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    • Scottish Mortgage - The Next Generation of Winners.
      April 2021
      In this interview, Investment Specialist Claire Shaw is joined by Tom Slater, Joint Manager of the Scottish Mortgage Investment Trust PLC. Shaw sets the scene by describing the trust’s unrelenting pursuit of ambitious, disruptive companies and the importance of Moore’s Law, before going on to ask Slater about which industries he thinks the big winners of the future will come from. Healthcare, transport, transactions and food delivery appear to be the ones to watch.
      Watch
    • Interview With Our Japanese Researchers.
      March 2021
      Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
      Watch
    • What I've Learned In Four Decades Of Investing.
      March 2021
      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.
      Listen now (16 minutes)
    • The Future of Mobility - Part 1.
      April 2021
      A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
      Read more
    • The Future of Mobility - Part 2.
      April 2021
      A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
      Read more
    • The Future of Mobility - Part 3.
      April 2021
      A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
      Read more
    • The Future of Mobility - Part 4.
      April 2021
      A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
      Read more
    • Are You Investing In The Right Europe?
      March 2021
      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?’.
      Watch
    • Highlights Video: Beyond The Great Dividend Crisis.
      March 2021
      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.
      Watch
    • Spotlight On China: Risk Versus Opportunity.
      March 2021
      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.
      Watch
    • Scottish American Investment Company - Manager Insights.
      March 2021
      Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.
      Watch
    • What Others Teach Us, Lessons in Investing.
      March 2021
      Deputy Manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
      Read more
    • Writing you can trust.
      Spring 2021
      Curious about our investment thinking? Read the latest of Trust here.
      Read the latest issue
    • The Rise of ESG.
      March 2021
      The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
      Read more
    • Humans, a Growth Species.
      March 2021
      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.
      Read more
    • A Change In Name, A Change Of Strategy, It's All Positive.
      March 2021
      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.
      Watch
    • Active Investment: Fuelling the Energy Transition.
      March 2021
      Caroline Cook explains the Global Stewardship Team’s vision for a successful, low carbon world in 2050, and how it impacts their investment approach.
      Read more
    • Global Alpha Research Agenda.
      2021
      In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.
      Read more
    • Multi Asset Long-term Return Expectations.
      March 2021
      The Multi Asset Team set out their views on the prospective returns from a variety of asset classes over the next 10 years and beyond.
      Read more
    • UK Equities – Time for a closer look.
      February 2021
      Our economy may have taken a battering, but Kathleen MacMillan, UK equity investment specialist, finds plenty of compelling reasons to invest in British businesses.
      Read more
    • The Roaring Twenties.
      March 2021
      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.
      Read more
    • How the Pandemic is Revealing the Future of Healthcare.
      February 2021
      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.
      Watch
    • Highlights Video: Long Term Global Growth Webinar.
      February 2021
      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.
      Watch
    • US Growth Trust Webinar.
      February 2021
      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.
      Watch
    • Navigating Change in US Equities.
      February 2021
      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.
      Watch
    • American Fund Webinar.
      February 2021
      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.
      Watch
    • Keystone Positive Change Investment Trust - Introduction.
      February 2021
      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.
      Watch
    • Positively Radical.
      February 2021
      Investment and impact go hand in hand for the Keystone Positive Change Trust. New to Baillie Gifford, the trust broadens its investment mandate under the watchful eyes of investment managers, Kate Fox and Lee Qian.
      Read more
    • Managed Fund - Manager Insights.
      February 2021
      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.
      Watch
    • Positive Conversations.
      Full Year 2020
      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.
      Read more
    • Investing in Progress.
      February 2021
      Scottish Mortgage was the FTSE 100’s stand-out growth company in 2020, but its managers’ are focused not on short-term performance, but on how best to exploit that added size in future.
      Read more
    • Sustainable investing: Finding the innovative companies of the future.
      January 2021
      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.
      Listen now (15 minutes)
    • Baillie Gifford European Growth Trust AGM.
      January 2021
      Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.
      Watch
    • Scottish Mortgage: Investing In Progress Webinar.
      January 2021
      In this webinar recording, investment specialist Stewart Heggie talks to James Anderson and Tom Slater, joint managers of the Scottish Mortgage Investment Trust about the growing opportunities that lie ahead for the trust. From transport, to healthcare, to an energy revolution, there is plenty to be optimistic about in 2021 and beyond.
      Watch
    • Edinburgh Worldwide Investment Trust AGM.
      January 2021
      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.
      Watch
    • Private Companies Overview.
      December 2020
      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.
      Read more
    • The Private Opportunity.
      December 2020
      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.
      Read more
    • Innovation: Why it’s Crucial for Sustainability.
      December 2020
      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.
      Read more
    • Private Companies Introduction.
      December 2020
      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.
      Watch
    • We keep it really simple.
      December 2020
      For a lot of investors, the investment world looks like a big puzzle. Baillie Gifford’s Managed Fund aims to solve this puzzle by bringing together the best ideas in equities and bonds and putting them in one simple portfolio.
