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May 2023 SAINTS: 150 years of incomeJohn Newlands tells the story of the Edinburgh-based company that thrived in good times and bad.
Read moreSeb Petit, May 2023 In the interest of timeThere’s safety in being one of the crowd but it could stop you from seeing potential rewards.
Read more36 MIN WatchMay 2023 Asia ex Japan manager updateRoderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.
Watch32 MIN WatchMay 2023 Upfront: episode oneHear from the UK team on AI, Moderna’s mRNA technology and what’s next for the Managed Fund.
Watch15 MIN WatchMay 2023 China A Shares: in conversationInvestor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
WatchMay 2023 Asset allocation: five questionsThe Managed Fund’s asset allocation reflects the view that there are opportunities ahead.
Read moreApril 2023 Climate change innovatorsHow Positive Change targets companies at the forefront of tackling carbon emissions.
Read more31 MIN WatchApril 2023 Multi Asset quarterly updateScott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
WatchApril 2023 The changing face of growthBy investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
Read moreApril 2023 From Y to Z: Japan’s online powerhouseHow Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
Read moreApril 2023 Transformative investmentWhy time travelling to 2050 helps us invest in companies tackling climate change and inequality.
Read moreApril 2023 Adyen: pioneer of paymentsThe Dutch firm making everyday payments fast and friction-free.
Read more13 MIN WatchApril 2023 Positive Change Q1 updatePositive Change Team reflects on recent performance, portfolio changes, and market developments.
Watch11 MIN WatchApril 2023 Global Alpha Q1 updateGlobal Alpha Team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchApril 2023 Long Term Global Growth Q1 investment updateLong Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
Watch18 MIN WatchApril 2023 Sustainable Growth Q1 updateSustainable Growth Team reflects on recent performance, portfolio changes, and market developments.
Watch16 MIN WatchApril 2023 US Equities Q1 updateUS Equities Team reflects on recent performance, portfolio changes, and market developments.
Watch15 MIN WatchApril 2023 Emerging Markets Q1 updateEmerging Markets Team reflects on recent performance, portfolio changes, and market developments.
Watch9 MIN WatchApril 2023 International Growth Q1 updateInternational Growth Team reflects on recent performance, portfolio changes, and market developments.
Watch8 MIN WatchApril 2023 International Alpha Q1 updateInternational Alpha Team reflects on recent performance, portfolio changes, and market developments.
Watch16 MIN WatchApril 2023 International All Cap Q1 updateInternational All Cap Team reflects on recent performance, portfolio changes, and market developments.
Watch10 MIN WatchApril 2023 International Concentrated Growth Q1 updateInternational Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.
WatchLong ReadApril 2023 Keystone Positive Conversations 2022We don’t just talk to managements, we listen. A snapshot of Keystone Positive Change’s ESG conversations.
Read moreApril 2023 Recursion Pharmaceuticals: finding new drugs using data scienceHow Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
Read moreApril 2023 Rethinking renewablesResearch suggesting faster-than-expected adoption has far-reaching consequences for investors.
Read moreMarch 2023 Japan’s place in the chip marketThe Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.
Read more23 MIN ListenMarch 2023 20 years of International Growth podcastThrough two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.
ListenMarch 2023 Climeworks: fighting global warmingClimeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
Read moreMarch 2023 Ocado’s robot revolutionThe UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
Read moreApril 2023 Making health insurance manageableHow Elevance Health uses its scale to smooth a path through the US health system’s maze.
Read moreApril 2023 Faith over fearTom Slater on looking beyond tough times to future opportunities.
Read moreApril 2023 Europe’s new growth starsThree companies helping turn the continent from an innovation backwater to a hotspot.
Read moreApril 2023 A tight ship: lessons from AdmiralHow Henry Engelhardt’s entrepreneurial flair helped create the car insurance giant
Read moreApril 2023 Super Mario’s WorldNintendo’s iconic characters profitably mix familiarity with new forms of gameplay.
Read moreApril 2023 Moderna’s new challengeThe mRNA technology behind the Covid vaccine is being directed against other diseases.
Read moreApril 2023 Trip Notes: BrazilEd Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
Read moreApril 2023 AI SuperpowersRenowned investor Kai-Fu Lee revisits his prophetic book, five years on.
Read moreApril 2023 Indonesia powers a green transitionThe island nation’s natural wealth makes it crucial to a low-carbon future.
Read moreMarch 2023 Positive Conversations 2022We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
Read more41 MIN WatchMarch 2023 Webinar: the SAINTS approachCo-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.
WatchMarch 2023 Four questions for growth investorsInvestors must find companies with the key qualities needed to thrive in a stormy economy.
Read moreMarch 2023 Ocado’s robot revolutionThe UK firm is partnering with leading grocers to deploy its automated warehouses worldwide.
Read more45 MIN WatchMarch 2023 Sustainable growth: an introductionESG investing is broken. Changing our approach could open up opportunities for better returns.
WatchFebruary 2023 The history of Scottish Mortgage Investment TrustHow a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.
Read moreFebruary 2023 Japan's smaller starsPraveen Kumar discovers the lesser-known businesses creating premium products in Japan.
Read more21 MIN WatchFebruary 2023 LTGG investor update – January 2023LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
WatchFebruary 2023 LTGG Anthology 2022An anthology of articles the LTGG team wrote throughout 2022.
