Positive Conversations.
Fourth Quarter 2019
An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
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Engaging on… Responsible Taxation.Third Quarter 2019Toby Ross on how we engage on responsible taxation. -
Writing you can trust.Autumn 2019Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future? -
US Growth Trust - Manager Update.Third Quarter 2019Alex Blake talks to investment manager Gary Robinson about the exciting changes in the market and how this impacts investment decisions for the portfolio. -
Japanese Income Growth Fund - Manager Update.Third Quarter 2019Karen See, joint manager of the Japanese Income Growth Fund, discusses the fund since its inception three years ago, and some key characteristics of the portfolio. -
Podcast - Finding Europe's Hidden Champions.Third Quarter 2019There 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. -
Enlightenment.Third Quarter 2019Our quarterly e-zine featuring the news and views of the teams involved in running our funds. -
Disruption in the Automotive Industry.Third Quarter 2019The automotive sector is seeing considerable change. As co-managers of the Baillie Gifford US Growth Trust, Gary Robinson and Helen Xiong, explain, this is most evident in three areas – the shift to electric vehicles, a move from ownership to on-demand use, and growth in autonomous driving. -
Bond Beats – Tracking the Inca Trail.June 2019Peru is no longer the unstable emerging market of the 1990s, but the bond market still views it as a risky place to lend to. Sally Greig explains why this misconception can be rewarding for clients. -
Capital Hill On... How To Choose A Financial Adviser.August 2019Tens of thousands of people are entering retirement every year without taking advice – and risk jeopardising their financial security. There are potential benefits of professional advice but choosing the best financial adviser for your needs can be daunting. Capital Hill evaluates how to choose a financial adviser. -
Monks Stewardship Report 2019.2019Monks’ investment process focuses on the long-term ownership of growing businesses. We encourage these companies to invest in growth opportunities and ignore the short-term pressures of the market. In the following report, we set out our approach to stewardship and explain how it fits with our investment style. -
Driving Long-Term Dividends.Third Quarter 2019Buying a car is seldom a smooth process, so why would companies whose focus is on advertising cars for sale pique the interest of the long-term income investor? James Dow, co-manager of SAINTS, investigates. -
Baillie Gifford UK Growth Fund plc - Stock Stories.Third Quarter 2019Investment managers Iain McCombie and Milena Mileva give an update on the Baillie Gifford UK Growth Fund plc and discuss some examples of companies within the portfolio that show exciting growth potential. -
Bond Beats – Allfunds.Third Quarter 2019Our research is thorough, even in the fast-moving high yield bond market. -
Podcast - Space: The Final Investment Frontier.Second Quarter 2019Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund. -
Bond Beats - Equinix.June 2019In this age of the internet, there is round-the-clock demand for instant connection so people can search, shop and share. The internet needs to keep working. With this in mind, we often hear about the inner workings of the so-called ‘Cloud’, and how Cloud computing servers are housed in futuristic garden sheds in the middle of distant deserts where land is cheap. -
Bond Beats – An Ugly Duckling?Second Quarter 2019Equity investors might well see RBS as an ugly duckling, but through the lens of a credit investor, it looks rather like a swan. -
Scottish Mortgage - Annual General Meeting.Second Quarter 2019The Scottish Mortgage Investment Trust Annual General Meeting (AGM) took place in Edinburgh on 27 June 2019. In addition to the business of the day, there were presentations from the Trust's managers, James Anderson and Tom Slater, which you can now watch here. -
Fast Fashion.Second Quarter 2019Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way. -
Positive Change - Impact Report.Second Quarter 2019The Positive Change strategy has two objectives: to generate superior investment returns, and to contribute towards a more sustainable and inclusive world. We update on our progress towards the second of these objectives in our annual impact report. -
The Hunt For European Tenbaggers.Second Quarter 2019Investment managers Moritz Sitte and Stephen Paice dispel the negative perceptions of the European market by discussing two exciting companies which exemplify the growth potential in Europe, and their investment strategy which aims to seek out European tenbaggers. -