      Read more
    • How Covid is Changing the Way We Shop.
      December 2020
      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.
      Watch
    • Muscle for the Rebound.
      December 2020
      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.
      Read more
    • Can Capitalism Power Positive Change? Webinar.
      December 2020
      In this webinar recording, Positive Change specialist Alison Cuthbert talks to investment managers Kate Fox and Lee Qian about the potential of capitalism and the role and approach of the Positive Change strategy.
      Watch
    • Global Stewardship Stock Stories - Sartorius.
      December 2020
      Investment manager Josie Bentley explains why Sartorius Stedim, biologic drug equipment and product provider, not only has exciting growth opportunity, but is also a company fundamentally intertwined with a better future for society.
      Watch
    • Biofacturing.
      December 2020
      Truly remarkable progress is being made in solving some of the world’s biggest problems by unlocking nature at its most granular level.
      Read more
    • Quality Delivers.
      November 2020
      The phrase “quality will remain long after the price is forgotten” is attributed to Sir Henry Royce, founder of Rolls Royce. International Alpha investment manager Tom Walsh explains how this saying applies to equity investing.
      Read more
    • Highlights video: ESG - A Spotlight on Social.
      November 2020
      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.
      Watch
    • Emerging Markets Webinar: Coming of Age.
      November 2020
      Client director Tim Campbell introduces the highlights of the recent Emerging Markets webinar, in which Tim and investment manager Will Sutcliffe discuss their outlook for the future, whilst keeping in mind the performance of emerging markets in the past.
      Watch
    • ESG - A Spotlight on Social.
      November 2020
      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.
      Watch
    • Global Alpha Stewardship Report.
      2020
      Our goal as investors is the identification and nurturing of companies capable of outstanding long-term returns. The excellent studies of Professor Hank Bessembinder and others make clear that long-run wealth creation is dominated by a remarkably small number of extraordinary companies, often powering technological or societal change.
      Read more
    • Viral Inflection.
      November 2020
      Recovering from Covid-19 may come to be seen as a turning point for Asia’s rising economies, writes Ewan Markson-Brown, investment manager in the Emerging Markets Team.
      Read more
    • The Rise of Reliance.
      Autumn 2020
      Baillie Gifford’s Charles Plowden, co-manager of Global Alpha, hails a firm whose ambitions match the vastness of the subcontinent of India.
      Read more
    • From Musk to Maranello.
      November 2020
      Ferrari owners want to wake the neighbours with the thunderous throttle of their car’s internal combustion engine. If that goes in the shift to greener and quieter motor technology, will the car still be worthy of the prancing horse’s name? Most definitely so, according to Ferrari’s CEO, Louis Camilleri.
      Read more
    • Japan’s Software Disruptors.
      November 2020
      How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.
      Read more
    • Japan Trust Manager Update.
      November 2020
      Client Director Alex Blake talks to lead manager of The Baillie Gifford Japan Trust Matthew Brett about the past year, the current positioning of the portfolio and opportunities ahead.
      Watch
    • Japan Strategy Stewardship Report.
      November 2020
      At Baillie Gifford, we interpret our stewardship responsibilities as being a natural extension of our fiduciary duty to clients. We conduct ourselves as diligent stewards of our clients’ funds by seeking out and backing unique business models with durable growth prospects, subsequently building relationships with management teams to support their long-term aspirations.
      Read more
    • STOPCOVID Webinar.
      November 2020
      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.
      Watch
    • Pacific Horizon - Manager Update.
      November 2020
      Ewan Markson-Brown, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio and explains why, when looking to the future, the only thing to fear is fear itself.
      Watch
    • Investing in Biotechnology.
      November 2020
      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.
      Read more
    • Global Alpha – Mental Models Highlights.
      November 2020
      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.
      Watch
    • Paymasters of the Universe.
      November 2020
      Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits.
      Read more
    • The S in ESG.
      November 2020
      The complexity of assessing societal impact shouldn’t deter investors from looking at a company from every angle, argues Marianne Harper Gow.
      Read more
    • Europe's Tech Awakening.
      October 2020
      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.
      Read more
    • The Great Divergence Between East and West.
      October 2020
      China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
      Listen now
    • The Great Divergence Between East and West.
      October 2020
      China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
      Watch
    • Emerging Markets Article: Coming of Age.
      October 2020
      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.
      Read more
    • Pointers from the Past, Lessons for the Future.
      September 2020
      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.
      Read more
    • Multi Asset Ways To Pay Your Pensions.
      September 2020
      Falling income is just the latest in a long line of problems that have faced defined benefit pension schemes over the years. Managers now need to increase exposure to higher yielding assets to compensate for declining dividends. Anthony Dickson considers some of the options.
      Read more
    • Back to the Future.
      September 2020
      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.
      Read more
    • Value Judgements.
      September 2020
      With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.
      Read more
    • The Great Dividend Crisis.
      September 2020
      Global version.
      Read more
    • China - Adjusting the Lens.
