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Asia ex Japan: dragons and salamanders
Beyond the index ‘dragons’, the rewards may lie in the quieter ‘salamanders’ others miss.
Conversations with private companies: Altruist
How Altruist founder Jason Wenk is broadening access to high-quality financial advice.
The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story.
Why American culture feels so chaotic
The American public’s tastes and habits are splintering. How will this affect US growth companies?
The adaptability advantage: a key source of mispricing
Why reinvention, not just execution, can shape the most surprising growth stories.
Human judgement in the age of AI
Robert Natzler on why AI’s most convincing answers can still be its least trustworthy.
Tokenisation in 15 minutes
Theo Golden explores how tokenisation could make digital assets easier to hold, transfer and verify, while preserving client protections.
International opportunities: creative destruction
Paulina McPadden explores how creative destruction can reshape international markets and create long-term investment opportunities.
Positive Sparks: financial resilience
Why more accessible, affordable protection products could become a major growth theme.
US Perspectives: notes from the road
From AI labs to SpaceX, the US Growth team looks for signals beyond desk research alone.
QXO: Maslow and materials
Why QXO’s transformation of an outdated building materials sector is gaining real momentum.
Private companies outlook
Why growth may offer a more promising path as buyout and venture face tougher returns.
Why true active management matters more than ever
Stuart Dunbar explains why active management matters more than ever today.
Why Baillie Gifford for emerging markets
Qian Zhang explains Baillie Gifford’s long-term approach to investing in emerging markets.
Emerging markets companies are innovators, not imitators
Andrew Keiller tells how emerging markets innovators are rewriting the old playbook.
The big squeeze: bottlenecks as advantage
When demand outstrips supply, companies that sit astride the pinch point can gain an enduring edge.
AI agents: why 2025 rewrote the AI timeline
The step change that means AI will have a larger impact on the economy much sooner than expected.
Asia’s Next Act
Asia ex Japan managers Roddy Snell and Ben Durrant assess China, AI hardware and resilience.
When consensus fails
Alex Summers explains why deep research can reveal emerging markets opportunities others miss.
Developed markets lean on emerging markets
Qian Zhang shows how developed markets increasingly depend on emerging markets.
AI: valuing scarcity
AI is creating new abundance and shifting bottlenecks. We explore which businesses can win in the long term.
Emerging resilience
Andrew Keiller explains why emerging markets now rest on stronger foundations.
Global Alpha Q1 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q1 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
US Perspectives: fear, fundamentals and fortitude
Why indiscriminate market selling may be obscuring resilient company fundamentals.
Durable Growth Q1 2026 investment update
Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.
Emerging markets: re-globalisation
Qian Zhang explores why a multipolar world could increasingly favour emerging markets.
Positive Change Q1 update
Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q1 update
Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.
Discovery Q1 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
UK Alpha Q1 update
Investment specialist Kathleen Hunter a reflects on recent performance, portfolio changes and market developments.
Riding the Fire Horse
Why the Positive Change portfolio is built to stay resilient when markets turn disorderly.
BeOne: going global
Why BeOne’s global ambition is starting to look more meaningful for Long Term Global Growth.US Equity Growth Q1 update
Investment specialist Philip Rae reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q1 update
Investment specialist Jon Henry reflects on recent performance, portfolio changes and market developments.Global Alpha Q1 update
Investment manager Malcolm MacColl reflects on recent performance, portfolio changes and market developments.
China Q1 investment update
Investment specialist Ben Buckler reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q1 update
Investment specialist Alison Henry reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q1 update
Investment manager Will Sutcliffe reflects on recent performance, portfolio changes and market developments over the last quarter.
UK Core Q1 update
Investment specialist Kathleen Hunter reflects on recent performance, portfolio changes and market developments.
Different by design
Why staying true to a patient approach can create opportunity over the long term.
Emerging markets: home to world-class companies
Andrew Keiller explains why emerging markets are producing more standout businesses
Counter intuitive
How Poland’s Dino Polska built a small town supermarket giant.
Trip notes: Cleveland, Ohio
In rust-belt USA, paint and coatings companies are the unsung heroes of growth.
Emerging Markets Q1 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Energy: oil shocks and emerging markets
The crisis in the Middle East is proving the resilience of countries like Brazil, while testing others.
Stock story: Accton Technology
Natalie Beattie explains how Accton helps enable the data centres driving AI.
International opportunities to watch
Paulina McPadden highlights international opportunities from financials to TSMC, ASML and Spotify.
Why private valuations keep rising
Peter Singlehurst discusses SpaceX and the forces driving private valuations.
Private Companies: our philosophy
Peter Singlehurst explains how Baillie Gifford invests in Private Companies.
