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  1. Algorithmic alchemy: investing with optimism in AI

    How artificial intelligence creates growth opportunities and ways for us to serve you better.
    April 2024
    Article7 minutes
  2. 30 years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    April 2024
    Article15 minutes
  3. High-calibre emerging markets firms

    Why it’s a promising time to invest in exceptional emerging markets companies
    April 2024
    Article4 minutes
  4. Tilting the odds in your favour

    The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
    April 2024
    Article8 minutes
  5. Investing in UK water

    The companies transforming the UK’s water infrastructure.
    April 2024
    Article3 minutes
  6. Five years of health innovation

    Investors take note: technology and innovation are revolutionising treatments and patient care.
    March 2024
    Article10 minutes
  7. Moncler: from mountain to street

    How the outerwear pioneer innovated its way into the fashion elite.
    March 2024
    Article4 minutes
  8. Novo Nordisk: tipping the scales

    Charting how a century of innovation led to a game-changing weight-loss treatment.
    March 2024
    Article4 minutes
  9. The fresh face of Japanese finance

    New online services are transforming Japanese financial habits.
    March 2024
    Article4 minutes
  10. The US building bonanza

    America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.
    March 2024
    Article4 minutes
  11. Mathematical equations scripted in chalk on a dark green blackboard

    Lessons from the laws

    Investment managers share some of the economic laws that guide their decision-making.
    March 2024
    Article4 minutes
  12. Vietnam: Asia’s rising star

    Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.
    March 2024
    Article5 minutes
  13. AI: intelligence everywhere

    Why AI could be the printing press of intelligence.
    March 2024
    Article4 minutes
  14. The money migrators

    How cross-border payments company Remitly takes the tension out of cash transfers.
    March 2024
    Article4 minutes
  15. Starlink’s Space-based broadband

    How the SpaceX subsidiary is turning internet deserts into online oases
    March 2024
    Article5 minutes
  16. Illustration of a dark figure pushing an umbrella against rain, light surrounds the figure within the shelter of the umbrella, creating a face shape where the light meets the dark umbrella

    The founder factor

    Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.
    March 2024
    Article4 minutes
  17. Climeworks: digging deeper for climate solutions

    A small holding with a long-term climate goal.
    March 2024
    Article4 minutes
  18. Positive Conversations 2023

    The Positive Change Team’s ESG and engagement report shows the difference talking can make.
    February 2024
    Article64 minutes
  19. Stock story: Pinduoduo

    The innovative ecommerce company poised to take advantage of China’s large consumer base.
    February 2024
    Video4 minutes
  20. All aboard the growth train

    Why do we prefer growth stocks despite the lure of shorter-term assets?
    February 2024
    Article4 minutes
  21. Positive Change: a review of 2023

    A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.
    February 2024
    Article7 minutes
  22. How dividend growth signals compounding

    Investor James Dow explains why dividend growth indicates a company can compound its earnings.
    February 2024
    Article5 minutes
  23. A new recipe for weight loss

    The huge growth potential of Novo Nordisk’s anti-obesity medicines.
    February 2024
    Article27 minutes
  24. Moderna: designing drugs on a computer

    Can scientists meet unmet health needs by writing code to help the body heal itself?
    January 2024
    Article4 minutes
  25. The AI paradigm shift

    Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
    January 2024
    Article5 minutes
  26. Niches, anomalies, and things to come

    How can we spot large growth opportunities at the stage when others dismiss them as fads?
    January 2024
    Article5 minutes
  27. Lessons from evolutionary biology

    Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
    January 2024
    Article6 minutes
  28. Enduring good

    What values are important to you? And are they reflected in your investments?
    January 2024
    Article9 minutes
  29. The 3 traits of great growth stocks

    Why real-world problem solving, financial discipline and adaptability are critical to growth.
    January 2024
    Podcast29 minutes
  30. Making sense of social

    Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
    March 2024
    Article8 minutes
  31. Stock story: SoftBank

    Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.
    December 2023
    Video4 minutes
  32. How Amazon pioneered a new path

    The new wave of companies blending physical and digital processes together.
    December 2023
    Podcast27 minutes
  33. Avoided emissions methodology

    Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
    December 2023
    Article
  34. HelloFresh: changing how people eat forever

    HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
    December 2023
    Article
  35. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  36. Why growth, why now?

    Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
    December 2023
    Article17 minutes
  37. South-east Asia’s new export stars

    Unearthing growth companies in Vietnam, Indonesia and Thailand.
    December 2023
    Article
  38. Small caps: Beyond the myths

    Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
    November 2023
    Article
  39. China revisited

    Lawrence Burns explores the new landscape of opportunity.
    November 2023
    Article
  40. Spotting the stars amid a surge

    Rising Japanese markets are flattering old-style companies: better to look for long-term growth.
    November 2023
    Document
  41. Innovation’s drumbeat

    Charting how technological progress and prosperity march together.
    November 2023
    Article5 minutes
  42. Aurora: the technology company transforming trucking

    The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.
    November 2023
    Article
  43. Emerging markets – why bother?

