Name: European Equities Q2 investment update
Uploaded: 2025-07-01
Duration: 6 min
Description: Investment manager Chris Davies reflects on recent performance, portfolio changes and market developments.

This video is archived and some details may be out of date.

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

I am a Qualified Client/Qualified Investor.

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

All users

I already invest in Baillie Gifford funds.

Existing investors

Global

I am a professional client or eligible counterparty.

Institutional investor

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

Individual investor

I am a financial advisor or wealth manager.

Intermediaries

Guernsey

Jersey

I am a professional investor as defined in MiFID II.

Professional investor

Ireland

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

Financial intermediary

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

Non-professional investor

Wholesale clients

Australia

Austria

Belgium

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

Canada

China

Denmark

Finland

France

Germany

Hong Kong

Iceland

Italy

Qualified investor

Israel

投資運用業

Japan

Luxembourg

Netherlands

Norway

Portugal

Institutional and accredited investors

Singapore

South Africa

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

Qualified professional investor

South Korea

Spain

Sweden

I am a qualified Investor as defined by CISA.

Switzerland

SELECT LOCATION

This article is archived and some details may be out of date.

Home

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

Legal declaration

This podcast is archived and some details may be out of date.

Private placement funds can only be bought or sold by Accredited Investors, as defined for the purposes of SEC Rule 506 (c) of Regulation D under the Securities Act of 1933, as amended. We shall ask for confirmation of your accredited status before you invest.

Investment strategies

Funds

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

Insights.

View the latest insights from Baillie Gifford.

Private growth investing

We invest in a diverse portfolio of private companies. We back ambitious, fast-growing companies across any sector or geography. Find out more.

You are viewing the site as Institutional in Israel.

Person on grand staircase watching the Milky Way.

About us

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

Life at Baillie Gifford

Working at Baillie Gifford

Frequently asked questions

Careers

Search

Client Login

Contact us

Read the transcript

https://video.bailliegifford.com/0625_European_Q2_Update_10055896_159000_20250709T102917Z_1080p.mp4

Investment manager Chris Davies reflects on recent performance, portfolio changes and market developments.

European Equities Q2 investment update

https://media.bailliegifford.com/mws/rdhkjydh/20250709152541_baillie-gifford-film-european-equities-q2-update-transcript-july-2025.pdf

European Equities Q2 investment update

Overview

About the speaker

About the speaker

Chris Davies

Related insights

In conversation with Islamic Global Equities

June 2026Video|18 minutes

EM: unlocking the next wave of growth

June 2026Video|22 minutes

International opportunities: creative destruction

June 2026Video|33 minutes

Related funds

European Fund

Related investment strategies

Europe ex UK

June 2026
Video|18 minutes

June 2026
Video|22 minutes

June 2026
Video|33 minutes