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    • Bond Beats - Global Economic Outlook.
      February 2019
      In an ever-changing global economy, the importance of holistic research and collaboration continues to grow and is seen as vital in the process of identifying the best bond opportunities for the Strategic Bond Fund.
      Read more
    • Being Different.
      First Quarter 2019
      Global Stewardship offers a differentiated global equity portfolio, consisting of both Local Heroes and Global Champions. Mike Gush explains why this makes them different.
      Read more
    • Multi Asset Update - January 2019.
      January 2019
      Trade wars, economic slowdowns and political events were among the reasons for stock market turbulence last year. Many markets have fallen to levels that now offer good value and give grounds for optimism, as Patrick Edwardson explains.
      Watch
    • Riding the Gravy Train.
      First Quarter 2019
      The 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 more
    • New Year, New Conviction.
      First Quarter 2019
      Lucy Isles and Robert Baltzer reflect on their team's focus on resilience and good governance.
      Read more
    • Podcast - China Crisis. What Crisis?
      First Quarter 2019
      Baillie Gifford’s 'Short Briefings on Long Term Thinking' podcast brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. In Episode 1, Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.
      Listen now
    • Facing the Future.
      First Quarter 2019
      Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.
      Read more
    • Bond Beats - Darling Ingredients.
      Fourth Quarter 2018
      What does the White House’s china crockery have in common with Mercedes car seats, animal feed and biodiesel? The answer is both simple and incredibly complex – and probably not one for a dinner party chat. They are all products made possible by the bloody-minded genius of Texas-based Darling Ingredients, whose ability to turn unwanted remains into a diverse array of useful products is unsurpassed.
      Read more
    • Scottish Mortgage Stock Stories: Spotify.
      Fourth Quarter 2018
      Tom Slater shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek.
      Watch
    • Scottish Mortgage Stock Stories: Shopify.
      Fourth Quarter 2018
      Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity.
      Watch
    • Scottish Mortgage Stock Stories: ANT Financial.
      Fourth Quarter 2018
      ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage.
      Watch
    • Enlightenment.
      Fourth Quarter 2018
      Our new quarterly e-zine featuring the news and views of the teams involved in running our funds.
      Read more
    • Alphabet's Future Growth.
      Fourth Quarter 2018
      In the field of technology, multinational conglomerate Alphabet is changing the game. Tom Slater discusses how the company’s culture is pivotal to its success.
      Read more
    • The Unlisted Opportunity in Japan.
      Fourth Quarter 2018.
      Although Japan appears to be late to the unlisted party, there are promising signs of change. Andrew Brown considers how investors should approach unlisted opportunities in Japan to help clients gain access to the most exciting growth businesses.
      Read more
    • Beyond the Headlines: Stock Stories in Asia.
      December 2018
      How do you find the most exciting growth companies? Look for three components, say investment managers Ewan Markson-Brown and Roderick Snell, who are upbeat about the prospects for those companies in the Asia Pacific region that are displaying them.
      Watch
    • Refreshingly Predictable.
      Fourth Quarter 2018
      Iain McCombie, manager of the Baillie Gifford Managed Fund, explains why he believes it is important for the Managed Fund to stick to a straightforward approach in investing.
      Read more
    • Scottish Mortgage - Invest in Progress.
      Fourth Quarter 2018
      Joint managers, James Anderson and Tom Slater, believe that the rapid progress in several industries has created some exciting new businesses with deep competitive advantages, targeting large opportunities. These are exactly the types of companies Scottish Mortgage seeks to own for long periods of time. Watch the film to discover how you could invest in this progress too.
      Watch
    • Four Steps for Income and Growth.
      Fourth Quarter 2018
      Joint Managers of SAINTS, James Dow and Toby Ross explain the four steps they rely on in their search for original ideas - clarity, research, freedom and patience.
      Read more
    • Managers' Interim Review.
      Fourth Quarter 2018
      An extract from the 2018 Scottish Mortgage Investment Trust Interim Financial Report.
      Read more
    • The Seeds for Long-Term Growth.
      Fourth Quarter 2018
      Co-managers Milena Mileva and Iain McCombie discuss the Baillie Gifford UK Growth Fund, and explain how they have changed the portfolio since taking over at the end of June 2018.
      Watch
    • Bond Beats - Pinewood Studios.
      Fourth Quarter 2018
      Hollywood, California might be the first location you think of with regard to large-budget film blockbusters, but if you want to make one, there’s another “wood” that’s equally important. The fixed income team takes a look at the iconic Pinewood Studios and why they believe it is set to be centre stage in the film and TV industry for many years to come.
      Read more
    • A New Era of Exploration.
      Fourth Quarter 2018
      The search for new investment ideas can be a demanding journey. Joe Faraday draws comparisons with some of history’s great explorers and explains why he is excited by opportunities that lie beyond the horizon.
