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    • 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
    • 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
    • Why Most Things Believed About Investing Are Wrong.
      February 2021
      Investment manager 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
    • 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
      Investment manager Lee Qian learned first-hand the difference growth made to China. He explains how innovative firms can help nurture economic expansion, while creating a more sustainable world.
      Read more
    • Podcast - 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
    • 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
    • Humans, a Growth Species.
      March 2021
      It is what we have collectively achieved, rather than our individual efforts, that makes us human. Hamish Maxwell finds great promise in growth investing, on the back of humanity’s innate ability to grow.
      Read more
    • 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
    • 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
    • UK Equities – Time for a closer look.
      December 2020
      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
    • Podcast - 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.
      Listen now
    • 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.
      Read more
    • 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
    • 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.
      November 2020
      Synthetic biology conjures images of Frankenstein’s monster, with mad scientists poring over boiling beakers to bring to life the beast. The reality of modern labs is significantly different. 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
    • 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
    • SM Interim Managers Report.
      November 2020
      The oddities of the pandemic will fade, some long-running shifts in our economy will have been accelerated and the stresses we have experienced will spark new waves of innovation.
      Read more
    • Capital Hill on... the Road to Retirement Riches.
      November 2020
      Pension Awareness Day was on 15 September but the messages from it transcend a specific date in time. Capital Hill takes a walk on the road to retirement riches.
      Read more
    • Enlightenment.
      November 2020
      Featuring the news and views of the teams involved in running our funds
      Read more
    • Fantasy Figures.
      Autumn 2020
      Milena Mileva, joint manager of the Baillie Gifford UK Growth Fund talks about Games Workshop – a firm with a fanatical following.
      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
    • Monks - Staying Ahead of Change.
      November 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
    • Japan's Great Wave of Change.
      Autumn 2020
      Traditions die hard in Japan, but a crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, talks about the upstarts making inroads.
      Read more
    • No-Trip Notes.
      Autumn 2020
      Prevented from criss-crossing the globe in search of exciting young companies, Douglas Brodie, manager of Edinburgh Worldwide Investment Trust, reflects on life under lockdown.
      Read more
    • The Future for Dividends.
      Autumn 2020
      After navigating the treacherous waters of the dividend crisis James Dow, joint manager of SAINTS, says it’s time to look east for income opportunities.
      Read more
    • The Global Shop Assistant.
      Autumn 2020
      Gary Robinson, Baillie Gifford US Growth Trust joint manager, on how Shopify conquered the web.
      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
    • 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
    • The Rise of Reliance.
      Autumn 2020
      Baillie Gifford’s Charles Plowden, manager of the Monks Investment Trust, hails a firm whose ambitions match the vastness of the subcontinent of India.
      Read more
    • 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
    • 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
    • Podcast - 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
    • China's Champions.
      October 2020
      Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, discuss some of their favourite Chinese firms.
      Read more
    • 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
    • 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.
      Read more
    • Investing During a Pandemic.
      October 2020
      James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on how, amid all the coronavirus disruption, the case for growth stocks strengthened as the crisis unfolded.
      Read more
    • Viral Inflection.
      October 2020
      Recovering from Covid-19 may come to be seen as a turning point for Asia’s rising economies, writes Ewan Markson-Brown in his 2020 Manager’s Review for Pacific Horizon Investment Trust.
      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 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
    • 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
    • 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
    • Podcast - 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
    • 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
    • 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
    • Scale as a Service.
      August 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, manager of the Baillie Gifford American Fund and the Baillie Gifford US Growth Trust explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
      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
    • 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
    • Investing for a positive impact.
      September 2020
      What do we mean by impact investing and can it really deliver? Kate Fox, joint manager of Baillie Gifford’s Positive Change Fund, talks to Iona Bain.
      Read more
    • Can capitalism power positive change?
      September 2020
      While some see capitalism as the problem, Lee Qian, joint manager of Baillie Gifford’s Positive Change Fund, sees it as the solution to many of the pressing problems society faces. He tells Iona Bain why.