Read moreFebruary 2023 Nothing lasts foreverWhy international equity markets shouldn’t be forgotten.
Read moreFebruary 2023 International All Cap Stewardship Report 2022For the year ended June 2022.
Read moreFebruary 2023 Teleportation: just a Zipline awayZipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
Read moreLong readFebruary 2023 Sustainable investing in the health sectorThe Health Innovation team on ESG, the future of medicine and making a positive global impact.
Read moreFebruary 2023 Making sense of the metaverseAuthor Matthew Ball on the next-generation internet and the companies building its foundations.
Read more52 MIN WatchFebruary 2023 Japan Growth: Asia’s resurgenceDespite the turbulence of last year there are reasons to be optimistic about Japanese companies.
WatchFebruary 2023 Monks Research Agenda 2023How can we invest in quality companies in a changing market?
Read moreFebruary 2023 Japan: setbacks or permanent change?Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
Read moreJanuary 2023 Global Alpha Research Agenda 2023How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
Read moreJanuary 2023 Beauty secrets: sharing Shiseido’s storyMasahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Read more7 MIN WatchJanuary 2023 Keystone Positive Change: manager insightsInvesting in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.
Watch10 MIN WatchJanuary 2023 Insights: investment research in JapanJapan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
WatchJanuary 2023 Asia and energy transitionExploring the emerging energy opportunities in Asia.
Read moreDecember 2022 SAINTS Stewardship Report 2022For the year ended March 2022.
Read moreDecember 2022 ASML: advancing chips to new limitsThe Dutch firm driving progress by making it possible to create more intricate computer chips.
Read more36 MIN WatchDecember 2022 Asia ex Japan: Portfolio manager updateClient director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.
WatchDecember 2022 A dose of innovationYour money or your health. Marina Record asks if society is ready to pay for health innovation.
Read moreDecember 2022 50 years of European GrowthThe Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.
Read moreDecember 2022 Chip WarHow semiconductors bring a competitive world together.
Read more42 MIN WatchNovember 2022 Managed Fund: Patient investingMany investors are impatient, but change takes time – the best performance could come to those who wait.
WatchNovember 2022 The dawn of artificial intelligenceHow AI is disrupting all kinds of industries, creating investment opportunities in its wake.
Read moreNovember 2022 China’s cloudWhy cloud computing is developing differently in the world’s most populous nation.
Read moreNovember 2022 New hopes for curing heart diseaseIn the war against killer heart disease, technology is making huge strides in diagnosis and treatment.
Read moreNovember 2022 Japan trip reflectionsLess foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
Read moreNovember 2022 Solving the antimicrobial crisisIf we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
Read more4 MIN WatchNovember 2022 Manager insights: Pacific HorizonPacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.
Watch31 MIN WatchNovember 2022 Positive Change updateInvestment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
WatchNovember 2022 Investing in net zeroDetail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
Read moreNovember 2022 Finding opportunities in the gloomStock market falls can create rich pickings for the optimistic investor.
Read moreOctober 2022 Embracing the unpredictableThe ‘what if…?’ questions are the most important of all.
Read moreOctober 2022 Nintendo: investing in the home of MarioWhy Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
Read moreOctober 2022 A theory of radical changeWhy a ‘deep transition’ may have started to deliver a more sustainable age.
Read more30 MIN WatchOctober 2022 Multi Asset quarterly updateInvestment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.
WatchOctober 2022 Rethinking where growth comes fromPartner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Read more60 MIN WatchOctober 2022 Japanese Equities updateFund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.
Watch34 MIN WatchOctober 2022 Europe: why now?Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.
WatchOctober 2022 Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read more44 MIN WatchOctober 2022 Health Innovation: an update with the managersJoin Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.
WatchSeptember 2022 Tapping global brainpowerHow Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
Read moreSeptember 2022 Kering: luxury created with riskHow the group gives its creatives the freedom to spark love-it-hate-it reactions.
Read moreSeptember 2022 Trust trip notes: Tel AvivIsrael is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
Read moreSeptember 2022 Drive: rethinking motivationWhat companies get wrong when trying to get the best out of their workers.
Read moreSeptember 2022 Snow Peak’s outdoor heiressCompany director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.
Read moreSeptember 2022 Investing in a changing ChinaPresident Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.
Read moreSeptember 2022 Monks: how diversity beats adversityHaving a varied portfolio allows the trust to navigate volatile periods and focus on the long term.
Read moreSeptember 2022 Investing in the champions of EuropeManufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.
Read moreSeptember 2022 Compound interest: the snowball effectCompanies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.
Read moreSeptember 2022 UK Growth Trust: home focusCompanies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.
Read moreLong readSeptember 2022 EnlightenmentOpportunities in the gloom, radical change, inflation resilience and more from our fund teams.
Read moreSeptember 2022 Growth investing: hunting the outliersIt’s not about growth or value. It’s about the few companies that drive stock market returns.
Read more11 MIN WatchSeptember 2022 A decade of discoveryA focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
Watch5 MIN WatchSeptember 2022 Introducing: Sustainable Multi AssetLindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.
WatchSeptember 2022 Small islands, lots of energyHow Orkney’s renewable energy projects can inform our investment choices.
Read more47 MIN WatchSeptember 2022 Global Discovery webinarDouglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.
Watch6 MIN WatchSeptember 2022 UK Growth Trust Manager InsightsIn volatile times, focusing on the fundamental long-term opportunities of our holdings is key.
