Insights

US Equities Team reflects on recent performance, portfolio changes, and market developments.

Investors must find companies with the key qualities needed to thrive in a stormy economy.

Four ways to consider growth companies’ ability to deal with rising prices.

Investment manager Kirsty Gibson describes the hunt for companies with foundational technologies on which wider industries can be built.

Companies operate in complex ecosystems, requiring a nuanced approach to sustainability.

Don’t think in quarters, the Baillie Gifford American Fund is nearing a quarter of a century.

Our long-term investors know that investing sustainably is a plus for value creation.

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.

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.

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.

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.

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.