Upfront

Europe, chips and rising Japan

Stephen Paice, Head of European Equities, tells us why Europe’s back in fashion, while investment specialist Sarah Clark discusses her enthusiasm for Japan, and Qian Zhang explains why TMSC is special.

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Insights

European growth: unique brands, hidden champions

From luxury goods to semiconductors, why taking a long-term approach to European growth stocks is more relevant than ever.

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Healthy returns: Japan’s assault on old-age disease

Japanese medical firms such as Eisai, Sysmex, PeptiDream and Sawai Pharmaceutical are making advances that could help against cancer and Alzheimer’s.

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Three ways we think about AI in Emerging Markets

How Baillie Gifford's Emerging Markets team captures exposure to AI, through hardware, platforms and other companies using AI to leverage operations.

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