There were no items found based on the criteria entered.February 2023 Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.January 2023 Global Alpha Research Agenda 2023
How can we invest in quality companies with the potential to generate sustainable returns in a changing market?January 2023 Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.10 MIN WatchJanuary 2023 Insights: investment research in Japan
Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.23 MIN ListenJanuary 2023 What’s next for growth stocks?
Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.January 2023 Asia and energy transition
Exploring the emerging energy opportunities in Asia.January 2023 China’s changing automotive landscape
The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundriesDecember 2022 SAINTS Stewardship Report 2022
For the year ended March 2022.December 2022 ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.36 MIN WatchDecember 2022 Asia ex Japan: Portfolio manager update
Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.December 2022 A dose of innovation
Your money or your health. Marina Record asks if society is ready to pay for health innovation.December 2022 UK equities: Home focus
Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.December 2022 Chip War
How semiconductors bring a competitive world together.42 MIN WatchNovember 2022 Managed Fund: Patient investing
Many investors are impatient, but change takes time – the best performance could come to those who wait.November 2022 The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.November 2022 China’s cloud
Why cloud computing is developing differently in the world’s most populous nation.November 2022 New hopes for curing heart disease
In the war against killer heart disease, technology is making huge strides in diagnosis and treatment.23 MIN ListenNovember 2022 Disrupting heart disease
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.November 2022 Japan trip reflections
Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid JapanNovember 2022 Solving the antimicrobial crisis
If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.4 MIN WatchNovember 2022 Manager insights: Pacific Horizon
Pacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.31 MIN WatchNovember 2022 Positive Change update
Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.November 2022 Investing in net zero
Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.15 MIN ListenOctober 2022 Open your mind to change
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of Baillie Gifford’s US Equities Team explains.October 2022 Embracing the unpredictable
The ‘what if…?’ questions are the most important of all.October 2022 Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.October 2022 A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.30 MIN WatchOctober 2022 Multi Asset quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.October 2022 Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.60 MIN WatchOctober 2022 Japanese Equities update
Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.34 MIN WatchOctober 2022 Europe: why now?
Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.October 2022 Inflation: analysing resilience
Four ways to consider growth companies’ ability to deal with rising prices.44 MIN WatchOctober 2022 Health Innovation: an update with the managers
Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.September 2022 Creating impact
How the Positive Change Strategy backs firms tackling social and environmental challenges.September 2022 Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.September 2022 Kering: luxury created with risk
How the group gives its creatives the freedom to spark love-it-hate-it reactions.September 2022 Trust trip notes: Tel Aviv
Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.September 2022 Drive: rethinking motivation
What companies get wrong when trying to get the best out of their workers.September 2022 Snow Peak’s outdoor heiress
Company director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.September 2022 Investing in a changing China
President Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.September 2022 Monks: how diversity beats adversity
Having a varied portfolio allows the trust to navigate volatile periods and focus on the long term.September 2022 Investing in the champions of Europe
Manufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.September 2022 Compound interest: the snowball effect
Companies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.September 2022 Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.11 MIN WatchSeptember 2022 A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.5 MIN WatchSeptember 2022 Introducing: Sustainable Multi Asset
Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.September 2022 Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.47 MIN WatchSeptember 2022 Global Discovery webinar
Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.September 2022 Defining impact
The US Equities team discuss ESG and effective growth investing.6 MIN WatchSeptember 2022 UK Growth Trust Manager Insights
In volatile times, focusing on the fundamental long-term opportunities of our holdings is key.September 2022 Shimano: our strategy in one stock
How the cycle parts maker symbolises the kind of firms International All Cap is looking for.September 2022 Growth flows
Tracking our pursuit of growth companies over time.September 2022 Snippets from the archives
Key insights from the International All Cap Strategy picked from the past 30 years.September 2022 Investing in ingenuity
Milena Mileva on picking International All Cap’s future winners.September 2022 Forging a fund
How relationship building, performance and tales of Scotland helped establish our international funds.August 2022 International Growth Stewardship Report
Summary of stewardship activities and perspectives for 12 months to 31 March 2022.September 2022 International All Cap: 30 years strong
The past, present and future of investing in exceptional developed market growth stocks.6 MIN WatchAugust 2022 US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.August 2022 Keystone Positive Change Impact Report 2021
The Positive Change Team’s impact report, covering our activity and plans for the future.8 MIN WatchAugust 2022 Monks Investment Trust Manager Insights
Jon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.7 MIN WatchAugust 2022 Managed Fund: Sticking to our knitting
Growth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.5 MIN WatchAugust 2022 Transforming the future of healthcare
Supporting companies with the potential to transform the field of healthcare and generate attractive returns.Long readAugust 2022 Global Stewardship Sustainability Report
The Global Stewardship team on climate change, carbon emissions and sustainable growth companies.July 2022 Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?Long readAugust 2022 Positive Change Impact Report: 5th Year 2021/22
The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.July 2022 Trust history: Pacific Horizon
How Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.53 MIN WatchJuly 2022 Responsible Global Equity Income Webinar.
In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.July 2022 International Alpha Stewardship Report.
To 31 May 2022.July 2022 A smörgåsbord of innovation.
Sweden tops the charts for original thinking, from family businesses to founder-run companies.21 MIN ListenJuly 2022 North Stars: why are Swedish companies world leaders?
It’s a small country with lots of innovative businesses. Stephen Paice explores what’s so great about Sweden.July 2022 Sir Isaac Newton’s folly.
How the 18th-century mathematician lost a fortune to groupthink.July 2022 Digital Disruption and the future.
Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.44 MIN WatchJuly 2022 Keeping Positive: Positive Change Fund Webinar.
Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact.July 2022 Emerging Markets: Five Questions.
How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?July 2022 The search for ‘jumper-stretching’ stocks
Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.Long readJune 2022 Impact investing in the health sector.
