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Keeping pace with AI in a regulated firm
How Baillie Gifford is building the habits and systems needed to keep pace with AI.
What is tokenisation?
How tokenisation could simplify ownership records and speed up financial systems.
Cash is king
Cash on balance sheets can offer resilience, optionality and room to invest for growth.
Inflation risk: the quiet test of retirement income
How Baillie Gifford’s Monthly Income Fund aims to preserve income as living costs rise.
The Baillie Gifford Standard for tokenisation
How Baillie Gifford tests tokenisation against friction, access and real client benefit.
Energy systems in transition
Catherine Flockhart on energy disruption, electrification and adaptation.
Vinted: second-hand, first choice
How private company Vinted is turning second-hand shopping into a mainstream habit.
Pacific Horizon: Asia’s next act
Pacific Horizon co-manager Roderick Snell explains where he sees Asia’s next wave of growth.
EM: unlocking the next wave of growth
Roderick Snell explains why emerging markets look increasingly compelling.
US Perspectives: the lifecycle of healthcare innovation
Why uncertainty may create meaningful opportunities in healthcare innovation.
The next AI bottleneck
Where Edinburgh Worldwide Investment Trust sees value in AI systems.
Optimising for optimism: how LTGG finds tomorrow’s outliers
How LTGG’s disciplined optimism uncovers tomorrow's exceptional companies.
Why true active management matters more than ever
Stuart Dunbar explains why active management matters more than ever today.
Equity-bond correlation: why bonds matter
Bonds may not hedge every shock, but they still protect balanced portfolios when growth falters.
International opportunities: creative destruction
Paulina McPadden explores how creative destruction can reshape international markets and create long-term investment opportunities.
Asia ex Japan: dragons and salamanders
Beyond the index ‘dragons’, the rewards may lie in the quieter ‘salamanders’ others miss.
Conversations with private companies: Tekever
How Tekever co-founder Ricardo Mendes built a modern defence company.
Emerging resilience
Andrew Keiller explains why emerging markets now rest on stronger foundations.
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.
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.
China Growth Trust: Manager Insights
Linda Lin discusses the China Growth Trust’s journey through 2025, and future opportunities.
Shin Nippon: Manager Insights
Brian Lum covers insights on market trends, the Trust’s performance and growth forecast.
Positive Sparks: financial resilience
Why more accessible, affordable protection products could become a major growth theme.
Japan Core Growth: centring stock-picking
How a risk-controlled approach seeks to capture the long-term potential of Japanese companies.
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.
China Growth Trust: is China's tide turning?
Linda Lin on why China’s innovation edge could power long-term growth.
Private companies outlook
Why growth may offer a more promising path as buyout and venture face tougher returns.
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.
Developed markets lean on emerging markets
Qian Zhang shows how developed markets increasingly depend on emerging markets.
Emerging markets: re-globalisation
Qian Zhang explores why a multipolar world could increasingly favour emerging markets.
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.
Emerging markets: home to world-class companies
Andrew Keiller explains why emerging markets are producing more standout businesses
SAINTS spotlight: built for resilience
In a difficult quarter, it’s important to continue focusing on businesses built for the long term.
Emerging Markets: are you missing the point?
Why underweighting EM is an active risk, not a cautious stance.
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.
Investment trusts: two paths to growth
Two investment trusts, two routes to long-term growth through patience, conviction and resilience.
AI: valuing scarcity
AI is creating new abundance and shifting bottlenecks. We explore which businesses can win in the long term.
Infrastructure: beyond the HALO
Why hard asset, low obsolescence infrastructure gives the Monthly Income Fund resilience and flexibility
SAINTS: Manager Insights
James Dow shares SAINTS’ 2025 performance and future opportunities for the Trust.
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.
Investment Grade Bond Q1 update
Investment manager Nektarios Chatzilefteris reflects on recent performance, portfolio changes and market developments.
Durable Growth Q1 2026 investment update
Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.
Vietnam v the middle income trap
Big reforms mean domestic growth could match the country’s export success.
Positive Change Q1 update
Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.
Monthly Income Fund Q1 update
Investment specialist David Rolland 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.
Schiehallion Fund Q1 investment update
Investment specialist Lucie Majstrova reflects on recent portfolio changes and market developments.
Managed Fund Q1 update
Investment specialist Lucy Haddow 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.
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.
