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3 MIN WatchSeptember 2023 China StrategyInvestment manager, Sophie Earnshaw, discusses the Baillie Gifford China Strategy.
Watch4 MIN WatchSeptember 2023 Japanese EquitiesInvestment manager, Donald Farquharson, discusses the Baillie Gifford approach to Japanese Equities.
Watch3 MIN WatchSeptember 2023 Health Innovation StrategyInvestment manager, Julia Angeles, discusses the Baillie Gifford Health Innovation Strategy.
Watch3 MIN WatchSeptember 2023 European EquitiesInvestment manager, Stephen Paice, discusses the Baillie Gifford approach to European Equities.
Watch4 MIN WatchSeptember 2023 Asia ex Japan StrategyInvestment manager, Roderick Snell, discusses the Baillie Gifford Asia ex Japan Strategy.
Watch3 MIN WatchSeptember 2023 US Equity Growth StrategyInvestment manager, Tom Slater, discusses the Baillie Gifford US Equity Growth Strategy.
Watch4 MIN WatchAugust 2023 What does Moderna do?Learn how the Boston-based life science company is disrupting the drug development industry.
WatchAugust 2023 Change as a growth driverWe live in changing times. And that will create opportunities for long-term growth investors.
Read more27 minutesAugust 2023 Growth investing across decadesMark Urquhart discusses the science and art of picking growth stocks with enduring potential.
Read moreJuly 2023 Positive Change Impact Report 2022If impact and investing go together, it is important to understand the difference we make.
Read moreJuly 2023 Navigating a turbulent TurkeyTurkey may be volatile, but there’s opportunity in currency forwards and competitive companies
Read more11 MIN WatchJuly 2023 Global Income Growth Q2 updateThe Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
Watch18 MIN WatchJuly 2023 Long Term Global Growth Q2 updateThe Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchJuly 2023 Global Alpha Q2 updateThe Global Alpha team reflects on recent performance, portfolio changes, and market developments.
Watch11 MIN WatchJuly 2023 Health Innovation Q2 updateThe Health Innovation team reflects on recent performance, portfolio changes, and market developments.
Watch14 MIN WatchJuly 2023 US Equity Growth Q2 updateThe US Equity Growth team reflects on recent performance, portfolio changes, and market developments.
Watch18 MIN WatchJuly 2023 Emerging Markets Q2 updateThe Emerging Markets team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchJuly 2023 China Q2 updateThe China team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchJuly 2023 Sustainable Growth Q2 updateThe Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.
Watch19 MIN WatchJuly 2023 Positive Change Q2 updateThe Positive Change team reflects on recent performance, portfolio changes, and market developments.
Watch3 MIN WatchJune 2023 What does Northvolt do?Learn how the Swedish battery company Northvolt is driving change in the EV industry
WatchApril 2023 Indonesia powers a green transitionThe island nation’s natural wealth makes it crucial to a low-carbon future.
Read more26 minutesJune 2023 Actual investing: the test of timeStuart Dunbar reflects on the long-term case for Actual investing.
Read more3 MIN WatchJune 2023 Active, low-turnover investingInvestment Manager Marina Record on finding great companies and supporting them for the long term.
Watch3 MIN WatchJune 2023 Growth investingClient Director Stuart Dunbar on finding the under-appreciated companies that may grow in the long term.
Watch3 MIN WATCHJune 2023 Investment researchInvestment Manager Paulina McPadden on how asking big questions and working with academics can help us to better understand pioneering businesses.
Watch2 MIN WatchJune 2023 Asymmetric returnsInvestment Manager Douglas Brodie on finding exceptional companies and long-term thinking.
Watch3 MIN WATCHJune 2023 Long-termismInvestment Manager Kate Fox on long-term investing, adaptability and not getting caught up in stock market fluctuations.
Watch3 MIN WatchJune 2023 ESGHead of ESG Catherine Flockhart on our ESG-focused portfolios and the importance of bottom-up analysis.
WatchJune 2023 ESG Principles and GuidelinesHow do we consider governance and sustainability matters when managing our clients’ capital?
Read moreMay 2023 Emerging Markets Monthly Insights – May 2023Qian Zhang reflects on the challenges facing Chinese innovation.
Read more36 MIN WatchMay 2023 Asia ex Japan manager updateRoderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.
Watch15 MIN WatchMay 2023 China A Shares: in conversationInvestor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
Watch37 MIN WatchMay 2023 European Equities: reflections and OpportunitiesChris Davies discusses opportunities for European Equities following a challenging 18 months.
WatchApril 2023 The changing face of growthBy investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
Read moreApril 2023 From Y to Z: Japan’s online powerhouseHow Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
Read more13 MIN WatchApril 2023 Positive Change Q1 updatePositive Change Team reflects on recent performance, portfolio changes, and market developments.
Watch11 MIN WatchApril 2023 Global Alpha Q1 updateGlobal Alpha Team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchApril 2023 Long Term Global Growth Q1 investment updateLong Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
Watch18 MIN WatchApril 2023 Sustainable Growth Q1 updateSustainable Growth Team reflects on recent performance, portfolio changes, and market developments.
Watch16 MIN WatchApril 2023 US Equities Q1 updateUS Equities Team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchApril 2023 Emerging Markets Q1 updateEmerging Markets Team reflects on recent performance, portfolio changes, and market developments.
WatchApril 2023 Rethinking renewablesResearch suggesting faster-than-expected adoption has far-reaching consequences for investors.
