Insights

Solar power and cheap green energy makes for a promising future.

New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.

Investing in great growth companies to make a big difference.

Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.

For Global Stewardship, climate opportunities go hand in hand with climate challenges

Today’s investment managers should support companies doing the most to benefit society.

Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.

The use of information science to unlock biology is revolutionising our health and wellbeing.

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

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

What a US academic taught us about the companies that outperform.

Women dropping out of employment should weigh on investors’ minds.

Investors can have the most impact by focusing on sustainability laggards, not leaders.

Why emerging markets firms struggle to get high ESG scores.

Evaluating emerging market stocks by taking a mental leap into the future.

At Baillie Gifford, we don’t focus on the present. We focus on what the world could look like in 15- or 20-years’ time. We focus on how our needs and expectations are evolving and what they might look like in the future. We explore the industries in which disruption and innovation are creating change, and we dedicate ourselves to finding the companies driving this change. Watch this animation to find out more.

James discusses the big themes for the future and says the most interesting companies that could prevail are still private.

A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.

A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.

A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.

A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.

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.

Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.

This webinar, moderated by Mark Urquhart, head of our Long Term Global Growth Team, includes an update from the STOPCOVID team based at Edinburgh University. STOPCOVID is a global initiative to harness and progress medical science across sectors to improve treatments and end the pandemic. We hear from Kev Dhaliwal, Professor of Molecular Imaging and Healthcare Technology and Honorary Consultant in Respiratory Medicine.

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

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

Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.

James Anderson discusses what we can learn about the effects of the coronavirus. Drawing on the work of experts such as Hans Rosling, James explores the monetary and fiscal transformation we are going through, concluding that the days of neo-liberalism are numbered. James also looks at what the crisis means for equity investors, asking what investments are now more valuable, and assesses the shift of global power towards Asia.

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.

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

Civil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.

How we govern ourselves and support society.