      September 2020
      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.
      Read more
    • The New Plastics Economy.
      September 2020
      With plastics production set to double in the next 20 years and almost quadruple by 2050, the Positive Change Team considers whether a circular plastics economy could be the answer and what investment opportunities it might bring.
      Read more
    • The Case for Small Caps.
      September 2020
      A contrarian insight into the way the world works led to Rolf Banz pioneering the small-cap investment approach. Steve Vaughan uncovers the tale of an ETH graduate who redefined an industry by pointing out that quality matters.
      Read more
    • Highlights from Growth Investing Webinar.
      September 2020
      Client directors Tim Gooding and Tim Garratt present on the topic of growth and cover three key questions: ‘What is growth?’, ‘How can we access it’ and ‘Why does the LGPS community need growth equities?'.
      Watch
    • Living Longer: Can We Afford It?
      September 2020
      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.
      Listen now
    • Living Longer: Can We Afford It?
      September 2020
      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.
      Watch
    • Can capitalism power positive change?
      September 2020
      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.
      Read more
    • Japanese Equities Introduction.
      September 2020
      Members of the Japanese Equities Team explain the philosophy and processes of the strategies that exist within Baillie Gifford’s Japanese Equities capabilities.
      Watch
    • Growth Investing - Future Proofing For A New World Order.
      September 2020
      Client directors Tim Gooding and Tim Garratt present on the topic of growth and cover three key questions: ‘What is growth?’, ‘How can we access it’ and ‘Why does the LGPS community need growth equities?'.
      Watch
    • US Growth Trust - Manager Update.
      September 2020
      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.
      Watch
    • Data, AI & Ethics.
      September 2020
      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.
      Watch
    • A gallery for growth.
      September 2020
      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.
      Read more
    • Navigating Noise.
      September 2020
      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.
      Read more
    • Value Judgements.
      September 2020
      With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.
      Read more
    • Sensible Nonsense.
      September 2020
      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.
      Read more
    • Scale as a Service.
      September 2020
      Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
      Read more
    • Asking the right questions.
      September 2020
      Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.
      Read more
    • Actual Income - Aptiv.
      September 2020
      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.
      Read more
    • Re-focusing on the Future: China.
      September 2020
      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.
      Read more
    • Staying Ahead of Change.
      September 2020
      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.
      Read more
    • The Monks Investment Trust PLC – Manager Update.
      September 2020
      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.
      Watch
    • A Shocking Revelation: Capitalism Can Power Positive Change.
      September 2020
      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.
      Watch
    • Baillie Gifford China Growth Trust plc.
      September 2020
      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.
      Watch
    • Global Alpha - 10 minutes with Helen Xiong.
      August 2020
      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.
      Watch
    • Multi Asset Long-Term Return Expectations.
      August 2020
      Long-Term Return Expectations sets out the Multi Asset Team’s views, as at 30 June 2020, on the prospective returns for asset classes over cash, over the next 10 years and beyond.
      Read more
    • Casting the Net Wider.
      July 2020
      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.
      Read more
    • How do we do what we do?
      July 2020
      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.
      Read more
    • UK Equity Stewardship Report.
      2020
      Our investment process at Baillie Gifford is founded on the long-term ownership of growing businesses. Our ‘bottom-up’ approach to stock selection leads us to focus on trying to understand the fundamental drivers behind individual businesses. We typically hold these investments for five to ten years – long enough for the fundamentals to emerge as the dominant influence on share prices. Cultivating conviction in corporate governance and sustainability in its broadest sense is a critical part of this process.
      Read more
    • Tomorrow’s Income Aristocrats.
      July 2020
      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.
      Watch
    • Multi Asset Investment Update.
      July 2020
      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.
      Watch
    • UK Growth Fund Manager Update.
      July 2020
      Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.
      Watch
    • Health Innovation: It’s Time to Rethink What the Word ‘Healthcare’ Means.
      July 2020
      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.
      Watch
    • How Do We Do What We Do? - Emerging Markets Investing.
      June 2020
      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.
      Read more
    • Strategic Bond Fund Update.
      July 2020
      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.
      Watch
    • Monks – Long-Term Stewards.
      June 2020
      Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.
      Watch
    • Navigating the Great Dividend Crisis.
      July 2020
      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.
      Watch
    • Positive Change Impact Report.
      July 2020
      For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.
      Read more
    • Back To The Future.
      June 2020
      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.
      Watch
    • Global Stewardship Engagement, Sustainability and Governance Report 2020.
      2020
      Introducing our second Global Stewardship ‘ESG’ Report, in which we redefine ESG to reflect our broader thinking on stewardship: for us ‘ESG’ encapsulates Engagement, Sustainability and Governance.
      Read more
    • Growth or Value?
      June 2020
      In a world of disruption, it's the winners that matter.
      Find out more
    • Positive Change
      Positive Change in Challenging Times Webinar.
      June 2020
      In this webinar, investment managers Kate Fox and Lee Qian speak to portfolio specialist Alison Cuthbert about the Positive Change strategy.