      Read more
    • Scottish Mortgage: Resolute Investors Part 2.
      Fourth Quarter 2018
      James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries.
      Watch
    • Real excitement about synthetic biology.
      Fourth Quarter 2018
      The Baillie Gifford US Equities team believes extended research trips are a valuable way of gaining deeper insight into companies and disruptive industries. Kirsty Gibson recently spent time in the US finding out about Synthetic Biology.
      Read more
    • Income Through a Growth Lens.
      Fourth Quarter 2018
      Toby Ross shows how Baillie Gifford’s growth approach to income investing, starts from a very different philosophical position compared with our peers. Take a look from a different angle.
      Read more
    • Scottish Mortgage: Resolute Investors Part 1.
      Fourth Quarter 2018
      James Anderson and Tom Slater discuss some of the key investment lessons they have learnt and how these impact the distinctive way in which they invest.
      Watch
    • Exploiting Paradigm Shifts.
      Fourth Quarter 2018
      Technological and societal advances are often predictable, at times, almost inevitable. Ultimately, they are exploitable for the benefit of our clients. Tom Slater explains why this is so when investing in US equities.
      Read more
    • Bond Beats - WorldPay.
      Fourth Quarter 2018
      Rob Baltzer of the Baillie Gifford High Yield Bonds team takes a look at how, in a world where cash purchases are on the decline and e-commerce is on the rise, WorldPay is part of the technological backbone supporting digital transactions.
      Read more
    • Japan's Return to Dividends.
      Fourth Quarter 2018
      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 more
    • Japanese Income Growth Fund.
      Fourth Quarter 2018
      For historical reasons, Japan has often been overlooked by income-seeking investors. However, as Karen See, co-manager of the Japanese Income Growth Fund, explains, this is changing. Improved corporate governance is driving better alignment between companies and their shareholders, meaning higher dividend payments and a growing number of exciting investment opportunities.
      Watch
    • Actual investors look to the future. Not the past.
      Baillie Gifford is challenging the investment industry to return to its fundamental purpose.
      Read more
    • Multi Asset Update - October 2018.
      October 2018
      The Multi Asset Team discuss why delivered volatility of the Multi Asset portfolios has been so low, and how their current views of the economic backdrop are reflected in the portfolio positioning.
      Watch
    • Japan Trust Manager Update.
      Fourth Quarter 2018
      Matthew Brett, lead manager of the Baillie Gifford Japan Trust, provides an update on the trust and the wider Japanese investment environment in which it operates.
      Watch
    • Information Overload.
      Third Quarter 2018
      Our lives are increasingly cluttered by information overload. And, as Iain Campbell explains, having too much data can hamper rather than improve the process of investing. The key is to ignore irrelevant noise and focus on the drivers of long-term investment returns.
      Read more
    • Going for Growth.
      Autumn 2018
      Iain McCombie and Milena Mileva, co-managers of the Baillie Gifford UK Growth Fund, talk to Heather Farmbrough about their new portfolio and five of their favourite growth stocks.
      Read more
    • Trip Notes - Brussels.
      Autumn 2018
      How are regulators thinking about the rapid growth of the tech titans? Spencer Adair, joint deputy manager of the Monks Investment Trust, went to the world’s capital of regulation to find out.
      Read more
    • The Bright Side of Japan's Labour Crunch.
      Autumn 2018
      Innovation is often born out of necessity. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, tells Joji Sakurai that Japan’s staff shortages have sparked creativity and investment opportunities.
      Read more
    • Room for Growth.
      Autumn 2018
      When Tom Slater first came across Airbnb’s Brian Chesky, he didn’t spot the magic. Here the joint manager of Scottish Mortgage Investment Trust explains why he changed his mind.
      Read more
    • Intangible Difference.
      Autumn 2018
      The growth of intangible assets changes not only the industrial landscape but also the way investors need to do their homework, as new MPC member Jonathan Haskel explains to Edward Russell-Walling.
      Read more
    • A Question of Culture.
      Autumn 2018
      A strong company culture is often a source of competitive advantage. Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, talks to Colin Donald about why it’s so important to ask companies about their culture.
      Read more
    • Extreme Returns.
      Autumn 2018
      James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about the implications of Hendrik Bessembinder’s extraordinary research.
      Read more
    • Bond Beats - PureGym.
      Third Quarter 2018
      In Bond Beats, Baillie Gifford’s fixed income team explains the thinking behind some of their investment decisions. In the first Bond Beats, Lucy Isles takes a look at how PureGym has radically redefined a whole industry by breaking down the barriers to gym membership.
      Read more
    • The Great Convergence of Medicine.
      Third Quarter 2018
      The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.
      Read more
    • An Unlikely Outcome For North Korea.