WatchSeptember 2022 Shimano: our strategy in one stockHow the cycle parts maker symbolises the kind of firms International All Cap is looking for.
Read moreSeptember 2022 Growth flowsTracking our pursuit of growth companies over time.
Read moreSeptember 2022 Snippets from the archivesKey insights from the International All Cap Strategy picked from the past 30 years.
Read moreSeptember 2022 Investing in ingenuityMilena Mileva on picking International All Cap’s future winners.
Read moreSeptember 2022 Forging a fundHow relationship building, performance and tales of Scotland helped establish our international funds.
Read moreAugust 2022 International Growth Stewardship ReportSummary of stewardship activities and perspectives for 12 months to 31 March 2022.
Read moreSeptember 2022 International All Cap: 30 years strongThe past, present and future of investing in exceptional developed market growth stocks.
Read more6 MIN WatchAugust 2022 US Growth Trust: Manager InsightsGary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.
WatchAugust 2022 Keystone Positive Change Impact Report 2021The Positive Change Team’s impact report, covering our activity and plans for the future.
Read more8 MIN WatchAugust 2022 Monks Investment Trust Manager InsightsJon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.
Watch7 MIN WatchAugust 2022 Managed Fund: Sticking to our knittingGrowth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.
Watch5 MIN WatchAugust 2022 Transforming the future of healthcareSupporting companies with the potential to transform the field of healthcare and generate attractive returns.
WatchLong readAugust 2022 Sustainable Growth Sustainability ReportThe Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.
Read moreJuly 2022 Cultivating change in the meat industryDemand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
Read moreLong readAugust 2022 Positive Change Impact Report: 5th Year 2021/22The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.
Read moreJuly 2022 Trust history: Pacific HorizonHow Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.
Read more53 MIN WatchJuly 2022 Responsible Global Equity Income Webinar.In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.
WatchJuly 2022 A smörgåsbord of innovation.Sweden tops the charts for original thinking, from family businesses to founder-run companies.
Read moreJuly 2022 Digital Disruption and the future.Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
Read more44 MIN WatchJuly 2022 Keeping Positive: Positive Change Fund Webinar.Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact.
WatchJune 2022 Why patience mattersEndurance and imagination are key ingredients for quality growth investing.
Read moreJune 2022 Actual investing in action.In volatile markets, our investment trust managers focus on being on the right side of structural change.
Read moreJune 2022 Study guidesAcademic partnerships that generate new ideas.
Read moreJune 2022 China’s leapfrog shopping apps.Smartphone-centric retailers drive innovation.
Read moreJune 2022 Investing in decarbonisation.Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
Read moreJuly 2022 What makes companies resilient to inflation?Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
Read moreJune 2022 The fight for your free time.Disruptive change within the entertainment world creates a wealth of opportunity.
Read moreJune 2022 Pole position.Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.
Read moreJune 2022 Trip Notes: Helsinki.European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.
Read moreLong readJune 2022 Enlightenment.Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.
Read moreMay 2022 Impact, Ambition and TrustIf ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
Read moreMay 2022 The future of education.For digital learning companies that can balance accessibility and profits, the opportunities are vast.
Read moreMay 2022 India’s data-driven growth stocks.Pacific Horizon spots investment opportunities in a smartphone-transformed nation.
Read moreMay 2022 The history of the European Growth TrustHow a trust giving investors access to the European market has found grounds for optimism despite volatility.
Read moreLong readMay 2022 The Long View.The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
Read moreMay 2022 Emerging Markets: the possibilist.Understanding the difference between pessimism and possibility in Emerging Markets.
Read moreApril 2022 Casting the net wider.Monks seeks profit and resilience from its diversified growth stocks portfolio.
Read moreApril 2022 InfluencersJames Anderson credits the great minds who shaped his theories about the evolving world.
Read moreApril 2022 Future impacts.Four ways Keystone Positive Change’s holdings can benefit the environment and society.
Read moreApril 2022 China’s move to renewable energySolar power and cheap green energy makes for a promising future.
Read moreApril 2022 Buying into private companies.Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.
Read moreMarch 2022 Global Alpha 2022 Research Agenda.In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
Read more7 MIN WatchMarch 2022 International Growth Webinar Summary.In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.
WatchMarch 2022 A dream within reachNew technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.
Read more12 MIN WatchFebruary 2022 Actual ESGInvesting in great growth companies to make a big difference.
WatchFebruary 2022 Explorers, not just analysts.If we are to deliver extraordinary returns, we must be more open-minded than the crowd.
Read moreFebruary 2022 A private companies approach to ESG.The special considerations at play when we invest in high-growth, late-stage unlisted firms.
Read moreJanuary 2022 Sustainable companies, global challenges.Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
Read moreJanuary 2022 The university shaping global techWhy so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
Read moreLong readJanuary 2022 Edinburgh Worldwide: a global history.How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.
Read moreJanuary 2022 Health Innovation: impact and ESG.Why the forthcoming Health Innovation Impact Strategy should focus minds.
Read more2 MIN WatchJanuary 2022 Global Income Growth.Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
WatchDecember 2021 Diverse and disruptive.The Monks Investment Trust’s growth-focused stock picking strategy.