      Watch
    • What's the Purpose of Investing?
      June 2020
      Interview with Stuart Dunbar.
      Watch
    • The Atlases of the Modern Economy.
      June 2020
      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.
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    • A View from the Midst of the Pandemic.
      June 2020
      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.
      Read more
    • Japanese Smaller Companies Fund and Shin Nippon PLC – Manager Insights.
      June 2020
      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.
      Watch
    • Europe ex UK - Manager Insights.
      June 2020
      Stephen Paice, investment manager in the Europe ex UK team, gives an update on the activity and current positioning of the portfolio.
      Watch
    • Paradigm Shifts with Professor Carlota Perez.
      June 2020
      Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.
      Watch
    • European Growth Trust - Manager Insights.
      June 2020
      Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on the activity and current positioning of the portfolio.
      Watch
    • High Yield Bond Fund - Manager Insights.
      May 2020
      Lucy Isles, investment manager, gives an update on the High Yield Bond Fund and how the team are not only offering support to companies in the short term, but also looking to the future and thinking about how companies will operate sustainably longer term.
      Watch
    • It's Time to Look East.
      May 2020
      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.
      Read more
    • Actual Income - CO-OP.
      May 2020
      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.
      Read more
    • Asia ex Japan Strategy – Manager Insights.
      May 2020
      Roderick Snell, investment manager of the Asia ex Japan strategy, gives an update on the portfolio and explains why he believes it’s time to look East.
      Watch
    • US Equity Strategy – Manager Insights.
      May 2020
      Ben James gives an update on the positioning and activity of the US Equity portfolio.
      Watch
    • SAINTS - Annual Governance and Sustainability Report.
      May 2020
      SAINTS aims to invest sustainably for income. Its approach needs to give careful consideration to environmental, social and governance factors.
      Read more
    • American Fund - Manager Insights.
      May 2020
      Ben James gives an update on the positioning and activity of the American Fund portfolio.
      Watch
    • Pacific Horizon Investment Trust and Pacific Fund – Manager Insights.
      May 2020
      Roderick Snell, investment manager of the Pacific Fund and the Pacific Horizon Investment Trust PLC, gives an update on the portfolios and explains why he believes it’s time to look East.
      Watch
    • Multi Asset Stewardship Report.
      May 2020
      Our approach to stewardship is based on a set of key beliefs relating to how we think about governance and sustainability. This report looks at our Multi Asset Team’s stewardship activities for 2019.
      Download
    • US Growth Trust - Manager Insights.
      May 2020
      Ben James gives an update on the positioning and activity of the Baillie Gifford US Growth Trust portfolio.
      Watch
    • Why this crisis favours growth stocks.
      April 2020
      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.
      Watch
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      Managed Fund - Manager Insights.
      April 2020
      Lucy Haddow, product specialist, gives an update on the Managed Fund and its position during these challenging times.
      Watch
    • It’s time to rethink what the word healthcare means.
      May 2020
      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.
      Read more
    • The Great Dividend Crisis.
      April 2020
      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.
      Read more
    • Wanted – Bond Champions.
      April 2020
      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.
      Read more
    • Actual Income - Resilience First.
      April 2020
      Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.
      Read more
    • Why We Care About Diversity and Inclusion.
      April 2020
      Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.
      Read more
    • Manager Insights - Global Income Growth Team.
      April 2020
      Investment manager Toby Ross gives an update on the portfolio positioning as we deal with the current global pandemic.
      Watch
    • Fighting a Pandemic with Technology.
      April 2020
      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.
      Read more
    • SAINTS - Manager Insights.
      April 2020
      Investment manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.
      Watch
    • How the Pandemic May Change Things.
      April 2020
      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.
      Read more
    • Some Suspicions About the Coming Years.
      April 2020
      James Anderson discusses what we can learn about the effects of the coronavirus. Drawing on the work of experts such as Hans Rosling, James explores the monetary and fiscal transformation we are going through, concluding that the days of neo-liberalism are numbered. James also looks at what the crisis means for equity investors, asking what investments are now more valuable, and assesses the shift of global power towards Asia.
      Read more
    • Scottish Mortgage – Bringing the Freight Industry Up To Speed.
      April 2020
      The antiquated freight industry is set for a shake up as new tech-savvy players look to take a slice of what is a €5.6 trillion, and growing, industry.
      Read more
    • Looking Back Going Forward.
      April 2020
      Twice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the April 2020 issue.
      Read more
    • Investing In Progress.
      April 2021
      For us, investing in progress 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.
      Read more
    • Navigating a Stock Market Crisis.
      March 2020
      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.
      Watch
    • European Stock Stories.
      March 2020
      Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.
      Watch
    • The Second Space Age.
      March 2020
      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.
      Read more
    • Monks Research Agenda.
      February 2020
      With their curiosity for learning undiminished, Monks’ investment managers share where they think their quest for learning will take them in the year ahead.
      Read more
    • Avoiding Noise Reduces Short-Term Thinking.
      February 2020.