Read moreMarch 2023 Japan’s place in the chip marketThe Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.
Read more23 MIN ListenMarch 2023 20 years of International Growth podcastThrough two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.
ListenMarch 2023 Climeworks: fighting global warmingClimeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
Read moreApril 2023 Europe’s new growth starsThree companies helping turn the continent from an innovation backwater to a hotspot.
Read more41 MIN WatchMarch 2023 Webinar: the SAINTS approachCo-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.
WatchMarch 2023 Four questions for growth investorsInvestors must find companies with the key qualities needed to thrive in a stormy economy.
Read moreFebruary 2023 MercadoLibre: a lesson in innovationInvestment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
Read more52 MIN WatchFebruary 2023 Japan Growth: Asia’s resurgenceDespite the turbulence of last year there are reasons to be optimistic about Japanese companies.
WatchFebruary 2023 Japan: setbacks or permanent change?Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
Read moreJanuary 2023 Beauty secrets: sharing Shiseido’s storyMasahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Read more10 MIN WatchJanuary 2023 Insights: investment research in JapanJapan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
Watch42 MIN WatchJanuary 2023 Webinar: Japan Trust and CitywireThough 2022 was tough for investing, hope remains that Japanese companies can overcome a challenging backdrop.
WatchJanuary 2023 Why excess global savings matterThe savings surplus affects companies that want to issue financial assets to fund investment.
Read more23 MIN ListenJanuary 2023 What’s next for growth stocks?Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
ListenJanuary 2023 The robots are comingRobots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
Read moreJanuary 2023 The inflation debateA temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.
Read moreJanuary 2023 Asia and energy transitionExploring the emerging energy opportunities in Asia.
Read moreJanuary 2023 The productivity surge of the 2020sAre the days of productivity growth over? The Multi Asset Team does not think so.
Read moreDecember 2022 Japan Stewardship Report 2022For the year ended September 2022.
Read moreDecember 2022 ASML: advancing chips to new limitsThe Dutch firm driving progress by making it possible to create more intricate computer chips.
Read more36 MIN WatchDecember 2022 Asia ex Japan: Portfolio manager updateClient director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.
WatchDecember 2022 Chip WarHow semiconductors bring a competitive world together.
Read moreNovember 2022 The dawn of artificial intelligenceHow AI is disrupting all kinds of industries, creating investment opportunities in its wake.
Read moreNovember 2022 Japan trip reflectionsLess foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
Read more18 MIN WatchNovember 2022 China A-shares – manager updateSophie Earnshaw, manager of the China A-share Strategy, shares how she balances opportunity and risk in China.
WatchNovember 2022 Solving the antimicrobial crisisIf we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
Read more4 MIN WatchNovember 2022 Manager insights: Pacific HorizonPacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.
WatchNovember 2022 Investing in net zeroDetail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
Read moreOctober 2022 Nintendo: investing in the home of MarioWhy Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
Read more34 MIN WatchOctober 2022 Europe: why now?Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.
WatchSeptember 2022 Tapping global brainpowerHow Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
Read moreSeptember 2022 Growth investing: hunting the outliersIt’s not about growth or value. It’s about the few companies that drive stock market returns.
Read moreJuly 2022 A smörgåsbord of innovation.Sweden tops the charts for original thinking, from family businesses to founder-run companies.
Read more21 MIN ListenJuly 2022 North Stars: why are Swedish companies world leaders?It’s a small country with lots of innovative businesses. Stephen Paice explores what’s so great about Sweden.
ListenJune 2022 Why patience mattersEndurance and imagination are key ingredients for quality growth investing.
Read moreJuly 2022 What makes companies resilient to inflation?Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
Read moreJune 2022 TransformationsThe LTGG Team explore eight themes that will be key to the next 20 years of transformational growth.
Read moreMay 2022 India’s data-driven growth stocks.Pacific Horizon spots investment opportunities in a smartphone-transformed nation.
Read moreMay 2022 Emerging Markets: the possibilistUnderstanding the difference between pessimism and possibility in Emerging Markets.
Read moreNovember 2021 The real case for ChinaWillingness to change gives Chinese firms an innovation advantage.
Read moreNovember 2021 Joining forces to achieve net zero.Baillie Gifford signs up to an asset managers initiative as COP26 begins.
Read moreOctober 2021 China’s gen Z+How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 Lessons from BessembinderWhat a US academic taught us about the companies that outperform.
Read moreLong ReadOctober 2021 Looking back going forwardIn this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.
Read moreSeptember 2022 Archived Private company pursuitsWhy Scottish Mortgage keeps investing in unlisted companies.
Read moreJuly 2022 Archived The search for ‘jumper-stretching’ stocksTim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
Read moreJune 2022 Archived Why it’s not over for growth stocks.Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
Read more35 MIN WatchMay 2022 Archived Asia ex Japan: Portfolio Manager Update.Join Roddy Snell and Ben Durrant to discuss current views and portfolio positioning for the Asia ex Japan strategy and learn why we continue to believe this is the most attractive region globally for growth investors.
WatchFebruary 2022 Archived Long-term investing and market volatility.James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
Read moreNovember 2021 Archived How to surf the waves of growthGood investing takes quick reactions as well as a long-term vision.
Read moreAugust 2021 Archived Hyper-connected NetworksWhat’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
Read moreSeptember 2020 Archived China - adjusting the lensThe future is inherently uncertain, but the acceleration of disruption, developments in innovation and shifts in consumption patterns will create winners and losers. China will play a critical role.
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