The Health Innovation team on ESG, the future of medicine and making a positive global impact.June 2022 Study guides.
Academic partnerships that generate new ideas.June 2022 China’s leapfrog shopping apps.
Smartphone-centric retailers drive innovation.June 2022 Investing in decarbonisation.
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.July 2022 What makes companies resilient to inflation?
Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.June 2022 The fight for your free time.
Disruptive change within the entertainment world creates a wealth of opportunity.June 2022 Why it’s not over for growth stocks.
Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?Long readJune 2022 Investment Stewardship.
It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.32 MIN WatchJune 2022 Reasons to be optimistic about climate change.
Is a greener world achievable? In this webinar, Client Service Director Stephen Corr interviews Investment Analyst Calum Holt, International Alpha, on why he believes we are at a turning point in the energy transition.June 2022 Pole position.
Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.June 2022 Trip Notes: Helsinki.
European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.June 2022 International Smaller Companies: Under the Radar.
Part 6 - Alignment.June 2022 International Smaller Companies: Under the Radar.
Part 5 - Insight.June 2022 International Smaller Companies: Under the Radar.
Part 4 - Scalability.June 2022 International Smaller Companies: Under the Radar.
Part 3 – Sustainability.June 2022 International Smaller Companies: Under the Radar.
Part 2 – Competitive Edge.June 2022 International Smaller Companies: Under the Radar.
Part 1 - Opportunity.June 2022 International Smaller Companies: Under the Radar.
Introducing the Radar.35 MIN WatchMay 2022 Asia ex Japan: Portfolio Manager Update.
Join Roddy Snell and Ben Durrant to discuss current views and portfolio positioning for the Asia ex Japan strategy and learn why we continue to believe this is the most attractive region globally for growth investors.May 2022 ESG v sustainability.
The questions we should consider to avoid being led astray by ESG risk scores.7 MIN WatchMay 2022 International Concentrated Growth: Manager Introductions.
Radical companies may seem risky, but they’re building the future. Paulina McPadden, Spencer Adair and Lawrence Burns discuss how investing in firms with extraordinary potential is a simple approach to long-term wealth creation.May 2022 Impact, Ambition and Trust.
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?May 2022 MercadoLibre: the Latin liberator
Lawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.33 MIN WatchMay 2022 Resurgence of European Ambition – Europe’s outliers.
Join Stephen Paice, head of the Baillie Gifford European Equities team, as he discusses his research on the European companies that have increased in value 10x or more, delving into their history, common characteristics, and where they are likely to occur in the future.May 2022 The future of education.
For digital learning companies that can balance accessibility and profits, the opportunities are vast.May 2022 India’s data-driven growth stocks.
Pacific Horizon spots investment opportunities in a smartphone-transformed nation.May 2022 The history of the European Growth Trust
How a trust giving investors access to the European market has found grounds for optimism despite volatility.May 2022 Cogs and monsters.
Virtual goods and the value of digital data pose unresolved challenges to economists, investors and regulators.13 MIN WatchMay 2022 US Equity Growth: Webinar Highlights.
Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.4 MIN WatchMay 2022 Shin Nippon Manager Update.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.Long readMay 2022 The Long View.
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.May 2022 Emerging Markets: the possibilist.
Understanding the difference between pessimism and possibility in Emerging Markets.47 MIN WatchMay 2022 US Equity Growth Webinar: The Long View.
Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.May 2022 Transformational thinking
Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.April 2022 Smaller companies, big disruption.
How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.47 MIN WatchApril 2022 International All Cap – Consistency in uncertain times
Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.April 2022 Casting the net wider.
Monks seeks profit and resilience from its diversified growth stocks portfolio.April 2022 India’s data-driven growth stocks.
Baillie Gifford spots investment opportunities in a smartphone-transformed nation.April 2022 Influencers
James Anderson credits the great minds who shaped his theories about the evolving world.April 2022 Future impacts.
Four ways Keystone Positive Change’s holdings can benefit the environment and society.April 2022 China’s move to renewable energy.
Solar power and cheap green energy makes for a promising future.April 2022 Buying into private companies.
Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.22 MIN ListenMarch 2022 Why private companies matter more.
SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?Long readApril 2022 Positive Conversations 2021.
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.10 MIN WatchApril 2022 SAINTS: A year in review and looking ahead.
The Scottish American Investment Company share an update on performance and ESG.March 2022 Global Alpha 2022 Research Agenda.
In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.9 MIN WatchEuropean Equities Manager Update.
When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.32 MIN WatchMarch 2022 International Smaller Companies is growing up - a three-year anniversary.
Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.Spring 2022 Writing you can trust.
Inspirational thinkers, data-driven India and the ecommerce upstart disrupting Latin America.7 MIN WatchMarch 2022 International Growth Webinar Summary.
In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.March 2022 A dream within reach.
New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.45 MIN WatchMarch 2022 International Growth: A conversation with the portfolio management team.
Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.12 MIN WatchFebruary 2022 Actual ESG.
Investing in great growth companies to make a big difference.February 2022 Explorers, not just analysts.
If we are to deliver extraordinary returns, we must be more open-minded than the crowd.55 MIN WatchFebruary 2022 The evolution of Japan Income Growth.
Fund Manager Karen See and Investment Specialist Thomas Patchett explore Japan’s evolving opportunity set.18 MIN ListenFebruary 2022 Growth or value: it’s not a black or white choice.
Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares whyFebruary 2022 A private companies approach to ESG.
The special considerations at play when we invest in high-growth, late-stage unlisted firms.60 MIN WatchFebruary 2022 Long Term Global Growth: Team evolution
Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.January 2022 ESG collaborations
Looking before we leap into industry initiatives.January 2022 Sustainable companies, global challenges.
Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.January 2022 The university shaping global tech.
