Insights

Meet the problem-solvers already active in healthcare, retirement funding and workforce productivity.

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

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

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

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

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

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

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

Companies rising to new energy challenges in diverse ways, and the economies driving demand.

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

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

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

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

Companies and countries are vying for influence on the technology powering computation.

With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.

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

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

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

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

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

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

China’s electric car, battery and other advanced manufacturers are on the rise.

Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.

Thomas Patchett uncovers three companies driving new opportunities in Japan.

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

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

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

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

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

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

How successful companies harness the power of adaptation.

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

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

The Welsh company cutting surgery waiting lists – and costs.

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

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

PsiQuantum’s efforts could revolutionise medicine, energy use, farming and more.

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

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

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

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

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

Japan’s innovation medical breakthroughs are combatting ageing.

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

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

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

Iain McCombie explores Diploma's journey to distribution excellence

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

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

The firms taking advantage of four transformational opportunities.

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

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

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

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

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

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

Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.

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

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

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

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

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

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

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

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

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

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

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

How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Unlocking the potential of small cap investments.

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

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

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

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

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

Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.

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

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

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

Why it’s a promising time to invest in exceptional emerging markets companies

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

The companies transforming the UK’s water infrastructure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.

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

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

New online services are transforming Japanese financial habits.

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

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

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

Why AI could be the printing press of intelligence.

The mobile app that busts stress and high charges for workers sending money back home.

How the SpaceX subsidiary is turning internet deserts into online oases

Tom Slater on the secret sauce shared by founder-led companies.

A small holding with a long-term climate goal.

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

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

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

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

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

The huge growth potential of Novo Nordisk’s anti-obesity medicines.

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

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

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

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

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

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

Why real-world problem solving, financial discipline and adaptability are critical to growth.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The new wave of companies blending physical and digital processes together.

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

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

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

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

Unearthing growth companies in Vietnam, Indonesia and Thailand.

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

Lawrence Burns explores the new landscape of opportunity.

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

Charting how technological progress and prosperity march together.

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

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

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

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

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

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

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

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

Seeking the entrepreneurial firms that could sustain the country’s rally.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Learn how the Boston-based life science company is disrupting the drug development industry.

Toby Ross reveals the four signs that a company’s growth might endure for decades.

We live in changing times. And that will create opportunities for long-term growth investors.

Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.

Using a fighter pilot’s business strategy can help a company orient itself amid change.

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

Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.

James Squires reflects on the current environment influencing Multi Asset portfolios.

Turkey may be volatile, but there’s opportunity in currency forwards and competitive companies

In a challenging environment, discover a European property sector company bucking the trend.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.

Learn how the Swedish battery company Northvolt is driving change in the EV industry

Who benefits from the new macro environment? Why multi-asset investing remains a viable option.

Stuart Dunbar reflects on the long-term case for Actual investing.

How Elevance Health uses its scale to smooth a path through the US health system’s maze.

The mRNA technology behind the Covid vaccine is being directed against other diseases.

Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.

Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.

How Positive Change targets companies at the forefront of tackling carbon emissions.

Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.

There’s safety in being one of the crowd but it could stop you from seeing potential rewards.

The island nation’s natural wealth makes it crucial to a low-carbon future.

Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.

Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.

By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.

How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.

The Dutch firm making everyday payments fast and friction-free.

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

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

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

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

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

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

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

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

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

Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.

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

How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.

Research suggesting faster-than-expected adoption has far-reaching consequences for investors.

The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.

Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.

Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.

The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.

Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.

We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.

Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.

Investors must find companies with the key qualities needed to thrive in a stormy economy.

ESG investing is broken. Changing our approach could open up opportunities for better returns.

Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.

Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.

LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.

Why international equity markets shouldn’t be forgotten.

Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.

Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.

The Health Innovation team on ESG, the future of medicine and making a positive global impact.

Author Matthew Ball on the next-generation internet and the companies building its foundations.

Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.

Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.

Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.

Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.

How can we invest in quality companies with the potential to generate sustainable returns in a changing market?

Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.

Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.

Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.

Exploring the emerging energy opportunities in Asia.

The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries

Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.

The Dutch firm driving progress by making it possible to create more intricate computer chips.

Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.

How semiconductors bring a competitive world together.

Your money or your health. Marina Record asks if society is ready to pay for health innovation.

Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.

How AI is disrupting all kinds of industries, creating investment opportunities in its wake.

Rose Nguyen on the companies seeking to overcome the scourge of heart disease.

Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan

If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.

Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.

Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.

Extreme price movements in EM bonds bring potential for high returns, so investing in them could bring rewards.

Why a ‘deep transition’ may have started to deliver a more sustainable age.

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.

Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.

Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.

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.