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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.
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.
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Why QXO’s transformation of an outdated building materials sector is gaining real momentum.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 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.
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.
SAINTS spotlight: built for resilience
In a difficult quarter, it’s important to continue focusing on businesses built for the long term.
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.
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
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.
Emerging markets: re-globalisation
Qian Zhang explores why a multipolar world could increasingly favour emerging markets.
Vietnam v the middle income trap
Big reforms mean domestic growth could match the country’s export success.
BeOne: going global
Why BeOne’s global ambition is starting to look more meaningful for Long Term Global Growth.
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.
Emerging markets: home to world-class companies
Andrew Keiller explains why emerging markets are producing more standout businesses
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.
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.
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 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.
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?
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.
Axon: rewiring public safety
Long Term Global Growth discusses Axon’s mission-led tech and why international growth could follow.
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.
Global Alpha Research Agenda 2025
From AI to emerging consumers, we focus on the growth areas and companies capitalising on opportunities.
When machines feel human
When machines speak, do we meet minds, or our own reflection?
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.
Discovering Europe’s winners
Amid uncertainty, Europe’s most dynamic companies are proving that innovation can flourish where few expect it.
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.
Fragmenting systems, cultural change
US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.
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.
Emerging Markets: are you missing the point?
Why underweighting EM is an active risk, not a cautious stance.
Fairytales and fundamentals
Finding investment clarity when markets speak nonsense and valuations tell curious tales.
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.
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.
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.
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.
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.
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.
US Equity Growth Q2 investor letter
The US Equity Growth 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.
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.
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.
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.
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.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.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.
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