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article
  44. A net zero initiative update

    A reflection on Baillie Gifford’s commitment to the climate transition.
    November 2023
    Article
  45. When software meets steel

    The ‘next wave’ of companies, mixing the digital and physical realms.
    Disruption Week 2023
    Article4 minutes
  46. Nuclear comeback

    Could smaller reactors and fusion power herald a new atomic age?
    Disruption Week 2023
    Article4 minutes
  47. AI: a long-term perspective

    Why investors must put the rise of ChatGPT and other generative AI in context.
    Disruption Week 2023
    Article4 minutes
  48. Climate change: imagining the future

    The years ahead are uncertain, but we can turn that to our advantage.
    Disruption Week 2023
    Article4 minutes
  49. Adding value from climate change

    Companies addressing climate change could create huge societal and economic value over time.
    November 2023
    Article2 minutes
  50. Legally bond: finding underestimated resilience

    By keeping an open mind, we hope to find opportunities other credit investors might overlook.
    November 2023
    Article2 minutes
  51. Japan’s new growth opportunities

    Seeking the entrepreneurial firms that could sustain the country’s rally.
    November 2023
    Article
  52. How Microsoft got its mojo back

    By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.
    November 2023
    Article
  53. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article
  54. How Alnylam nips disease in the bud

    The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
    October 2023
    Article
  55. Climate futures: preparing for uncertainty

    How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
    October 2023
    Video56 minutes
  56. Can we mine sustainably?

    Minerals are key to the energy transition. We believe mining responsibly will bring rewards.
    October 2023
    Article2 minutes
  57. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes
  58. ESG: beyond the growing pains

    Why considering environmental, social and governance factors helps us pursue long-term returns.
    September 2023
    Article
  59. Joiners’ mate

    Iain McCombie on how Howdens’ kitchens won the building trade’s trust.
    September 2023
    Article
  60. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  61. Three climate change scenarios

    Considering different ways global warming and a transition to new energy sources might occur.
    September 2023
    Article5 minutes
  62. Disruption Week 2023

    Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
    September 2023
    Video1 minute
  63. What is private company investing?

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    September 2023
    Video8 minutes
  64. Stock story: Kering

    Find out what makes luxury fashion conglomerate Kering stand out from the competition.
    August 2023
    Video4 minutes
  65. What does Moderna do?

    Learn how the Boston-based life science company is disrupting the drug development industry.
    August 2023
    Video4 minutes
  66. The secrets of enduring growth

    Toby Ross reveals the four signs that a company’s growth might endure for decades.
    August 2023
    Article9 minutes
  67. Change as a growth driver

    We live in changing times. And that will create opportunities for long-term growth investors.
    August 2023
    Article
  68. Growth investing across decades

    Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
    August 2023
    Article27 minutes
  69. Adapting to survive – and thrive

    Using a fighter pilot’s business strategy can help a company orient itself amid change.
    August 2023
    Article
  70. Positive Change Impact Report 2022

    If impact and investing go together, it is important to understand the difference we make.
    July 2023
    Article
  71. Stock stories: Climeworks

    Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.
    July 2023
    Video3 minutes
  72. Multi Asset quarterly update

    James Squires reflects on the current environment influencing Multi Asset portfolios.
    July 2023
    Video32 minutes
  73. Navigating a turbulent Turkey

    Turkey may be volatile, but there’s opportunity in currency forwards and competitive companies
    July 2023
    Article
  74. The real deal in property

    In a challenging environment, discover a European property sector company bucking the trend.
    July 2023
    Article
  75. Global Income Growth Q2 update

    The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  76. International Alpha Q2 update

    The International Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  77. Strategic Bond Q2 update

    The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  78. International Concentrated Growth Q2 update

    The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video8 minutes
  79. Long Term Global Growth Q2 update

    The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  80. Global Alpha Q2 update

    The Global Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  81. Health Innovation Q2 update

    The Health Innovation team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  82. US Equity Growth Q2 update

    The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video14 minutes
  83. International Growth Q2 update

    The International Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video13 minutes
  84. Emerging Markets Q2 update

    The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  85. International All Cap Q2 update

    The International All Cap team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video12 minutes
  86. China Q2 update

    The China team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  87. Sustainable Growth Q2 update

    The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  88. Positive Change Q2 update

    The Positive Change team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video19 minutes
  89. UK Equity Core Q2 update

    The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video10 minutes
  90. Eating better to save ourselves

    Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
    June 2023
    Video60 minutes
  91. What does Northvolt do?

