Tariffs, minerals & Managed
We explore Trump's tariffs, interest rates and Baillie Gifford Managed Fund's bond holdings.
Trump, Terrific Ten and water
We delve into the post-election rally in US markets, ongoing AI momentum, and Baillie Gifford US Growth Trust's private holdings.
Volatility, salad robots and macro
We delve into recent market volatility, explore exciting companies such as Diploma, and discuss the Strategic Bond Fund.
Outliers, quibits and wooden poles
We discuss long-term investing for outsized returns, explore innovative companies such as PsiQuantum, and delve into the Monks Investment Trust.
Hero’s journey, democratising finance and Japanese AI
We discuss active investing risks and rewards, MercadoLibre's access to Latin America's 'unbanked' population, and Japanese small caps' future.
Elections, China and the new oil
We discuss innovative UK companies, Pinduoduo’s edge in ecommerce, and China’s investment landscape.
Private companies, capital and responsible compounding
We discuss private companies, the investment case for SoftBank and the Responsible Global Equity Income Fund.
Swiftonomics, luxury and weird middle-man companies
We discuss the case for bonds, fashion powerhouse Kering and Sustainable Growth’s approach to valuations.
R-word, innovation waves and a Mars shot
We discuss the types of growth, Northvolt’s technology and companies exciting our US Equities Team.
Resiliency, AI and biotech
We discuss AI, Moderna's mRNA technology and what's next for the Managed Fund.
Host and speakers
Cherry Reynard
Financial JournalistCherry has over 20 years’ experience working for a range of national, consumer and trade titles including The Times, Financial Times, The Telegraph, The Independent, Interactive Investor, Forbes and Investors Chronicle. She has co-authored a book on investing in emerging markets and is a six-time winner of the Investment Management Association’s Freelance Journalist of the Year award and eight-time winner of the AIC Freelance Journalist of The Year award. She began her career as a tax accountant for PricewaterhouseCoopers, before moving to investment bank J.P. Morgan.
Megan Rooney
Intermediary Client ManagerMegan is a client manager in the UK Intermediaries Team. She joined Baillie Gifford in 2016. Prior to joining Baillie Gifford, Megan worked at Barclays, specialising in private client services. She graduated BSc (Hons) in Geography from the University of Glasgow in 2014.
Insights
Our investment managers and specialists tell you about groundbreaking companies and other forces influencing their pursuit of growth.
Recent webinars
Recordings of recent Baillie Gifford events, from strategy updates to multi-day conferences.