Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.

By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.

We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.

Stock market falls can create rich pickings for the optimistic investor.

Four ways to consider growth companies’ ability to deal with rising prices.

How the group gives its creatives the freedom to spark love-it-hate-it reactions.

Opportunities in the gloom, radical change, inflation resilience and more from our fund teams.

It’s not about growth or value. It’s about the few companies that drive stock market returns.

Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.

Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.

The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.

Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.

How the 18th-century mathematician lost a fortune to groupthink.

In volatile markets, our investment trust managers focus on being on the right side of structural change.

Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?

Why new ideas will continue to spur on wealth and wellbeing.

Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.

Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.

Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.

James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.

Good investing takes quick reactions as well as a long-term vision.

Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.

Equity investing in times of catastrophic change.

New opportunities for income investors seeking growth and steady payouts.

The firms doing pioneering work to produce renewable energy and eco-friendlier transport.

Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.

Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.

Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.

Willingness to change gives Chinese firms an innovation advantage.

Good investing takes quick reactions as well as a long-term vision.

Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.

Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.

Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.

Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.

Find out why small companies are one of the richest hunting grounds for long-term growth investors.

Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.

The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.

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.

Dawn Murdoch, client service manager, speaks to the chair of Baillie Gifford’s China Product Group Ben Buckler. Buckler sheds some light on what he thinks are the most exciting aspects of China today, and how we balance the opportunities and the risks moving forward.

On the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.

The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.

Featuring the news and views of the teams involved in running our funds.

In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.

This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.

Investment manager Lee Qian learned first-hand the difference growth made to China. He explains how innovative firms can help nurture economic expansion, while creating a more sustainable world.

Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive. During 2020 your Strategic Bond Fund has sought to invest in businesses that can do just that.

How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.

The complexity of assessing societal impact shouldn’t deter investors from looking at a company from every angle, argues Marianne Harper Gow.

China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.

With charities facing pandemic-driven uncertainty over future funding, the need for investment income has been magnified. Anthony Dickson outlines some of the options and explains the benefits of focusing on ethical investments that combine a rising income with sustainable growth.

Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.

We are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.

For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.

You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.

Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.

The true meaning of investment has been buried in a flurry of jargon, pseudo-science and fixation on quarterly results. Baillie Gifford partner Stuart Dunbar backs a return to basics.

We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.

Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen remains a fan. And he explains why, insisting this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.

The best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.

Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.

In a time of great uncertainty, staying positive is easier said than done. Amidst the personal and professional challenges we all face, it can be hard to remain optimistic. Our experience of investing for Positive Change tells us that optimism is the only way forward.

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.

We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.

Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.

The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.

Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.

An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.

Toby Ross on how we engage on responsible taxation.

Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.

Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it.

With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.

In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.

As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.

The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.

The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.

The task in hand is to remind our clients what investing actually means. Stuart Dunbar makes a passionate plea for 'actual' managers to demonstrate that we have our clients' best interests at heart.

Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future.

Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future.

Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.

Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.

Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking.

Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.

Although widely admired for intelligent, insightful writing that engages readers, this page-turner has never featured on literary bestseller lists. Nor has there been a scramble for the film rights. But Baillie Gifford’s Trust magazine is a classic in its genre, having earned many plaudits and industry awards.