Read moreDecember 2021 Glasgow Climate PactFor Global Stewardship, climate opportunities go hand in hand with climate challenges
Read moreJohn Berry, December 2021 Emerging Market Debt: Looking beyond ESG Scores.Considering countries and companies’ potential for improvement, not just their risk scores.
Read more41 MIN WatchDecember 2021 The ‘S’ of ESG: Intangible Value.ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.
WatchDecember 2021 We need to talk about inflation.Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
Read moreNovember 2021 What’s a business for?Today’s investment managers should support companies doing the most to benefit society.
Read more2 MIN WatchNovember 2021 Investing to provide resilient and sustainable income, time after timePlanning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Multi Asset Income and how they are seeking real income, time after time.
WatchNovember 2021 Island Time.Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.
Read more49 MIN WatchNovember 2021 Towards Net Zero: Reflections on COP26Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.
WatchNovember 2021 Japan stocks: investing in growth.As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.
Read moreNovember 2021 We need to talk about inflationCentral banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
Read moreNovember 2021 Tomorrow’s world, here today.Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
Read moreNovember 2021 The Biological RevolutionThe use of information science to unlock biology is revolutionising our health and wellbeing.
Read moreNovember 2021 The real case for China.Willingness to change gives Chinese firms an innovation advantage.
Read moreDuncan Sutherland, November 2021 Smarter insurance for a less risky future.The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.
Read moreNovember 2021 Joining forces to achieve net zero.Baillie Gifford signs up to an asset managers initiative as COP26 begins.
Read moreOctober 2021 The switch to sustainable food.Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
Read moreOctober 2021 The future of transport.Electric cars on the road and flying taxis in the air will change the way people commute and live.
Read moreOctober 2021 Healthcare’s biotech revolution.A convergence of technologies is paving the way for advances in our understanding of biology.
Read moreOctober 2021 Digital payments in a cashless future.Disruptive fintechs are paving the way to a world without physical money.
Read more46 MIN WatchOctober 2021 Harnessing growth for the next decade.Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.
WatchWatchOctober 2021 Highlights Video: Harnessing growth for the next decade.Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
WatchWatchOctober 2021 IDEAS Conference 2021.With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.
WatchOctober 2021 A conversation about sustainabilityOur long-term investors know that investing sustainably is a plus for value creation.
Read moreOctober 2021 China’s gen Z+How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 Lessons from BessembinderWhat a US academic taught us about the companies that outperform.
Read moreOctober 2021 India’s ‘missing’ female workersWomen dropping out of employment should weigh on investors’ minds.
Read moreOctober 2021 Supporting ESG improversInvestors can have the most impact by focusing on sustainability laggards, not leaders.
Read moreOctober 2021 Misguided metricsWhy emerging markets firms struggle to get high ESG scores
Read moreOctober 2021 Time travel investing.Evaluating emerging market stocks by taking a mental leap into the future.
Read moreSeptember 2021 An appetite for ordered chaos.Why loosening control can help companies become more innovative.
Read moreSeb Petit, October 2021 Sustainable at heart: why businesses need to adapt.Knowing when to adapt could be the key to successful long-term growth, writes Seb Petit.
Read moreSeptember 2021 US Discovery: An American Voyage.Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
Read moreWatchSeptember 2021 Climate Change: Risk or Opportunity?Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?
WatchSeptember 2021 Investing in Climate Solutions.How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
Read more4 MIN WatchSeptember 2021 Disruption Week: Investing in Firms Shaping the World of TomorrowAt Baillie Gifford, we don’t focus on the present. We focus on what the world could look like in 15- or 20-years’ time. We focus on how our needs and expectations are evolving and what they might look like in the future. We explore the industries in which disruption and innovation are creating change, and we dedicate ourselves to finding the companies driving this change. Watch this animation to find out more.
WatchAugust 2021 sennder: Helping Truckers Cut Costs and Carbon.sennder’s co-founder explains how its software platform helps truckers carry fuller loads.
Read moreCharlie Houston, September 2021 Staying Focused in Frantic Times.In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?
Read moreTheo Holland, August 2021 The Past is a Foreign Country.High yield today might not mean resilient yield tomorrow for Emerging Market debt. Theo Holland reveals how Indonesia turned raw potential into a pathway for sustainable growth.
Read moreJuly 2021 Why Companies Should Embrace ChaosThe nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.
Read moreJuly 2021 Strategy Overview.A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
Read moreTorcail Stewart, July 2021 The Future Is Now, And It Works.Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.
Read moreApril 2023 The history of The Monks Investment TrustHistorian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.
Read more2 MIN WatchJune 2021 High Yield Bond.In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.
WatchJune 2021 History of Keystone Positive Change Investment TrustHistorian John Newlands looks back at the origins of the trust and its surprising connections.
Read moreWatchJune 2021 Strategic Bond.Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
WatchMay 2021 Positive Change - It's Not ObviousPositive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
Read moreMay 2021 The history of Baillie Gifford China Growth TrustIn our special series on the histories of investment trusts managed by Baillie Gifford, John Newlands looks back at the Edwardian origins of the China-focused trust.
Read moreMay 2021 The Responsible Approach to ESG Investing.Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.
Read moreApril 2021 On The Grid.David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.
Read more60 MIN WatchApril 2021 Active Investment: Fuelling the Energy Transition.In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.
WatchSpring 2021 Playing 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 2021 Injecting 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 moreSpring 2021 Japan 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 2021 Take-off Platforms.Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund, tells Faith Glasgow how these companies brought financial power to the people.