      Third Quarter 2018
      “I felt a wonderful dialogue was building between you and me, and ultimately, it is only that dialogue that matters.” So wrote President Donald Trump of the US to North Korean leader Kim Jong-un in May 2018, when he declared that he was withdrawing from talks planned for 12 June 2018.
      Read more
    • The Changing Face of Japan.
      Third Quarter 2018
      The old face of Japanese industry is changing. With many founder-led entrepreneurs at the helm of cutting-edge companies, we are starting to see vibrant new growth in many industries, including housing, the sciences and retail.
      Read more
    • Thriving in the Face of Adversity.
      Third Quarter 2018
      Chris Davies explains how latent growth stocks can overcome stumbles, like Finnish runner Lasse Viren in the 1972 Olympics, and provide lucrative returns for the patient long-term investor.
      Read more
    • Do Politics Matter?
      Third Quarter 2018
      Many things affect the ebb and flow of an economy, especially in these interesting times. Surely what our politicians do and say reflects on the financial markets? Gerald Smith considers how much politics might really matter.
      Read more
    • Scottish Mortgage Stock Stories: Redefining Risk.
      Third Quarter 2018
      As you will guess from the title this is not your usual film about the subject. Joint manager, Tom Slater and Tim Alcorn, Head of Risk at Baillie Gifford discuss how they see avoiding risk as the biggest threat for an investor rather than the other way around.
      Watch
    • Monks Stewardship Report.
      2018
      Monks’ investment process focuses on the long-term ownership of growing businesses. We encourage these companies to invest in growth opportunities and ignore the short-term pressures of the market. In the following report, we set out our approach to stewardship and explain how it fits with our investment style.
      Read more
    • Multi Asset Update.
      July 2018
      Members of the Multi Asset Team discuss the investment environment so far this year, and our current views on the world and how that is reflected in the portfolio today.
      Watch
    • SAINTS - Seeking an Income that Stays on Track for Years to Come.
      Third Quarter 2018
      Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.
      Watch
    • Green Sky Thinking.
      Second Quarter 2018
      Lucy Isles explains how the High Yield Bond team has incorporated ESG into its investment process, seeing it not just as a tool for managing risk, but for identifying investment opportunities too.
      Read more
    • Scottish Mortgage Annual General Meeting.
      June 2018
      The Annual General Meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, co-managers James Anderson and Tom Slater made presentations and you can read the highlights here.
      Read more
    • Monks Managers’ Annual Review.
      Second Quarter 2018
      Charles Plowden, Malcolm MacColl and Spencer Adair review the last twelve months as managers of The Monks Investment Trust portfolio.
      Read more
    • Japanese Income Growth Fund: Opportunity & Process.
      Second Quarter 2018
      Corporate Japan is evolving, bringing with it fresh opportunities for growth investors looking for yield. Investment Manager Matthew Brett pinpoints what the opportunities are, with reference to Baillie Gifford’s Japanese Income Growth Fund
      Read more
    • Evolution of Core Beliefs.
      Second Quarter 2018
      Scottish Mortgage first stated their Core Beliefs in 2013. Tom Slater expands on these Core Beliefs, highlighting how his investment philosophy has evolved in recent years.
      Read more
    • China Inc - Three Indelible Advantages.
      Second Quarter 2018
      There are three reasons why the most exciting Chinese companies will be streets ahead of their western counterparts in the decades ahead. Tim Garratt reflects on these, and suggests why Baillie Gifford might be well-placed to find these investment opportunities.
      Read more
    • Baillie Gifford UK Growth Fund plc.
      June 2018
      Milena Mileva and Iain McCombie, co-managers of the Baillie Gifford UK Growth Fund plc, give an overview of the trust following the board’s decision to move the mandate to Baillie Gifford.
      Watch
    • UK Market Ripe for Stock Pickers.
      Second Quarter 2018
      As the UK’s exit from the European Union looms, there is no shortage of doomsayers taking the view that investing in UK stocks might be a foolish thing to do. Milena Mileva has a more optimistic outlook and examines several exciting British businesses that have the potential for significant long-term growth.
      Read more
    • An Era for Growth Investors.
      Second Quarter 2018
      James Anderson explains why, as Joint Manager of Scottish Mortgage, he is increasingly interested in growth companies - particularly in the technology hubs of Eastern China.
      Read more
    • Making a Positive Impact.
      Second Quarter 2018
      Lee Qian discusses the recent evolution of impact investing and explains why the Positive Change strategy has both the ability and the responsibility to contribute to global progress.
      Read more
    • Multi Asset: Commodities.
      May 2018
      In this short film, Nicoleta Dumitru and Zhuo’er Xu discuss commodities as a broad asset class and also our recent investment in nickel.
      Watch
    • Monks - Attributes of Growth.
      Second Quarter 2018
      Identifying businesses that will produce high levels of long-term earnings growth is critical to creating outperformance over the long term. Monks’ managers explain what it is they are looking for.