SAINTS Stock Stories: Sonic Healthcare and Edenred.Second Quarter 2019The managers of SAINTS explain the appeal of two investments which perfectly fit the trust's long-term objectives: a resilient income, with attractive growth. -
Capital Hill on... Platforms.June 2019As Baillie Gifford prepares to close its in-house investment trust savings scheme and transfer existing assets to investment platform Hargreaves Landsdown, Capital Hill looks at the benefits platforms bring to investors. -
The Hunt for Europe’s Tenbaggers.Second Quarter 2019Stephen Paice disagrees with the conventional wisdom that European companies are uninspiring and stagnant. As he explains, research shows that stock pickers are just as likely to find a ‘big winner’ in Europe as the US. -
Our Stewardship Principles.Second Quarter 2019Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies. -
A Spotlight on Climate Change.Second Quarter 2019Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it. -
Podcast - Will industrial biotech be the next manufacturing revolution?Second Quarter 2019Industrial 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. -
Required Reading for the Tech Economy.May 2019In an interview with Barron’s James Anderson reveals 10 books that have shaped his thinking about markets and investing. -
Bond Beats – We need to talk about corporate debt.May 2019Corporate debt is being billed by media pundits as the harbinger of the next financial crisis, but we see things differently. -
Enlightenment.Second Quarter 2019Our quarterly e-zine featuring the news and views of the teams involved in running our funds. -
A Complexified World.Second Quarter 2019The impact of ever-faster networks and complex systems is all around us. Tom Slater reflects on the implications of our accelerating connectedness in an increasingly ‘complexified’ world. -
Scottish Mortgage Managers’ Review.Second Quarter 2019James Anderson explains why Scottish Mortgage’s portfolio makes him optimistic about the future, despite the sound and fury of recent headlines. -
Staying Focused on What is Important Since 1987.May 2019Since 1987, the Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world. -
Podcast - Fashion Retailers – The Impact of Online Shopping.Second Quarter 2019In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores. -
Global Stewardship Governance and Sustainability Report.Second Quarter 2019In our first Global Stewardship Governance and Sustainability Report, we reflect on the process of founding Global Stewardship, with particular focus on why we opted to take a slightly different approach to the task of investing responsibly. -
Positive Change – Introduction.May 2019Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters. -
The U.N. Sustainable Development Goals and How We Use Them.May 2019The Positive Change team use the United Nations Sustainable Development Goals to help identify and measure the contribution that individual companies are making to solving the global challenges that are facing our planet. So, what are they? And how do we use them? -
Positive Change - Four Themes.May 2019There are many ways in which businesses can support the transition to a more sustainable world for current and future generations, so to make it easier for us to think about and articulate how companies are addressing global challenges, we have created four impact themes. Meet the members of the Positive Change team as they introduce the four themes. -
SAINTS on Track for Income and Growth.First Quarter 2019Results season has been in full swing for the last few months. James Dow and Toby Ross, co-managers of SAINTS, chalk up the scores at the end of a year that has left them feeling optimistic about the future. -
Edinburgh Worldwide Investment Trust - Manager Update Part 1.Second Quarter 2019Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential. -
Edinburgh Worldwide Investment Trust - Manager Update Part 2.Second Quarter 2019Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential. -
Shin Nippon - Manager Update.Second Quarter 2019Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio. -
The Whole Story.Second Quarter 2019In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about. -
Bond Beats - Australia.April 2019We chose to buy Australian bonds when they were unpopular – and it has paid off. -
Management Metamorphosis.Second Quarter 2019Almost unnoticed, Japanese management is changing for the better. Head of Japan Donald Farquharson looks at the transformation drawing on the experience of three decades of engagement. -
The Death of Alzheimer’s.Second Quarter 2019As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort. -
