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46 MIN WatchJune 2023 Growth investing in the USAInnovative US companies continue to lead the way in solving the world’s biggest problems.
Watch16 MIN WatchApril 2023 US Equities Q1 updateUS Equities Team reflects on recent performance, portfolio changes, and market developments.
WatchMarch 2023 Four questions for growth investorsInvestors must find companies with the key qualities needed to thrive in a stormy economy.
Read more23 MIN ListenJanuary 2023 Episode 29 - What’s next for growth stocks?Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
ListenOctober 2022 Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read moreLong readJune 2022 Enlightenment.Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.
Read moreApril 2022 The long view: open minds.Investment manager Kirsty Gibson describes the hunt for companies with foundational technologies on which wider industries can be built.
Read moreNovember 2021 Standing the Test of Time.Don’t think in quarters, the Baillie Gifford American Fund is nearing a quarter of a century.
Read moreOctober 2021 A conversation about sustainabilityOur long-term investors know that investing sustainably is a plus for value creation.
Read moreApril 2021 The Future of Mobility - Part 2A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreApril 2021 The Future of Mobility - Part 3A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreApril 2021 The Future of Mobility - Part 4.A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreApril 2021 The Future of Mobility - Part 1.A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read more16 MIN ListenJune 2019 Episode 5 - Will Industrial Biotech Be the Next Manufacturing RevolutionIndustrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.
ListenJune 2022 Archived Infinite progress.Why new ideas will continue to spur on wealth and wellbeing.
Read more47 MIN WatchMay 2022 Archived US Equity Growth Webinar: The Long View.Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
WatchApril 2022 Archived Baillie Gifford US Equities update.The US Equity Team consider fund performance, market volatility and resilience for Q1 2022.
Read moreLong readMarch 2022 Archived Enlightenment.Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.
Read more11 MIN WatchFebruary 2022 Archived US Equities: Manager Insights.Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.
WatchJanuary 2022 Archived Sandpile avalanches and stock prices.Equity investing in times of catastrophic change.
Read moreDecember 2021 Archived Enlightenment.Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.
Read moreAugust 2021 Archived Enlightenment.Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.
Read moreAugust 2021 Archived Hyper-connected NetworksWhat’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
Read moreMay 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreMarch 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreWatchFebruary 2021 Archived American Fund Webinar.In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
WatchApril 2020 Archived How the Pandemic May Change Things.Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.
Read moreSecond Quarter 2019 Archived The Next Big Things.Tom Slater, head of Baillie Gifford’s US Equities team reports on how visionary businesses are looking beyond current market events and thinking about the future.
Read moreSecond Quarter 2017 Archived Swimming Against The Tide.Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone, it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.
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