      Read more
    • An End to Kidney Failure.
      Second Quarter 2018
      Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future.
      Read more
    • The Power of Asymmetry.
      Second Quarter 2018
      The Edinburgh Private Investor Forum was an opportunity for existing or potential clients to hear about four of the investment trusts managed by Baillie Gifford. The following summary picks out some of the highlights.
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    • Playing the Long Game.
      Second Quarter 2018
      Baillie Gifford’s Andrew Telfer talks to Alastair O’Dell about long-term investing, the Scottish Enlightenment and doing the right thing.
      Read more
    • Guide to Asset Classes.
      Second Quarter 2018
      This Guide to Asset Classes sets out the broad opportunity set in which the Baillie Gifford Multi Asset Team might invest. It explains the investment characteristics of each asset class and our views on their attractions.
      Read more
    • Chasing Yields.
      Second Quarter 2018
      Toby Ross discusses whether there is a relationship between a fund’s starting yield and the amount of income it actually delivers over time.
      Read more
    • The Ever Shifting Sands of AT&T Bonds.
      Second Quarter 2018
      AT&T has a fascinating story and was already a holding in Baillie Gifford’s bond funds when the company came to the market in 2016 to raise additional funds to buy Time Warner. Gregory Turnbull Schwartz explains why he decided to invest in the new bonds and what has happened subsequently.
      Read more
    • A New Cambrian Explosion.
      Second Quarter 2018
      We are witnessing an explosion in the number of inanimate objects that have an ability to see and interpret their surroundings for the first time. The paper explores how this could transform society in areas such healthcare, payments and transport.
      Read more
    • Celebrating Inefficiency: The Market's, Not Ours.
      May 2018
      By being nimble and patient, by joining the dots to find left of field insights and by looking at the world through both a telescope and a microscope, we can find opportunities in corporate bond markets that others may miss. Discover how we go about this.
      Watch
    • Emerging Markets – Reasons to Be Cheerful.
      Second Quarter 2018
      In 2017, the Emerging Markets team wrote a paper called ‘Morbid Symptoms’, explaining why they were optimistic despite the confusion of political events in the West. A year on, Will Sutcliffe provides five more reasons to be cheerful about emerging market equities.
      Read more
    • Baillie Gifford Strategic Bond Fund - What's in a name?
      April 2018
      The Baillie Gifford Corporate Bond Fund is changing its name to the Baillie Gifford Strategic Bond Fund. This is our Marathon to Snickers moment, the name is changing but the great recipe remains the same.
      Watch
    • From Brexit to Brazil.
      Second Quarter 2018
      Compared to other fixed income assets, emerging market bonds have delivered steady returns in sterling terms over several years. And, as Sally Greig explains, structural changes in Brazil are starting to have an impact, making its bonds particularly attractive over the longer term.
      Read more
    • Shin Nippon Seeing Broad Portfolio Strength.
      April 2018
      Praveen Kumar, portfolio manager, explains how a tight employment market and developments in healthcare are driving stock selection in the Shin Nippon portfolio. He also outlines some of the areas that contributed significantly to the performance over the past 12 months, as well as those which offer exciting prospects for the future.
      Watch
    • European Hidden Champions.
      March 2018
      The managers of Baillie Gifford’s European Fund discuss the companies they see as Hidden Champions – exciting, innovative businesses with the potential to grow substantially over the long term.
      Watch
    • Scottish Mortgage Stock Stories: Alibaba & NIO.
      First Quarter 2018
      James Anderson, joint manager of Scottish Mortgage, shares his thoughts on Chinese car company NIO and the founder-driven, Chinese giant retailing platform, Alibaba.
      Watch
    • Scottish Mortgage Stock Stories: Uptake.
      First Quarter 2018
      Tom Slater, joint manager of Scottish Mortgage, discusses industrial technology company Uptake, which uses data science to enable people and machines to work better together.
      Watch
    • Opportunities Abound.
      March 2018
      After a strong year Monks has made two significant changes to the portfolio, with a reduction to economically-sensitive stocks in the US and an increase in exposure to emerging-market focused businesses. Malcolm MacColl, a deputy manager of the trust, explains the thinking behind these moves.
      Watch
    • Europeans Are Entrepreneurs After All.
      First Quarter 2018
      Europe lacks entrepreneurship, is the common myth. Not so, says Stephen Paice, co-manager of the Baillie Gifford European Fund, you just have to look in the right places.
      Read more
    • Scottish Mortgage Stock Stories: Bolt Threads.
      First Quarter 2018
      Tom Slater, joint manager of Scottish Mortgage, discusses why he thinks biotech company Bolt Threads has the potential to transform the apparel industry.
      Watch
    • Scottish Mortgage Stock Stories: Spotify.
