Name: European Equities Q3 2025 investment update
Uploaded: 2025-10-09
Duration: 6 min
Description: Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.

This video is archived and some details may be out of date.

<p>You need to be an existing investor of this {{FundOrStrategy}} before you can view its details.</p>
<p>If you are not an existing investor of this {{FundOrStrategy}}, please close this message and you'll be directed to our list of funds.</p>

I am a professional client or eligible counterparty.

If none of the previous options apply, please select Rest of World below:

All users

I already invest in Baillie Gifford funds.

Existing investors

Global

Institutional investor

I invest on my own behalf, am a job seeker, a journalist or want to learn more about Baillie Gifford.

Individual investor

I am a financial advisor or wealth manager.

Intermediaries

Channel Islands

I am a professional investor as defined in MiFID II.

Professional investor

Ireland

I am a due diligence analyst or financial advisor, part of a financial institution or wealth manager.

Financial intermediary

I am a institutional investor as defined by FINRA and the SEC.

Non-professional investor

Wholesale clients

Australia

Austria

Belgium

I am a permitted client as defined in National Instrument 31-103.

Canada

China

Denmark

Finland

France

Germany

Hong Kong

Iceland

Italy

I am a Qualified Client/Qualified Investor.

Qualified investor

Israel

投資運用業

Japan

Luxembourg

Netherlands

Norway

Portugal

Institutional and accredited investors

Singapore

South Africa

I am a qualified professional investor, as defined under the FSCMA.

Qualified professional investor

South Korea

Spain

Sweden

I am a qualified Investor as defined by CISA.

Switzerland

SELECT LOCATION

This article is archived and some details may be out of date.

Home

This private website has been shared on a reverse solicitation basis only. It is intended to only be accessed by the recipient: a professional or institutional investor who has received the direct link from Baillie Gifford following a reverse enquiry. It has been designed to provide you with the specific information you have requested from Baillie Gifford. It is not for onward distribution, and is not intended for use with retail clients.

Legal declaration

This podcast is archived and some details may be out of date.

Investment strategies

Funds

Take your time choosing a fund. You'll want to hold on to it for years.

Insights.

View the latest insights from Baillie Gifford.

You are viewing the site as Institutional in Hong Kong.

Inclusion.

Actual investors

The Baillie Gifford Prize for Non-Fiction

Person on grand staircase watching the Milky Way.

About us

We relentlessly seek out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, we aim to deliver strong returns to you while supporting the firms we back on your behalf to succeed.

Life at Baillie Gifford

Working at Baillie Gifford

Frequently asked questions

Careers

Search

Client Login

Contact us

Read the transcript

https://video.bailliegifford.com/1025_European_Equities_Q3_Update_172211_10057781_20251009T072100Z_1080p.mp4

Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.

European Equities Q3 2025 investment update

https://media.bailliegifford.com/mws/xgqdc0ag/20251009095841_baillie-gifford-film-europe-q3-update-recording-transcript-oct-2025.pdf

Receive regular emails, including manager updates, insights articles, podcasts and event invites.

Overview

Related insights

Fairytales and fundamentals revisited

November 2025Webinar|32 minutes

The science behind investing

November 2025Video|6 minutes

Profile of a returning industry veteran

November 2025Video|6 minutes

Related investment strategies

Europe ex UK

November 2025
Webinar|32 minutes

November 2025
Video|6 minutes

November 2025
Video|6 minutes