The case for growth in uncertain times
Extraordinary events have made markets wary, but this is when conviction matters most.
US Perspectives: AI-immunity and The Acronym Fallacy
How ‘AI-immune’ businesses compound beyond market acronyms.
International Concentrated Growth: our philosophy
Lawrence Burns discusses the Baillie Gifford International Concentrated Growth Strategy.
Tomorrow’s marvels, today
Explore private growth investing, mega-cap private companies and the future of IPOs.
MakeMyTrip: cleared for takeoff
India’s travel boom, competitive resilience and AI investment set the stage for MakeMyTrip’s next chapter.
Positive Sparks: AI and energy
Uncover two companies tackling key grid bottlenecks that support both data centres and society.
AI is coming for your mind
AI is reshaping human cognition. What does that mean for workers, companies and society?
Global Alpha insights: agentic commerce
As AI simplifies shopping, where does durable ecommerce advantage remain?
China’s chip gap
China trails the US in AI chip hardware, but opportunities remain for patient investors.
Human judgement in an era of AI
AI is a powerful tool, but investing still depends on human exploration, judgement and synthesis.
The opportunity gap in Asia
Why exposure to Asia ex Japan matters for portfolios now.
The case for private growth investing
The integration across private and public markets makes for better access to exceptional growth companies.
Fusion, quantum and rockets: up to speed
Luke Ward predicts a decade of disruption ahead, and this time, it isn’t software.
US Perspectives: is AI eating software?
Breaking down where software value shifts when AI writes code.
Positive Conversations 2025
Discover the difference made by dialogue in Positive Change’s latest ESG and engagement report.
China’s growth leaders: inventing, not copying
From new medicines to robotics, the fast-growing Chinese companies outpacing the west in innovation.
Why the long view still counts
A timeless approach to growth investing in an era of change.
Unprompted insight: the human edge
In an AI-saturated world, face-to-face conversations with company leaders can reveal what metrics miss.
Global Alpha insights: QXO's recipe for steady compounding
An $800bn analogue industry meets operational discipline.
Exceptional companies are reaching scale in private markets
“Founders today realise they can build a better, more enduring business by staying private for longer,” says Investment Manager Peter Singlehurst, live on Bloomberg Tech.
Metals: from bellwether to bottleneck
A shortage of critical metals presents an opportunity in emerging markets.
What's your growth flavour?
Three investment managers. Three different approaches to growth investing. But can all of them be right?
Climate Scenarios Part 3: max energy, max adaptation
Energy abundance meets climate reality, how far can adaptation stretch growth and resilience?
Don’t burn your boats: investing in AI
Why we’re ruthlessly selective about AI-related stocks.
Why startups stay private for longer
Bloomberg Tech interview: Peter Singlehurst on valuations and private investments
The forge of intelligence
From models to matter, investment manager John MacDougall explores the rise of physical AI.
Positive Change: our philosophy
Kate Fox and Ed Whitten discuss the Baillie Gifford Positive Change Strategy.
US Perspectives: what really matters?
A long-term view on what will drive compounding growth through fundamentals, digitisation, and AI-driven execution.
Global Alpha Q4 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q4 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q4 investor letter
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Smart models, sharp founders: AI’s future
Cutting through the noise to find AI growth companies that will really matter over the next decade.
US Equity Growth Q4 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
China Q4 investment update
Investment manager Linda Lin reflects on recent performance, portfolio changes and market developments.
Axon: rewiring public safety
Long Term Global Growth discusses Axon’s mission-led tech and why international growth could follow.
Global Alpha Q4 update
Investment specialist Ben Drury reflects on recent performance, portfolio changes and market developments.
UK Core Q4 update
Investment manager James Smith reflects on recent performance, portfolio changes and market developments.
UK Alpha Q4 update
Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q4 update
Investment specialist Ben James reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q4 update
Investment specialist Carla Bannatyne reflects on recent performance, portfolio changes and market developments.Positive Change Q4 update
Investment manager Kate Fox reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q4 update
Investment specialist Alison Henry reflects on recent performance, portfolio changes and market developments.Discovery Q4 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
Crowding at the waterhole: beyond megacaps
Index crowding into megacaps can leave investors overexposed; patient teams look beyond the obvious for winners.
Positive Change: looking back at 2025
Assessing a year of AI-dominated markets and our innovation-driven portfolio.Emerging Markets Q4 update
Investment manager Mike Gush reflects on recent performance, portfolio changes and market developments over the last quarter.
EM: getting beyond the broken record
World-class companies await investors willing to look past ‘smash hit’ index heavyweights.