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.January 2022 Health Innovation: impact and ESG.
Why the forthcoming Health Innovation Impact Strategy should focus minds.January 2022 ESG data: Filling in the gaps
LTGG is making efforts to improve environmental, social and governance metrics.2 MIN WatchJanuary 2022 Global Income Growth.
Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.January 2022 Nurobots: delivering with autonomous vehicles
Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.December 2021 Diverse and disruptive.
The Monks Investment Trust’s growth-focused stock picking strategy.December 2021 Glasgow Climate Pact.
For Global Stewardship, climate opportunities go hand in hand with climate challengesDecember 2021 Rules of the game
Regulation and what we look for in companies’ responses.John Berry, December 2021 Emerging Market Debt: Looking beyond ESG Scores.
Considering countries and companies’ potential for improvement, not just their risk scores.41 MIN WatchDecember 2021 The ‘S’ of ESG: Intangible Value.
ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.December 2021 We need to talk about inflation.
Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.November 2021 What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.2 MIN WatchNovember 2021 Investing to provide resilient and sustainable income, time after time.
Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Multi Asset Income and how they are seeking real income, time after time.November 2021 Island Time.
Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.49 MIN WatchNovember 2021 Towards Net Zero: Reflections on COP26.
Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.November 2021 Japan stocks: investing in growth.
As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.16 MIN ListenNovember 2021 Investing in Japan: What’s changed and what’s next?
Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, investment manager, discusses what’s next.November 2021 Tomorrow’s world, here today.
Investing in private companies applying today’s early-stage tech to create tomorrow’s world.November 2021 The Biological Revolution.
The use of information science to unlock biology is revolutionising our health and wellbeing.November 2021 The real case for China.
Willingness to change gives Chinese firms an innovation advantage.Duncan Sutherland, November 2021 Smarter insurance for a less risky future.
The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.November 2021 Joining forces to achieve net zero.
Baillie Gifford signs up to an asset managers initiative as COP26 begins.October 2021 The switch to sustainable food.
Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.October 2021 The future of transport.
Electric cars on the road and flying taxis in the air will change the way people commute and live.October 2021 Healthcare’s biotech revolution.
A convergence of technologies is paving the way for advances in our understanding of biology.October 2021 Digital payments in a cashless future.
Disruptive fintechs are paving the way to a world without physical money.November 2021 Inside and out
A focus on diversity and inclusion can result in competitive advantage.October 2021 Turning up the heat
The challenge companies face to meet net zero emission targets.46 MIN WatchOctober 2021 Harnessing growth for the next decade.
Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.WatchOctober 2021 Highlights Video: Harnessing growth for the next decade.
Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.WatchOctober 2021 IDEAS Conference 2021.
With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.October 2021 China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.October 2021 Lessons from Bessembinder
What a US academic taught us about the companies that outperform.October 2021 India’s ‘missing’ female workers.
Women dropping out of employment should weigh on investors’ minds.October 2021 Supporting ESG improvers.
Investors can have the most impact by focusing on sustainability laggards, not leaders.October 2021 Misguided metrics.
Why emerging markets firms struggle to get high ESG scores.October 2021 Time travel investing.
Evaluating emerging market stocks by taking a mental leap into the future.September 2021 An appetite for ordered chaos.
Why loosening control can help companies become more innovative.Seb Petit, October 2021 Sustainable at heart: why businesses need to adapt.
Knowing when to adapt could be the key to successful long-term growth, writes Seb Petit.September 2021 US Discovery: An American Voyage.
Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.WatchSeptember 2021 Climate Change: Risk or Opportunity?
Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?September 2021 Investing in Climate Solutions.
How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.WatchSeptember 2021 Disruption Week: Investing in Firms Shaping the World of Tomorrow.
At Baillie Gifford, we don’t focus on the present. We focus on what the world could look like in 15- or 20-years’ time. We focus on how our needs and expectations are evolving and what they might look like in the future. We explore the industries in which disruption and innovation are creating change, and we dedicate ourselves to finding the companies driving this change. Watch this animation to find out more.August 2021 Rethinking Risk: Uncertainty and Investment Returns.
Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.August 2021 sennder: Helping Truckers Cut Costs and Carbon.
sennder’s co-founder explains how its software platform helps truckers carry fuller loads.Charlie Houston, September 2021 Staying Focused in Frantic Times.
In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?Theo Holland, August 2021 The Past is a Foreign Country.
High yield today might not mean resilient yield tomorrow for Emerging Market debt. Theo Holland reveals how Indonesia turned raw potential into a pathway for sustainable growth.WatchJuly 2021 How Harnessing Chaos Can Make Companies More Nimble.
Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.July 2021 Rocket man
Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.July 2021 Why Companies Should Embrace Chaos
The nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.WatchJuly 2021 What 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.July 2021 Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.Torcail Stewart, July 2021 The 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.2 MIN WatchJune 2021 High 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.June 2021 History of Keystone Positive Change Investment Trust
Historian John Newlands looks back at the origins of the trust and its surprising connections.WatchJune 2021 Exploring Sustainable Growth: A New Approach to ESG.
Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.WatchJune 2021 Strategic Bond.
Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.June 2021 What Picasso Can Teach Us About Investing.
Cubism changed art by depicting objects from multiple perspectives. Investors can learn from this approach by looking beyond the narrow confines of the financial industry and seeking a wide range of viewpoints rooted in the real world, argues Tom Coutts, partner at Baillie Gifford.May 2021 Positive Change - It's Not Obvious
Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.May 2021 The history of Baillie Gifford China Growth Trust
In our special series on the histories of investment trusts managed by Baillie Gifford, John Newlands looks back at the Edwardian origins of the China-focused trust.May 2021 The Responsible Approach to ESG Investing.
Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.WatchMay 2021 Aligning With Paris Webinar.