Read moreSpring 2021 Europe’s Digital Ambitions.European companies have quietly built up some of the world’s largest digital platforms for commerce. The next stage will be anything but quiet, Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust, tell Heather Farmbrough.
Read moreWatchMarch 2021 Interview With Our Japanese Researchers.Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
WatchApril 2021 The Future of Mobility - Part 2A 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.
Read moreApril 2021 The Future of Mobility - Part 3A 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.
Read moreApril 2021 The Future of Mobility - Part 4.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.
Read moreApril 2021 The Future of Mobility - Part 1.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.
Read moreMarch 2021 What I’ve Learned In Four Decades Of Investing.His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
Read moreMarch 2021 Humans, a Growth SpeciesOn the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.
Read moreMarch 2021 Actual ESGThe logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
Read more57 MIN WatchMarch 2021 A Change In Name, A Change Of Strategy, It's All Positive.In this webinar recording, Rosie Rankin, a specialist on the Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Trust. The managers give a presentation on the details of the trust and some of the companies in which it invests, followed by questions from the attendees.
Watch58 MIN WatchFebruary 2021 How the Pandemic is Revealing the Future of Healthcare.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.
WatchWatchFebruary 2021 Keystone Positive Change Investment Trust - Introduction.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.
WatchRob Baltzer, February 2021 True NorthIn periods of uncertainty, our focus on analysing the resilience of the companies we lend to comes into its own.
Read moreJanuary 2021 Sustainable investing: Finding the innovative companies of the future.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 moreDecember 2020 Private Companies Overview.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 moreDecember 2020 Innovation: Why it’s Crucial for SustainabilityLee 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 moreDecember 2020 How COVID is changing the way we shop.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 moreDecember 2020 Muscle for the Rebound.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 moreAutumn 2020 Fantasy Figures: Games WorkshopWith hits like Warhammer, this gaming company inspires a sense of community which brings huge growth potential
Read moreAutumn 2020 Japan's Great Wave of Change.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 moreAutumn 2020 No-Trip Notes.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 moreAutumn 2020 The Global Shop Assistant.Gary Robinson, Baillie Gifford US Growth Trust joint manager, on how Shopify conquered the web.
Read more58 MIN WatchNovember 2020 STOPCOVID WebinarThis 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.
WatchNovember 2020 Investing in Biotechnology.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 moreAutumn 2020 The Rise of Reliance.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 more16 MIN WatchNovember 2020 Global Alpha – Mental Models Highlights.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.
WatchOctober 2020 Europe's Tech Awakening.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 moreOctober 2020 China's Champions.Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, discuss some of their favourite Chinese firms.
Read moreOctober 2020 Emerging Markets Article: Coming of Age.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 moreSeptember 2020 Back to the Future.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 moreSeptember 2020 Value Judgements.With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.
Read moreWatchSeptember 2020 US Growth Trust - Manager Update.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.
WatchWatchSeptember 2020 Data, AI & Ethics.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.
WatchSeptember 2020 Actual Income - Aptiv.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 more10 MIN WatchSeptember 2020 Baillie Gifford China Growth Trust plc.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.
WatchWatchAugust 2020 Global Alpha - 10 minutes with Helen Xiong.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.
WatchWatchJuly 2020 Health Innovation: It’s Time to Rethink What the Word ‘Healthcare’ Means.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.
WatchWatchJune 2020 Monks – Long-Term Stewards.Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.
WatchJuly 2020 Positive Change Impact Report.For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.
Read moreJune 2020 It's Time to Look East.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 moreMay 2020 Actual Income - CO-OP.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 moreApril 2020 Actual Income - Resilience First.Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.
Read moreApril 2021 Investing In Innovation.For us, investing in innovation means investing in companies that have a clear understanding of their place in the world of the future. We believe our portfolios contain some of the world’s most innovative and transformative businesses. Find out more about how investors can take a stake in these pioneering companies.
Read more6 MIN WatchMarch 2020 UK Stock Stories - Abcam and Homeserve.Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.
Watch5 MIN WatchMarch 2020 European Stock Stories.Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.
WatchSpring 2020 Writing you can trust.Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?
Read the latest issueFebruary 2020 Governance in China: Risk or Opportunity?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 more4 MIN WatchFourth Quarter 2019 Corporate Scandals That Changed the Course of CapitalismCivil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.
WatchWatchThird Quarter 2019 Baillie Gifford UK Growth Fund plc - Stock Stories.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.
Watch6 MIN WatchMay 2019 Introduction to the Managed FundSince 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.
WatchJuly 2022 Archived China: the Year of the Tiger.Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.
Read moreJuly 2022 Archived Sir Isaac Newton’s folly.How the 18th-century mathematician lost a fortune to groupthink.
Read moreJuly 2022 Archived Emerging Markets: Five Questions.How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?
Read moreJuly 2022 Archived The search for ‘jumper-stretching’ stocksTim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
Read moreJune 2022 Archived Revaluation, dislocation and recession.Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
Read moreJune 2022 Archived Infinite progress.Why new ideas will continue to spur on wealth and wellbeing.
Read moreLong readJune 2022 Archived Investment Stewardship.It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
Read more35 MIN WatchMay 2022 Archived Asia ex Japan: Portfolio Manager Update.Join Roddy Snell and Ben Durrant to discuss current views and portfolio positioning for the Asia ex Japan strategy and learn why we continue to believe this is the most attractive region globally for growth investors.