Capital Hill on... Start of Tax Year Planning.April 2019Forget the end of tax year rush, savvy investors start planning at the start of a new tax year. Capital Hill asks the experts for their top tax-saving tips for 2019/20. -
Global Discovery - Manager Update.Second Quarter 2019Douglas Brodie, portfolio manager of the Baillie Gifford Global Discovery fund, discusses the philosophy that underpins the strategy and the ways in which the team identifies small companies with growth potential. -
One Stop Shop.First Quarter 2019Since 1987, the Managed Fund has offered one stop access to the best of Baillie Gifford. Lucy Haddow explains how the fund's simplicity, successful approach and good value has helped it stand the test of time. -
Podcast - The Differences Between Bond and Equity Investing.First Quarter 2019In the third episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Lucy Isles, joint manager of Baillie Gifford's High Yield Bond Fund. Listen to the podcast to find out the three key deciding factors when choosing resilient high yield bonds and how engagement with companies can differ for bond and equity investors. -
Bond Beats – Exploring Emerging Markets.First Quarter 2019If you can’t see past the clichés, then investing in emerging market bonds is probably not for you. But for those prepared to strip away the labels and look to the future, there are positive stories out there waiting to be found. -
Head in the Cloud.First Quarter 2019In a final reflection on his future-gazing session in Seattle with Jeff Bezos, Tom Slater considers the fast-growing Cloud business Amazon Web Services. -
SAINTS - Manager Update.First Quarter 2019Toby Ross, joint-manager of The Scottish American Investment Company, provides an update on the trust and discusses what SAINTS offers to income-seeking investors -
Streaming the Future.First Quarter 2019In the second in his series of reflections following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media. -
Capital Hill On… Volatility.March 2019After a rocky road for investment markets in 2018, Capital Hill turns the spotlight on volatility and how investors could make it work to their advantage. -
The Resilient Ones.First Quarter 2019To impress SAINTS’ managers it’s not enough to be a high-growth company or a solid payer of dividends. The trust’s joint manager Toby Ross tells Colin Donald about the search for companies built for bad times as well as good. -
The Future of Food.First Quarter 2019.The way we live is changing the way we eat. Tom Slater, joint manager of Scottish Mortgage Investment Trust, tells Heather Farmbrough how this is opening up investment opportunities. -
Trip Notes – Muhanga.First Quarter 2019The US medical technology company Zipline has chosen Rwanda to pilot the use of drones to transform the delivery of blood supplies. Gemma Barkhuizen travelled to the country’s remote central highlands to watch the life-saving air service in action. -
Mind Over Machine.First Quarter 2019Are we about to be elbowed aside by a rebel army of our own super-intelligent robots? Professor Sir Nigel Shadbolt, a director of Monks Investment Trust, tells Edward Russell-Walling why we shouldn’t fear artificial intelligence. -
Venturing Further.First Quarter 2019James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about why private companies offer more promising new opportunities than their public counterparts. -
Hunting American Unicorns.First Quarter 2019Gary Robinson and Helen Xiong, managers of the Baillie Gifford US Growth Trust, talk to Angela Jameson about investing in the stars of the future and four exciting private companies they hope will be winners. -
Monks Research Agenda.2019With their curiosity for learning undiminished, Monks’ investment managers share where they think their quest for learning will take them in the year ahead. -
Writing you can trust.Spring 2019Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future? -
Alexa, how big can you get?First Quarter 2019Tom Slater shares some thoughts on the topics that excite Amazon CEO Jeff Bezos – and Scottish Mortgage managers, starting with Amazon’s ubiquitous voice-activated assistant. -
Bond Beats – Netflix.March 2019Netflix has shaken up the global paid TV market and is on track to becoming an investment grade company. -
Enlightenment.First Quarter 2019Our quarterly e-zine featuring the news and views of the teams involved in running our funds. -
Podcast - Should Income Investors Go Global?First Quarter 2019What are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies. -
Bond Beats - Global Economic Outlook.February 2019In an ever-changing global economy, the importance of holistic research and collaboration continues to grow and is seen as vital in the process of identifying the best bond opportunities for the Strategic Bond Fund. -
