager Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
    May 2024
    Document
  349. Positive Conversations 2020

    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.
    Full Year 2020
    Document
  350. Sustainable investing: Finding the innovative companies of the future.

    Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.
    January 2021
    Video15 minutes
  351. Sustainable investing: finding the innovative companies of the future

    Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.
    January 2021
    Podcast17 minutes
  352. 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
    Document
  353. 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.
    December 2020
    Document
  354. How Covid is changing the way we shop

    The digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.
    December 2020
    Podcast15 minutes
  355. 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.
    November 2020
    Video16 minutes
  356. Looking back going forward

    Twice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the October 2020 issue
    October 2020
    Document
  357. The great divergence between east and west

    China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
    October 2020
    Podcast14 minutes
  358. Emerging Markets: coming of age

    It’s time to stop looking in the rear-view mirror when it comes to emerging markets.
    October 2020
    Article
  359. China - adjusting the lens

    The future is inherently uncertain, but the acceleration of disruption, developments in innovation and shifts in consumption patterns will create winners and losers. China will play a critical role.
    September 2020
    Document
  360. Living longer: can we afford it

    More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.
    September 2020
    Podcast14 minutes
  361. A gallery for growth

    Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.
    September 2020
    Article
  362. Sensible nonsense

    To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.
    September 2020
    Article
  363. Navigating noise

    Navigating Noise, a video series brought to you by the Long Term Global Growth team, seeks to gather and share some of the thinking we find so valuable when investing for the long term.
    September 2020
    Document
  364. 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
    Video58 minutes
  365. Scale as a service

    Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
    September 2020
    Document
  366. 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.
    August 2020
    Video10 minutes
  367. 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.
    August 2020
    Video5 minutes
  368. 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.
    July 2020
    Video0 minute
  369. Baillie Gifford Introduction.

    We have been investing in the world’s great growth opportunities since 1908.
    July 2020
    Video0 minute
  370. Baillie Gifford Introduction.

    We have been investing in the world’s great growth opportunities since 1908.
    July 2020
    Video0 minute
  371. 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.
    July 2020
    Video0 minute
  372. 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.
    June 2020
    Video0 minute