Global Equities Specialist Tim Gooding is joined by Governance and Sustainability Specialists Sefton Laing and Kieran Murray. The team address three key questions over the course of the webinar: What is the Paris Agreement? What are the regulatory frameworks emerging? And how does an active manager align investment decisions with a low-carbon transition? The team then go on to conclude what this all means for LGPS investors.WatchMay 2021 Highlights Video: Aligning With Paris Webinar.
This short film shows the highlights of the webinar in which Global Equities Specialist Tim Gooding is joined by Governance and Sustainability Specialists Sefton Laing and Kieran Murray. The team address three key questions over the course of the webinar: What is the Paris Agreement? What are the regulatory frameworks emerging? And how does an active manager align investment decisions with a low-carbon transition? The team then go on to conclude what this all means for LGPS investors.April 2021 Global Alpha Paris-Aligned.
The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.April 2021 On The Grid.
David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.WatchApril 2021 Active Investment: Fuelling the Energy Transition.
In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.April 2021 Injecting Optimism Into Healthcare’s Future.
Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.WatchApril 2021 Breaking the Biotech Model.
Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.WatchMarch 2021 Interview With Our Japanese Researchers.
Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.WatchMarch 2021 What I've Learned In Four Decades Of Investing.
His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.April 2021 The Future of Mobility - Part 2.
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.April 2021 The Future of Mobility - Part 3.
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.April 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.April 2021 The Future of Mobility - Part 1.March 2021 Humans, a Growth Species.
On the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.March 2021 Actual ESG.
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.57 MIN WatchMarch 2021 A Change In Name, A Change Of Strategy, It's All Positive.
In this webinar recording, Rosie Rankin, a specialist on the Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Trust. The managers give a presentation on the details of the trust and some of the companies in which it invests, followed by questions from the attendees.58 MIN WatchFebruary 2021 How the Pandemic is Revealing the Future of Healthcare.
Product specialist Jack Torrance talks to Julia Angeles and Marina Record, investment managers of the Health Innovation Strategy. The team discuss the journey they embarked upon to launch the strategy, the way in which 2020 has accelerated trends in the healthcare space, and what they think human health will look like in the future.WatchFebruary 2021 Keystone Positive Change Investment Trust - Introduction.
The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a more sustainable world. Investment managers Kate and Lee explain how they hope to do this.WatchJanuary 2021 Sustainable investing: Finding the innovative companies of the future.
Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.December 2020 Private Companies Overview.
The artificial barriers between private and public companies are disappearing, but the investment world has not kept up. Investment managers Tom Slater, Chris Evdaimon, Peter Singlehurst and Rob Natzler discuss Baillie Gifford’s refreshing approach to investing in late-stage private companies.December 2020 Innovation: Why it’s Crucial for Sustainability.
Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.WatchDecember 2020 Private Companies Introduction.
Private companies matter to long-term growth investors as never before. Tom Slater, investment manager and partner at Baillie Gifford, talks to his colleagues Peter Singlehurst, Chris Evdaimon and Robert Natzler about why this is and how it shapes Baillie Gifford’s approach to investing in private companies.WatchDecember 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.December 2020 Muscle for the Rebound.
Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive. During 2020 your Strategic Bond Fund has sought to invest in businesses that can do just that.Autumn 2020 The Rise of Reliance.
Baillie Gifford’s Charles Plowden, co-manager of Global Alpha, hails a firm whose ambitions match the vastness of the subcontinent of India.WatchNovember 2020 STOPCOVID Webinar.
This webinar, moderated by Mark Urquhart, head of our Long Term Global Growth Team, includes an update from the STOPCOVID team based at Edinburgh University. STOPCOVID is a global initiative to harness and progress medical science across sectors to improve treatments and end the pandemic. We hear from Kev Dhaliwal, Professor of Molecular Imaging and Healthcare Technology and Honorary Consultant in Respiratory Medicine.November 2020 Investing in Biotechnology.
The starting point for investing in biotechs is science that is credible, scalable and differentiated. But that on its own does not guarantee a commercially successful business. The Health Innovation Team share their approach to investing in biotech at a time when the pace of innovation is exploding and the possibilities are endless.16 MIN WatchNovember 2020 Global Alpha – Mental Models Highlights.
Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda. In this webinar, client director Ben Drury talked to Global Alpha investment managers Helen Xiong and Malcolm MacColl about mental models and how they are incorporated into the team’s investment research process.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.WatchOctober 2020 The Great Divergence Between East and West.
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.October 2020 Emerging Markets Article: Coming of Age.
It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.September 2020 Pointers from the Past, Lessons for the Future.
With charities facing pandemic-driven uncertainty over future funding, the need for investment income has been magnified. Anthony Dickson outlines some of the options and explains the benefits of focusing on ethical investments that combine a rising income with sustainable growth.September 2020 Back to the Future.
Has the pandemic ushered in a return of mid-20th century economics? With unprecedented stimulus replacing austerity, David McIntyre argues that monetary policy has given way to fiscal policy, creating new opportunities for multi asset portfolios.September 2020 Value Judgements.
With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.September 2020 China - Adjusting the Lens.
The future is inherently uncertain, but the acceleration of disruption, developments in innovation and shifts in consumption patterns will create winners and losers. China will play a critical role.September 2020 Can capitalism power positive change?
The companies that interest Lee Qian most are the ones that are driving society forward while rewarding shareholders. Iona Bain talks to the Positive Change Fund co-manager about capitalism at its best.WatchSeptember 2020 Living Longer: Can We Afford It?
More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.WatchSeptember 2020 Japanese Equities Introduction.
Members of the Japanese Equities Team explain the philosophy and processes of the strategies that exist within Baillie Gifford’s Japanese Equities capabilities.WatchSeptember 2020 US Growth Trust - Manager Update.
Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.September 2020 Navigating Noise.
Navigating Noise, a video series brought to you by the Long Term Global Growth team, seeks to gather and share some of the thinking we find so valuable when investing for the long term.September 2020 A gallery for growth
Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.September 2020 Sensible nonsense
To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.WatchSeptember 2020 Data, AI & Ethics.
Julia Angeles, investment manager on the Health Innovation Team, speaks to Claire Bell, former newspaper journalist and inquisitive researcher for Baillie Gifford. Angeles and Bell discuss the hot topics of data, artificial intelligence and ethics.September 2020 Actual Income - Aptiv.
The most dangerous thing about a car is its driver. Automotive supply company Aptiv is developing advanced technology to make driving safer, greener, and even, driverless.5 MIN WatchSeptember 2020 A Shocking Revelation: Capitalism Can Power Positive Change.
Everyone 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.10 MIN WatchSeptember 2020 Baillie Gifford China Growth Trust plc.
Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust talk to Alex Blake, Investment Trusts Director, on why we’re excited about China, why we believe Baillie Gifford is the right manager for the trust, and what our investment approach will look like.WatchAugust 2020 Global Alpha - 10 minutes with Helen Xiong.
Ben Drury, client director, talks to Helen Xiong, an investor and soon-to-be key decision maker for the Global Alpha strategy. Helen explains what she has learnt from her past experience with Baillie Gifford, what she will bring to the team in her new role, and what she is excited about moving forward.WatchJuly 2020 Tomorrow’s Income Aristocrats.
Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.WatchJuly 2020 Health Innovation: It’s Time to Rethink What the Word ‘Healthcare’ Means.
We are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.WatchJune 2020 Monks – Long-Term Stewards.
Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.July 2020 Positive Change Impact Report.
For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.WatchJune 2020 What's the Purpose of Investing?
Interview with Stuart Dunbar.June 2020 A view from the midst of the pandemic
Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.7 MIN WatchJune 2020 Japanese Smaller Companies Fund and Shin Nippon PLC – Manager Insights.
Praveen Kumar, investment manager of Japanese Smaller Companies Fund and Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business.May 2020 It's Time to Look East.
First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.May 2020 Actual Income - CO-OP.
Appearances can be deceptive. Not least in the credit markets, where companies tainted by problems can end up producing attractive buying opportunities as they start to return to health. Co-op is just one example.WatchApril 2020 Why this crisis favours growth stocks.
Growth stocks have generally fared better than value stocks during the coronavirus downturn. Tom Slater, partner and head of Baillie Gifford’s US Equities Team explains why.May 2020 It’s time to rethink what the word healthcare means.
We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.April 2020 Actual Income - Resilience First.
Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.April 2020 Why We Care About Diversity and Inclusion.
Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.April 2020 Fighting a Pandemic with Technology.
Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.April 2020 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.April 2021 Investing In Innovation.
For us, investing in innovation means investing in companies that have a clear understanding of their place in the world of the future. We believe our portfolios contain some of the world’s most innovative and transformative businesses. Find out more about how investors can take a stake in these pioneering companies.WatchMarch 2020 Navigating a Stock Market Crisis.
Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.6 MIN WatchMarch 2020 UK Stock Stories - Abcam and Homeserve.
Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.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.February 2020 Healthcare Innovation.
We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.February 2020 Governance in China: Risk or Opportunity?
Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.13 MIN WatchDecember 2019 The Beauty of Japanese Cosmetics.
Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term. October 2019.Fourth Quarter 2019 Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.WatchFourth Quarter 2019 Corporate Scandals That Changed the Course of Capitalism.
Civil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.WatchThird Quarter 2019 The Impact of Online Shopping.
Malcolm Borthwick is joined by investment manager Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.Third Quarter 2019 A case for growth
Growth investors have had a good decade. Dave Bujnowski explains why he remains convinced that, despite suggestions to the contrary, growth investors look set to enjoy more of the same over the coming years – provided they look in the right places.WatchThird Quarter 2019 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.WatchSecond Quarter 2019 Will industrial biotech be the next manufacturing revolution?
Industrial 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 our podcast, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.6 MIN WatchMay 2019 Introduction to the Managed Fund
Since 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.April 2022 Archived The case for small caps.
Academia has taught us that size matters – provided you can effectively control for quality. Fortunately, as Steve Vaughan explains, that is the fundamental role of active stock pickers.February 2022 Archived Long-term investing and market volatility.
James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.11 MIN WatchFebruary 2022 Archived US Equities: Manager Insights.
Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.39 MIN WatchFebruary 2022 Archived Riding Growth Waves Webinar.
Good investing takes quick reactions as well as a long-term vision.7 MIN WatchJanuary 2022 Archived Responsible Global Equity Income Fund.
Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.February 2022 Archived Managed Fund, Top Five US Questions.
Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.7 MIN WatchJanuary 2022 Archived Baillie Gifford European Growth Trust AGM.
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.December 2021 Archived Six reasons for Japan optimism.
Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.47 MIN WatchDecember 2021 Archived China: Missing a Paradigm Shift.
Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.December 2021 Archived Enlightenment.
Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.December 2021 Archived Four decades of lessons.
Japan’s ability to anticipate technological change should see it through the ups and downs to come.November 2021 Archived How to surf the waves of growth.
Good investing takes quick reactions as well as a long-term vision.10 MIN WatchNovember 2021 Archived Managed Fund: Manager Insights.
Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.November 2021 Archived Mapping Veganville.
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.October 2021 Archived China’s Generation Z.
The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.October 2021 Archived Seismic shifts.
Companies benefiting from explosive change brought on by the pandemic.October 2021 Archived Green hydrogen’s promise.
Why using renewables to harvest the gas may be the best way for some industries to reach net zero.October 2021 Archived A conversation about sustainability.