Yarak: culture in the age of AI
What happens to great company cultures in the age of AI, where knowledge can be compressed, and decisions are pushed toward algorithms?
US Perspectives: are we in an era of commercial diplomacy?
US tariffs are reshaping trade. Explore the opportunities and political risks for leading US growth companies.
Emerging market companies leapfrogging western rivals
Investment manager Alice Stretch explores disruptive businesses in Asia and Latin America.
What’s your flavour of choice?
Three investment managers debate growth strategies from tech disruption to steady compounders
Some like it hot
Why the 'riskiest' growth companies may actually be your portfolio's best defence.
The world is about to get ‘weird’
Why avoiding US growth stocks is perilous: AI infrastructure, asymmetric returns and the paradigm shift.
Korea’s Value-Up ambition
Why South Korea’s stock market has transformed from ugly duckling to world-leading.
Private growth: the underappreciated opportunity
Why the asset class offers patient investors access to exceptional companies.
Private companies: from Anthropic to Zetwerk
Why we invested in the AI lab and supply chain specialist, among other companies operating in private markets.
Global Alpha Research Agenda 2025
From AI to emerging consumers, we focus on the growth areas and companies capitalising on opportunities.
Global Alpha insights: our reliable growth engine
Not flashy, just dependable. Why compounders remain the engine of durable long-term returns.
Synthesis in risk management
Discover how Baillie Gifford balances modern risk analytics with long-term growth investing.
Amazon: Stock Story
Jon Henry gives three key reasons why tech giant Amazon remains a special investment.
Fairytales and fundamentals revisited
Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.
SMC: Stock Story
Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.
When machines feel human
When machines speak, do we meet minds, or our own reflection?
Adyen: Stock Story
Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.
Netflix: Stock Story
Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.
Wise: Stock Story
Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.
Silicon Valley and beyond: innovation at source
Innovation thrives in the US’s tech and biotech clusters, where science and entrepreneurship meet.
US Perspectives: are we in an AI bubble?
Real growth or market mania — how can we tell the difference?
TSMC: Stock Story
Qian Zhang unwraps TSMC, the company powering modern life.
Tencent: Stock Story
Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.
Emerging markets, from imitators to innovators
From driverless taxis to digital banking, emerging markets are leading a new wave of innovation that’s reshaping industries worldwide.
Any other business: your Disruption Week 2025 questions answered
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2025.
Private companies shaping the modern world
Private innovators are reshaping how we code, build and connect – long before they reach public markets.
Discovering Europe’s winners
Amid uncertainty, Europe’s most dynamic companies are proving that innovation can flourish where few expect it.
The science behind investing
From nanotechnology to investing, Olivia Knapp explores the chemistry of good research.
Profile of a returning industry veteran
After nearly 20 years leading global equity teams, explore why Alistair Way returns to Baillie Gifford.
LTGG Reflections: Duolingo
Why Duolingo is a beneficiary of AI, not a victim – and why for the long-term investor, patience is a virtue.
Why we are backing Anthropic
Our investment thesis for the AI frontrunner.
Positive Sparks: rare diseases
Discover the companies transforming global health with rare disease innovations.
From Pac-Man to AI agents
How Tencent is evolving beyond gaming.
Global Alpha insights: the grid for growth
AI’s massive electricity needs create compelling investment opportunities.
Navigating the $14tn private market
Peter Singlehurst, Robert Natzler and Brian Kelly explore the exciting opportunities within the private market.
Humanoid: Japan and the rise of the machine
Humanoids have been a long time coming, allowing Japan to build a world-class edge in robotic components.
Fragmenting systems, cultural change
US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.
The 'aha!' moment
Inside our insight engine: how cognitive diversity and curiosity help us find standout growth companies.
Japan small caps: obsession meets opportunity
From AI-augmented weather forecasts to helping people with disabilities get hired, meet Japan’s growth companies.
Bridging the gap between private and public
We explore how our private and public teams collaborate to identify exceptional growth companies.
LTGG Reflections: Cloudflare
How Cloudflare evolved from internet security to AI gatekeeper, controlling content access and reshaping digital economics.
US Perspectives: AI breaks the internet
AI shifts search to instant answers. Explore pay-per-crawl, provenance and guardrails reshaping the internet.
Global Alpha Q3 update
Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.
Positive Change Q3 update
Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.
China Q3 investment update
Investment manager Linda Lin reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q3 update
Investment specialist Alison Henry reflects on recent performance, portfolio changes and market developments.
Discovery Q3 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
European Equities Q3 update
Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.
Emerging Markets: are you missing the point?
Why underweighting EM is an active risk, not a cautious stance.