      First Quarter 2018
      European company Spotify is on its way to becoming a global leader. James Anderson, joint manager of Scottish Mortgage, shares his enthusiasm for Spotify and its founder.
      Watch
    • Asia - The Stars Align.
      First Quarter 2018
      Investment managers Ewan Markson-Brown and Roderick Snell discuss why they believe the stars are aligning for the Asia Pacific Ex-Japan region following a period of weak global growth and why they feel the outlook is positive for the region.
      Watch
    • What's in a Name?
      First Quarter 2018
      While the name may have changed, the investment philosophy remains the same. The Baillie Gifford Strategic Bond Fund continues to seek great bond selection to drive differentiated returns.
      Read more
    • Scottish Mortgage Stock Stories: Amazon.
      First Quarter 2018
      James Anderson, joint manager of Scottish Mortgage, shares why he is enthusiastic about investing in Amazon as and why he believes it will remain a dominant company in the future.
      Watch
    • Scottish Mortgage Stock Stories: Airbnb.
      First Quarter 2018
      Airbnb provides an online platform that allows individuals to rent out their homes, rooms or apartments to visitors. Tom Slater, joint manager of Scottish Mortgage, shares his enthusiasm for the company and highlights where he sees opportunities for the company to create value.
      Watch
    • Incomparable China.
      First Quarter 2018
      It is no longer the case that China is catching up with the West. It already leads in some areas and has the benefit of scale. And, as Lawrence Burns argues, contrary to the view of many observers, omitting Chinese companies from investment portfolios could have a negative impact.
      Read more
    • What's the Point in Stock Markets?
      Spring 2018
      John Kay looks at whether capital markets have a purpose.
      Read more
    • Industrial Biotech.
      Spring 2018
      Catharine Flood, strategy specialist at Scottish Mortgage Investment Trust, talks to Edward Russell-Walling about synthetic spider silk and other industrial biotech wonder materials.
      Read more
    • The Tales and Times of an AIDS Activist.
      Spring 2018
      David France discusses How to Survive a Plague.
      Read more
    • China – At the Heart of the Globe.
      Spring 2018
      James Anderson, joint manager of Scottish Mortgage Investment Trust, talks about why China matters more.
      Read more
    • The Cognitive Software of Ideas.
      Spring 2018
      The renowned neuroscientist David Eagleman talks to Jemima Kiss about innovation and why the creative genius is a myth.
      Read more
    • It's Not in the Name.
      Spring 2018
      Charles Plowden, manager of Monks Investment Trust, talks about why the investment case for Fiat Chrysler has very little to do with either Fiat or Chrysler.
      Read more
    • Passing the Baton.
      Spring 2018
      Sarah Whitley and Matthew Brett discuss the past, present and future.
      Read more
    • Indonesia – Waiting for the Boom?
      First Quarter 2018
      Ewan Markson-Brown recently visited Jakarta, where he found a changing political and technological landscape which could see Indonesia emerge as one of the most exciting growth stories globally in the next few years.
      Read more
    • Baillie Gifford US Growth Trust plc.
      March 2018
      Gary Robinson and Helen Xiong, discuss the launch of the Baillie Gifford US Growth Trust and explain why the search for exceptional growth companies in America will lead to them investing in both publicly listed and private companies.
      Watch
    • Asia – The Stars Align.
      First Quarter 2018
      After several years of weak global growth, the tide has changed and Asia ex Japan is likely to be one of the big winners. Roderick Snell and Ewan Markson-Brown are confident that the stars are aligning for a strong period of long-term growth in the region.
      Read more
    • The World's Most Valuable Companies.
      First Quarter 2018
      James Anderson and Tom Slater, joint managers of Scottish Mortgage, discuss what is currently exciting them and take a look into the future to offer their views on which companies have the potential to be the world’s largest businesses a decade or more from now.
      Watch
    • The Overlooked Importance of Corporate Culture.
      First Quarter 2018
      Catharine Flood talks to the joint managers of Scottish Mortgage about the value they attach to the corporate culture of a company when making investment decisions and the importance of having access to senior management and good academic sources when conducting their research.
      Watch
    • Resolute in the Face of Uncertainty.
      First Quarter 2018
      The joint managers of Scottish Mortgage, discuss the importance of continuing to have faith in the investment case and to maintain holdings in companies with attractive long-term prospects, even when the profits and the share prices of those companies suffer volatility during bouts of stock market weakness.
      Watch
    • Japan - Changing Attitudes.
      First Quarter 2018
      The investment environment in Japan is undergoing significant change. Labour remains in short supply, while productivity improvements and employee satisfaction are being prioritised. With wages rising, will the country finally escape deflation?
      Read more
    • The Pursuit of Extreme Returns.
      First Quarter 2018
      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 more
    • Cultural Advantage.