Monks Q1 update
Investment manager Malcolm MacColl reflects on recent performance, portfolio changes and market developments.
Cautious Managed Fund Q1 update
Investment manager Lucy Haddow 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.
Building growth portfolios with fewer decisions
Looking beyond market noise to build balanced portfolios.
Cultivating uncertainty
We can’t know which AI companies will bloom, but Anthropic’s culture inspires confidence.
Peak performer
Why app empire Bending Spoons is The Schiehallion Fund’s largest holding.
Sonrise again
SoftBank’s Masayoshi Son commands the new AI landscape, building for what comes next.
Sea surge
Gaming, ecommerce, fintech: why Singapore’s Sea Ltd is a success story.
Trip notes: Cleveland, Ohio
In rust-belt USA, paint and coatings companies are the unsung heroes of growth.
Counter intuitive
How Poland’s Dino Polska built a small town supermarket giant.
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.
Private Companies: our philosophy
Peter Singlehurst explains how Baillie Gifford invests in Private Companies.
Navigating the Iran shock
Edinburgh Worldwide discusses defence exposure and long-term growth discipline.
US Perspectives: AI-immunity and The Acronym Fallacy
How ‘AI-immune’ businesses compound beyond market acronyms.
Local investment
Connecting UK equity returns to the people and places you serve.
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?
Smooth the journey, not the market
For retirement investors, a steady, growing income stream can help mitigate market volatility.
EWIT: Manager Insights
An update on performance and investment outlook.
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.
UK Growth Trust: beyond the UK market rally
From valuation disconnects to durable franchises, we explore opportunities beyond the concentrated market.
The case for private growth investing
The integration across private and public markets makes for better access to exceptional growth companies.
Software’s sudden derating
Edinburgh Worldwide finds resilient software companies amid the market’s reaction to AI disruption.
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.
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.
US Growth Trust: vertigo and investing
Kirsty Gibson on navigating US volatility by backing firms with resilient cultures and durable competitive advantages.
Metals: from bellwether to bottleneck
A shortage of critical metals presents an opportunity in emerging markets.
Investing in the era of private megacaps
As ever-larger companies stay unlisted, Schiehallion traverses the divide between private and public markets.
SAINTS spotlight: patience bears fruit
AI optimism and rate moves shaped stock markets in 2025, but owning quality businesses matters most long term.
What's your growth flavour?
Three investment managers. Three different approaches to growth investing. But can all of them be right?
European Growth Trust: Manager Insights
An update on performance, portfolio movements and investment outlook.
Cautious Managed Fund
Investment Managers Steven Hay and Iain McCombie introduce the Cautious Managed Fund.
Climate Scenarios Part 3: max energy, max adaptation
Energy abundance meets climate reality, how far can adaptation stretch growth and resilience?
The forge of intelligence
From models to matter, investment manager John MacDougall explores the rise of physical AI.
Monks’ musings: the power of profit-driven performance
Returns are being driven by real profit growth, not rising valuations or market mood.
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.
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.
Investment Grade Bond Q4 update
Investment manager Paul Dilworth 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.
Monthly Income Fund Q4 update
Head of Credit Lesley Dunn reflects on recent performance, portfolio changes and market developments.
Edinburgh Worldwide Investment Trust Q4 update
Investment specialist Bill Chater 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.
Multi Asset Q4 update
Investment manager Nicoleta Dumitru 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.
Schiehallion Fund Q4 investment update
Alexander Nicolier, investment manager on the private companies team, reflects on recent portfolio changes and market developments.
Managed Fund Q4 update
Investment manager Steven Hay reflects on recent performance, portfolio changes and market developments.
One world, two growth engines
Going beneath the bonnet of the world’s two great generators of growth opportunity
Crowding at the waterhole: beyond megacaps
Index crowding into megacaps can leave investors overexposed; patient teams look beyond the obvious for winners.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.
Familiar ingredients in a steadier balance
Introducing Baillie Gifford’s new Cautious Managed Fund.
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.
Japan’s small-cap opportunity
Discover why Japan’s overlooked small caps offer fresh growth as innovation and AI reshape the market.
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.
Japan Trust: Manager Insights
Matthew Brett assesses the Japan Trust’s performance, highlighting new holdings and the portfolio’s growth potential.
The world is about to get ‘weird’
Why avoiding US growth stocks is perilous: AI infrastructure, asymmetric returns and the paradigm shift.