      Read more
    • 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
    • Capital Hill on... Beating the tax grab.
      August 2020
      News of a capital gains tax review comes as little surprise as the government looks to recoup vast sums spent supporting the economy during the Covid-19 pandemic. With people’s purse strings also affected, Capital Hill reports what steps could be taken.
      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
    • Enlightenment.
      August 2020
      Featuring the news and views of the teams involved in running our funds.
      Read more
    • Podcast - 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.
      Listen now
    • 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
    • Capital Hill on... Market Crashes and Recoveries.
      July 2020
      History is peppered with crises and crashes. Capital Hill charts financial crashes – from the bursting of the tulip bulb bubble in 1637 to the present day. How did markets recover and what can investors learn from history?
      Read more
    • 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
    • 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
    • Growth or Value?
      June 2020
      In a world of disruption, it's the winners that matter.
      Find out more
    • It's Time to Look East.
      June 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
    • 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
    • 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.
      Read more
    • 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
    • Podcast - What's the purpose of investing?
      June 2020
      In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.
      Listen now
    • What’s the Purpose of Investing?
      June 2020
      The true meaning of investment has been buried in a flurry of jargon, pseudo-science and fixation on quarterly results. Baillie Gifford partner Stuart Dunbar backs a return to basics.
      Read more
    • Enlightenment.
      June 2020
      Featuring the news and views of the teams involved in running our funds.
      Read more
    • 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
    • Setting our Sights on Private Companies.
      May 2020
      It’s often listed companies that make the headlines but some of the most exciting investment opportunities are in private firms according to Scottish Mortgage Investment Trust’s Catharine Flood.
      Read more
    • When long-term Investing Pays.
      May 2020
      Goodbye Baidu, hello Bytedance. Tom Slater highlights those Scottish Mortgage holdings currently bringing disruptive innovation to the world.
      Read more
    • Finding New Fish to Fry.
      May 2020
      As the world adapts to wrenching changes, James Anderson observes both human progress and stock markets that did not learn.
      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
    • Why the Crisis Favours Growth Stocks.
      April 2020
      Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.
      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
    • 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
    • Investing Amidst Monumental Change Webinar.
      May 2020
      Tim Garratt, client director in the LTGG Team, presents a webinar on the benefits of investing amidst monumental change with an introduction from Diana Philip, client director in the EMEA Team.
      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
    • Podcast - Why this Crisis Favours Growth Stocks.
      April 2020
      Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.
      Listen now
    • How to Invest in Equities and Stay Sane.
      April 2020
      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.
      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.
      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
    • SAINTS - Manager Insights.
      April 2020
      Investment manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.
      Watch
    • A Capital Idea for Growth.
      April 2020
      Monks is firmly convinced that the only way to deliver superior investment returns for shareholders is to ignore the short-term whims of the market and focus instead on committing capital for long periods of time.
      Read more
    • The Great Dividend Crisis.
      April 2020
      James Dow, co-head of Baillie Gifford’s equity income strategies, argues that dividend investors should avoid traditional high-yielding stocks, which are likely to disappoint given probable constraints on their reverting to the pre-crisis mean. The task, he concludes, is to look ahead to the global, high growth companies likely to be big providers of the future.
      Read more
    • Growth, Income and Dependability.
      April 2020
      By investing long term in a select number of exceptional growth companies, SAINTS’ managers expect to generate superior capital returns over time, alongside a growing and dependable income stream.
      Read more
    • 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
    • Staying Positive.
      April 2020
      In a time of great uncertainty, staying positive is easier said than done. Amidst the personal and professional challenges we all face, it can be hard to remain optimistic. Our experience of investing for Positive Change tells us that optimism is the only way forward.
      Read more
    • The Monks Investment Trust PLC – Manager Insights.
      April 2020
      Jon Henry, product specialist, gives an update on The Monks Investment Trust PLC and how the portfolio is positioned in the current climate.
      Watch
    • The Monks Investment Trust PLC – Manager Insights.
