Pacific Horizon spots investment opportunities in a smartphone-transformed nation.

The Scottish Mortgage Team lays out its approach to governance and the definition of responsible investing.

When times are tough, resilience matters. Tom Slater on why purpose matters to Scottish Mortgage.

How a trust giving investors access to the European market has found grounds for optimism despite volatility.

Drawdowns are inevitable. But it’s how you react to them that matters. Lawrence Burns explains.

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.

There’s an urgent need to cut carbon, but investors must give firms time to develop solutions.

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.

The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.

Understanding the difference between pessimism and possibility in Emerging Markets.

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.

Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.

Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.

How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.

Academia has taught us that size matters – provided you can effectively control for quality. Fortunately, as Steve Vaughan explains, that is the fundamental role of active stock pickers.

Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.

Monks seeks profit and resilience from its diversified growth stocks portfolio.

James Anderson credits the great minds who shaped his theories about the evolving world.

Four ways Keystone Positive Change’s holdings can benefit the environment and society.

Solar power and cheap green energy makes for a promising future.

Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.

The Scottish American Investment Company share an update on performance and ESG.

In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.

When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.

Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.

Inspirational thinkers, data-driven India and the ecommerce upstart disrupting Latin America.

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.

The smaller companies trust has thrived by seeking out Japan’s disruptive innovators.

Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.

New 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.

Manager Tom Slater and Deputy Manager Lawrence Burns discuss the evolution of the management team and process, the current environment and the long-term prospects for the Scottish Mortgage Investment Trust.

Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.

Investing in great growth companies to make a big difference.

If we are to deliver extraordinary returns, we must be more open-minded than the crowd.

One says “growth”. The other says “value”. But that’s not what investors should be focusing on.

Fund Manager Karen See and Investment Specialist Thomas Patchett explore Japan’s evolving opportunity set.

The special considerations at play when we invest in high-growth, late-stage unlisted firms.

Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.

Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.

James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.

Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.

Good investing takes quick reactions as well as a long-term vision.

Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.

Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.

Lawrence Burns on growth stocks, volatility, and why Moore’s Law remains a positive for innovative companies.

How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.

Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.

While 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.

Why the forthcoming Health Innovation Impact Strategy should focus minds.

Equity investing in times of catastrophic change.

New opportunities for income investors seeking growth and steady payouts.

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.

Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.

Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.

The firms doing pioneering work to produce renewable energy and eco-friendlier transport.

The Monks Investment Trust’s growth-focused stock picking strategy.

For Global Stewardship, climate opportunities go hand in hand with climate challenges

Changing the world starts with investing in companies addressing global challenges.

Considering countries and companies’ potential for improvement, not just their risk scores.

ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.

Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.

Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.

Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.

Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.

Japan’s ability to anticipate technological change should see it through the ups and downs to come.

Today’s investment managers should support companies doing the most to benefit society.

Planning 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.

Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.

Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.

Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.

As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.

When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of our fund managers.

Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.

Investing in private companies applying today’s early-stage tech to create tomorrow’s world.

The use of information science to unlock biology is revolutionising our health and wellbeing.

Willingness to change gives Chinese firms an innovation advantage.

How a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.

Good investing takes quick reactions as well as a long-term vision.

Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.

The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.

Baillie Gifford signs up to an asset managers initiative as COP26 begins.

Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.

Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.

Electric cars on the road and flying taxis in the air will change the way people commute and live.

A convergence of technologies is paving the way for advances in our understanding of biology.

Disruptive fintechs are paving the way to a world without physical money.

The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.

Companies benefiting from explosive change brought on by the pandemic.

Why using renewables to harvest the gas may be the best way for some industries to reach net zero.

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.

Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.

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.

Our long-term investors know that investing sustainably is a plus for value creation.

Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

What a US academic taught us about the companies that outperform.

Women dropping out of employment should weigh on investors’ minds.

Investors can have the most impact by focusing on sustainability laggards, not leaders.

Why emerging markets firms struggle to get high ESG scores.

Evaluating emerging market stocks by taking a mental leap into the future.

Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.

Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.

Three big themes are converging, full of opportunities for multi-asset investment managers.

