Insights
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July 2021Mind the Gap: Going on a De-risking Journey.
De-risking doesn’t have to be an end to attractive investment returns. Philippe Jageneau shares why a multi-asset approach may be the answer for maturing pension schemes.
Read moreJuly 2021Embracing the Extraordinary.
Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change, according to Scottish Mortgage’s managers. This short article provides an overview of this idea, and other topics discussed in a recent webinar with investment specialist Claire Shaw and Scottish Mortgage Managers James Anderson, Lawrence Burns and Tom Slater.
Read moreJuly 2021What Picasso Can Teach Us About Investing.
Investment Specialist Christel Brodie speaks to Tom Coutts, Investment Manager on Baillie Gifford’s International Growth Strategy, about his recent thought piece ‘What Picasso can teach us about investing’. Coutts discusses how the process of, and reactions to, change in the art world can be closely compared to how we as investors look at the world today and what it could be in the future.
WatchJuly 2021Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
Read moreFull Year 2020Positive Change Impact Report.
The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.
Read moreJuly 2021Actual Income.
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.
WatchTorcail Stewart, July 2021The Future Is Now, And It Works.
Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.
Read moreJuly 2021The History of The Monks Investment Trust.
Born on the eve of a global depression, the trust has cultivated its instinct for growth over nine decades, always staying focused and flexible, on the right side of great global changes. Continuing our series of investment trust histories, John Newlands tells the story of Monks.
Read moreJune 2021Actual ESG: Making a Difference in the Real World.
Andrew Cave, Head of Governance and Sustainability, and Stuart Dunbar, Partner and Client Director, explain why ESG investing should not become a data and metric-driven exercise. Instead, we should be focusing on real world outcomes and investing in businesses that are helping drive forward change.
WatchJune 2021High Yield Bond.
In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.
WatchJune 2021Global Stewardship Fund - Manager Insights.
Client Director Amy Atack explains the purpose of the Global Stewardship Fund, before giving an update on the performance of the portfolio, as well as a summary of the three main areas in which the Global Stewardship Team see the potential for future growth.
WatchJune 2021Highlights Video - The Small-Cap Effect: An Existential Debate.
This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
WatchJune 2021Baillie Gifford Shin Nippon Investment Trust Webinar.
Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.
WatchJune 2021Scottish Mortgage Investment Trust AGM: Manager Insights - Tom Slater.
In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.
WatchJune 2021Scottish Mortgage Investment Trust AGM: Manager Insights - James Anderson.
In this AGM film, James Anderson, co-manager of the Scottish Mortgage Investment Trust, reflects on the biggest lessons he has learnt during his time managing the trust.
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