      April 2020
      Jon Henry, product specialist, gives an update on The Monks Investment Trust PLC and how the portfolio is positioned in the current climate.
      Watch
    • Staying the Course for Scottish Mortgage.
      April 2020
      The disruption caused by the coronavirus (Covid-19) pandemic extends far beyond the narrow world of investment but, as Catharine Flood explains, within that sphere Scottish Mortgage Investment Trust remains committed to patient investment, focused on the long-term and on companies with the most potential for future growth.
      Read more
    • Responsible Global Equity Income Fund - Annual Responsibility Report.
      April 2020
      Baillie Gifford’s commitment to responsible stewardship is as old as our firm. Our clients trust us to oversee and manage their investments for the long term, and stewardship of their holdings is a core part of this commitment.
      Read more
    • The Big 40.
      March 2020
      Celebrating 15 years of Trust.
      Read more
    • Navigating a Stock Market Crisis.
      March 2020
      With a pandemic causing dramatic falls in global stock markets, these are anxious times for investors. But as Baillie Gifford partner Scott Nisbet explains in our podcast series Short Briefings on Long Term Thinking, the firm has witnessed similar shocks before.
      Read more
    • Worry, But Don’t Panic.
      March 2020
      Over the last 20 years we have experienced several global crises, each different from the last, but with the same recurring lesson – that our long-term investment horizon, calm heads, and supportive client base, should see our Investment Trusts and Funds emerge from the current crisis at least as robustly as they entered it.
      Read more
    • How did we do?
      March 2020
      As the new decade dawns, James Anderson, joint manager of Scottish Mortgage Investment Trust, reflects on past predictions and ponders what’s next.
      Read more
    • Famous for 15 seconds.
      March 2020
      The genius of TikTok is not just its short and prolific content. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Jemima Kiss about how the Chinese social media company has achieved worldwide success.
      Read more
    • Trip Notes - Seoul.
      March 2020
      A new generation of entrepreneurs is changing the way South Korea does business. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, travelled to the country’s capital to meet them.
      Read more
    • 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
    • Writing you can trust.
      Spring 2020
      Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?
      Read the latest issue
    • High Yield Bond Fund – Manager Snapshot.
      March 2020
      Malcolm Borthwick, managing editor at Baillie Gifford, talks to Rob Baltzer, joint manager of the High Yield Bond team. In this manager snapshot, Rob and Malcolm discuss headlines of the past, opportunities of the future and how we approach bond investing.
      Watch
    • Strategic Bond Fund – Manager Snapshot.
      March 2020
      Malcolm Borthwick, managing editor at Baillie Gifford, talks to Torcail Stewart and Lesley Dunn, joint managers of the Strategic Bond team. In this manager snapshot, Torcail and Lesley discuss opportunities of the future, differentiation from competitors and tools they use to ensure effective stock picking.
      Watch
    • Annual Business Update 2020.
      March 2020
      Our annual business update 2020.
      Read more
    • 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
    • Long-Term Return Expectations.
      February 2020
      Long-Term Return Expectations sets out the Multi Asset team’s views, as at 31 December 2019, on the prospective returns for asset classes over cash over the next 10 years and beyond.
      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 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
    • 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
    • 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
    • Positive Conversations.
      Fourth Quarter 2019
      An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
      Read more
    • Engaging on… Responsible Taxation.
      Third Quarter 2019
      Toby Ross on how we engage on responsible taxation.
      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
    • 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
    • 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
    • Podcast - 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.
      Listen now
    • Monks Stewardship Report 2019.
      2019
      Monks’ investment process focuses on the long-term ownership of growing businesses. We encourage these companies to invest in growth opportunities and ignore the short-term pressures of the market. In the following report, we set out our approach to stewardship and explain how it fits with our investment style.
      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
    • Baillie Gifford UK Growth Fund plc - Stock Stories.
      Third Quarter 2019
      Investment managers Iain McCombie and Milena Mileva give an update on the Baillie Gifford UK Growth Fund plc and discuss some examples of companies within the portfolio that show exciting growth potential.
