Insights

Investment manager Gary Robinson explains why the pace of invention should continue to speed up.

The US Equity Team consider fund performance, market volatility and resilience for Q1 2022.

Investment manager Kirsty Gibson describes the hunt for companies with foundational technologies on which wider industries can be built.

The US is home to fast-growing, disruptive and culturally unique companies. Join Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide.

Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.

Companies benefiting from explosive change brought on by the pandemic.

Our long-term investors know that investing sustainably is a plus for value creation.

Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.

The nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.

Chaos is often associated with a failure of leadership. Gary Robinson, manager of Baillie Gifford US Growth Trust, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.

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.

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.

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.

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.

Gary Robinson, Baillie Gifford US Growth Trust joint manager, on how Shopify conquered the web.

Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.

Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.