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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April 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 moreApril 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 moreApril 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 moreApril 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 moreMarch 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 moreMarch 2021Actual ESG.
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
Read moreDecember 2020Innovation: Why it’s Crucial for Sustainability.
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.
Read moreNovember 2020STOPCOVID Webinar.
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.
WatchNovember 2020The S in ESG.
The complexity of assessing societal impact shouldn’t deter investors from looking at a company from every angle, argues Marianne Harper Gow.
Read moreSeptember 2020Scale as a Service.
Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
Read moreSeptember 2020Asking the right questions.
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.
Read moreApril 2020Why We Care About Diversity and Inclusion.
Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.
Read moreApril 2020Some Suspicions About the Coming Years.
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.
Read moreMarch 2020The 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.
Read moreFourth Quarter 2019Learning from Academia.
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
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