Insights

Investors must find companies with the key qualities needed to thrive in a stormy economy.

Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.

The ‘what if…?’ questions are the most important of all.

What companies get wrong when trying to get the best out of their workers.

Gary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.

The US Growth Trust Team explains how the private companies in the portfolio are valued.

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.

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

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

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.