There were no items found based on the criteria entered.Long readSeptember 2022 Enlightenment
Opportunities in the gloom, radical change, inflation resilience and more from our fund teams.August 2022 Atlas Copco: Sweden’s best kept secret
Stephen Paice speaks to Matt Reustle on the Business Breakdowns podcast.July 2022 A smörgåsbord of innovation.
Sweden tops the charts for original thinking, from family businesses to founder-run companies.8 MIN WatchMarch 2022 European Equities Manager Update.
When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.Long readMarch 2022 Enlightenment.
Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.December 2021 Enlightenment.
Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.August 2021 Enlightenment.
Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.December 2020 How COVID is changing the way we shop.
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.October 2020 Europe's Tech Awakening.
There’s no such thing as a big European tech platform, or is there? Chris Davies explores the rise of European platform businesses, questioning whether they are coming of age.5 MIN WatchMarch 2020 European Stock Stories.
Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.16 MIN ListenSeptember 2019 Episode 7 - Finding Europe's Hidden Champions
There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.March 2021 Archived Enlightenment.
Featuring the news and views of the teams involved in running our funds.
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