Watch33 MIN WatchMay 2022 Archived Resurgence of European Ambition – Europe’s outliers.Join Stephen Paice, head of the Baillie Gifford European Equities team, as he discusses his research on the European companies that have increased in value 10x or more, delving into their history, common characteristics, and where they are likely to occur in the future.
Watch13 MIN WatchMay 2022 Archived US Equity Growth: Webinar Highlights.Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
Watch4 MIN WatchMay 2022 Archived Shin Nippon Manager Update.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.
Watch47 MIN WatchMay 2022 Archived US Equity Growth Webinar: The Long View.Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
WatchMay 2022 Archived Positive Conversations Keystone 2021.Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Read moreApril 2022 Archived Smaller companies, big disruption.How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.
Read more47 MIN WatchApril 2022 Archived International All Cap – Consistency in uncertain timesJoin Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.
Watch10 MIN WatchApril 2022 Archived SAINTS: A year in review and looking ahead.The Scottish American Investment Company share an update on performance and ESG.
Watch9 MIN WatchArchived European Equities Manager Update.When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
Watch32 MIN WatchMarch 2022 Archived International Smaller Companies is growing up - a three-year anniversary.Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.
WatchMarch 2022 Archived The history of Baillie Gifford Shin NipponThe smaller companies trust has thrived by seeking out Japan’s disruptive innovators.
Read moreLong readMarch 2022 Archived Enlightenment.Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.
Read more45 MIN WatchMarch 2022 Archived International Growth: A conversation with the portfolio management team.Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
WatchFebruary 2022 Archived The value in growth investing.One says “growth”. The other says “value”. But that’s not what investors should be focusing on.
Read more55 MIN WatchFebruary 2022 Archived The evolution of Japan Income Growth.Fund Manager Karen See and Investment Specialist Thomas Patchett explore Japan’s evolving opportunity set.
Watch11 MIN WatchFebruary 2022 Archived US Equities: Manager Insights.Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.
Watch60 MIN WatchFebruary 2022 Archived Long Term Global Growth: Team evolutionScott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
WatchFebruary 2022 Archived Long-term investing and market volatility.James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
Read more39 MIN WatchFebruary 2022 Archived Riding Growth Waves Webinar.Good investing takes quick reactions as well as a long-term vision.
Watch7 MIN WatchJanuary 2022 Archived Responsible Global Equity Income Fund.Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.
WatchFebruary 2022 Archived Managed Fund, Top Five US Questions.Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.
Read moreJanuary 2022 Archived The history of Edinburgh Worldwide Investment TrustWhile the investment policy and geographical focus may have shifted over 125 years, key themes link the story of the Edinburgh Worldwide Trust then and now.
Read moreJanuary 2022 Archived Sandpile avalanches and stock prices.Equity investing in times of catastrophic change.
Read moreJanuary 2022 Archived China’s dividend racehorses.New opportunities for income investors seeking growth and steady payouts.
Read more7 MIN WatchJanuary 2022 Archived Baillie Gifford European Growth Trust AGM.Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.
WatchDecember 2021 Archived Japan’s net zero efforts blossom.The firms doing pioneering work to produce renewable energy and eco-friendlier transport.
Read moreDecember 2021 Archived Making Waves.Changing the world starts with investing in companies addressing global challenges.
Read moreDecember 2021 Archived Six reasons for Japan optimism.Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.
Read more47 MIN WatchDecember 2021 Archived China: Missing a Paradigm Shift.Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
WatchDecember 2021 Archived Enlightenment.Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.
Read moreDecember 2021 Archived Four decades of lessons.Japan’s ability to anticipate technological change should see it through the ups and downs to come.
Read moreNovember 2021 Archived Resilience Rewarded.Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.
Read moreNovember 2021 Archived How to surf the waves of growth.Good investing takes quick reactions as well as a long-term vision.
Read more10 MIN WatchNovember 2021 Archived Managed Fund: Manager Insights.Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.
WatchNovember 2021 Archived Mapping VeganvilleCan plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
Read moreOctober 2021 Archived China’s Generation Z.The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.
Read moreOctober 2021 Archived Seismic shifts.Companies benefiting from explosive change brought on by the pandemic.
Read moreOctober 2021 Archived Green hydrogen’s promise.Why using renewables to harvest the gas may be the best way for some industries to reach net zero.
Read moreOctober 2021 Archived A shot in the arm.Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
Read moreOctober 2021 Archived Microfinance for the masses.Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.
Read moreOctober 2021 Archived Thriving after adversity.Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.
Read moreSeptember 2021 Archived Long-Term Return Expectations update.Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
Read more43 MIN WatchSeptember 2021 Archived Constructive Dissatisfaction: A conversation with the International Growth Team.Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.
WatchSeptember 2021 Archived Modern-day Explorers.Our international investors are explorers: which of the disruptors and innovators will deliver?
Read moreFebruary 2023 Archived The history of The Baillie Gifford Japan TrustLaunched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.
Read moreAutumn 2021 Archived Trust magazine.Distrust of ESG metrics, AI health breakthroughs, comeback king stocks and more from our trusts.
Read the latest issueWatchSeptember 2021 Archived US Growth Trust Manager Insights.Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.
WatchWatchSeptember 2021 Archived Monks Investment Trust Manager Insights.Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.