      First Quarter 2018
      To build great businesses, company management should understand how a company’s culture can affect shareholder value. Gary Robinson looks at how having a distinctive culture can create great opportunities for those looking to invest in thoughtfully managed companies.
      Read more
    • Equity Income for Retirement.
      First Quarter 2018
      Anthony Dickson discusses investing for retirement.
      Read more
    • Multi Asset: Our Views on Infrastructure.
      January 2018
      Members of the Multi Asset Team outline the key attractions of infrastructure for multi-asset portfolios and reflect on recent comments from the Labour Party that they would consider bringing existing PFI contracts in-house.
      Watch
    • Scottish Mortgage Stock Stories: Kering - Ferrari.
      Fourth Quarter 2017
      Kering is a global luxury brand company which owns big names such as Gucci, Bottega Veneta and Saint Laurent. James Anderson tells Catharine Flood what first attracted him to Kering, also touching on Ferrari as a luxury brand, and why he remains enthusiastic over the company’s prospects.
      Watch
    • Scottish Mortgage Stock Stories: Illumina.
      Fourth Quarter 2017
      Catharine Flood asks James Anderson how he identified the exceptional investment prospects for Illumina, and seeks his views on likely growth at the company as the cost of gene sequencing continues to fall, as well as at Illumina’s spin-off company Grail which is a trailblazer in liquid biopsy.
      Watch
    • Scottish Mortgage Stock Stories: Netflix.
      Fourth Quarter 2017
      Mark Urquhart explains to Tatjana Evans-MacLeod why he initially decided not to invest in Netflix, why he changed his view and the reasons for his growing optimism over strong investment performance in the longer term as Netflix expands its global audience.
      Watch
    • Regards from Shanghai.
      Fourth Quarter 2017
      Following a meeting with Jack Ma of Alibaba, James Anderson considers the importance of data to our future, and anticipates the pivotal role China will play in shaping what is to come.
      Read more
    • Predicting the future shape of the world.
      Fourth Quarter 2017
      We view the Emerging Markets Bond Fund not as risking money in emerging markets, but investing in the future shape of the world. We take an active management approach to help us pick the winning countries. Discover how we aim to go about doing just that for our Emerging Markets Bond Fund clients.
      Watch
    • Intelligent Healthcare - US Companies and the Healthcare Revolution.
      Fourth Quarter 2017
      Healthcare has improved exponentially over the last few centuries and is still evolving. Gary Robinson looks at some of the reasons he is excited about investment opportunities in this sector and other areas directly related to it.
      Read more
    • Going Global for Income and Growth.
      Fourth Quarter 2017
      While equities offer the income-seeking investor scope for both income and growth, investing in the domestic equity market may not be the answer for UK investors. Instead, portfolio managers Toby Ross and James Dow cast their net globally, seeking out the resilient, growing businesses that they think will deliver a diversified, dependable income stream over time.
      Read more
    • Why China? Why Now?
      Third Quarter 2017
      China has been an underestimated asset class, which might now be attracting the proper attention of some indices. Sophie Earnshaw looks at three reasons she believes China could be the perfect place for active managers to seek investment opportunities.
      Read more
    • Tracking Down Income in Emerging Markets.
      Fourth Quarter 2017
      For those navigating the investment world to seek out sources of income, the ability to understand connections and build an accurate mental map, is critical. Sally Greig sets the record straight on an often overlooked asset class – local currency EM bonds – suggesting that, contrary to popular belief, they may have a place in actively managed investment strategies.
      Read more
    • Bond Beats - Netflix.
      October 2017
      The High Yield Bond team explain their thinking behind the purchase of Netflix bonds and why they think it’s a good idea for Netflix to produce their own content.
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    • The Rules of Engagement.
      Fourth Quarter 2017
      We are committed to the individual companies in which we invest. So when bad things happen, James Anderson thinks we should be honouring that commitment and our long-term perspective by tailoring our engagement to the specifics of the situation and the company involved.
      Read more
    • Multi Asset Update.
      Fourth Quarter 2017
      In this short webcast, Scott and Zhuo’er from the Multi Asset Team discuss their views on global growth, potential market risks and attractive portfolio positions such as Emerging Market Government Bonds.
      Watch
    • Funding Holidays in Retirement.
      Third Quarter 2017
      Ben Drury argues that active management offers more than just the prospect of exceeding returns achievable from passive investing, with wider economic implications and support for companies among the additional benefits.
      Read more
    • China's Silk Road.
      Third Quarter 2017
      China has a vision. A vision to re-establish the network of land and sea corridors once known as the ‘Silk Road’. Linking East with West, Tim Gooding considers how this network will provide opportunities, not only to those countries who will host the new trade routes, but to long-term investors in the region.
      Read more
    • A Process of Discovery.
