Insights

Stephen Paice outlines where the opportunities lie and the trends driving value creation.

How a trust giving investors access to the European market has found grounds for optimism despite volatility.

Three companies helping turn the continent from an innovation backwater to a hotspot.

Despite a tough economy, we can still find valuable outliers by investing long term

The Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.

Sweden tops the charts for original thinking, from family businesses to founder-run companies.

European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.

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

Kepler’s latest research report. Please note that this is paid for research.

sennder’s co-founder explains how its software platform helps truckers carry fuller loads.

European companies have quietly built up some of the world’s largest digital platforms for commerce. The next stage will be anything but quiet, Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust, tell Heather Farmbrough.

The digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.

Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.