About the speakers

Gary is a Partner and investment manager in the US Equities team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity teams before moving to the US Equities team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree.
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Emerging Markets, AI build and commodities
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Upfront: Europe, chips and rising Japan
Learn why Europe is back in fashion, what makes TSMC special, and why Japan is on the up.September 2025
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