Barron’s Roundtable – Coronavirus Update.
March 2020
James Anderson speaks to Barron’s about the effect of Coronavirus on evaluating companies.
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Insights
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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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Trip Notes - Seoul.March 2020A new generation of entrepreneurs is changing the way South Korea does business. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, travelled to the country’s capital to meet them. -
Famous for 15 seconds.March 2020The genius of TikTok is not just its short and prolific content. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Jemima Kiss about how the Chinese social media company has achieved worldwide success. -
The Second Space Age.March 2020Fifty 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. -
Postcards from China.December 2019Can China survive the massive upheaval it is undergoing and emerge unscathed as a leader in the digital economy globally? Dora Bucklucikova addresses this question in Postcards from China, illustrated by Mitch Blunt. -
The Digital Archipelago.November 2019Two of Southeast Asia’s biggest nations are following China into rapid tech-led growth says Ewan Markson-Brown, manager of Pacific Horizon Investment Trust and co-manager of Baillie Gifford’s Pacific fund. -
Dominators vs Disrupters - The Future of Industrial Robotics.Fourth Quarter 2019The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots. -
Actual investors look to the future. Not the past.Baillie Gifford is challenging the investment industry to return to its fundamental purpose. -
Learning from Academia.Fourth Quarter 2019Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology. -
Fast Fashion.Second Quarter 2019Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where opportunities might arise along the way. -
Andrew Telfer's Reading List.May 2019Andrew Telfer, joint senior partner at Baillie Gifford, told Business Insider about five books he found helpful to his leadership strategy. -
Business Insider's interview with Andrew Telfer.May 2019Andrew Telfer discusses how Baillie Gifford’s culture helps the firm spot companies on the road to success and then provides them with long-term support. -
Our Stewardship Principles.Second Quarter 2019Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies. -
A Spotlight on Climate Change.Second Quarter 2019Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it. -
Bricks and Clicks.Second Quarter 2019With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience. -
Management Metamorphosis.Second Quarter 2019Almost unnoticed, Japanese management is changing for the better. Head of Japan Donald Farquharson looks at the transformation drawing on the experience of three decades of engagement. -
The Death of Alzheimer’s.Second Quarter 2019As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort. -
Riding the Gravy Train.First Quarter 2019The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently. -
The Future – Utopia or Dystopia?Third Quarter 2017Historical precedence would indicate that technological progress doesn’t cause long-run unemployment. With the phenomenal progress now being made in artificial intelligence, investment manager Lawrence Burns looks at why the new challenges it presents won’t change that. -
Comparing Neighbours - China vs Japan.First Quarter 2017China may indeed be sitting at the bottom of an opportunity curve, but will its ‘new economy’ deliver, or will China go the same way as its neighbour, Japan? Andrew Keiller explains why China won’t be the next Japan. -
Does Anyone Remember What ‘Investing’ Actually Means?First Quarter 2017Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state. -
Cities of Tomorrow.February 2016Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking. -
Genomics: Reasons for Optimism.First Quarter 2016Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.
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