Riding the Gravy Train.First Quarter 2019The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently. -
Podcast - China Crisis. What Crisis?First Quarter 2019Baillie Gifford’s 'Short Briefings on Long Term Thinking' podcast brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. In Episode 1, Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy. -
New Year, New Conviction.First Quarter 2019Lucy Isles and Robert Baltzer reflect on their team's focus on resilience and good governance. -
Bond Beats - Darling Ingredients.Fourth Quarter 2018What does the White House’s china crockery have in common with Mercedes car seats, animal feed and biodiesel? The answer is both simple and incredibly complex – and probably not one for a dinner party chat. They are all products made possible by the bloody-minded genius of Texas-based Darling Ingredients, whose ability to turn unwanted remains into a diverse array of useful products is unsurpassed. -
Scottish Mortgage Stock Stories: Spotify.Fourth Quarter 2018Tom Slater shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek. -
Scottish Mortgage Stock Stories: Shopify.Fourth Quarter 2018Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity. -
Scottish Mortgage Stock Stories: ANT Financial.Fourth Quarter 2018ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage. -
Enlightenment.Fourth Quarter 2018Our new quarterly e-zine featuring the news and views of the teams involved in running our funds. -
Beyond the Headlines: Stock Stories in Asia.December 2018How do you find the most exciting growth companies? Look for three components, say investment managers Ewan Markson-Brown and Roderick Snell, who are upbeat about the prospects for those companies in the Asia Pacific region that are displaying them. -
Capital Hill On... 'Actual Investing'.December 2018As Baillie Gifford calls for the fund management industry to return to its fundamental purpose – deploying investors’ capital in tangible, sustainable activities – Capital Hill looks at what makes a successful ‘actual’ manager. -
Refreshingly Predictable.Fourth Quarter 2018Iain McCombie, manager of the Baillie Gifford Managed Fund, explains why he believes it is important for the Managed Fund to stick to a straightforward approach in investing. -
Scottish Mortgage - Invest in Progress.Fourth Quarter 2018Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages, targeting large opportunities. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time. Watch the film to discover how you could invest in this progress too. -
Managers' Interim Review.Fourth Quarter 2018An extract from the 2018 Scottish Mortgage Investment Trust Interim Financial Report. -
The Seeds for Long-Term Growth.Fourth Quarter 2018Co-managers Milena Mileva and Iain McCombie discuss the Baillie Gifford UK Growth Fund, and explain how they have changed the portfolio since taking over at the end of June 2018. -
Bond Beats - Pinewood Studios.Fourth Quarter 2018Hollywood, California might be the first location you think of with regard to large-budget film blockbusters, but if you want to make one, there’s another “wood” that’s equally important. The fixed income team takes a look at the iconic Pinewood Studios and why they believe it is set to be centre stage in the film and TV industry for many years to come. -
A New Era of Exploration.Fourth Quarter 2018The search for new investment ideas can be a demanding journey. Joe Faraday draws comparisons with some of history’s great explorers and explains why he is excited by opportunities that lie beyond the horizon. -
Scottish Mortgage: Resolute Investors Part 2.Fourth Quarter 2018James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries. -
Real excitement about synthetic biology.Fourth Quarter 2018The Baillie Gifford US Equities team believes extended research trips are a valuable way of gaining deeper insight into companies and disruptive industries. Kirsty Gibson recently spent time in the US finding out about Synthetic Biology. -
The Diamond and the Oasis.Third Quarter 2018Investment manager Brian Lum explores how their radar framework helps Baillie Gifford’s International Smaller Companies team to uncover exciting small businesses around the world. -
Scottish Mortgage: Resolute Investors Part 1.Fourth Quarter 2018James Anderson and Tom Slater discuss some of the key investment lessons they have learnt and how these impact the distinctive way in which they invest. -
Bond Beats - WorldPay.Fourth Quarter 2018Rob Baltzer of the Baillie Gifford High Yield Bonds team takes a look at how, in a world where cash purchases are on the decline and e-commerce is on the rise, WorldPay is part of the technological backbone supporting digital transactions. -