US Equity Growth Q3 update
Investment specialist Ben James reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q3 update
Investment specialist Jonny Greenhill reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q3 update
Investment manager Toby Ross reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q3 update
Investment manager Alistair Way reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q3 update
Investment manager Ben Durrant reflects on recent performance, portfolio changes and market developments over the last quarter.
UK Core Q3 update
Investment manager James Smith reflects on recent performance, portfolio changes and market developments.
UK Alpha Q3 update
Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
Fairytales and fundamentals
Finding investment clarity when markets speak nonsense and valuations tell curious tales.
Pioneering Positive Change
In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world?
Global Alpha Q3 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q3 investor letter
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q3 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q3 investor letter
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Global Alpha insights: the future of finance
Coinbase is reshaping finance by uniting digital assets, stablecoins and trust.
Our best ideas in China
Ben Buckler highlights Meituan (autonomous delivery), Midea (smart homes) and CATL (EV batteries).
Our best UK ideas
Chloe Darling-Stewart on why the UK’s Autotrader, Moonpig and Genus are hidden treasures.
Our best private growth ideas
Rachael Callaghan introduces us to growth-focused private companies BillionToOne, Stripe and Vinted.
Beyond the benchmark: why being different pays off
Our chief executive on the importance of long-termism, optimism and conviction – and what comes next.
Salesforce: putting AI agents to work
Agentforce’s promise of handling customer service 24/7, faster and at a lower cost.
Lights, camera, AI
From storyboard to final cut, Runway is changing how films get made.
BYD’s right to win
The electric carmaker’s drive to follow success in China with global expansion.
The age of resilience
Why companies must be built to survive before they can thrive.
US Perspectives: things are getting weird, quickly
An oar in one hand, a global studio in the other – that’s today’s frontier. What if the weirdness is the signal, and the opportunity?
Engagement and activism in Japan
Japan’s governance has had its ups and downs, but accelerating corporate reform is unlocking real investor value.
LTGG Reflections: Netflix
Lessons in disruption, adaptability and the conviction required to invest in outliers.
Three ways we think about AI in Emerging Markets
Why hardware producers, platforms and quiet compounders give our portfolios exposure to AI.
Tour de France: the Japanese connection
Bicycle parts maker Shimano is primed for a gear shift in performance.
Pushing rocks uphill: the case for European equities
Is this the turning point European investors have been waiting for?
Global Alpha insights: onsemi
How the chip maker reinvented itself from ugly duckling to industry leader.
Cultural architects
How great founders shape exceptional companies in changing times.
Skin in the game: the power of persistence
Why ‘inside ownership’ makes companies more likely to focus on efforts that will pay off in the future.
Healthcare: fear and opportunity
Fear dominates healthcare stocks, but patient investors see opportunity unfolding in the next wave of innovation.
LTGG Reflections: Rocket Lab
From a New Zealand shed to challenging SpaceX: why Rocket Lab's remarkable journey captivates LTGG.
Altruist: rebuilding infrastructure for investment advisors
How a private company is reshaping the $86tn advisory market.
Positive Sparks: financial inclusion
Explore how digital innovation is revolutionising financial access for the world's unbanked.
The ‘invisible’ millions: banking’s new frontier
From microloans for farmers to insurance for gig workers – high-impact financial firms with great growth potential.
US Perspectives: stablecoin summer
Discover how stablecoins, boosted by new US legislation, could transform global finance and unlock long-term growth.
Sustainable Growth Q2 investor letter
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q2 update
Investment manager Katherine Davidson reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q2 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q2 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Brittle botany
How LTGG cultivates resilience in a fractious world.
UK Alpha Q2 update
Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q2 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q2 update
Investment manager Gary Robinson reflects on recent performance, portfolio changes and market developments.
UK Core Q2 update
Investment manager Iain McCombie reflects on recent performance, portfolio changes and market developments.
US Alpha Q2 update
Investment manager Sacha Meyers reflects on recent performance, portfolio changes and market developments.
Global Alpha Q2 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q2 investor letter
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Japan Growth Q2 update
Investment manager Donald Farquharson reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q2 update
Investment manager Mark Urquhart reflects on recent performance, portfolio changes and market developments.
Positive Change Q2 update
Investment manager Lee Qian reflects on recent performance, portfolio changes and market developments.
Global Alpha Q2 update
Investment manager Helen Xiong reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q2 update
Investment manager Will Sutcliffe reflects on recent performance, portfolio changes and market developments.
Private Companies Q2 update
Investment manager Tara Sallis reflects on recent portfolio changes and market developments.
Japan All Cap Q2 update
Investment manager Jared Anderson reflects on recent performance, portfolio changes and market developments.
Discovery Q2 update
Investment manager Douglas Brodie reflects on recent performance, portfolio changes and market developments.