Our long-term investors know that investing sustainably is a plus for value creation.October 2021 Archived A shot in the arm.
Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.October 2021 Archived Disruptive Innovation.
Watch the recordings from our week-long 'Disruption Week' event, during which we covered the exciting topics of healthcare, transport, digital payment platforms and sustainable agriculture.October 2021 Archived Microfinance for the masses.
Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.October 2021 Archived Thriving after adversity.
Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.September 2021 Archived Long-Term Return Expectations update.
Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.43 MIN WatchSeptember 2021 Archived Constructive Dissatisfaction: A conversation with the International Growth Team.
Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.September 2021 Archived Modern-day Explorers.
Our international investors are explorers: which of the disruptors and innovators will deliver?Autumn 2021 Archived Trust magazine.
Distrust of ESG metrics, AI health breakthroughs, comeback king stocks and more from our trusts.WatchSeptember 2021 Archived US Growth Trust Manager Insights.
Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.WatchSeptember 2021 Archived Monks Investment Trust Manager Insights.
Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.September 2021 Archived Climate-Informed Long Term Returns Expectations.
Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.August 2021 Archived Clusters, Computers and Classic Rock
Find out why small companies are one of the richest hunting grounds for long-term growth investors.8 MIN WatchJuly 2021 Archived Baillie Gifford UK Growth Trust plc Manager Insights.
Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.August 2021 Archived Hyper-connected Networks
What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.July 2021 Archived Mind the Gap: Going on a De-risking Journey
Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.54 MIN WatchJuly 2021 Archived Actual 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.July 2021 Archived The history of The Monks Investment Trust
Historian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.WatchJune 2021 Archived Highlights 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.June 2021 Archived Japan's Digital Transformation.
Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.45 MIN WatchJune 2021 Archived Baillie 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 2021 Archived The Small-Cap Effect: An Existential Debate.
Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.7 MIN WatchJune 2021 Archived Baillie Gifford China Growth Trust Manager Insights.
Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.WatchMay 2021 Archived The Monks Investment Trust PLC Webinar.
Spencer Adair, newly appointed co-manager of the Monks Investment Trust, explains why the investment approach will not change. He sheds light on the past and current positioning of the portfolio, the fundamental strategy of the team involved, and the core philosophy of Monks that has been largely unchanged throughout the trust’s history.May 2021 Archived Tilting The Odds In Your Favour.
Having been outperformed by US equities over the longer term, the time may now be right for the international asset class to bounce back, as Stephen Corr explains.WatchMay 2021 Archived Japanese Fund Update Webinar.
Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.43 MIN WatchMay 2021 Archived How Are You Investing For The Next Decade?
Managed Fund Co-managers Iain McCombie and Steven Hay discuss growth versus value and what that means when looking at the decade ahead. They then cover governance and sustainability and why engagement in the topic is so important when investing over the long term.WatchMay 2021 Archived Schiehallion Manager Insight.
Robert Natzler, investment manager of The Schiehallion Fund, gives an update on the team’s activities during a year of working remotely, followed by an overview of portfolio performance, transactions and IPOs. Natzler also takes the opportunity to reiterate the investment philosophy of The Schiehallion Fund and thank shareholders for their ongoing support in the fund’s first two years.April 2021 Archived International All Cap Stewardship Report.
The International Team’s latest stewardship report, covering our activity during 2020 and their plans for the years ahead.51 MIN WatchApril 2021 Archived Baillie Gifford European Growth Trust Webinar.
Richard Lander of Citywire hosts a webinar on the European Growth Trust and is joined by Stephen Paice, co-manager of the trust, who aims to answer the question: Are you investing in the right Europe?5 MIN WatchApril 2021 Archived Shin Nippon - Manager Insights.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.April 2021 Archived The Baillie Gifford Managed Fund’s UK Champions - Five Burning Questions.
The year 2020 felt somewhat surreal for UK investors. Not only was our local economy hit hard by the pandemic, but whole sectors of the stock market came under pressure, including many high-profile firms.April 2021 Archived From Crisis To Opportunity.
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.59 MIN WatchMarch 2021 Archived Are You Investing In The Right Europe?
Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.WatchMarch 2021 Archived Highlights Video: Beyond The Great Dividend Crisis.
In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.WatchMarch 2021 Archived Spotlight On China: Risk Versus Opportunity.
Dawn Murdoch, client service manager, speaks to the chair of Baillie Gifford’s China Product Group Ben Buckler. Buckler sheds some light on what he thinks are the most exciting aspects of China today, and how we balance the opportunities and the risks moving forward.WatchMarch 2021 Archived Scottish American Investment Company - Manager Insights.
Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.March 2021 Archived Active Investment: Fuelling the Energy Transition.
Caroline Cook explains the Global Stewardship Team’s vision for a successful, low carbon world in 2050, and how it impacts their investment approach.2021 Archived Global Alpha Research Agenda.
In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.March 2021 Archived The Roaring Twenties.
When we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.February 2021 Archived UK Equities – Time for a closer look.
Our economy may have taken a battering, but Kathleen MacMillan, UK equity investment specialist, finds plenty of compelling reasons to invest in British businesses.WatchFebruary 2021 Archived Highlights video: Long Term Global Growth webinar
Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.WatchFebruary 2021 Archived US Growth Trust Webinar.
Fraser Thomson, client director, talks to Gary Robinson, co-manager of the US Growth Trust, and Kirsty Gibson, a key-decision maker and soon-to-be co-manager. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust.WatchFebruary 2021 Archived Navigating Change in US Equities.
In this webinar recording, US Equity strategy specialist Ben James talks to all four of the key decision makers in the US Equities Team, 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.WatchFebruary 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.WatchFebruary 2021 Archived Managed Fund - Manager Insights.