Why loosening control can help companies become more innovative.

Investing in the makers of revolutionary products tests nerves but can bring big rewards.

Knowing when to adapt could be the key to successful long-term growth, writes Seb Petit.

Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.

The Board is pleased to announce the appointment of Mark FitzPatrick as a non-executive director of Scottish Mortgage Investment Trust PLC.

Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.

Scottish Mortgage’s James Anderson warns of the risks of ill-defined sustainability metrics.

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?

Our international investors are explorers: which of the disruptors and innovators will deliver?

SAINTS’ managers pick their income-paying stars of the future.

Launched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.

Alasdair McHugh, product specialist on the Global Stewardship Team, discusses how the necessary journey towards net zero is approached by the Global Stewardship Strategy.

Distrust of ESG metrics, AI health breakthroughs, comeback king stocks and more from our trusts.

Cancer, heart failure and Alzheimer’s could all be defeated by AI-driven treatments.

How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.

Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.

At 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.

Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.

Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.

Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.

sennder’s co-founder explains how its software platform helps truckers carry fuller loads.

In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?

Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.

What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.

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.

Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.

The nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.

Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change.

A brief summary of Baillie Gifford’s beliefs, purpose and strategy.

The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.

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.

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.

Historian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.

Find out why small companies are one of the richest hunting grounds for long-term growth investors.

The Managed Fund was launched in 1987, so has weathered plenty of crises before.

Andrew Cave, Head of Governance and Sustainability, and Stuart Dunbar, Partner and Client Director, explain why ESG investing should not become a data and metric-driven exercise. Instead, we should be focusing on real world outcomes and investing in businesses that are helping drive forward change.

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.

Client Director Amy Atack explains the purpose of the Global Stewardship Fund, before giving an update on the performance of the portfolio, as well as a summary of the three main areas in which the Global Stewardship Team see the potential for future growth.

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.

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.

In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.

In this AGM film, James Anderson, co-manager of the Scottish Mortgage Investment Trust, reflects on the biggest lessons he has learnt during his time managing the trust.

In this AGM film, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, explains that success will be determined by the deep underlying structural changes going on in our world, the brilliance of business models, and the vision of their founders, rather than economic cycles, sector rotations and interest rates. He then goes on to discuss the areas where he believes this success could occur.

Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the areas in which he sees potential for exponential growth. Tom discusses the companies in the portfolio that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy, making it clear there is no shortage of exciting growth opportunities. Tom then goes on to answer questions from the audience.

Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers. With no shortage of exciting growth opportunities, the Scottish Mortgage managers discuss the potential for exponential growth in the future. Join them as they look to companies that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy.

Historian John Newlands looks back at the origins of the trust and its surprising connections.

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.

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.

Lucy Haddow addresses two recurring questions playing on the minds of Managed Fund clients.

Positive 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.

Featuring the news and views of the teams involved in running our funds.

In 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.

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.

A year of crisis showed how share prices can fail to reflect surrounding social and economic turmoil, writes Tom Slater.

We are at the dawn of a golden age of medicine. We will soon have the ability to treat and cure diseases that have long been untreatable and incurable.

With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare.

The International Team’s latest stewardship report, covering our activity during 2020 and their plans for the years ahead.

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.

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.

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.

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.

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.

Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.

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.

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.

The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand.

What’s the point of complex risk models if they don’t reflect how humans actually behave? Leading economist John Kay and James Anderson, joint manager of Scottish Mortgage Investment Trust, discuss how changing attitudes to known unknowns could make us better investors.

Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.

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.

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.

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.

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.

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.

On 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.

The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.

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.

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.

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.

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.

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.

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.

Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.

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.

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.

Investment manager Josie Bentley explains why Sartorius Stedim, biologic drug equipment and product provider, not only has exciting growth opportunity, but is also a company fundamentally intertwined with a better future for society.

Synthetic biology conjures images of Frankenstein’s monster, with mad scientists poring over boiling beakers to bring to life the beast. The reality of modern labs is significantly different. Truly remarkable progress is being made in solving some of the world’s biggest problems by unlocking nature at its most granular level.