European Equities Q2 update
Investment manager Chris Davies reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q2 update
Investment manager Ross Mathison reflects on recent performance, portfolio changes and market developments.
China Q2 investment update
Investment manager Sophie Earnshaw reflects on recent performance, portfolio changes and market developments.
LTGG Reflections: Listening beats forecasting
Why we value curiosity over certainty: recent lessons from the road
Positive Change Impact Report 2024
What difference did companies make in the real world during 2024? Our breakdown of progress on global challenges.
Uncommon understanding
Global Alpha’s investment managers reveal how they spot what others don’t see.
Global Alpha: an enduring focus in a changing world
Explore 20 years of Global Alpha in our anthology of articles covering the past, present and future.
US Perspectives: infrastructure, the invisible opportunity
A look at the long-term shifts in US infrastructure and the businesses poised to benefit from its rebuild.
Asia's multi-faceted growth story
China's innovation and Vietnam's reforms create a compelling investment case in Asia.
Emerging markets: the next engines of global growth
From lithium mining to a do-it-all super-app, companies capitalising on transformational trends.
LTGG Stewardship Report
For the year ended December 2024.
LTGG Reflections: materiality
Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.
Beyond the familiar: the case for international
Discover how venturing into unexplored investment territory is yielding hidden gems.
A new age of discovery: the case for international
Explore how international equities offer unique opportunities in transformative markets.
Global Alpha insights: infrastructure
Why companies like Martin Marietta are set to benefit from increased spending on infrastructure.
China: a tale of two stories
Why China is experiencing an industrial boom despite slower growth in traditional sectors.
Actual investing revisited
In this keynote paper Partner Stuart Dunbar reaffirms the importance of active management to healthy capitalism.
Profile of a sustainability researcher
Explore how Ben Hart's sustainability research at Baillie Gifford integrates ESG into investment strategies.
Global Alpha: introducing Michael Taylor
Investment manager Michael Taylor joins Global Alpha as a decision-maker. We explore his background, strengths, and vision for the portfolio’s future opportunities.
Has ‘ESG’ reached its expiry date?
Our new head of ESG explains why she thinks the term needs a rethink.
US Perspectives: comfortable in discomfort
Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
LTGG Reflections: Know where your towel is
Why investors should avoid the temptation to throw in the towel during market turmoil.
Global Alpha insights: turbulent times
How can we participate in long-term progress without it being undone by every policy turn?
Positive Sparks: fast fashion
Shifting consumer attitudes are driving innovative solutions to make fashion more sustainable.
UK growth: opportunities amid tariff turbulence
How adaptable firms in growth-driving sectors can prosper over the long term despite trade restrictions.
The case for private growth equity
How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.
Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
US Perspectives: the retail ecosystem
Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.
US Alpha Q1 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Japan Growth Q1 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Discovery Q1 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.
Japan All Cap Q1 update
The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
UK Core Q1 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.
UK Alpha Q1 update
The UK Alpha Team reflects on recent performance, portfolio changes and market developments.
European Equities Q1 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q1 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q1 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q1 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q1 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q1 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q1 investor letter
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q1 investor letter
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q1 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
China Q1 investment update
The China Team reflects on recent performance, portfolio changes and market developments.
Global Alpha insights: a time to trade?
Explore how we're evolving the portfolio as the investment environment enters a period of rapid change.
Cloudflare: Stock Story
Ben James highlights how one cybersecurity approach is redefining digital infrastructure.
Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
Atlas Copco: Stock Story
Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
ASML: Stock Story
Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
L'Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
In conversation with our Islamic scholars
Join our Islamic Scholars as they discuss the importance of aligning investments with Islamic principles.
Europe: unique brands, hidden champions
Why a long-term approach to the continent’s growth stocks is more relevant than ever.
Why ants, scaffolding and long jumps matter to growth investors
Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
DoorDash: delivering the goods
How DoorDash’s ambitions extend far beyond restaurant deliveries.
Trip notes: Kazakhstan
Sizing up super-app Kaspi.kz in Almaty.
How DSV became global freight’s top dog
Conquering trade logistics one merger at a time.
Watch this space: Tim Marshall on the future of ‘astropolitics’
Author Tim Marshall explains how space is set to become the new arena for rival powers.
Healthy returns: Japan’s assault on old-age disease
Japanese medical firms are making advances that could help fight cancer and Alzheimer’s.
Nubank: Latin America’s digital disrupter
Charting the app-based lenders’ long-term growth.
Joby Aviation readies for take-off
How a flying taxi firm could launch a transport revolution.
US perspectives: AI evolves again
Explore how the rapid market shift in AI and computer processing is transforming industries.