      Third Quarter 2017
      At Baillie Gifford we don’t manufacture performance, our aim is to craft it. Kevin Fenelon notes that as important as a robust research framework is, if we are to find the right stocks, then our investors must be prepared to have an open mind, embrace risk and think creatively about the future.
      Read more
    • Considering Retirement.
      August 2017
      Jeff Salway tries to navigate the challenging investment decisions many of us face today at retirement.
      Read more
    • A Quartet of Ways to Find Growth.
      August 2017
      We believe growth comes in many different shapes and sizes. So why settle for just one when you can choose the Monks Investment Trust and let us help you find four different ways to seek out growth, all at the same time?
      Watch
    • Companies Not Countries.
      Third Quarter 2017
      Cherry Reynard talks to Stephen Paice, about why macroeconomic improvement in Europe is not the reason he is excited for the region.
      Read more
    • Scottish Mortgage Stock Stories: Tesla.
      Third Quarter 2017
      When Tesla designed an electric car that won rave reviews in the motoring press, not just as a great electric car, but a great car per se, Baillie Gifford sat up and took notice. Four years plus later, Tom Slater brings the investment case for Tesla up to date.
      Watch
    • Scottish Mortgage Stock Stories: Alibaba.
      Third Quarter 2017
      If you thought Alibaba was just an ecommerce platform, you would be wrong. Linda Lin shares her enthusiasm for the data company that has set its sights on serving two billion customers worldwide by 2036.
      Watch
    • Active in America.
      Third Quarter 2017
      While there is a move away from active management in the US, our US Equities team think it is misplaced. Technology-driven change is creating exciting companies in the US with exceptional prospects, thereby presenting opportunities for active, long-term investors to outperform passive investment strategies.
      Read more
    • Scottish Mortgage Annual General Meeting.
      2017
      The annual meeting of the Scottish Mortgage Investment Trust took place in Edinburgh on 29 June. In addition to the business of the day, there were presentations from the Trust’s managers, James Anderson and Tom Slater. This summary includes several short audio clips recorded on the day.
      Find out more
    • The Future – Utopia or Dystopia?
      Third Quarter 2017
      Historical precedence would indicate that technological progress doesn’t cause long-run unemployment. With the phenomenal progress now being made in artificial intelligence, investment manager Lawrence Burns looks at why the new challenges it presents won’t change that.
      Read more
    • Investing for Growth with a Yield Orientation.
      July 2017
      Managers Matthew Brett and Karen See discuss what qualities they are looking for when they are picking stocks for the Japanese Income Growth Fund.
      Watch
    • Scottish Mortgage Stock Stories: HDFC.
      Third Quarter 2017
      The distinction between a bank and mortgage-financing business is an important one in an Indian context, for it means mortgage lenders do not have to lend to unprofitable sectors of the economy. With a first mover advantage in this sphere and a high quality management team, HDFC are well-placed to continue its profitable growth for many years to come.
      Watch
    • Pho-nomenal Vietnam.
      Second Quarter 2017
      Although it is still relatively undiscovered in investment terms, Vietnam has much to offer. In this article, Roderick Snell looks at the country’s export growth potential and why he believes there are many interesting opportunities in this vibrant emerging market.
      Read more
    • The Technological Revolution.
      Second Quarter 2017
      Technological evolution continues to occur at an ever-increasing pace. Douglas Brodie looks at some of the areas likely to see the greatest change in the coming years, and the investment opportunities that will open up as a result.
      Read more
    • Thoughts on India.
      May 2017
      Anzelm Cydzik talks to Ewan Markson-Brown, manager of the Pacific Horizon Investment Trust PLC and the Pacific Fund about the prospects for investing in India.
      Watch
    • The Unpopular Case for Active Management.
      Second Quarter 2017
      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 more
    • Beyond the Numbers.
      Second Quarter 2017
      The companies held in Scottish Mortgage's portfolio are not just generating returns for shareholders, they are also reshaping the world. The managers take a closer look at some of the companies within the portfolio that are making the world a better place for everyone, not just their shareholders.
      Read more
    • Europe is the last reason to invest in our European Fund.
      April 2017
      The European Fund’s investment managers give their views on why you should invest in the fund – and it isn’t for exposure to Europe. Rather, they explain how they go about looking for great businesses that just happen to be based in Europe.
      Watch
    • A Dirty Little Secret.
      Second Quarter 2017
      Most small cap fund managers won’t tell you that their universe is full of deadbeat companies and those that are going nowhere. We will, but then we are not daunted by the fact. The small cap market’s inefficiencies and lack of certainty provide great opportunities to generate significant returns for those, like EWIT, whose strength lies in finding and holding onto the relatively small number of companies with the potential to make it really big.
      Read more
    • Multi Asset Update.
      April 2017
      Despite political uncertainty, the economic environment has been very positive. Investment manager Felix Amoako talks through the implications of this for Multi Asset portfolios.
      Watch
    • A Future Powered By Artificial Intelligence.
