Insights
There were no items found based on the criteria entered.
May 2021Same Direction, New Terrain.
A year of crisis showed how share prices can fail to reflect surrounding social and economic turmoil, writes Tom Slater.
Read moreMay 2021Stay on the road less travelled.
In his final review as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the challenge and excitement of the search for extreme returns. Anticipating greater change to come, he urges investors to keep thinking distinctively.
Read moreApril 2021How Are You Investing For The Next Decade?
Managed Fund Co-managers Iain McCombie and Steven Hay discuss growth versus value and what that means when looking at the decade ahead. They then cover governance and sustainability and why engagement in the topic is so important when investing over the long term.
WatchMay 2021Our Approach to Governance.
The Scottish Mortgage Team lay out its approach to governance and the definition of responsible investing.
Read moreApril 2021It's In Their DNA.
With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare.
Read moreApril 2021Investing in Asia: Growth Squared.
Client Director Anzelm Cydzik is joined by Pacific Horizon Investment Trust manager Ewan Markson-Brown who outlines the key traits of the trust, the approach taken to investing in Asia ex Japan, and the portfolio’s current positioning.
WatchApril 2021From Crisis To Opportunity.
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
Read moreApril 2021Shin Nippon - Manager Insights.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.
WatchApril 2021The Baillie Gifford Managed Fund’s UK Champions - Five Burning Questions.
The year 2020 felt somewhat surreal for UK investors. Not only was our local economy hit hard by the pandemic, but whole sectors of the stock market came under pressure, including many high-profile firms.
Read moreSpring 2021Playing To Win.
The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position.
Read moreApril 2021Injecting Optimism Into Healthcare’s Future.
Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.
Read moreApril 2021Fast Forward.
Praveen Kumar, manager of Baillie Gifford Shin Nippon, sees Covid-19’s acceleration of digital trends in Japan – changes in both corporate and consumer behaviour – persisting beyond the pandemic.
Read moreApril 2021Scottish Mortgage - The Next Generation of Winners.
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.
WatchSpring 2021Japan from a Distance.
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.
Read moreSpring 2021Lifetime of Investment.
What was meant to be a two-year apprenticeship turned into a transformative career. Charles Plowden, manager of The Monks Investment Trust, tells Colin Donald why he’s retiring from Baillie Gifford on a high.
Read more