Positive Change: a review of 2024
A detailed overview of 2024 covering performance, portfolio and investment approach.
A new quest: Shariah-compliant investing
Discover how the Islamic Global Equities Strategy is blending finance and faith for global impact.
Climate scenarios: so what?
Six themes we think will influence companies’ futures as the world adapts to climate change.
Climate scenarios: preparing for uncertainty
How scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.
Private growth: Looking over the overlooked
Learn more about the key features and attributes of the growth equity asset class.
Positive Conversations 2024
Discover the difference made by dialogue in Positive Change’s latest ESG and engagement report.
Profile of an investigative researcher
Explore how Hatty Oliver's unique research at Baillie Gifford shapes investor thinking and informs income growth strategies.
Discovery: our philosophy
Investment manager, Douglas Brodie, discusses the Baillie Gifford Discovery Strategies.
Climate and energy scenarios
Explore four climate transition scenarios, their economic impacts and investment strategies for a low-carbon future.
Quantum, space, fusion: the big three
How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.
AI revolution: behind the 'overnight' success
AI is revolutionising industries globally. Stewart Hogg explores how AI is reshaping companies and driving long-term growth.
Positive Sparks: diabetes
Discover how groundbreaking diabetes solutions are driving global positive change.
Global Alpha Insights: investing in resilience beyond political cycles
Why the Global Alpha Team believes elections don't impact stock market returns.
The G of ESG: governance reimagined
Why we don’t follow the crowd when assessing a company’s governance behaviours and structures.
5 inevitable and investable long-term growth drivers
Ways the world will change, from smarter robots to medical breakthroughs achieved at speed.
The concentration conundrum: challenge or opportunity?
In today’s era of US mega caps, is market concentration a challenge or an opportunity?
Finding sanity in the circus
An LTGG insight into what really matters for long term growth investing at the current juncture.
Volatility in LTGG: a feature not a bug
Why volatility is crucial to LTGG's strategy of capturing outsized returns.
European Equities Q4 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
US Alpha Q4 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q4 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Japan Growth Q4 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
Japan All Cap Q4 update
The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q4 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q4 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q4 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q4 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q4 investor letter
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q4 investor letter
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Upfront: US equities
Gary Robinson on what a Trump presidency and AI opportunities could mean for growth investors.
Heeding nature: what’s at stake?
How we seek to understand the implications of a changing world for the companies we back.
Stock story: Ecolab
Learn how Ecolab is helping customers around the world be better stewards of water.
Investing in an ageing society
Increasingly elderly populations could transform our lives as much as climate change or AI.
Emerging markets: new opportunities
Why increased resilience and strong growth prospects merit a closer look.
Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.
Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.
Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.
Why not just invest in the index?
Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.
Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
Semiconductor chips: the global tech battle
Companies and countries are vying for influence on the technology powering computation.
Saving when sending abroad: a Wise move
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.
Do elections matter for stock returns?
What the past tells us about a new US president’s impact on growth companies.
Why growth investors can’t ignore China
China’s electric car, battery and other advanced manufacturers are on the rise.
Wise: Money Without Borders
Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.
Global Alpha insights: unlocking the magic of Disney
Why the Global Alpha Team believes there is a magical journey ahead for Disney.
Our best ideas in Japan
Thomas Patchett unwraps Softbank, Rakuten and Eisai, three companies driving new opportunities in Japan.
Our best ideas in the US
Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks in the US.
Our best ideas in Asia
Qian Zhang covers Samsung, Delhivery and Bank Rakyat, three companies at the heart of global structural trends.
Our best ideas in Europe
Thomas Hodges uses Lonza, Topicus and Soitec to illustrate why Europe is more exciting than headlines suggest.
Our best disruptive ideas
Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.
Future Stocks: Our best impact ideas
Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.
The importance of focus
Why focus and patience are crucial elements when investing and identifying growth companies.
Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.
Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.
Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
Creo Medical: at the spearhead of surgery
The Welsh company cutting surgery waiting lists – and costs.
Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.
Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.
PsiQuantum: the leap to quantum computing
PsiQuantum’s efforts could revolutionise medicine, energy use, farming and more.
Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.
Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.
SWCC Showa: rewiring Japan
How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.
China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.
Japan: opportunities in automation
Japan's automation revolution and its global leadership in robotics.
Japan: opportunities in healthcare
Japan’s innovation medical breakthroughs are combatting ageing.
Japan: opportunities in quality brands
Behind the success of Japan’s leading quality brands and what opportunities they present.
Japan: opportunities in entertainment
Japan's media giants: Sony and Nintendo's timeless influence.
MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.
The rise of cloud computing
From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.
Wise: Growing global money transfers
Charting rising cross-border money payments and the opportunity for remittance service Wise.