    Learn how the Swedish battery company Northvolt is driving change in the EV industry
    June 2023
    Video3 minutes
  92. Why now for multi-asset investing

    Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
    June 2023
    Article
  93. Actual investing: the test of time

    Stuart Dunbar reflects on the long-term case for Actual investing.
    June 2023
    Article26 minutes
  94. Making health insurance manageable

    How Elevance Health uses its scale to smooth a path through the US health system’s maze.
    June 2023
    Article
  95. Moderna’s new challenge

    The mRNA technology behind the Covid vaccine is being directed against other diseases.
    June 2023
    Article
  96. Discovery: a view from the frontiers

    Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.
    June 2023
    Article
  97. Asia ex Japan manager update

    Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.
    May 2023
    Video36 minutes
  98. Climate change innovators

    How Positive Change targets companies at the forefront of tackling carbon emissions.
    May 2023
    Article
  99. China A Shares: in conversation

    Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
    May 2023
    Video15 minutes
  100. Why the long-term matters

    There’s safety in being one of the crowd but it could stop you from seeing potential rewards.
    May 2023
    Article
  101. Indonesia powers a green transition

    The island nation’s natural wealth makes it crucial to a low-carbon future.
    April 2023
    Article
  102. Finding Brazil’s social innovators

    Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
    April 2023
    Article
  103. Multi Asset quarterly update

    Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
    April 2023
    Video31 minutes
  104. The changing face of growth

    By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
    April 2023
    Article
  105. From Y to Z: Japan’s online powerhouse

    How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
    April 2023
    Article
  106. Adyen: pioneer of payments

    The Dutch firm making everyday payments fast and friction-free.
    April 2023
    Article
  107. Positive Change Q1 update

    Positive Change Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video13 minutes
  108. Global Alpha Q1 update

    Global Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video11 minutes
  109. Long Term Global Growth Q1 investment update

    Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  110. Sustainable Growth Q1 update

    Sustainable Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video18 minutes
  111. US Equities Q1 update

    US Equities Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  112. Emerging Markets Q1 update

    Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  113. International Growth Q1 update

    International Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video9 minutes
  114. International Alpha Q1 update

    International Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video8 minutes
  115. International All Cap Q1 update

    International All Cap Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  116. International Concentrated Growth Q1 update

    International Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video10 minutes
  117. Recursion Pharmaceuticals: finding new drugs using data science

    How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
    April 2023
    Article
  118. Rethinking renewables

    Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
    April 2023
    Article
  119. Japan’s place in the chip market

    The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.
    March 2023
    Article
  120. 20 years of International Growth podcast

    Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.
    March 2023
    Podcast23 minutes
  121. Climeworks: fighting global warming

    Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
    March 2023
    Article
  122. Ocado’s robot revolution

    The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
    March 2023
    Article
  123. AI Superpowers

    Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
    April 2023
    Article
  124. Positive Conversations 2022

    We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
    March 2023
    Article
  125. Denali Therapeutics: rising to the challenge of brain disease

    Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.
    March 2022
    Article
  126. Four questions for growth investors

    Investors must find companies with the key qualities needed to thrive in a stormy economy.
    March 2023
    Article
  127. Sustainable growth: an introduction

    ESG investing is broken. Changing our approach could open up opportunities for better returns.
    March 2023
    Video45 minutes
  128. Positive Conversations 2022

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    February 2023
    Document
  129. Why small is big in Japan

    Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
    February 2023
    Podcast21 minutes
  130. LTGG investor update – January 2023

    LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
    February 2023
    Video21 minutes
  131. Nothing lasts forever

    Why international equity markets shouldn’t be forgotten.
    February 2023
    Article
  132. Teleportation: just a Zipline away

    Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
    February 2023
    Article
  133. MercadoLibre: a lesson in innovation

    Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
    February 2023
    Article
  134. Sustainable investing in the health sector

    The Health Innovation team on ESG, the future of medicine and making a positive global impact.
    February 2023
    DocumentLong read
  135. Making sense of the metaverse

    Author Matthew Ball on the next-generation internet and the companies building its foundations.
    February 2023
    Article
  136. Japan Growth: Asia’s resurgence

    Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.
    February 2023
    Video52 minutes
  137. Re-awakening utilities

    Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.
    February 2023
    Article
  138. Japan: setbacks or permanent change?

    Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
    February 2023
    Article
  139. Beauty secrets: sharing Shiseido’s story

    Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
    January 2023
    Article
  140. Global Alpha Research Agenda 2023

    How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
    January 2023
    Article
  141. Resilient growth for the long term

    Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.
    January 2023
    Video4 minutes
  142. Insights: investment research in Japan

    Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
    January 2023
    Video10 minutes
  143. What’s next for growth stocks?

    Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
    January 2023
    Podcast23 minutes
  144. Asia and energy transition

    Exploring the emerging energy opportunities in Asia.
    January 2023
    Article
  145. China’s changing automotive landscape

    The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
    January 2023
    Article
  146. AI: Frightening or fascinating?

    Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
    December 2022
    Podcast28 minutes
  147. ASML: advancing chips to new limits

    The Dutch firm driving progress by making it possible to create more intricate computer chips.
    December 2022
    Article
  148. Asia ex Japan: Portfolio manager update

    Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.
    December 2022
    Video36 minutes
  149. Chip War

    How semiconductors bring a competitive world together.
    December 2022
    Article
  150. A dose of innovation

    Your money or your health. Marina Record asks if society is ready to pay for health innovation.
    December 2022
    Article
  151. UK equities: Home focus

    Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.
    December 2022
    Article
  152. The dawn of artificial intelligence

    How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
    November 2022
    Article
  153. Disrupting heart disease

    Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
    November 2022
    Podcast24 minutes
  154. Japan trip reflections

    Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
    November 2022
    Article
  155. Solving the antimicrobial crisis

    If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
    November 2022
    Article
  156. Positive Change update

    Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
    November 2022
    Video31 minutes
  157. Investing in net zero

    Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
    November 2022
    Article
  158. Nintendo: investing in the home of Mario

    Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
    October 2022
    Article
  159. Seizing advantage in EM bonds

    Extreme price movements in EM bonds bring potential for high returns, so investing in them could bring rewards.
    October 2022
    Video4 minutes
  160. A theory of radical change

    Why a ‘deep transition’ may have started to deliver a more sustainable age.
    October 2022
    Article
  161. Multi Asset quarterly update

    Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.
    October 2022
    Video30 minutes
  162. Rethinking where growth comes from

    Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
    October 2022
    Article
  163. Japanese Equities update

    Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.
    October 2022
    Video60 minutes
  164. 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.
    October 2022
    Video34 minutes
  165. Health Innovation: an update with the managers

    Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.
    October 2022
    Video44 minutes
  166. Creating impact

    How the Positive Change Strategy backs firms tackling social and environmental challenges.
    September 2022
    Article
  167. Tapping global brainpower

    How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
    September 2022
    Article
  168. A simple theory: Einstein’s lesson for investors

    Einstein observed that simple is best. Robert Baltzer explains why this is true for investing.
    September 2022
    Document
  169. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    September 2022
    Article
  170. Small islands, lots of energy

    How Orkney’s renewable energy projects can inform our investment choices.
    September 2022
    Article
  171. Defining impact

    The US Equities team discuss ESG and effective growth investing.
    September 2022
    Article
  172. Snippets from the archives

    Key insights from the International All Cap Strategy picked from the past 30 years.
    September 2022
    Article
  173. Shimano: our strategy in one stock

    How the cycle parts maker symbolises the kind of firms International All Cap is looking for.
    September 2022
    Article
  174. Growth flows

    Tracking our pursuit of growth companies over time.
    September 2022
    Article
  175. Investing in ingenuity

    Milena Mileva on picking International All Cap’s future winners.
    September 2022
    Article
  176. Forging a fund

    How relationship building, performance and tales of Scotland helped establish our international funds.
    September 2022
    Article
  177. A decade of discovery

    A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
    August 2022
    Video11 minutes
  178. Transforming the future of healthcare

    Supporting companies with the potential to transform the field of healthcare and generate attractive returns.
    August 2022
    Video5 minutes
  179. Sustainable Growth Sustainability Report

    The Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.
    August 2022
    DocumentLong read
  180. Cultivating change in the meat industry

    Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
    July 2022
    Article
  181. Positive Change Impact Report: 5th Year 2021/22

    The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.
    August 2022
    MagazineLong read
  182. Responsible Global Equity Income webinar

    In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.
    July 2022
    Video53 minutes
  183. Reaching for resilience

    Positioning for the long term and backing resilient companies can offer strong yields – even in troubled times.
    July 2022
    Video4 minutes
  184. Why are Swedish companies world leaders?

    Sweden tops the charts for original thinking, from family businesses to founder-run companies.
    July 2022
    Podcast22 minutes
  185. Digital Disruption and the future

    Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
    July 2022
    Article
  186. The search for ‘jumper-stretching’ stocks

    Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
    July 2022
    Article
  187. Why patience matters

    Endurance and imagination are key ingredients for quality growth investing.
    June 2022
    Article
  188. Investing in decarbonisation

    Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
    June 2022
    Article
  189. China’s leapfrog shopping apps

    Smartphone-centric retailers drive innovation.
    June 2022
    Article
  190. Study guides

    Academic partnerships that generate new ideas
    June 2022
    Article
  191. What makes companies resilient to inflation?

    Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
    July 2022
    Article
  192. The fight for your free time

    Disruptive change within the entertainment world creates a wealth of opportunity.
    June 2022
    Article
  193. 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?
    June 2022
    Article
  194. Investment Stewardship

    It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
    June 2022
    DocumentLong read
  195. International Smaller Companies: Under the Radar

    Part 6 - Alignment.
    June 2022
    Article
  196. International Smaller Companies: Under the Radar

    Part 5 - Insight.
    June 2022
    Article
  197. International Smaller Companies: Under the Radar

    Part 4 - Scalability.
    June 2022
    Article
  198. International Smaller Companies: Under the Radar

    Part 3 – Sustainability
    June 2022
    Article
  199. International Smaller Companies: Under the Radar

    Part 2 – Competitive Edge.
    June 2022
    Article
  200. International Smaller Companies: Under the Radar

    Part 1 - Opportunity
    June 2022
    Article
  201. International Smaller Companies: Under the Radar

    Introducing the Radar
    June 2022
    Article
  202. 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.
    May 2022
    Video35 minutes
  203. ESG v sustainability

    The questions we should consider to avoid being led astray by ESG risk scores.
    May 2022
    Article
  204. International Concentrated Growth: manager introductions

    Radical companies may seem risky, but they’re building the future. Paulina McPadden, Spencer Adair and Lawrence Burns discuss how investing in firms with extraordinary potential is a simple approach to long-term wealth creation.
    May 2022
    Video7 minutes
  205. Impact, Ambition and Trust

    If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
    May 2022
    Article
  206. Resurgence of European ambition – Europe’s outliers

    Join Stephen Paice, head of the Baillie Gifford European Equities team, as he discusses his research on the European companies that have increased in value 10x or more, delving into their history, common characteristics, and where they are likely to occur in the future.
    May 2022
    Video33 minutes
  207. How education escaped from the classroom

    Online courses have upended the economics of education, Thaiha Nguyen explains.
    May 2022
    Podcast21 minutes
  208. US Equity Growth: webinar highlights

    Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
    May 2022
    Video13 minutes
  209. The long view

    The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
    May 2022
    MagazineLong read
  210. Emerging Markets: the possibilist

    Understanding the difference between pessimism and possibility in Emerging Markets.
    May 2022
    Article
  211. US Equity Growth Webinar: The Long View

    Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
    May 2022
    Video47 minutes
  212. Smaller companies, big disruption.

    How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.
    April 2022
    Article
  213. The case for small caps.

    Academia has taught us that size matters – provided you can effectively control for quality. Fortunately, as Steve Vaughan explains, that is the fundamental role of active stock pickers.
    April 2022
    Article
  214. International All Cap – Consistency in uncertain times

    Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.
    April 2022
    Video47 minutes
  215. India’s data-driven growth stocks

    Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
    April 2022
    Article
  216. Reflections: A look back on Q1

    The LTGG team consider recent performance and the long-term outlook for the fund.
    April 2022
    Document
  217. China’s move to renewable energy

    Solar power and cheap green energy makes for a promising future.
    April 2022
    Article
  218. Up to speed with property

    A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream. Investment manager Jon Stewart tells us more in this instalment of the Actual Income series.
    April 2022
    Video4 minutes
  219. Positive Conversations 2021

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    April 2022
    MagazineLong read
  220. Why private companies matter more

    SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?
    March 2022
    Podcast21 minutes
  221. Global Alpha 2022 Research Agenda

    In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
    March 2022
    Article
  222. European Equities Manager Update.

    When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
    Video9 minutes
  223. International Smaller Companies is growing up - a three-year anniversary.

    Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.
    March 2022
    Video32 minutes
  224. International Growth Webinar Summary.

    In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.
    March 2022
    Video7 minutes
  225. A dream within reach

    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.
    March 2022
    Article
  226. International Growth: A conversation with the portfolio management team.

    Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
    March 2022
    Video45 minutes
  227. Actual ESG

    Investing in great growth companies to make a big difference.
    February 2022
    Video12 minutes
  228. Long-term investing and market volatility.

    James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
    February 2022
    Article
  229. A private companies approach to ESG

    The special considerations at play when we invest in high-growth, late-stage unlisted firms.
    February 2022
    Article
  230. US Equities: manager insights

    Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.
    February 2022
    Video11 minutes
  231. Long Term Global Growth: Team evolution

    Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
    February 2022
    Video60 minutes
  232. Growth or value: it’s not a black or white choice

    Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.
    February 2022
    Podcast19 minutes
  233. ESG collaborations

    Looking before we leap into industry initiatives.
    January 2022
    Article
  234. Sustainable companies, global challenges.

    Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
    January 2022
    Article
  235. Riding Growth Waves Webinar.

    Good investing takes quick reactions as well as a long-term vision.
    February 2022
    Video39 minutes
  236. The university shaping global tech

    Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
    January 2022
    Article
  237. Responsible Global Equity Income.

    Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Strategy.
    January 2022
    Video8 minutes
  238. ESG data: Filling in the gaps

    LTGG is making efforts to improve environmental, social and governance metrics.
    January 2022
    Article
  239. Global Income Growth

    Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
    January 2022
    Video2 minutes
  240. Glasgow Climate Pact

    For Global Stewardship, climate opportunities go hand in hand with climate challenges
    December 2021
    Article
  241. Rules of the game

    Regulation and what we look for in companies’ responses.
    December 2021
    Article
  242. The ‘S’ of ESG: intangible value

    ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.
    December 2021
    Video41 minutes
  243. We need to talk about inflation.

    Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
    December 2021
    Article
  244. China: Missing a Paradigm Shift.

    Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
    December 2021
    Video47 minutes
  245. Four decades of lessons.

    Japan’s ability to anticipate technological change should see it through the ups and downs to come.
    December 2021
    Article
  246. What’s a business for?

    Today’s investment managers should support companies doing the most to benefit society.
    November 2021
    Article
  247. Island Time.

    Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.
    November 2021
    Document
  248. Resilient income, time after time

    Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Sustainable Income and how they are seeking real income, time after time.
    November 2021
    Video2 minutes
  249. Towards Net Zero: Reflections on COP26

    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.
    November 2021
    Video49 minutes
  250. Investing in Japan: What’s changed and what’s next?

    Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, investment manager, discusses what’s next.
    November 2021
    Podcast16 minutes
  251. Actual Income: We need to talk about inflation

    When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of our fund managers.
    November 2021
    Video51 minutes
  252. Tomorrow’s world, here today

    Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
    November 2021
    Article
  253. The Biological Revolution

    The use of information science to unlock biology is revolutionising our health and wellbeing.
    November 2021
    Article
  254. The real case for China

    Willingness to change gives Chinese firms an innovation advantage.
    November 2021
    Article
  255. How to surf the waves of growth

    Good investing takes quick reactions as well as a long-term vision.
    November 2021
    Article
  256. Joining forces to achieve net zero.

    Baillie Gifford signs up to an asset managers initiative as COP26 begins.
    November 2021
    Article
  257. Mapping Veganville

    Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
    November 2021
    Article
  258. Healthcare’s biotech revolution

    A convergence of technologies is paving the way for advances in our understanding of biology.
    October 2021
    Article
  259. The future of transport

    Electric cars on the road and flying taxis in the air will change the way people commute and live.
    October 2021
    Article
  260. The switch to sustainable food

    Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
    October 2021
    Article
  261. Digital payments in a cashless future

    Disruptive fintechs are paving the way to a world without physical money.
    October 2021
    Article
  262. Inside and out

    A focus on diversity and inclusion can result in competitive advantage.
    November 2021
    Article
  263. Harnessing growth for the next decade

    Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.
    October 2021
    Video46 minutes
  264. Highlights Video: Harnessing growth for the next decade

    Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
    October 2021
    Video13 minutes
  265. IDEAS Conference 2021.

    With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.
    October 2021
    Video0 minute
  266. A conversation about sustainability

    Our long-term investors know that investing sustainably is a plus for value creation.
    October 2021
    Article
  267. A shot in the arm.

    Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
    October 2021
    Article
  268. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Magazine
  269. Lessons from Bessembinder

    What a US academic taught us about the companies that outperform.
    October 2021
    Magazine
  270. India’s ‘missing’ female workers

    Women dropping out of employment should weigh on investors’ minds.
    October 2021
    Article
  271. Supporting ESG improvers

    Investors can have the most impact by focusing on sustainability laggards, not leaders.
    October 2021
    Article
  272. Misguided metrics

    Why emerging markets firms struggle to get high ESG scores
    October 2021
    Article
  273. Time travel investing

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  274. Disruptive Innovation.

    Watch the recordings from our week-long 'Disruption Week' event, during which we covered the exciting topics of healthcare, transport, digital payment platforms and sustainable agriculture.
    October 2021
    Magazine
  275. Looking back going forward

    In 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.
    October 2021
    DocumentLong Read
  276. ESG metrics can be ‘dangerous rubbish’.

    Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.
    September 2021
    Article
  277. Long-Term Return Expectations update.

    Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
    September 2021
    Article
  278. An appetite for ordered chaos.

    Why loosening control can help companies become more innovative.
    September 2021
    Article
  279. Constructive Dissatisfaction: A conversation with the International Growth Team.

    Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.
    September 2021
    Video43 minutes
  280. US Discovery: an American voyage into the future

    Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
    September 2021
    Article
  281. Climate Change: Risk or Opportunity?

    Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?
    September 2021
    Video0 minute
  282. Modern-day Explorers.

    Our international investors are explorers: which of the disruptors and innovators will deliver?
    September 2021
    Article
  283. How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
    September 2021
    Article
  284. Disruption Week: Investing in Firms Shaping the World of Tomorrow

    From futuristic wireless technology to healthcare innovation and new forms of food production, the Long Term Global Growth Team’s investment manager Michael Pye considers the advances that may define life in 2040.
    September 2021
    Video4 minutes
  285. Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
    September 2021
    Article
  286. Clusters, Computers and Classic Rock

    Find out why small companies are one of the richest hunting grounds for long-term growth investors.
    August 2021
    Article
  287. Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.
    August 2021
    Article
  288. Hyper-connected Networks

    What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
    August 2021
    Article
  289. How harnessing chaos can make companies more nimble

    Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.
    July 2021
    Video17 minutes
  290. Mind the Gap: Going on a De-risking Journey

    Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.
    July 2021
    Article
  291. Strategy Overview.

    A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
    July 2021
    Document
  292. What Picasso can teach us about investing

    Investment Specialist Christel Brodie speaks to Tom Coutts, Investment Manager on Baillie Gifford’s International Growth Strategy, about his recent thought piece ‘What Picasso can teach us about investing’.
    July 2021
    Video11 minutes
  293. Actual Income

    Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively.
    July 2021
    Video54 minutes
  294. High Yield Bond

    In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.
    June 2021
    Video2 minutes
  295. Highlights Video - The Small-Cap Effect: An Existential Debate.

    This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  296. Japan's digital transformation

    Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.
    June 2021
    Article
  297. The Small-Cap Effect: An Existential Debate.

    Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  298. Exploring Sustainable Growth: A New Approach to ESG.

    Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.
    June 2021
    Video0 minute
  299. Strategic Bond.

    Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
    June 2021
    Video0 minute
  300. Baillie Gifford Worldwide Japanese Fund Manager Insights.

    Client Director Andrew Brown speaks to Donald Farquharson and Tolibjon Tursonov, co-managers of the Worldwide Japan Fund, about portfolio positioning and performance, and which areas they see the potential for growth in the future.
    June 2021
    Video0 minute
  301. Positive Change - It's Not Obvious

    Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
    May 2021
    Article
  302. The Responsible Approach to ESG Investing

    Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.
    May 2021
    Podcast19 minutes
  303. Active Investment: Fuelling the Energy Transition

    In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.
    April 2021
    Video60 minutes
  304. Breaking the Biotech Model

    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.
    April 2021
    Podcast15 minutes
  305. Breaking the biotech model

    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.
    April 2021
    Video15 minutes
  306. From crisis to opportunity

    We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
    April 2021
    Document
  307. Interview with our Japanese researchers

    Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
    March 2021
    Video15 minutes
  308. What I've Learned In Four Decades Of Investing

    His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
    March 2021
    Podcast17 minutes
  309. Are You Investing In The Right Europe?

    Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.
    March 2021
    Video59 minutes
  310. Highlights video: beyond the great dividend crisis

    In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.
    March 2021
    Video0 minute
  311. Actual ESG

    The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
    March 2021
    Document
  312. Highlights video: Long Term Global Growth webinar

    Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.
    February 2021
    Video0 minute
  313. Navigating Change in US Equities.

    In this webinar recording, US Equity strategy specialist Ben James talks to all four of the key decision makers in the US Equities Team, 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.
    February 2021
    Video0 minute
  314. Positive Conversations 2020

    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.
    Full Year 2020
    Magazine
  315. Sustainable investing: Finding the innovative companies of the future.

    Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.
    January 2021
    Video15 minutes
  316. Private companies overview

    The artificial barriers between private and public companies are disappearing, but the investment world has not kept up. Investment managers Tom Slater, Chris Evdaimon, Peter Singlehurst and Rob Natzler discuss Baillie Gifford’s refreshing approach to investing in late-stage private companies.
    December 2020
    Document
  317. Global Alpha – Mental Models Highlights

    Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda.
    November 2020
    Video16 minutes
  318. The Great Divergence Between East and West.