Japan's Return to Dividends.Fourth Quarter 2018Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future. -
Actual investors look to the future. Not the past.Baillie Gifford is challenging the investment industry to return to its fundamental purpose. -
Capital Hill On... Impact Investing.October 2018To mark Good Money Week, Capital Hill turns the spotlight on impact investing – the latest buzzword in investment circles. What is it, who is driving the trend and should investors care? -
Going for Growth.Autumn 2018Iain McCombie and Milena Mileva, co-managers of the Baillie Gifford UK Growth Fund, talk to Heather Farmbrough about their new portfolio and five of their favourite growth stocks. -
Trip Notes - Brussels.Autumn 2018How are regulators thinking about the rapid growth of the tech titans? Spencer Adair, joint deputy manager of the Monks Investment Trust, went to the world’s capital of regulation to find out. -
The Bright Side of Japan's Labour Crunch.Autumn 2018Innovation is often born out of necessity. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, tells Joji Sakurai that Japan’s staff shortages have sparked creativity and investment opportunities. -
Room for Growth.Autumn 2018When Tom Slater first came across Airbnb’s Brian Chesky, he didn’t spot the magic. Here the joint manager of Scottish Mortgage Investment Trust explains why he changed his mind. -
Intangible Difference.Autumn 2018The growth of intangible assets changes not only the industrial landscape but also the way investors need to do their homework, as new MPC member Jonathan Haskel explains to Edward Russell-Walling. -
A Question of Culture.Autumn 2018A strong company culture is often a source of competitive advantage. Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, talks to Colin Donald about why it’s so important to ask companies about their culture. -
Extreme Returns.Autumn 2018James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about the implications of Hendrik Bessembinder’s extraordinary research. -
Bond Beats - PureGym.Third Quarter 2018In Bond Beats, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. In the first Bond Beats, Lucy Isles takes a look at how PureGym has radically redefined a whole industry by breaking down the barriers to gym membership. -
The Great Convergence of Medicine.Third Quarter 2018The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades. -
Writing you can trust.Autumn 2018Curious about our investment thinking? Want to find out more about why Airbnb has more room for growth and how regulation will affect tech companies such as Facebook and Amazon? -
Do Politics Matter?Third Quarter 2018Many things affect the ebb and flow of an economy, especially in these interesting times. Surely what our politicians do and say reflects on the financial markets? Gerald Smith considers how much politics might really matter. -
Green Sky Thinking.Second Quarter 2018Lucy Isles explains how the High Yield Bond team has incorporated ESG into its investment process, seeing it not just as a tool for managing risk, but for identifying investment opportunities too. -
SAINTS - Seeking an Income that Stays on Track for Years to Come.Third Quarter 2018Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth. -
Monks - Attributes of Growth.Second Quarter 2018Identifying businesses that will produce high levels of long-term earnings growth is critical to creating outperformance over the long term. Monks’ managers explain what it is they are looking for. -
An End to Kidney Failure.Second Quarter 2018Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future. -
What's in a Name?First Quarter 2018While the name may have changed, the investment philosophy remains the same. The Baillie Gifford Strategic Bond Fund continues to seek great bond selection to drive differentiated returns. -
Indonesia – Waiting for the Boom?First Quarter 2018Ewan Markson-Brown recently visited Jakarta, where he found a changing political and technological landscape which could see Indonesia emerge as one of the most exciting growth stories globally in the next few years. -
Baillie Gifford US Growth Trust plc.March 2018Gary Robinson and Helen Xiong, discuss the launch of the Baillie Gifford US Growth Trust and explain why the search for exceptional growth companies in America will lead to them investing in both publicly listed and private companies. -
Asia – The Stars Align.First Quarter 2018After several years of weak global growth, the tide has changed and Asia ex Japan is likely to be one of the big winners. Roderick Snell and Ewan Markson-Brown are confident that the stars are aligning for a strong period of long-term growth in the region. -