      Iain Campbell says investors with the patience and stability to avoid short-term thinking and ignore the noise are still quite rare - in an interview with Canada’s ‘Benefits and Pensions Monitor’.
      Read more
    • Governance in China: Risk or Opportunity?
      February 2020
      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.
      Read more
    • What to Buy Now.
      January 2020
      James Anderson talks to leading US magazine, Barron’s, about the investment case for Spotify, Meituan-Dianping, Alibaba and Tesla.
      Read more
    • The Future of Financial Services.
      Fourth Quarter 2019
      In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.
      Read more
    • The Future of Healthcare.
      Third Quarter 2019
      In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.
      Read more
    • The Beauty of Japanese Cosmetics.
      December 2019
      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.
      Watch
    • The Future of Work.
      Fourth Quarter 2019
      In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.
      Read more
    • Next Generation of Progress.
      Fourth Quarter 2019
      In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.
      Read more
    • Watsco - A Cool Investment.
      Fourth Quarter 2019
      Investment manager Toby Ross discusses recent investment, Watsco.
      Watch
    • The Shape of Things to Come.
      November 2019
      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.
      Read more
    • Continental Blend – The Case for European Companies.
      November 2019
      Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.
      Read more
    • Dominators vs Disrupters - The Future of Industrial Robotics.
      November 2019
      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.
      Read more
    • Global Stewardship Stock Stories - Shopify.
      Fourth Quarter 2019
      Investment manager Gary Robinson explains why Shopify is a great example of what Global Stewardship is looking for – a growing company, whose management team thinks for the long term and balances the needs of all stakeholders, and whose products add real value for society.
      Watch
    • Learning from Academia.
      Fourth Quarter 2019
      Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
      Read more
    • Finding Explosive Growth in Asia.
      Third Quarter 2019
      Investment managers Roderick Snell and Ewan Markson-Brown believe that Asia is going to be one of the fastest-growing regions over the coming decades. And they argue that the best way to unleash this potential in your portfolio is by buying growth companies in that growth region. They call this 'Growth Squared'.
      Watch
    • Engaging on… Responsible Taxation.
      Third Quarter 2019
      Toby Ross on how we engage on responsible taxation.
      Read more
    • No Such Thing as 'Tech'.
      Third Quarter 2019
      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.
      Read more
    • Global Stewardship Stock Stories - LendingTree.
      September 2019
      Zaki Sabir explains why the Global Stewardship Portfolio Construction Group are very hopeful that LendingTree will be a rewarding investment for clients.
      Watch
    • The Impact of Online Shopping.
      Third Quarter 2019
      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.
      Watch
    • Changing China.
      Third Quarter 2019
      Ben Buckler explores the A share opportunity in China.
      Read more
    • The Importance of Fundamental Research.
      Third Quarter 2019
      Jenny Davis explores the Asian opportunity.
      Read more
    • A Case for Growth.
      Third Quarter 2019
      Disruptive forces are at play, and they are far more powerful and enduring than most would give credit for. Dave Bujnowski explores what the consequences are of this upheaval, and whether this is good or bad news for growth investors.
      Read more
    • Finding Europe's Hidden Champions.
      Third Quarter 2019
      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.
      Watch
    • Global Alpha Stewardship Report - 2019.
      2019
      Stewardship really matters to us. Since 1908 the ownership and direction of Baillie Gifford has successfully passed from generation to generation of partners, preserving our independence and motivation. We believe that good stewardship marks the beginning of long-term value creation.
      Read more
    • Global Alpha Choice Stewardship Report - 2019.
      2019
      Stewardship really matters to us. Since 1908 the ownership and direction of Baillie Gifford has successfully passed from generation to generation of partners, preserving our independence and motivation. We believe that good stewardship marks the beginning of long-term value creation.
      Read more
    • Global Stewardship Stock Stories - TSMC.
      August 2019
      Mike Gush, an investment manager of Global Stewardship, discusses why he champions investing in TSMC.
      Watch
    • Fast Fashion.
      Second Quarter 2019
      Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.
      Read more
    • Philosophies – Global.
      Second Quarter 2017
      As our understanding of the concept of global continues to evolve, investment manager John MacDougall suggests that where a company happens to be based will not prevent it from building a high growth business in the future. As such, we must be prepared to see high-growth companies emerging from new locations across the globe. John explains how the Long Term Global Growth team are adapting their research to accommodate this.
      Watch
    • Philosophies - Longevity.
      Second Quarter 2017
      Investment manager Mark Urquhart would love to see companies currently in the portfolio still having their place in it in 2050. For him, it is not enough for businesses to endure, they must adapt and, crucially, be brave enough to disrupt themselves, if they are to manifest growth for many years to come.
      Watch
    • The Next Big Things.
      Second Quarter 2019
      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.
      Read more
    • Will industrial biotech be the next manufacturing revolution?
      Second Quarter 2019
      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.
      Watch
    • Our Stewardship Principles.
      Second Quarter 2019
      Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies.
      Read more
    • A Spotlight on Climate Change.