      Watch
    • Podcast - Space: The Final Investment Frontier.
      Third Quarter 2019
      Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.
      Listen now
    • Scottish Mortgage - Annual General Meeting.
      Second Quarter 2019
      The Scottish Mortgage Investment Trust Annual General Meeting (AGM) took place in Edinburgh on 27 June 2019. In addition to the business of the day, there were presentations from the Trust's managers, James Anderson and Tom Slater, which you can now watch here.
      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
    • 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.
      Read more
    • Podcast - 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 Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.
      Listen now
    • Staying Focused on What is Important Since 1987.
      May 2019
      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.
      Watch
    • 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
    • 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
    • Graham or Growth Article - 2019
      Graham or Growth?
      First Quarter 2019
      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.
      Read more
    • Streaming the Future.
      First Quarter 2019
      In the second in his series of reflections following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media.
      Read more
    • The Future of Food.
      First 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 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
    • Podcast - China Crisis. What Crisis?
      First Quarter 2019
      Baillie Gifford’s 'Short Briefings on Long Term Thinking' podcast brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. In Episode 1, Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.
      Listen now
    • Facing the Future.
      First Quarter 2019
      Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.
      Read more
    • Scottish Mortgage Stock Stories: ANT Financial.
      Fourth Quarter 2018
      ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage.
      Watch
    • 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
    • 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
    • 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
    • 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
    • SAINTS - Seeking an Income that Stays on Track for Years to Come.
      Third Quarter 2018
      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.
      Watch
    • 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
    • Emerging Markets – Reasons to Be Cheerful.
      Second Quarter 2018
      In 2017, the Emerging Markets team wrote a paper called ‘Morbid Symptoms’, explaining why they were optimistic despite the confusion of political events in the West. A year on, Will Sutcliffe provides five more reasons to be cheerful about emerging market equities.
      Read more
    • A Quartet of Ways to Find Growth.
      August 2017
      We believe growth comes in many different shapes and sizes. So why settle for just one when you can choose the Monks Investment Trust and let us help you find four different ways to seek out growth, all at the same time?
      Watch
    • 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.
      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
      ARCHIVED
      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
    • ARCHIVED
      ARCHIVED
      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
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      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
    • ARCHIVED
      ARCHIVED
      High Yield Stewardship Report.
      2019
      A summary of our High Yield team's Stewardship Activities in 2018 and 2019.
      Read more
    • ARCHIVED
      ARCHIVED
      Japanese Income Growth Fund - Manager Update.
      Third Quarter 2019
      Karen See, joint manager of the Japanese Income Growth Fund, discusses the fund since its inception three years ago, and some key characteristics of the portfolio.
      Watch
    • ARCHIVED
      ARCHIVED
      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
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      A Complexified World.
      Second Quarter 2019
      The impact of ever-faster networks and complex systems is all around us. Tom Slater reflects on the implications of our accelerating connectedness in an increasingly ‘complexified’ world.
      Read more
    • ARCHIVED
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      Edinburgh Worldwide Investment Trust - Manager Update - Part 1.
      Second Quarter 2019
      Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.
      Watch
    • ARCHIVED
      ARCHIVED
      Edinburgh Worldwide Investment Trust - Manager Update - Part 2.
      Second Quarter 2019
      Douglas Brodie, portfolio manager of Edinburgh Worldwide Investment Trust, discusses the philosophy that underpins the strategy and the ways in which the team identifies smaller companies with growth potential.
      Watch
    • ARCHIVED
      ARCHIVED
      Shin Nippon - Manager Update.
      Second Quarter 2019
      Portfolio manager of Shin Nippon, Praveen Kumar, discusses the main takeaways from his extended trip to Japan and past and potential future activity within the portfolio.
      Watch
    • ARCHIVED
      ARCHIVED
      Global Discovery - Manager Update.
      Second Quarter 2019
      Douglas Brodie, portfolio manager of the Baillie Gifford Global Discovery fund, discusses the philosophy that underpins the strategy and the ways in which the team identifies small companies with growth potential.
