Insights
We share our insights on a variety of topics including investing for the long term, healthcare, technology and the global economy.
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ReadNovember 2021Mapping Veganville.
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
Read moreReadOctober 2021China’s Gen Z+.
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreReadOctober 2021Lessons from Bessembinder.
What a US academic taught us about the companies that outperform.
Read moreReadOctober 2021India’s ‘missing’ female workers.
Women dropping out of employment should weigh on investors’ minds.
Read moreReadOctober 2021Supporting ESG improvers.
Investors can have the most impact by focusing on sustainability laggards, not leaders.
Read moreReadOctober 2021Misguided metrics.
Why emerging markets firms struggle to get high ESG scores.
Read moreReadOctober 2021Time travel investing.
Evaluating emerging market stocks by taking a mental leap into the future.
Read moreWatchSeptember 2021Disruption Week: Investing in Firms Shaping the World of Tomorrow.
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.
WatchReadAugust 2021James Anderson Selects Five for the Future.
James discusses the big themes for the future and says the most interesting companies that could prevail are still private.
Read moreReadApril 2021The Future of Mobility - Part 2.
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.
Read moreReadApril 2021The Future of Mobility - Part 3.
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.
Read moreReadApril 2021The Future of Mobility - Part 4.
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.
Read moreReadApril 2021The Future of Mobility - Part 1.
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.
Read moreReadMarch 2021Humans, a Growth Species.
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.
Read moreReadMarch 2021Actual ESG.
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
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