WatchSeptember 2021 Archived Climate-Informed Long Term Returns Expectations.Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
Read moreAugust 2021 Archived Enlightenment.Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.
Read more8 MIN WatchJuly 2021 Archived Baillie Gifford UK Growth Trust plc Manager Insights.Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.
WatchAugust 2021 Archived Hyper-connected NetworksWhat’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
Read more54 MIN WatchJuly 2021 Archived Actual Income.Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.
WatchJune 2021 Archived Clusters, Computers, and Classic RockFind out why small companies are one of the richest hunting grounds for long-term growth investors.
Read moreJune 2021 Archived Baillie Gifford Managed Fund: can it continue to thrive?The Managed Fund was launched in 1987, so has weathered plenty of crises before.
Read moreJune 2021 Archived Japan's Digital Transformation.Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.
Read more45 MIN WatchJune 2021 Archived Baillie Gifford Shin Nippon Investment Trust Webinar.Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.
Watch7 MIN WatchJune 2021 Archived Baillie Gifford China Growth Trust Manager Insights.Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.
WatchMay 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreWatchMay 2021 Archived The Monks Investment Trust PLC Webinar.Spencer Adair, newly appointed co-manager of the Monks Investment Trust, explains why the investment approach will not change. He sheds light on the past and current positioning of the portfolio, the fundamental strategy of the team involved, and the core philosophy of Monks that has been largely unchanged throughout the trust’s history.
WatchWatchMay 2021 Archived Japanese Fund Update Webinar.Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.
Watch43 MIN WatchMay 2021 Archived How 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.
WatchWatchMay 2021 Archived Schiehallion Manager Insight.Robert Natzler, investment manager of The Schiehallion Fund, gives an update on the team’s activities during a year of working remotely, followed by an overview of portfolio performance, transactions and IPOs. Natzler also takes the opportunity to reiterate the investment philosophy of The Schiehallion Fund and thank shareholders for their ongoing support in the fund’s first two years.
WatchApril 2021 Archived International All Cap Stewardship Report.The International Team’s latest stewardship report, covering our activity during 2020 and their plans for the years ahead.
Read moreApril 2021 Archived From 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 more51 MIN WatchApril 2021 Archived Baillie Gifford European Growth Trust Webinar.Richard Lander of Citywire hosts a webinar on the European Growth Trust and is joined by Stephen Paice, co-manager of the trust, who aims to answer the question: Are you investing in the right Europe?
Watch5 MIN WatchApril 2021 Archived Shin 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 2021 Archived The 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 moreApril 2021 Archived Fast 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 moreSpring 2021 Archived Lifetime 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 more59 MIN WatchMarch 2021 Archived Are You Investing In The Right Europe?Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.
WatchWatchMarch 2021 Archived Highlights Video: Beyond The Great Dividend Crisis.In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.
WatchWatchMarch 2021 Archived Spotlight On China: Risk Versus Opportunity.Dawn Murdoch, client service manager, speaks to the chair of Baillie Gifford’s China Product Group Ben Buckler. Buckler sheds some light on what he thinks are the most exciting aspects of China today, and how we balance the opportunities and the risks moving forward.
WatchWatchMarch 2021 Archived Scottish American Investment Company - Manager Insights.Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.
WatchMarch 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreMarch 2021 Archived The Roaring Twenties.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 moreFebruary 2021 Archived UK Equities – Time for a closer look.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 moreWatchFebruary 2021 Archived Highlights video: Long Term Global Growth webinarClient 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.
WatchWatchFebruary 2021 Archived US Growth Trust Webinar.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.
WatchWatchFebruary 2021 Archived American Fund Webinar.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.
WatchWatchFebruary 2021 Archived Managed Fund - Manager Insights.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.
WatchFull Year 2020 Archived Positive Conversations.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 more10 MIN WatchJanuary 2021 Archived Baillie Gifford European Growth Trust AGM.Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.
Watch11 MIN WatchJanuary 2021 Archived Edinburgh Worldwide Investment Trust AGM.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.
WatchDecember 2020 Archived The Private Opportunity.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 moreNovember 2020 Archived Monks - Staying Ahead of Change.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 moreAutumn 2020 Archived The Future for Dividends.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 moreNovember 2020 Archived Japan’s Software Disruptors.How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.
Read moreOctober 2020 Archived The Great Divergence Between East and West.China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
Read moreOctober 2020 Archived Investing during a pandemicJames 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 moreSeptember 2020 Archived Asking the right questionsIntegrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.
Read moreSeptember 2020 Archived Re-focusing on the Future: China.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 moreSeptember 2020 Archived Staying Ahead of Change.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 moreWatchSeptember 2020 Archived The Monks Investment Trust PLC – Manager Update.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.
Watch5 MIN WatchSeptember 2020 Archived A Shocking Revelation: Capitalism Can Power Positive Change.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.
WatchJuly 2020 Archived Casting the Net Wider.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 moreJuly 2020 Archived How do we do what we do?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 moreWatchJuly 2020 Archived Multi Asset Investment Update.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.
Watch9 MIN WatchJuly 2020 Archived UK Growth Fund Manager Update.Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.
WatchJune 2020 Archived How Do We Do What We Do? - Emerging Markets Investing.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 more37 MIN WatchJuly 2020 Archived Strategic Bond Fund Update.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.
WatchWatchJuly 2020 Archived Navigating the Great Dividend Crisis.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.
