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March 2023 Four questions for growth investorsInvestors must find companies with the key qualities needed to thrive in a stormy economy.
Read more23 MIN ListenJanuary 2023 Episode 29 - What’s next for growth stocks?Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
ListenOctober 2022 Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read moreLong readJune 2022 Enlightenment.Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.
Read moreApril 2022 The long view: open minds.Investment manager Kirsty Gibson describes the hunt for companies with foundational technologies on which wider industries can be built.
Read moreOctober 2021 A conversation about sustainabilityOur long-term investors know that investing sustainably is a plus for value creation.
Read moreApril 2021 The Future of Mobility - Part 2A 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 2021 The Future of Mobility - Part 3A 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 2021 The 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 moreApril 2021 The 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 more16 MIN ListenJune 2019 Episode 5 - Will Industrial Biotech Be the Next Manufacturing RevolutionIndustrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.
ListenJune 2022 Archived Infinite progress.Why new ideas will continue to spur on wealth and wellbeing.
Read moreApril 2022 Archived Baillie Gifford US Equities update.The US Equity Team consider fund performance, market volatility and resilience for Q1 2022.
Read moreLong readMarch 2022 Archived Enlightenment.Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.
Read moreJanuary 2022 Archived Sandpile avalanches and stock prices.Equity investing in times of catastrophic change.
Read moreDecember 2021 Archived Enlightenment.Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.
Read moreAugust 2021 Archived Enlightenment.Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.
Read moreMay 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreMarch 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreWatchFebruary 2021 Archived American Fund Webinar.In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
WatchApril 2020 Archived How the Pandemic May Change Things.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.
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