      Second Quarter 2019
      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.
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    • Positive Change – Introduction.
      May 2019
      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.
      Watch
    • The U.N. Sustainable Development Goals and How We Use Them.
      May 2019
      The Positive Change team use the United Nations Sustainable Development Goals to help identify and measure the contribution that individual companies are making to solving the global challenges that are facing our planet. So, what are they? And how do we use them?
      Watch
    • Positive Change - Four Themes.
      May 2019
      There are many ways in which businesses can support the transition to a more sustainable world for current and future generations, so to make it easier for us to think about and articulate how companies are addressing global challenges, we have created four impact themes. Meet the members of the Positive Change team as they introduce the four themes.
      Watch
    • Looking Back Going Forward.
      April 2019
      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.
      Download
    • Bricks and Clicks.
      Second Quarter 2019
      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.
      Read more
    • The Whole Story.
      Second Quarter 2019
      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.
      Read more
    • The Death of Alzheimer’s.
      Second Quarter 2019
      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.
      Read more
    • The Baillie Gifford Responsible Global Equity Income Fund.
      First Quarter 2019
      The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.
      Watch
    • Facing the Future.
      First Quarter 2019
      Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.
      Read more
    • Under the Radar.
      Third Quarter 2018
      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.
      Download
    • The Diamond and the Oasis.
      Fourth Quarter 2018
      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.
      Download
    • Under the Radar.
      Third Quarter 2018
      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.
      Read more
    • Global Stewardship Roundtable.
      Fourth Quarter 2018
      Anthony Tait joined the Global Stewardship investment team for a Portfolio Construction Group meeting in which they discussed what they have learned in the three years since the strategy’s launch.
      Read more
    • Scottish Mortgage - Invest in Progress.
      Fourth Quarter 2018
      Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages, targeting large opportunities. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time. Watch the film to discover how you could invest in this progress too.
      Watch
    • Focus Magazine.
      Fourth Quarter 2018
      Focus magazine presents a collection of articles produced by members of Baillie Gifford’s International Focus Portfolio Construction Group and those who work closely alongside them. In the first edition, we explore the investment backdrop in China from a number of angles and throw the spotlight on Spotify, one of the more recent purchases and a reminder that not all great technology opportunities arise in Silicon Valley or Shanghai.
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    • Focus Magazine.
      Fourth Quarter 2018
      Focus magazine presents a collection of articles produced by members of Baillie Gifford’s International Focus Portfolio Construction Group and those who work closely alongside them. In the first edition, we explore the investment backdrop in China from a number of angles and throw the spotlight on Spotify, one of the more recent purchases and a reminder that not all great technology opportunities arise in Silicon Valley or Shanghai.
      Read more
    • Real excitement about synthetic biology.
      Fourth Quarter 2018
      The Baillie Gifford US Equities team believes extended research trips are a valuable way of gaining deeper insight into companies and disruptive industries. Kirsty Gibson recently spent time in the US finding out about Synthetic Biology.
      Read more
    • The Diamond and the Oasis.
      Third Quarter 2018
      Investment manager Brian Lum explores how their radar framework helps Baillie Gifford’s International Smaller Companies team to uncover exciting small businesses around the world.
      Read more
    • Let's Talk About Actual Investing.
      Fourth Quarter 2018
      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.
      Download
    • Under the Radar.
      Third Quarter 2018
      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.
      Read more
    • The Great Convergence of Medicine.
      Third Quarter 2018
      The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.
      Read more
    • The Great Convergence of Medicine.
      Third Quarter 2018
      The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.
      Read more
    • An End to Kidney Failure.
      Second Quarter 2018
      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.
      Read more
    • Cultural Advantage.
      First Quarter 2018
      To build great businesses, company management should understand how a company’s culture can affect shareholder value. Gary Robinson looks at how having a distinctive culture can create great opportunities for those looking to invest in thoughtfully managed companies.
      Read more
    • Why Do We Do What We Do? - Emerging Market Investing.
      Third Quarter 2017
      Active management in emerging markets - Claire Gillies and Andrew Keiller explain why it is important to be selective rather than follow the index and outline the potential rewards such an approach can bring.
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    • Comparing Neighbours - China vs Japan.
      First Quarter 2017
      China may indeed be sitting at the bottom of an opportunity curve, but will its ‘new economy’ deliver, or will China go the same way as its neighbour, Japan? Andrew Keiller explains why China won’t be the next Japan.
      Read more
    • Does Anyone Remember What ‘Investing’ Actually Means?
      First Quarter 2017
      Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.
      Read more
    • Genomics: Reasons for Optimism.
      First Quarter 2016
      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.
      Read more
    • Writing Worth Reading.
      May 2015
      Although widely admired for intelligent, insightful writing that engages readers, this page-turner has never featured on literary bestseller lists. Nor has there been a scramble for the film rights. But Baillie Gifford’s Trust magazine is a classic in its genre, having earned many plaudits and industry awards.