Japanese changemakers shaping the future
The firms taking advantage of four transformational opportunities.
Starlink: internet for mobile dead zones
Low-orbit satellites could be the answer for the three billion unable to access the internet.
International viewpoints: semi-cap resilience
Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.
Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatility
Environment: making sense of the E in ESG
How companies’ relationships with climate, energy and the environment relate to long-term growth.
Academic collaborations that count
The experts helping us gain an investment edge when thinking about farming, human rights and AI.
Positive Change Impact Report 2023
Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.
Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.
AI: driving a new healthcare paradigm
Why AI could be key to us living longer and being in better health in the future.
Streamlined for success
How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.
Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
International viewpoints: eastern promise
What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.
Private equities: time to turn to growth
Why high interest rates help rapid growth private companies with proven products stand apart.
Japan: the next opportunity
Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.
Why small companies matter to us
Unlocking the potential of small cap investments.
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.
Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
China through a Japanese lens
Japanese tech dominance is under increasing pressure in China from domestic challengers.
Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.
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.
Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.
Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.
30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companies
Private companies and the Power Law
Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.
Moncler: from mountain to street
How the outerwear pioneer innovated its way into the fashion elite.
Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.
The fresh face of Japanese finance
New online services are transforming Japanese financial habits.
The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.
Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.
Vietnam: Asia’s rising star
Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.
AI: intelligence everywhere
Why AI could be the printing press of intelligence.
Remitly: easy global remittance
The mobile app that busts stress and high charges for workers sending money back home.
Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oases
The founder factor
Tom Slater on the secret sauce shared by founder-led companies.
Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.
Upfront: Asia’s emerging markets
Roderick Snell on investing in Asia – from a strengthening dollar to the semiconductor value chain.
Positive Conversations 2023
The Positive Change Team’s ESG and engagement report shows the difference talking can make.
Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.
All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?
Positive Change: a review of 2023
A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.
How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.
A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.
Moderna: designing drugs on a computer
Can scientists meet unmet health needs by writing code to help the body heal itself?
The AI paradigm shift
Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
Niches, anomalies, and things to come
How can we spot large growth opportunities at the stage when others dismiss them as fads?
Lessons from evolutionary biology
Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
Enduring good
What values are important to you? And are they reflected in your investments?
The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.
Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.
How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.
Avoided emissions methodology
Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.
Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
China revisited
Lawrence Burns explores the new landscape of opportunity.
Spotting the stars amid a surge
Rising Japanese markets are flattering old-style companies: better to look for long-term growth.
Innovation’s drumbeat
Charting how technological progress and prosperity march together.
Aurora: the technology company transforming trucking
The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.
Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?
When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.
Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?
AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.
Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.
Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.
Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.
Japan’s new growth opportunities
Seeking the entrepreneurial firms that could sustain the country’s rally.
How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.
The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.
Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.
ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.
Joiners’ mate
Iain McCombie on how Howdens’ kitchens won the building trade’s trust.
Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.
Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.
Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.
What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.
The secrets of enduring growth
Toby Ross reveals the four signs that a company’s growth might endure for decades.
Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
Adapting to survive – and thrive
Using a fighter pilot’s business strategy can help a company orient itself amid change.
Positive Change Impact Report 2022
If impact and investing go together, it is important to understand the difference we make.
Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.
Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industry
Making health insurance manageable
How Elevance Health uses its scale to smooth a path through the US health system’s maze.
Asia ex Japan manager update
Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.
Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.
China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.
The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
The sustainability revolution
Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.
Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
Japan’s place in the chip market
The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.
Ocado’s robot revolution
The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
Denali Therapeutics: rising to the challenge of brain disease
Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.
Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.
Positive Conversations 2022
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
LTGG investor update – January 2023
LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
Nothing lasts forever
Why international equity markets shouldn’t be forgotten.
Teleportation: just a Zipline away
Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
MercadoLibre: a lesson in innovation
Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
Japan Growth: Asia’s resurgence
Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.
Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Global Alpha Research Agenda 2023
How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
Resilient growth for the long term
Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.
Insights: investment research in Japan
Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
What’s next for growth stocks?
Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
Asia and energy transition
Exploring the emerging energy opportunities in Asia.
AI: Frightening or fascinating?
Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
Chip War
How semiconductors bring a competitive world together.
Disrupting heart disease
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
Why are Swedish companies world leaders?
Sweden tops the charts for original thinking, from family businesses to founder-run companies.
Why patience matters
Endurance and imagination are key ingredients for quality growth investing.
How education escaped from the classroom
Online courses have upended the economics of education, Thaiha Nguyen explains.
Why private companies matter more
SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?
A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.
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.
Tomorrow’s world, here today
Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
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.
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.