SAINTS: fallen to earth?
Scottish American Investment Company manager James Dow discusses the trust's quality holdings and long-term growth drivers.
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.
Global Alpha Research Agenda 2025
From AI to emerging consumers, we focus on the growth areas and companies capitalising on opportunities.
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.
When machines feel human
When machines speak, do we meet minds, or our own reflection?
Pacific Horizon: Manager Insights
Roderick Snell discusses recent themes, portfolio changes, and the outlook for Pacific Horizon Trust.
EHang: the sky’s the limit
Why Edinburgh Worldwide has invested in the Chinese company making flying cars a reality.
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?
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.
Discovering Europe’s winners
Amid uncertainty, Europe’s most dynamic companies are proving that innovation can flourish where few expect it.
Managed Fund: opportunities beyond the US
Steven Hay on navigating change from rising regional markets to the AI revolution.
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.
Navigating the $14tn private market
Peter Singlehurst, Robert Natzler and Brian Kelly explore the exciting opportunities within the private market.
Fragmenting systems, cultural change
US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.
Bridging the gap between private and public
We explore how our private and public teams collaborate to identify exceptional growth companies.
EWIT enlightenment: Alnylam
The US drugmaker pivoting from a rare disease specialist to a major therapeutic platform.
LTGG Reflections: Cloudflare
How Cloudflare evolved from internet security to AI gatekeeper, controlling content access and reshaping digital economics.
Monks’ musings: the fruits of diversity
Why investing in companies with different sources of growth creates resilience and space for breakout winners.
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.
Monks Q3 update
Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.
Japan Trust: rethinking Japan
Matthew Brett explores how Japan's reforms and inflation are driving opportunities in AI, gaming and healthcare.
Positive Change Q3 update
Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.
Monthly Income Fund Q3 update
Investment manager Nicoleta Dumitru 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.
Edinburgh Worldwide Investment Trust Q3 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
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.
Multi Asset Q3 update
Investment manager Nicoleta Dumitru 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.
Managed Fund Q3 update
Investment manager Steven Hay 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.
Investment Grade Bond Q3 update
Investment manager Nektarios Chatzilefteris Michalas reflects on recent performance, portfolio changes and market developments.
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.
The Schiehallion Fund investment update
Peter Singlehurst reflects on recent performance, portfolio changes and market developments.
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.
US Growth Trust: Manager Insights
Kirsty Gibson explores the trust’s strategic shifts and generative AI’s transformative impact.
Upfront: Europe, chips and rising Japan
Learn why Europe is back in fashion, what makes TSMC special, and why Japan is on the up.
Our best international ideas
Andrew Brown travels the globe through Sweden’s MIPS, Kazakhstan’s Kaspi.kz and Japan’s Keyence.
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.
EWIT enlightenment: IREN
The US datacentre operator turning renewable power into AI profits as grid constraints bite.
New kids on the blockchain
Why Scottish Mortgage is investing in the 'picks and shovels' of the crypto boom.
Shanghai, Shenzen, Beijing
On the road with the board and managers of China Growth Trust
Bringing it home
Meet the companies winning from deglobalisation.
The power of purpose
Why firms with a passion to improve customers’ lives do better.
Virtual visionaries
Japan’s Cover Corp is defining the space where anime meets reality.
Unknown quantities
Prof Diane Coyle explains why you can’t measure progress with yesterday’s tools.
BYD’s right to win
The electric carmaker’s drive to follow success in China with global expansion.
Lights, camera, AI
From storyboard to final cut, Runway is changing how films get made.
Salesforce: AI agents at work
Agentforce's promise of fast, low-cost, 24/7 customer service.
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.
EMLC debt: why now is a good time to add
Emerging market local currency bonds offer high income supported by strong fundamentals.
The opportunity gap in Asia
Why exposure to Asia ex Japan matters for portfolios now.
The age of resilience
Scottish Mortgage’s Tom Slater on the lesson from turbulent times.
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.
UK Growth Trust: Manager Insights
Iain McCombie on portfolio performance, turnover and investment opportunities.
Monks Investment Trust: Manager Insights
Spencer Adair on performance, portfolio updates and aligning with deep structural changes in the years ahead.
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?
Cultural architects
How great founders shape exceptional companies in changing times.
Property hunting
Jon Stewart, co-manager of the Monthly Income Fund, explains why real estate investment trusts are a long-term opportunity.