    China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
    October 2020
    Video13 minutes
  319. The Great Divergence Between East and West

    China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
    October 2020
    Podcast14 minutes
  320. Emerging Markets: coming of age

    It’s time to stop looking in the rear-view mirror when it comes to emerging markets.
    October 2020
    Article
  321. China - adjusting the lens

    The 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.
    September 2020
    Document
  322. Living Longer: Can We Afford It?

    More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.
    September 2020
    Video14 minutes
  323. Living Longer: Can We Afford It

    More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.
    September 2020
    Podcast14 minutes
  324. A gallery for growth

    Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.
    September 2020
    Article
  325. Sensible nonsense

    To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.
    September 2020
    Article
  326. Data, AI & Ethics.

    Julia Angeles, investment manager on the Health Innovation Team, speaks to Claire Bell, former newspaper journalist and inquisitive researcher for Baillie Gifford. Angeles and Bell discuss the hot topics of data, artificial intelligence and ethics.
    September 2020
    Video58 minutes
  327. Staying Ahead of Change.

    Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.
    September 2020
    Magazine
  328. A shocking revelation: capitalism can power positive change

    Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.
    August 2020
    Video5 minutes
  329. Tomorrow’s income aristocrats

    Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.
    July 2020
    Video15 minutes
  330. Multi Asset Investment Update.

    James Squires, head of multi asset, discusses several key areas related to Baillie Gifford’s multi asset funds, namely an update on performance, our current views and outlooks and how those views and outlooks inform the positioning of the portfolios.
    July 2020
    Video0 minute
  331. Health Innovation: it’s time to rethink what the word ‘healthcare’ means

    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.
    July 2020
    Video0 minute
  332. Positive Change Impact Report

    For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.
    July 2020
    Magazine
  333. Back To The Future.

    This webinar has been prepared solely for the use of professional investors outside of the Unites States and is not for further distribution. Baillie Gifford takes no responsibility for the reliance on this webinar by any other person who did not receive this webinar from Baillie Gifford.
    June 2020
    Video0 minute
  334. Positive Change in Challenging Times Webinar.

    In this webinar, investment managers Kate Fox and Lee Qian speak to portfolio specialist Alison Cuthbert about the Positive Change strategy.
    June 2020
    Video0 minute
  335. What's the Purpose of Investing?

    Interview with Stuart Dunbar.
    June 2020
    Video14 minutes
  336. Tomorrow’s Income Aristocrats

    Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.
    June 2020
    Podcast15 minutes
  337. What’s the purpose of investing

    In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.
    June 2020
    Podcast14 minutes
  338. US Equity Strategy – Manager Insights.

    Ben James gives an update on the positioning and activity of the US Equity portfolio.
    May 2020
    Video0 minute
  339. It’s time to rethink what the word healthcare means.

    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.
    May 2020
    Magazine
  340. Why this crisis favours growth stocks

    Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.
    April 2020
    Podcast15 minutes
  341. The Myth of the Marlboro Man.

    Quitting tobacco and fossil fuels should no longer carry a wealth warning, writes Scott Nisbet.
    April 2020
    Document
  342. Navigating a Stock Market Crisis

    Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.
    March 2020
    Podcast17 minutes
  343. Annual Business Update.

    Our annual business update 2020.
    2020
    Document
  344. The Second Space Age

    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.
    March 2020
    Magazine
  345. Reasons To Be Optimistic About Emerging Markets

    Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.
    December 2020
    Podcast16 minutes
  346. Healthcare Innovation.

    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.
    February 2020
    Document
  347. Governance in China: risk or opportunity?

    Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.
    February 2020
    Document
  348. Abstract illustration of skyscraper buildings

    The shape of things to come

    It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.
    November 2019
    DocumentNovember 2019
  349. Watsco - A Cool Investment.

    Investment manager Toby Ross discusses recent investment, Watsco.
    Fourth Quarter 2019
    Video0 minute
  350. The Beauty of Japanese Cosmetics

    Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.
    November 2019
    Podcast15 minutes
  351. Learning from Academia

    Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
    October 2019
    DocumentLong Read
  352. Positive Conversations 2019

    An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
    Fourth Quarter 2019
    Magazine
  353. Corporate Scandals That Changed the Course of Capitalism

    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.
    Fourth Quarter 2019
    Video4 minutes
  354. The Impact of Online Shopping.

    Malcolm Borthwick is joined by investment manager Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.
    Third Quarter 2019
    Video18 minutes
  355. Changing China

    Ben Buckler explores the A share opportunity in China.
    October 2019
    Document
  356. Finding Europe's Hidden Champions

    There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.
    September 2019
    Podcast16 minutes
  357. The Hunt For European Tenbaggers.

    Investment managers Moritz Sitte and Stephen Paice dispel the negative perceptions of the European market by discussing an exciting company which exemplifies the growth potential in Europe, and their inv