      First Quarter 2017
      With the power to transform every trade and every industry, artificial intelligence (AI) is the future that is here today. Investment manager Lawrence Burns reflects on some of the recent developments in the field and speculates on what the brave and wonderful new world of AI might mean for us all.
      Read more
    • Digitalising India.
      Second Quarter 2017
      Over recent years, India has created the world’s largest digitalised database of people. As Ewan Markson-Brown explains, this has enabled it to leapfrog other countries in areas such as banking, and should also increase investment opportunities.
      Read more
    • Swimming Against The Tide.
      Second Quarter 2017
      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 more
    • Morbid Symptoms.
      First Quarter 2017
      Political uncertainty in developed markets may be grabbing headlines, but it’s not the full story for emerging markets. Investment manager Will Sutcliffe explains his optimism for the future, as the old grudgingly gives way to the new in certain emerging market economies.
      Read more
    • It’s a Marathon, Not a Sprint.
      March 2017
      In the short run, a company’s share price performance may be in the lap of the gods, not so the long-term returns. James Anderson talks to Catharine Flood about some of the drivers shaping the companies within the Scottish Mortgage portfolio.
      Watch
    • Does Anyone Remember What ‘Investing’ Actually Means?
      First Quarter 2017
      Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.
      Read more
    • An End to Cancer?
      First Quarter 2017
      Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.
      Read more
    • A Long-Term Manifesto.
      Third Quarter 2016
      Investment Manager Iain Campbell does not claim that Baillie Gifford’s investors are cleverer, have better systems or information, or that they work harder, travel further or construct more complex spreadsheets. Rather, he elaborates on an identifiable market inefficiency that our unusual structure and long-term philosophy allows us to exploit.
      Read more
    • Open Sesame.
      October 2016
      Once Alibaba’s addressable market was assumed to be online retail sales in China. Not anymore. How far it can go will be determined by its ability to leverage the data it holds on billions of consumers and millions of merchants globally, as it seeks to become the world’s largest retail data eco-system.
      Read more
    • The Infrastructure Opportunity for Multi Asset Portfolios.
      Third Quarter 2016
      With stable, inflation-linked cash flows, infrastructure may offer both a good source of return and diversification benefits within a multi-asset portfolio. Investment Manager James Squires takes a closer look at the asset class and its key characteristics.
      Read more
    • 5 key things we thought you'd like to hear.
      Third Quarter 2016
      The 107th AGM of Scottish Mortgage Investment Trust once again saw presentations from the investment managers James Anderson and Tom Slater. We’ve captured some key points that each made on the day, as audio recordings and wanted you to have the opportunity to hear their thinking for yourself.
      Find out more
    • Longevity.
      July 2016
      With the lifespan of companies shrinking, pinpointing those companies that will endure matters. Investment Manager Mark Urquhart illustrates the power of compounding and the role special cultures and management play in increasing a company’s odds of longevity.
      Read more
    • Re-born in the USA.
      Second Quarter 2016
      This article will provide an update on the Baillie Gifford US Equities team’s approach to investing. The core of the approach may be familiar to you. That’s because it remains unchanged: focus on finding the most exceptional growth businesses in America; hold them long enough for their fundamentals to become the dominant driver of returns; and do not dilute these exceptional businesses in the name of diversification.
      Read more
    • How to Invest in Equities and Stay Sane.
      Spring 2016
      Investing in equities is a long-term commitment. In this article, we explain why market movements are usually irrelevant and why shareholders should look past immediate events and focus on the long term.
      Read more
    • Growth Investing.
      Second Quarter 2016
      Kevin Fenelon illustrates that you don’t have to be an early riser to generate superior returns, but you must be prepared to hold stocks for multi-year periods if you are to capture the real benefits of growth.
      Read more
    • The Truth Will Out: Dispelling the Myths of Emerging Market Investing.
      First Quarter 2016
      The golden age for EM economic growth is over, but for some EM companies, the opportunity set may be far larger than anything EM investors have seen to date. Will Sutcliffe dispels some common misconceptions surrounding EM investing.
      Read more
    • Cities of Tomorrow.
      February 2016
      Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking.
      Read more
    • Genomics: Reasons for Optimism.
      First Quarter 2016
      Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.
      Read more
    • Corporate Governance.
      December 2015
      The dual-class strategy isn’t new, but it can be controversial. While some bemoan the increased control it hands to management, others believe it can be in the best interests of the business. We take a closer look at this governance structure.
      Watch
    • Writing Worth Reading.
      May 2015
      Although widely admired for intelligent, insightful writing that engages readers, this page-turner has never featured on literary bestseller lists. Nor has there been a scramble for the film rights. But Baillie Gifford’s Trust magazine is a classic in its genre, having earned many plaudits and industry awards.
      Watch
© Baillie Gifford 2019
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