Lucy Haddow, product specialist, speaks to investment managers Steven Hay and Iain McCombie about the Managed Fund, as they reflect on 2020 and look forward to what’s to come.Full Year 2020 Archived Positive Conversations.
This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.10 MIN WatchJanuary 2021 Archived Baillie Gifford European Growth Trust AGM.
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.11 MIN WatchJanuary 2021 Archived Edinburgh Worldwide Investment Trust AGM.
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.December 2020 Archived The Private Opportunity.
Companies no longer follow the traditional lifecycle from founding to IPO. Increasingly, they are remaining private for longer, supported by companies such as Baillie Gifford, and enjoying substantial growth before reaching public markets, as Robert Natzler explains.December 2020 Archived Biofacturing.
Truly remarkable progress is being made in solving some of the world’s biggest problems by unlocking nature at its most granular level.WatchNovember 2020 Archived Highlights video: ESG - A Spotlight on Social.
Client director Chris Murphy summarises the recent LGPS webinar ‘ESG – A Spotlight on Social’, in which he talked to Edward Whitten, impact analyst, and Marianne Harper Gow, G&S specialist, about the importance of the S in ESG.48 MIN WatchNovember 2020 Archived ESG - A Spotlight on Social.
Client Director Chris Murphy talks to Edward Whitten, impact analyst, and Marianne Harper Gow, G&S specialist, about the S in ESG. The speakers put a spotlight on Social and ask ‘What does it mean?’ and ‘Are we doing enough? It’s not all about policy, metrics and box ticking, and Chris, Edward and Marianne explore why.November 2020 Archived Japan’s Software Disruptors.
How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.November 2020 Archived The S in ESG.
The complexity of assessing societal impact shouldn’t deter investors from looking at a company from every angle, argues Marianne Harper Gow.September 2020 Archived Asking the right questions.
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.September 2020 Archived Re-focusing on the Future: China.
Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust explain why they are excited about China, why they believe Baillie Gifford is the right manager for the trust, and what their investment approach will look like.September 2020 Archived Staying Ahead of Change.
Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.WatchSeptember 2020 Archived The Monks Investment Trust PLC – Manager Update.
Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.July 2020 Archived Casting the Net Wider.
The recent decimation of dividends has highlighted the challenge in finding reliable sources of income in a post-pandemic world. Paul Roberts argues that the crisis should prompt investors to look beyond yesterday’s high-yielders, and to seek out a more diverse and resilient set of long-term income-paying assets.July 2020 Archived How do we do what we do?
Three decades into running dedicated Asian ex Japan portfolios, what is it that we can see that the market does not? We explain how our investment approach – the search for fat tails – allows us to exploit persistent market inefficiencies to the benefit of our clients.WatchJuly 2020 Archived Multi Asset Investment Update.
James Squires, head of multi asset, discusses several key areas related to Baillie Gifford’s multi asset funds, namely an update on performance, our current views and outlooks and how those views and outlooks inform the positioning of the portfolios.9 MIN WatchJuly 2020 Archived UK Growth Fund Manager Update.
Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.June 2020 Archived How Do We Do What We Do? - Emerging Markets Investing.
One ought to be an optimist to invest in Emerging Markets, but so very few analysts are. Baillie Gifford’s Emerging Markets team explain how they fly in the face of market inefficiencies in their search for excess returns.37 MIN WatchJuly 2020 Archived Strategic Bond Fund Update.
Kevin Mitchell, client manager, hosts a webinar with Torcail Stewart and Lesley Dunn, co-managers of the Strategic Bond Fund, in which an update on the fund is given and questions from clients are answered.WatchJuly 2020 Archived Navigating the Great Dividend Crisis.
Co-head of the Baillie Gifford Equity Income Team James Dow delivers a webinar giving insight into his thoughts on how investors can navigate the current global dividend crisis.WatchJune 2020 Archived Back To The Future.
This webinar has been prepared solely for the use of professional investors outside of the Unites States and is not for further distribution. Baillie Gifford takes no responsibility for the reliance on this webinar by any other person who did not receive this webinar from Baillie Gifford.WatchJune 2020 Archived Positive Change in Challenging Times Webinar.
In this webinar, investment managers Kate Fox and Lee Qian speak to portfolio specialist Alison Cuthbert about the Positive Change strategy.June 2020 Archived The Atlases of the Modern Economy.
You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.WatchMay 2020 Archived US Equity Strategy – Manager Insights.
Ben James gives an update on the positioning and activity of the US Equity portfolio.April 2020 Archived The Great Dividend Crisis.
The old order of dividend-paying companies has been overthrown by the coronavirus pandemic. The task now, writes James Dow, the co-head of Bailie Gifford’s equity income strategies, is to take a long hard look at the potential winners of the future.April 2020 Archived Wanted – Bond Champions.
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen remains a fan. And he explains why, insisting this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.April 2020 Archived How to Invest in Equities and Stay Sane.
The best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.April 2020 Archived The Myth of the Marlboro Man.
Fear of missing out on dividend payments has sustained investment in oil and tobacco companies for many years. Now, however, the returns are dwindling. And, as Scott Nisbet explains, the door is opening for investors who see investing with a conscience as being less about avoiding bad companies and more about backing good.April 2020 Archived The Myth of the Marlboro Man.
Quitting tobacco and fossil fuels should no longer carry a wealth warning, writes Scott Nisbet.WatchFebruary 2020 Archived SAINTS Annual Update.
Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.2020 Archived Annual Business Update.
Our annual business update 2020.March 2020 Archived The Second Space Age.
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.February 2020 Archived Global Alpha Research Agenda.
With their curiosity for learning undiminished, Global Alpha’s investment managers share where they think their quest for learning will take them in the year ahead.4 MIN WatchFebruary 2020 Archived Multi Asset Income Fund - Annual Retrospective.
Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.November 2019 Archived The Shape of Things to Come.
It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.WatchFourth Quarter 2019 Archived Watsco - A Cool Investment.
Investment manager Toby Ross discusses recent investment, Watsco.November 2019 Archived Continental Blend – The Case for European Companies.
Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.November 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.
The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.Fourth Quarter 2019 Archived Positive Conversations.
An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.Third Quarter 2019 Archived Engaging on… Responsible Taxation.
Toby Ross on how we engage on responsible taxation.Third Quarter 2019 Archived No Such Thing as 'Tech'.
Splitting hairs or a useful risk indictor? Allen Farrington addresses sector classification and why our industry has got it wrong when it comes to comparing technology companies.Third Quarter 2019 Archived Changing China.
Ben Buckler explores the A share opportunity in China.Third Quarter 2019 Archived The Importance of Fundamental Research.
Jenny Davis explores the Asian opportunity.Second Quarter 2019 Archived Fast Fashion.
Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.Second Quarter 2019 Archived The Next Big Things.
Tom Slater, head of Baillie Gifford’s US Equities team reports on how visionary businesses are looking beyond current market events and thinking about the future.Second Quarter 2019 Archived A Spotlight on Climate Change.
Governance 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.April 2019 Archived Looking back going forward
In the latest edition of Looking Back Going Forward, John MacDougall looks back over the 15 years of Long Term Global Growth's history, reflecting on some of the holdings that have performed best, and the varied paths their share prices have followed.Second Quarter 2019 Archived Bricks and Clicks.
With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.First Quarter 2019 Archived SAINTS on Track for Income and Growth.
Results 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.Second Quarter 2019 Archived The Whole Story.
In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.Second Quarter 2019 Archived The Death of Alzheimer’s.
As 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.First Quarter 2019 Archived Graham or growth?
In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.First Quarter 2019 Archived Being Different.
Global Stewardship offers a differentiated global equity portfolio, consisting of both Local Heroes and Global Champions. Mike Gush explains why this makes them different.First Quarter 2019 Archived Riding the gravy train
The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.WatchFirst Quarter 2019 Archived The Baillie Gifford Responsible Global Equity Income Fund.
The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.First Quarter 2019 Archived Facing the Future.
Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.Fourth Quarter 2018 Archived Lend Me Your Ears, Not Your Stocks.
It is taken for granted that stocklending is a harmless activity that can produce a little extra return with limited risk. But is this really so? Scott Nisbet investigates.Third Quarter 2018 Archived Under the Radar.
In this short series Baillie Gifford’s International Smaller Companies team explores how their radar framework helps them to uncover the most exciting small businesses from around the world.Fourth Quarter 2018 Archived Let's Talk About Actual Investing.
The task in hand is to remind our clients what investing actually means. Stuart Dunbar makes a passionate plea for 'actual' managers to demonstrate that we have our clients' best interests at heart.Fourth Quarter 2018 Archived Japan's Return to Dividends.
Japan 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.WatchJuly 2018 Archived SAINTS - Seeking an Income that Stays on Track for Years to Come.
Join 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.Second Quarter 2018 Archived An End to Kidney Failure.
Many 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.2018 Archived Aberration or Premonition.
If capturing extremes is the key to investment returns, James Anderson sets out how we can improve our chances of investing well. He highlights the exponential long-term trends in energy, healthcare and technology that he believes will be at the heart of a dramatic implosion of the old order and will become the cornerstone of the new.First Quarter 2018 Archived The Pursuit of Extreme Returns.
The story of investing is really the story of the big winners, those exceptional companies that reshape our world and in the process reap the rewards. Lawrence Burns sets out how a long-term and patient approach to investment is necessary to identify those truly great companies that could drive extreme returns.Second Quarter 2017 Archived The Technological Revolution.
Technological evolution continues to occur at an ever-increasing pace. Douglas Brodie looks at some of the areas likely to see the greatest change in the coming years, and the investment opportunities that will open up as a result.Second Quarter 2017 Archived The Unpopular Case for Active Management.
The active investment industry as a whole appears to have done a better job of enriching itself than adding value for clients. Is it worth defending? Stuart Dunbar thinks so. He believes there is value in employing good active fund managers. He sets out the approaches that he believes are most likely to deliver outperformance for clients, suggests why investors and investment managers have failed to implement them and what should be done regarding it.First Quarter 2017 Archived Does Anyone Remember What ‘Investing’ Actually Means?
Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.First Quarter 2017 Archived An End to Cancer?
Investment 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.Third Quarter 2016 Archived A Long-Term Manifesto.
Investment Manager Iain Campbell does not claim that Baillie Gifford’s investors are cleverer, have better systems or information, or that they work harder, travel further or construct more complex spreadsheets. Rather, he elaborates on an identifiable market inefficiency that our unusual structure and long-term philosophy allows us to exploit.Fourth Quarter 2016 Archived A Passage for India.
Whereas manufacturing once provided developing countries with a clear economic development path, robotics has made the route more challenging. Lawrence Burns explores the dilemma India now faces and suggests a possible route for its future development.July 2016 Archived Longevity.
With the lifespan of companies shrinking, pinpointing those companies that will endure matters. Investment Manager Mark Urquhart illustrates the power of compounding and the role special cultures and management play in increasing a company’s odds of longevity.First Quarter 2016 Archived The Truth Will Out: Dispelling the Myths of Emerging Market Investing.
The golden age for EM economic growth is over, but for some EM companies, the opportunity set may be far larger than anything EM investors have seen to date. Will Sutcliffe dispels some common misconceptions surrounding EM investing.February 2016 Archived Cities of Tomorrow.
Joe 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.First Quarter 2016 Archived Genomics: Reasons for Optimism.
Julia 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.
You’ve viewed 409 of 409 results