      Watch
    • ARCHIVED
      ARCHIVED
      SAINTS Annual Update.
      February 2020
      Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.
      Watch
    • ARCHIVED
      ARCHIVED
      Multi Asset Income Fund - Annual Retrospective.
      February 2020
      Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.
      Watch
    • ARCHIVED
      ARCHIVED
      In High Regard.
      December 2019
      The out-of-date negative perceptions surrounding emerging market government bonds means that for genuinely active managers, the asset class can provide great opportunities to add value.
      Read more
    • ARCHIVED
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      The Spirit Of Compromise.
      December 2019
      Cement accounts for 5 per cent of global carbon emissions and Cemex, a leading Mexico-based producer lacks governance and sustainability appeal. But we cannot ignore well-financed companies whose products contribute to economic growth, least of all when they promise to travel the road to redemption. Compromise is essential.
      Read more
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      The Future of Manufacturing.
      Fourth Quarter 2019
      In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.
      Read more
    • ARCHIVED
      ARCHIVED
      EUROPEAN GROWTH TRUST PLC.
      Fourth Quarter 2019
      Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio to focus on the 40 or so companies that they believe are most likely to deliver outstanding growth over the next five to ten years.
      Watch
    • ARCHIVED
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      Engineering Resilience.
      Third Quarter 2019
      With stable, inflation-linked cash flows, infrastructure may offer both a good source of return and diversification benefits within a multi-asset portfolio. Investment Manager James Squires takes a closer look at the asset class and its key characteristics.
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    • ARCHIVED
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      Japan Trust - Manager Update.
      Fourth Quarter 2019
      Investment manager Matthew Brett gives an update on the position of The Baillie Gifford Japan Fund PLC and discusses some examples of companies within the portfolio that show exciting growth potential.
      Watch
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      Global Stewardship - On the Soapbox.
      Autumn 2019
      Baillie Gifford recognise that our clients value the insights provided by their portfolio managers. That’s why we introduced our ‘soapbox’ feature to Global Stewardship client reports. It gives our investment managers a chance to tell clients what is on their minds. It’s a discussion of the long-term trends that are shaping the real-world businesses we invest in on their behalf.
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      Generally Speaking.
      Second Quarter 2019
      Three years ago, in the run-up to the Brexit vote, a single soundbite seemed to sum up the mood of one side of the debate, and indeed of a much broader, international populism that rejected received wisdom on many things, from immigration to immunisation. Michael Gove, one of the leading Brexiteers, was repeatedly quoted as having said, “I think the people of this country have had enough of experts...”.
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      SAINTS Stock Stories: Sonic Healthcare and Edenred.
      Second Quarter 2019
      The managers of SAINTS explain the appeal of two investments which perfectly fit the trust's long-term objectives: a resilient income, with attractive growth.
      Watch
    • ARCHIVED
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      Multi Asset: The Importance of Stewardship
      Second Quarter 2019
      In this short webcast, Multi Asset Investment Manager, Scott Lothian, and Governance & Sustainability Analyst, Laura Thomson, discuss the importance of our role as stewards of our clients’ capital and why we believe there is strong alignment between good governance and sustainability practices and achieving strong investment returns over the long term.
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    • ARCHIVED
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      Scottish Mortgage Managers’ Review.
      Second Quarter 2019
      James Anderson explains why Scottish Mortgage’s portfolio makes him optimistic about the future, despite the sound and fury of recent headlines.
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    • ARCHIVED
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      Rip Up the Rule Book.
      Second Quarter 2019
      We wager that what you think you know about US equity investing is wrong. Investment Manager Helen Xiong lays her cards on the table as she busts the three most common misconceptions surrounding active investment in US equities.
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      SAINTS on Track for Income and Growth.
      First Quarter 2019
      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.
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      Wider Horizons: The Case for International Equities.
      First Quarter 2019
      Stephen Corr makes the case for the defence of international equities, arguing that while the US market has been shrinking, international markets continue to expand.
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    • ARCHIVED
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      Being Different.
      First Quarter 2019
      Global Stewardship offers a differentiated global equity portfolio, consisting of both Local Heroes and Global Champions. Mike Gush explains why this makes them different.
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    • ARCHIVED
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      Lend Me Your Ears, Not Your Stocks.
      Fourth Quarter 2018
      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.
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      Income Through a Growth Lens.
      Fourth Quarter 2018
      Toby Ross shows how Baillie Gifford’s growth approach to income investing, starts from a very different philosophical position compared with our peers. Take a look from a different angle.
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      An Integral Approach to ESG Investing.
      Third Quarter 2018
      We think ‘long-term investing’ and ‘ESG investing’ are synonymous. That’s why financially-relevant ESG considerations are integral to our investment process. Baillie Gifford’s International Equity Fund shares its approach to ESG matters, suggesting that it is a natural part of assessing the longer-term risks to a company’s growth opportunity or competitive advantage. And, something that is hard to replicate via a check-list or passive investing.
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    • ARCHIVED
      ARCHIVED
      Information Overload.