LTGG Reflections: Rocket Lab
From a New Zealand shed to challenging SpaceX: why Rocket Lab's remarkable journey captivates LTGG.
SAINTS spotlight: compounders weathering change
In a changing world, resilient compounders drive SAINTS’ long-term growth despite the market shifts and uncertainty.
Altruist: rebuilding infrastructure for investment advisors
How a private company is reshaping the $86tn advisory market.
How pension reform is reshaping retirement income
Why the Baillie Gifford Monthly Income Fund is suited to address regulatory changes in the UK pension market.
Positive Sparks: financial inclusion
Explore how digital innovation is revolutionising financial access for the world's unbanked.
High yield, high potential
Why high yield bonds deserve a place in your portfolio.
Monks’ musings: the end of globalisation’s Long Decade
We identify self-reliant companies equipped for the global shift towards regionalisation
EWIT enlightenment: Amplitude
How software company Amplitude is adapting to the AI age.
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.
Responsible Global Equity Income Q2 investor letter
The Responsible Global Equity Income 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.
Multi Asset Q2 update
Investment manager James Squires reflects on recent performance, portfolio changes and market developments.
Investment Grade Bond Q2 update
Investment manager Nektarios Chatzilefteris Michalas reflects on recent performance, portfolio changes and market developments.
Monthly Income Fund Q2 update
Investment manager Nicoleta Dumitru 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.
Upfront: Private companies, China and Scottish Mortgage
Discussing Scottish Mortgage holding SpaceX and prospects for Chinese growth.
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.
Managed Fund Q2 update
Investment manager Iain McCombie reflects on recent performance, 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.
Monks Q2 update
The Monks Investment Trust Team reflects on recent performance, portfolio changes and market developments.
A compelling opportunity: the UK is on offer
Iain McCombie shares his views on the UK Growth Trust's performance and the current market conditions.
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.
Managed: 7 exciting growth picks
Our top picks for future growth: from Amazon to Australian bonds.
The European Renaissance
Why strong growth prospects, political stability and fiscal momentum are making European assets appealing.
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.
EWIT enlightenment: Astera Labs
How this portfolio holding is solving critical data bottlenecks in AI infrastructure.
China Growth Trust: Manager Insights
Sophie Earnshaw discusses the China Growth Trust's journey through 2024, and future opportunities.
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.
European Fund: Europe's next chapter
How geopolitical challenges and macroeconomic changes are reshaping Europe's investment landscape.
Asia's multi-faceted growth story
China's innovation and Vietnam's reforms create a compelling investment case in Asia.
Global Alpha Q1 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
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.
Featured webinars
Viewing 8 of 8 insights
Recent insights
Keeping pace with AI in a regulated firm
How Baillie Gifford is building the habits and systems needed to keep pace with AI.What is tokenisation?
How tokenisation could simplify ownership records and speed up financial systems.Cash is king
Cash on balance sheets can offer resilience, optionality and room to invest for growth.Inflation risk: the quiet test of retirement income
How Baillie Gifford’s Monthly Income Fund aims to preserve income as living costs rise.The Baillie Gifford Standard for tokenisation
How Baillie Gifford tests tokenisation against friction, access and real client benefit.Energy systems in transition
Catherine Flockhart on energy disruption, electrification and adaptation.Vinted: second-hand, first choice
How private company Vinted is turning second-hand shopping into a mainstream habit.Pacific Horizon: Asia’s next act
Pacific Horizon co-manager Roderick Snell explains where he sees Asia’s next wave of growth.EM: unlocking the next wave of growth
Roderick Snell explains why emerging markets look increasingly compelling.US Perspectives: the lifecycle of healthcare innovation
Why uncertainty may create meaningful opportunities in healthcare innovation.The next AI bottleneck
Where Edinburgh Worldwide Investment Trust sees value in AI systems.Optimising for optimism: how LTGG finds tomorrow’s outliers
How LTGG’s disciplined optimism uncovers tomorrow's exceptional companies.Why true active management matters more than ever
Stuart Dunbar explains why active management matters more than ever today.Equity-bond correlation: why bonds matter
Bonds may not hedge every shock, but they still protect balanced portfolios when growth falters.International opportunities: creative destruction
Paulina McPadden explores how creative destruction can reshape international markets and create long-term investment opportunities.
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