The World's Most Valuable Companies.First Quarter 2018James Anderson and Tom Slater, joint managers of Scottish Mortgage, discuss what is currently exciting them and take a look into the future to offer their views on which companies have the potential to be the world’s largest businesses a decade or more from now. -
The Overlooked Importance of Corporate Culture.First Quarter 2018Catharine Flood talks to James Anderson and Tom Slater, joint managers of Scottish Mortgage, about the value they attach to the corporate culture of a company when making investment decisions and the importance of having access to senior management and good academic sources when conducting their research. -
Resolute in the Face of Uncertainty.First Quarter 2018James Anderson and Tom Slater, joint managers of Scottish Mortgage, discuss the importance of continuing to have faith in the investment case and to maintain holdings in companies with attractive long-term prospects, even when the profits and the share prices of those companies suffer volatility during bouts of stock market weakness. -
Cultural Advantage.First Quarter 2018To build great businesses, company management should understand how a company’s culture can affect shareholder value. Gary Robinson looks at how having a distinctive culture can create great opportunities for those looking to invest in thoughtfully managed companies. -
Scottish Mortgage Stock Stories: Kering - Ferrari.Fourth Quarter 2017Kering is a global luxury brand company which owns big names such as Gucci, Bottega Veneta and Saint Laurent. James Anderson tells Catharine Flood what first attracted him to Kering, also touching on Ferrari as a luxury brand, and why he remains enthusiastic over the company’s prospects. -
Scottish Mortgage Stock Stories: Illumina.Fourth Quarter 2017Catharine Flood asks James Anderson how he identified the exceptional investment prospects for Illumina, and seeks his views on likely growth at the company as the cost of gene sequencing continues to fall, as well as at Illumina’s spin-off company Grail which is a trailblazer in liquid biopsy. -
Scottish Mortgage Stock Stories: Netflix.Fourth Quarter 2017Mark Urquhart explains to Tatjana Evans-MacLeod why he initially decided not to invest in Netflix, why he changed his view and the reasons for his growing optimism over strong investment performance in the longer term as Netflix expands its global audience. -
Regards from Shanghai.Fourth Quarter 2017Following a meeting with Jack Ma of Alibaba, James Anderson considers the importance of data to our future, and anticipates the pivotal role China will play in shaping what is to come. -
Predicting the future shape of the world.Fourth Quarter 2017We view the Emerging Markets Bond Fund not as risking money in emerging markets, but investing in the future shape of the world. We take an active management approach to help us pick the winning countries. Discover how we aim to go about doing just that for our Emerging Markets Bond Fund clients. -
Intelligent Healthcare - US Companies and the Healthcare Revolution.Fourth Quarter 2017Healthcare has improved exponentially over the last few centuries and is still evolving. Gary Robinson looks at some of the reasons he is excited about investment opportunities in this sector and other areas directly related to it. -
A Quartet of Ways to Find Growth.August 2017We believe growth comes in many different shapes and sizes. So why settle for just one when you can choose the Monks Investment Trust and let us help you find four different ways to seek out growth, all at the same time? -
The Future – Utopia or Dystopia?Third Quarter 2017Historical precedence would indicate that technological progress doesn’t cause long-run unemployment. With the phenomenal progress now being made in artificial intelligence, investment manager Lawrence Burns looks at why the new challenges it presents won’t change that. -
How the light gets in.Spring 2017Philippe Sands talks to Chiara Pannozzo-McBryde about the particularly personal journey behind his latest book. -
Does Anyone Remember What ‘Investing’ Actually Means?First Quarter 2017Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state. -
An End to Cancer?First Quarter 2017Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer. -
How to Invest in Equities and Stay Sane.Spring 2016Investing in equities is a long-term commitment. In this article, we explain why market movements are usually irrelevant and why shareholders should look past immediate events and focus on the long term. -
Cities of Tomorrow.February 2016Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking. -
Genomics: Reasons for Optimism.First Quarter 2016Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing. -