Milena Mileva, joint manager of the Baillie Gifford UK Growth Fund talks about Games Workshop – a firm with a fanatical following.

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.

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.

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.

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.

Gary Robinson, Baillie Gifford US Growth Trust joint manager, on how Shopify conquered the web.

How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.

This webinar, moderated by Mark Urquhart, head of our Long Term Global Growth Team, includes an update from the STOPCOVID team based at Edinburgh University. STOPCOVID is a global initiative to harness and progress medical science across sectors to improve treatments and end the pandemic. We hear from Kev Dhaliwal, Professor of Molecular Imaging and Healthcare Technology and Honorary Consultant in Respiratory Medicine.

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.

Baillie Gifford’s Charles Plowden, manager of the Monks Investment Trust, hails a firm whose ambitions match the vastness of the subcontinent of India.

Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits.

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.

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.

Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, discuss some of their favourite Chinese firms.

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.

James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on how, amid all the coronavirus disruption, the case for growth stocks strengthened as the crisis unfolded

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.

With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.

Members of the Japanese Equities Team explain the philosophy and processes of the strategies that exist within Baillie Gifford’s Japanese Equities capabilities.

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.

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.

Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.

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.

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.

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.

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.

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.

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.

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.

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.

Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.

For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.

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.

Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.

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.

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.

It’s often listed companies that make the headlines but some of the most exciting investment opportunities are in private firms according to Scottish Mortgage Investment Trust’s Catharine Flood.

Goodbye Baidu, hello Bytedance. Tom Slater highlights those Scottish Mortgage holdings currently bringing disruptive innovation to the world.

As the world adapts to wrenching changes, James Anderson observes both human progress and stock markets that did not learn.

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.

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.

Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.

Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.

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.

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.

The antiquated freight industry is set for a shake up as new tech-savvy players look to take a slice of what is a €5.6 trillion, and growing, industry.

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.

James Anderson discusses what we can learn about the effects of the coronavirus. Drawing on the work of experts such as Hans Rosling, James explores the monetary and fiscal transformation we are going through, concluding that the days of neo-liberalism are numbered. James also looks at what the crisis means for equity investors, asking what investments are now more valuable, and assesses the shift of global power towards Asia.

The disruption caused by the coronavirus (Covid-19) pandemic extends far beyond the narrow world of investment but, as Catharine Flood explains, within that sphere Scottish Mortgage Investment Trust remains committed to patient investment, focused on the long-term and on companies with the most potential for future growth.

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.

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.

Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.

Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.

Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?

Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.

Will Sutcliffe, Sophie Earnshaw and Mike Gush, investment managers in the Emerging Markets team with a combined total of 45 years’ experience, give an introduction to the team’s approach.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

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.

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.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

In this series of articles, we highlight companies in the Scottish Mortgage portfolio that are taking technological advances to the next level, a new generation of companies who will reshape our world and what is possible in the years to come.

Investment manager Toby Ross discusses recent investment, Watsco.

Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.

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.

Investment manager Gary Robinson explains why Shopify is a great example of what Global Stewardship is looking for – a growing company, whose management team thinks for the long term and balances the needs of all stakeholders, and whose products add real value for society.

Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.

Toby Ross on how we engage on responsible taxation.

Civil 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.

Zaki Sabir explains why the Global Stewardship Portfolio Construction Group are very hopeful that LendingTree will be a rewarding investment for clients.

Ben Buckler explores the A share opportunity in China.

Jenny Davis explores the Asian opportunity.

Disruptive forces are at play, and they are far more powerful and enduring than most would give credit for. Dave Bujnowski explores what the consequences are of this upheaval, and whether this is good or bad news for growth investors.

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.

Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.

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.

Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies.

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.

Since 1987, the Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world.

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.

Investment Manager Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.

Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages, targeting large opportunities. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time. Watch the film to discover how you could invest in this progress too.

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.

The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.

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.

Active management in emerging markets - Claire Phillips and Andrew Keiller explain why it is important to be selective rather than follow the index and outline the potential rewards such an approach can bring.