      Watch
    • ARCHIVED
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      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.
      Read more
    • ARCHIVED
      ARCHIVED
      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.
      Read more
    • 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
      Scottish Mortgage Annual General Meeting.
      June 2018
      The Annual General Meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, co-managers James Anderson and Tom Slater made presentations and you can read the highlights here.
      Read more
    • ARCHIVED
      ARCHIVED
      Monks Managers’ Annual Review.
      Second Quarter 2018
      Charles Plowden, Malcolm MacColl and Spencer Adair review the last twelve months as managers of The Monks Investment Trust portfolio.
      Read more
    • ARCHIVED
      ARCHIVED
      Baillie Gifford UK Growth Fund plc.
      June 2018
      Milena Mileva and Iain McCombie, co-managers of the Baillie Gifford UK Growth Fund plc, give an overview of the trust following the board’s decision to move the mandate to Baillie Gifford.
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      ARCHIVED
      Making a Positive Impact.
      Second Quarter 2018
      Lee Qian discusses the recent evolution of impact investing and explains why the Positive Change strategy has both the ability and the responsibility to contribute to global progress.
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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
      Baillie Gifford Strategic Bond Fund - What's in a name?
      April 2018
      The Baillie Gifford Corporate Bond Fund is changing its name to the Baillie Gifford Strategic Bond Fund. This is our Marathon to Snickers moment, the name is changing but the great recipe remains the same.
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      Shin Nippon Seeing Broad Portfolio Strength.
      April 2018
      Praveen Kumar, portfolio manager, explains how a tight employment market and developments in healthcare are driving stock selection in the Shin Nippon portfolio. He also outlines some of the areas that contributed significantly to the performance over the past 12 months, as well as those which offer exciting prospects for the future.
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    • ARCHIVED
      ARCHIVED
      Scottish Mortgage Stock Stories: Alibaba & NIO.
      First Quarter 2018
      James Anderson, joint manager of Scottish Mortgage, shares his thoughts on Chinese car company NIO and the founder-driven, Chinese giant retailing platform, Alibaba.
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      ARCHIVED
      Scottish Mortgage Stock Stories: Amazon.
      First Quarter 2018
      James Anderson, joint manager of Scottish Mortgage, shares why he is enthusiastic about investing in Amazon as and why he believes it will remain a dominant company in the future.
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      ARCHIVED
      Scottish Mortgage Stock Stories: Bolt Threads.
      First Quarter 2018
      Tom Slater, joint manager of Scottish Mortgage, discusses why he thinks biotech company Bolt Threads has the potential to transform the apparel industry.
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      ARCHIVED
      Scottish Mortgage Stock Stories: Uptake.
      First Quarter 2018
      Tom Slater, joint manager of Scottish Mortgage, discusses industrial technology company Uptake, which uses data science to enable people and machines to work better together.
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      ARCHIVED
      Scottish Mortgage Stock Stories: Spotify.
      First Quarter 2018
      European company Spotify is on its way to becoming a global leader. James Anderson, joint manager of Scottish Mortgage, shares his enthusiasm for Spotify and its founder.
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      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.
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      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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      Scottish Mortgage Annual General Meeting.
      2017
      The annual meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, there were presentations from the Trust’s managers, James Anderson and Tom Slater. This summary includes several short audio clips recorded on the day.
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      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.
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      ARCHIVED
      Multi Asset Update.
      April 2017
      Despite political uncertainty, the economic environment has been very positive. Investment manager Felix Amoako talks through the implications of this for Multi Asset portfolios.
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      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.
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      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.
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      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.
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      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.
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      5 key things we thought you'd like to hear.
      Third Quarter 2016
      The 107th AGM of Scottish Mortgage Investment Trust once again saw presentations from the investment managers James Anderson and Tom Slater. We’ve captured some key points that each made on the day, as audio recordings and wanted you to have the opportunity to hear their thinking for yourself.
      Find out 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.
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    • 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.
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      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.
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    • 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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