Quarterly investment updates

The latest Investment Updates from the Baillie Gifford strategy teams.

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  1. Global Alpha Q3 update

    Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video6 minutes
  2. Positive Change Q3 update

    Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  3. China Q3 investment update

    Investment manager Linda Lin reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video0 minute
  4. Japanese Equities Q3 update

    Investment specialist Alison Henry reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  5. Discovery Q3 update

    Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  6. European Equities Q3 update

    Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video6 minutes
  7. US Equity Growth Q3 update

    Investment specialist Ben James reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  8. Long Term Global Growth Q3 update

    Investment specialist Jonny Greenhill reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  9. Sustainable Growth Q3 update

    Investment manager Toby Ross reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video8 minutes
  10. Global Income Growth Q3 update

    Investment manager Alistair Way reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  11. Emerging Markets Q3 update

    Investment manager Ben Durrant reflects on recent performance, portfolio changes and market developments over the last quarter.
    October 2025
    Video7 minutes
  12. UK Core Q3 update

    Investment manager James Smith reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video5 minutes
  13. UK Alpha Q3 update

    Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video6 minutes
  14. Sustainable Growth Q2 update

    Investment manager Katherine Davidson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video7 minutes
  15. UK Alpha Q2 update

    Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video5 minutes
  16. US Equity Growth Q2 update

    Investment manager Gary Robinson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video8 minutes
  17. UK Core Q2 update

    Investment manager Iain McCombie reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video5 minutes
  18. US Alpha Q2 update

    Investment manager Sacha Meyers reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  19. Japan Growth Q2 update

    Investment manager Donald Farquharson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video8 minutes
  20. Long Term Global Growth Q2 update

    Investment manager Mark Urquhart reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  21. Positive Change Q2 update

    Investment manager Lee Qian reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  22. Global Alpha Q2 update

    Investment manager Helen Xiong reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  23. Emerging Markets Q2 update

    Investment manager Will Sutcliffe reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  24. Private Companies Q2 update

    Investment manager Tara Sallis reflects on recent portfolio changes and market developments.
    July 2025
    Video4 minutes
  25. Japan All Cap Q2 update

    Investment manager Jared Anderson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video7 minutes
  26. Discovery Q2 update

    Investment manager Douglas Brodie reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video5 minutes
  27. European Equities Q2 update

    Investment manager Chris Davies reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  28. Global Income Growth Q2 update

    Investment manager Ross Mathison reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video7 minutes
  29. China Q2 investment update

    Investment manager Sophie Earnshaw reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  30. US Alpha Q1 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video9 minutes
  31. US Equity Growth Q1 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  32. Japan Growth Q1 update

    The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  33. Positive Change Q1 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video11 minutes
  34. Discovery Q1 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video12 minutes
  35. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.
    April 2025
    Video13 minutes
  36. Japan All Cap Q1 update

    The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  37. Sustainable Growth Q1 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video12 minutes
  38. UK Core Q1 update

    The UK Core Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video11 minutes
  39. UK Alpha Q1 update

    The UK Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  40. European Equities Q1 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video7 minutes
  41. Global Alpha Q1 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video9 minutes
  42. Global Income Growth Q1 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  43. Long Term Global Growth Q1 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video8 minutes
  44. China Q1 investment update

    The China Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video12 minutes
  45. Long Term Global Growth Q4 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  46. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video12 minutes
  47. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video16 minutes
  48. European Equities Q4 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  49. Sustainable Growth Q4 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video9 minutes
  50. US Alpha Q4 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  51. US Equity Growth Q4 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  52. Global Income Growth Q4 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video13 minutes
  53. Japan Growth Q4 update

    The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  54. Japan All Cap Q4 update

    The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  55. Positive Change Q4 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  56. Private Companies Q4 update

    The Private Companies Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  57. Discovery Q4 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video12 minutes
  58. Global Alpha Q4 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  59. UK Core Q4 update

    The UK Core Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes

Recent updates

  1. Global Alpha Q3 update

    Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video6 minutes
  2. Positive Change Q3 update

    Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  3. China Q3 investment update

    Investment manager Linda Lin reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video0 minute
  4. Japanese Equities Q3 update

    Investment specialist Alison Henry reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  5. Discovery Q3 update

    Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  6. European Equities Q3 update

    Investment specialist Thomas Hodges reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video6 minutes
  7. US Equity Growth Q3 update

    Investment specialist Ben James reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  8. Long Term Global Growth Q3 update

    Investment specialist Jonny Greenhill reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  9. Sustainable Growth Q3 update

    Investment manager Toby Ross reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video8 minutes
  10. Global Income Growth Q3 update

    Investment manager Alistair Way reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes
  11. Emerging Markets Q3 update

    Investment manager Ben Durrant reflects on recent performance, portfolio changes and market developments over the last quarter.
    October 2025
    Video7 minutes
  12. UK Core Q3 update

    Investment manager James Smith reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video5 minutes
  13. UK Alpha Q3 update

    Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video6 minutes
  14. Sustainable Growth Q2 update

    Investment manager Katherine Davidson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video7 minutes
  15. UK Alpha Q2 update

    Investment manager Milena Mileva reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video5 minutes
  16. US Equity Growth Q2 update

    Investment manager Gary Robinson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video8 minutes
  17. UK Core Q2 update

    Investment manager Iain McCombie reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video5 minutes
  18. US Alpha Q2 update

    Investment manager Sacha Meyers reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  19. Japan Growth Q2 update

    Investment manager Donald Farquharson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video8 minutes
  20. Long Term Global Growth Q2 update

    Investment manager Mark Urquhart reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  21. Positive Change Q2 update

    Investment manager Lee Qian reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  22. Global Alpha Q2 update

    Investment manager Helen Xiong reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  23. Emerging Markets Q2 update

    Investment manager Will Sutcliffe reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  24. Private Companies Q2 update

    Investment manager Tara Sallis reflects on recent portfolio changes and market developments.
    July 2025
    Video4 minutes
  25. Japan All Cap Q2 update

    Investment manager Jared Anderson reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video7 minutes
  26. Discovery Q2 update

    Investment manager Douglas Brodie reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video5 minutes
  27. European Equities Q2 update

    Investment manager Chris Davies reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  28. Global Income Growth Q2 update

    Investment manager Ross Mathison reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video7 minutes
  29. China Q2 investment update

    Investment manager Sophie Earnshaw reflects on recent performance, portfolio changes and market developments.
    July 2025
    Video6 minutes
  30. US Alpha Q1 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video9 minutes
  31. US Equity Growth Q1 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  32. Japan Growth Q1 update

    The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  33. Positive Change Q1 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video11 minutes
  34. Discovery Q1 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video12 minutes
  35. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.
    April 2025
    Video13 minutes
  36. Japan All Cap Q1 update

    The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  37. Sustainable Growth Q1 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video12 minutes
  38. UK Core Q1 update

    The UK Core Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video11 minutes
  39. UK Alpha Q1 update

    The UK Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  40. European Equities Q1 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video7 minutes
  41. Global Alpha Q1 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video9 minutes
  42. Global Income Growth Q1 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video10 minutes
  43. Long Term Global Growth Q1 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video8 minutes
  44. China Q1 investment update

    The China Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Video12 minutes
  45. Long Term Global Growth Q4 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  46. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video12 minutes
  47. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video16 minutes
  48. European Equities Q4 update

    The European Equities Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  49. Sustainable Growth Q4 update

    The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video9 minutes
  50. US Alpha Q4 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  51. US Equity Growth Q4 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  52. Global Income Growth Q4 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video13 minutes
  53. Japan Growth Q4 update

    The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  54. Japan All Cap Q4 update

    The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  55. Positive Change Q4 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  56. Private Companies Q4 update

    The Private Companies Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes
  57. Discovery Q4 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video12 minutes
  58. Global Alpha Q4 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video10 minutes
  59. UK Core Q4 update

    The UK Core Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video11 minutes

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