Looking back going forward
The LTGG Team look back on an extraordinary 12 months and discuss the growth prospects of the portfolio, the rapid development of vaccines and the importance of hold discipline.
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.
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.
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.
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.
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.
Tomorrow’s income aristocrats
Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.
What’s the purpose of investing
In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.
Why this crisis favours growth stocks
Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.
Navigating a stock market crisis
Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.
The Second Space Age
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.
Reasons to be optimistic about emerging markets
Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.
The beauty of Japanese cosmetics
Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.
Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
Finding Europe's hidden champions
There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.
Space: the final investment frontier
Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.
Will industrial biotech be the next manufacturing revolution
Industrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.
Fashion retailers: the impact of online shopping
In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.
The differences between bond and equity investing
In the third episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Lucy Isles, joint manager of Baillie Gifford's High Yield Bond Fund. Listen to the podcast to find out the three key deciding factors when choosing resilient high yield bonds and how engagement with companies can differ for bond and equity investors.
Should income investors go global
What are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies.
Why China?
Investment Manager Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.
LTGG presents
Transformations
Go behind the scenes of more than two decades of Long Term Global Growth (LTGG) thinking. This digital series brings our thinking to life, showing how the team has identified, debated and learned from transformational shifts to find those rare companies with the potential to shape the decade ahead.
Quarterly investment updates
Keep up to date with the latest views of our investment teams in these recent webinars.
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Actual investors
Long-term vision
We understand that the proper aim of the investment business is to direct capital to creating the goods and services that improve everyone’s lives.
Recent insights
Asia ex Japan: dragons and salamanders
Beyond the index ‘dragons’, the rewards may lie in the quieter ‘salamanders’ others miss.Conversations with private companies: Altruist
How Altruist founder Jason Wenk is broadening access to high-quality financial advice.The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story.Why American culture feels so chaotic
The American public’s tastes and habits are splintering. How will this affect US growth companies?The adaptability advantage: a key source of mispricing
Why reinvention, not just execution, can shape the most surprising growth stories.Human judgement in the age of AI
Robert Natzler on why AI’s most convincing answers can still be its least trustworthy.Tokenisation in 15 minutes
Theo Golden explores how tokenisation could make digital assets easier to hold, transfer and verify, while preserving client protections.International opportunities: creative destruction
Paulina McPadden explores how creative destruction can reshape international markets and create long-term investment opportunities.Positive Sparks: financial resilience
Why more accessible, affordable protection products could become a major growth theme.US Perspectives: notes from the road
From AI labs to SpaceX, the US Growth team looks for signals beyond desk research alone.QXO: Maslow and materials
Why QXO’s transformation of an outdated building materials sector is gaining real momentum.Private companies outlook
Why growth may offer a more promising path as buyout and venture face tougher returns.Why true active management matters more than ever
Stuart Dunbar explains why active management matters more than ever today.Why Baillie Gifford for emerging markets
Qian Zhang explains Baillie Gifford’s long-term approach to investing in emerging markets.Emerging markets companies are innovators, not imitators
Andrew Keiller tells how emerging markets innovators are rewriting the old playbook.
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Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients and is authorised and regulated by the UK Financial Conduct Authority. Baillie Gifford Overseas Limited is not licensed under the Regulation of Investment Advising, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”) and does not carry insurance pursuant to the Advice Law.
Baillie Gifford Overseas Limited markets and distributes Baillie Gifford’s range of collective investment schemes to Qualified Clients and Qualified Investors in Israel, as listed in the First Addendum to the Regulation of Investment Advising, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”) and in the First Addendum to the Israel Securities Law, 5728-1968 (the “Securities Law”). Detailed disclosure of the collective investment schemes can be found within this website and in the relevant scheme prospectus.
Baillie Gifford Overseas Limited does not provide investment advice. If you are in any doubt about whether an investment is suitable, you should seek independent advice.
No action has been or will be taken in Israel that would permit a public offering or distribution of the Funds mentioned in this website to the public in Israel. This website and the Funds mentioned herein have not been approved by the Israeli Securities Authority (the “ISA”). In addition, the Funds mentioned in this website are not regulated under the provisions of Israel’s Joint Investment Trusts law, 5754-1994 (the “Joint Investment Trusts Law”). This website and the Funds mentioned herein will only be distributed to Israeli residents in reliance on an exemption from any advice or marketing restrictions [in a manner that will not constitute “an offer to the public” under sections 15 and 15a of]/[in reliance on an exemption from the prospectus requirements under] the Israel Securities Law, 5728-1968 (the “Securities Law”) or the Joint Investment Trusts Law, and any guidelines, pronouncements or rulings issued from time to time by the ISA as applicable.