      Third Quarter 2018
      Our lives are increasingly cluttered by information overload. And, as Iain Campbell explains, having too much data can hamper rather than improve the process of investing. The key is to ignore irrelevant noise and focus on the drivers of long-term investment returns.
      Read more
    • ARCHIVED
      ARCHIVED
      Thriving in the Face of Adversity.
      Third Quarter 2018
      Chris Davies explains how latent growth stocks can overcome stumbles, like Finnish runner Lasse Viren in the 1972 Olympics, and provide lucrative returns for the patient long-term investor.
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    • ARCHIVED
      ARCHIVED
      Streaky.
      Second Quarter 2018
      The ACWI Alpha team reflects on why markets continue to be enthralled with short-term performance, despite the evidence pointing to the importance of taking a long-term investment approach.
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    • ARCHIVED
      ARCHIVED
      Pho-nomenal Vietnam.
      Second Quarter 2017
      Although it is still relatively undiscovered in investment terms, Vietnam has much to offer. In this article, Roderick Snell looks at the country’s export growth potential and why he believes there are many interesting opportunities in this vibrant emerging market.
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    • ARCHIVED
      ARCHIVED
      Idea Generation.
      Second Quarter 2018
      Where do we get ideas for investment opportunities from? The ACWI Alpha team looks at some sources of inspiration and how we might make the best use of them.
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    • ARCHIVED
      ARCHIVED
      Chasing Yields.
      Second Quarter 2018
      Toby Ross discusses whether there is a relationship between a fund’s starting yield and the amount of income it actually delivers over time.
      Read more
    • ARCHIVED
      ARCHIVED
      A New Cambrian Explosion.
      Second Quarter 2018
      Why objects that can see will transform society.
      Read more
    • ARCHIVED
      ARCHIVED
      Aberration or Premonition.
      2018
      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.
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    • ARCHIVED
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      Intelligent Healthcare - US Companies and the Healthcare Revolution.
      Fourth Quarter 2017
      Healthcare has improved exponentially over the last few centuries and is still evolving. Gary Robinson looks at some of the reasons he is excited about investment opportunities in this sector and other areas directly related to it.
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    • ARCHIVED
      ARCHIVED
      Going Global for Income and Growth.
      Fourth Quarter 2017
      While equities offer the income-seeking investor scope for both income and growth, investing in the domestic equity market may not be the answer for UK investors. Instead, portfolio managers Toby Ross and James Dow cast their net globally, seeking out the resilient, growing businesses that they think will deliver a diversified, dependable income stream over time.
      Read more
    • ARCHIVED
      ARCHIVED
      China's Silk Road.
      Third Quarter 2017
      China has a vision. A vision to re-establish the network of land and sea corridors once known as the ‘Silk Road’. Linking East with West, Tim Gooding considers how this network will provide opportunities, not only to those countries who will host the new trade routes, but to long-term investors in the region.
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    • ARCHIVED
      ARCHIVED
      A Process of Discovery.
      Third Quarter 2017
      At Baillie Gifford we don’t manufacture performance, our aim is to craft it. Kevin Fenelon notes that as important as a robust research framework is, if we are to find the right stocks, then our investors must be prepared to have an open mind, embrace risk and think creatively about the future.
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    • ARCHIVED
      ARCHIVED
      From Model T to Model 3.
      Third Quarter 2017
      While there is a move away from active management in the US, our US Equities team think it is misplaced. Technology-driven change is creating exciting companies in the US with exceptional prospects, thereby presenting opportunities for active, long-term investors to outperform passive investment strategies.
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    • ARCHIVED
      ARCHIVED
      The Technological Revolution.
      Second Quarter 2017
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      A Future Powered By Artificial Intelligence.
      First Quarter 2017
      With the power to transform every trade and every industry, artificial intelligence (AI) is the future that is here today. Investment manager Lawrence Burns reflects on some of the recent developments in the field and speculates on what the brave and wonderful new world of AI might mean for us all.
      Read more
    • ARCHIVED
      ARCHIVED
      Morbid Symptoms.
      First Quarter 2017
      Political uncertainty in developed markets may be grabbing headlines, but it’s not the full story for emerging markets. Investment manager Will Sutcliffe explains his optimism for the future, as the old grudgingly gives way to the new in certain emerging market economies.
      Read more
    • ARCHIVED
      ARCHIVED
      An End to Cancer?
      First Quarter 2017
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      A Long-Term Manifesto
      Third Quarter 2016
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      A Passage for India.
      Fourth Quarter 2016
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      Longevity.
      July 2016
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      Growth Investing.
      Second Quarter 2016
      Kevin Fenelon illustrates that you don’t have to be an early riser to generate superior returns, but you must be prepared to hold stocks for multi-year periods if you are to capture the real benefits of growth.
      Read more
    • ARCHIVED
      ARCHIVED
      The Truth Will Out: Dispelling the Myths of Emerging Market Investing.
      First Quarter 2016
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      Cities of Tomorrow.
      February 2016
      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.
      Read more

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