WatchWatchJune 2020 Archived Back To The Future.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.
WatchWatchJune 2020 Archived Positive Change in Challenging Times Webinar.In this webinar, investment managers Kate Fox and Lee Qian speak to portfolio specialist Alison Cuthbert about the Positive Change strategy.
WatchJune 2020 Archived The Atlases of the Modern Economy.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 moreJune 2020 Archived A view from the midst of the pandemicTechnological 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 more7 MIN WatchJune 2020 Archived Japanese Smaller Companies Fund and Shin Nippon PLC – Manager Insights.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.
WatchJune 2020 Archived What’s the Purpose of Investing?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 moreMay 2020 Archived It’s time to rethink what the word healthcare means.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 moreApril 2020 Archived Wanted – Bond Champions.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 moreApril 2020 Archived How to Invest in Equities and Stay SaneThe 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 moreApril 2020 Archived Fighting a Pandemic with Technology.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 moreApril 2020 Archived The Great Dividend Crisis.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 moreApril 2020 Archived How the Pandemic May Change Things.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 moreApril 2020 Archived Staying Positive.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 moreMarch 2020 Archived Navigating a Stock Market Crisis.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 moreWatchFebruary 2020 Archived SAINTS Annual Update.Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.
Watch2020 Archived Annual Business Update.Our annual business update 2020.
Read moreMarch 2020 Archived The Second Space AgeFifty 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 moreFebruary 2020 Archived Healthcare Innovation.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 more4 MIN WatchFebruary 2020 Archived Multi Asset Income Fund - Annual Retrospective.Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.
WatchWatchFourth Quarter 2019 Archived Watsco - A Cool Investment.Investment manager Toby Ross discusses recent investment, Watsco.
WatchNovember 2019 Archived Continental Blend – The Case for European Companies.Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.
Read moreNovember 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
Read moreLong ReadOctober 2019 Archived Learning from AcademiaOur support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
Read moreFourth Quarter 2019 Archived Positive Conversations.An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
Read moreThird Quarter 2019 Archived Engaging on… Responsible Taxation.Toby Ross on how we engage on responsible taxation.
Read moreThird Quarter 2019 Archived Changing China.Ben Buckler explores the A share opportunity in China.
Read moreThird Quarter 2019 Archived The Importance of Fundamental Research.Jenny Davis explores the Asian opportunity.
Read more55 MIN WatchJuly 2019 Archived Scottish Mortgage - Annual General MeetingWatch Scottish Mortgage Investment Trust Annual General Meeting. In addition to the business of the day, listen to presentations from the Trust's managers.
WatchSecond Quarter 2019 Archived Fast Fashion.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 moreSecond Quarter 2019 Archived The Next Big Things.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 moreSecond Quarter 2019 Archived A Spotlight on Climate Change.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 moreSecond Quarter 2019 Archived Bricks and ClicksWith 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 moreFirst Quarter 2019 Archived SAINTS on Track for Income and Growth.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 moreSecond Quarter 2019 Archived The Whole Story.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 moreSecond Quarter 2019 Archived The Death of Alzheimer’sAs 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 moreFirst Quarter 2019 Archived Graham or growth?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 moreFirst Quarter 2019 Archived Being Different.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 moreFirst Quarter 2019 Archived Riding the gravy trainThe investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.
Read moreWatchFirst Quarter 2019 Archived The Baillie Gifford Responsible Global Equity Income Fund.The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.
WatchFirst Quarter 2019 Archived Facing the Future.Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.
Read moreThird Quarter 2018 Archived Under the Radar.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 moreFourth Quarter 2018 Archived Let's Talk About Actual Investing.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.
DownloadFourth Quarter 2018 Archived Japan's Return to Dividends.Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future.
Read moreWatchJuly 2018 Archived SAINTS - Seeking an Income that Stays on Track for Years to Come.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.
WatchSecond Quarter 2018 Archived An End to Kidney Failure.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 moreFirst Quarter 2018 Archived The Pursuit of Extreme Returns.The story of investing is really the story of the big winners, those exceptional companies that reshape our world and in the process reap the rewards. Lawrence Burns sets out how a long-term and patient approach to investment is necessary to identify those truly great companies that could drive extreme returns.
Read moreSecond Quarter 2017 Archived The Technological Revolution.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.
Read moreSecond Quarter 2017 Archived The Unpopular Case for Active Management.The active investment industry as a whole appears to have done a better job of enriching itself than adding value for clients. Is it worth defending? Stuart Dunbar thinks so. He believes there is value in employing good active fund managers. He sets out the approaches that he believes are most likely to deliver outperformance for clients, suggests why investors and investment managers have failed to implement them and what should be done regarding it.
Read moreSecond Quarter 2017 Archived Swimming Against The Tide.Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone, it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.
Read moreFirst Quarter 2017 Archived Does Anyone Remember What ‘Investing’ Actually Means?Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.
Read moreFirst Quarter 2017 Archived An End to Cancer?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.
Read moreThird Quarter 2016 Archived A Long-Term Manifesto.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.
Read moreJuly 2016 Archived Longevity.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.
Read moreFirst Quarter 2016 Archived The Truth Will Out: Dispelling the Myths of Emerging Market Investing.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.
Read moreFebruary 2016 Archived Cities of TomorrowJoe 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 moreFirst Quarter 2016 Archived Genomics: Reasons for OptimismJulia 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.
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