ARCHIVEDARCHIVEDScottish Mortgage Annual General Meeting.June 2018The Annual General Meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, co-managers James Anderson and Tom Slater made presentations and you can read the highlights here. -
ARCHIVEDARCHIVEDBaillie Gifford UK Growth Fund plc.June 2018Milena Mileva and Iain McCombie, co-managers of the Baillie Gifford UK Growth Fund plc, give an overview of the trust following the board’s decision to move the mandate to Baillie Gifford. -
ARCHIVEDARCHIVEDUK Market Ripe for Stock Pickers.Second Quarter 2018As the UK’s exit from the European Union looms, there is no shortage of doomsayers taking the view that investing in UK stocks might be a foolish thing to do. Milena Mileva has a more optimistic outlook and examines several exciting British businesses that have the potential for significant long-term growth. -
ARCHIVEDARCHIVEDA New Cambrian Explosion.Second Quarter 2018Why objects that can see will transform society. -
ARCHIVEDARCHIVEDCelebrating Inefficiency: The Market's, Not Ours.May 2018By being nimble and patient, by joining the dots to find left of field insights and by looking at the world through both a telescope and a microscope, we can find opportunities in corporate bond markets that others may miss. Discover how we go about this. -
ARCHIVEDARCHIVEDArchived - Baillie Gifford Strategic Bond Fund - What's in a name?April 2018The Baillie Gifford Corporate Bond Fund is changing its name to the Baillie Gifford Strategic Bond Fund. This is our Marathon to Snickers moment, the name is changing but the great recipe remains the same. -
ARCHIVEDARCHIVEDFrom Brexit to Brazil.Second Quarter 2018Brazil and the UK might be miles apart, but they do share at least one surprising commonality: a 3% inflation rate. As Sally Greig explains, structural changes in Brazil are starting to have an impact on the country’s changing fortunes. -
ARCHIVEDARCHIVEDShin Nippon Seeing Broad Portfolio Strength.April 2018Praveen Kumar, portfolio manager, explains how a tight employment market and developments in healthcare are driving stock selection in the Shin Nippon portfolio. He also outlines some of the areas that contributed significantly to the performance over the past 12 months, as well as those which offer exciting prospects for the future. -
ARCHIVEDARCHIVEDScottish Mortgage Stock Stories: Alibaba & NIO.First Quarter 2018James Anderson, joint manager of Scottish Mortgage, shares his thoughts on Chinese car company NIO and the founder-driven, Chinese giant retailing platform, Alibaba. -
ARCHIVEDARCHIVEDScottish Mortgage Stock Stories: Amazon.First Quarter 2018James Anderson, joint manager of Scottish Mortgage, shares why he is enthusiastic about investing in Amazon as and why he believes it will remain a dominant company in the future. -
ARCHIVEDARCHIVEDScottish Mortgage Stock Stories: Bolt Threads.First Quarter 2018Tom Slater, joint manager of Scottish Mortgage, discusses why he thinks biotech company Bolt Threads has the potential to transform the apparel industry. -
ARCHIVEDARCHIVEDScottish Mortgage Stock Stories: Uptake.First Quarter 2018Tom Slater, joint manager of Scottish Mortgage, discusses industrial technology company Uptake, which uses data science to enable people and machines to work better together. -
ARCHIVEDARCHIVEDScottish Mortgage Stock Stories: Spotify.First Quarter 2018European company Spotify is on its way to becoming a global leader. James Anderson, joint manager of Scottish Mortgage, shares his enthusiasm for Spotify and its founder. -
ARCHIVEDARCHIVEDIn Search of Exceptional Growth.First Quarter 2018Why we are launching the Baillie Gifford US Growth Trust plc. -
ARCHIVEDARCHIVEDScottish Mortgage Annual General Meeting.2017The annual meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, there were presentations from the Trust’s managers, James Anderson and Tom Slater. This summary includes several short audio clips recorded on the day. -
ARCHIVEDARCHIVEDA Future Powered By Artificial Intelligence.First Quarter 2017With the power to transform every trade and every industry, artificial intelligence (AI) is the future that is here today. Investment manager Lawrence Burns reflects on some of the recent developments in the field and speculates on what the brave and wonderful new world of AI might mean for us all. -
ARCHIVEDARCHIVED5 key things we thought you'd like to hear.Third Quarter 2016The 107th AGM of Scottish Mortgage Investment Trust once again saw presentations from the investment managers James Anderson and Tom Slater. We’ve captured some key points that each made on the day, as audio recordings and wanted you to have the opportunity to hear their thinking for yourself.
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