Insights

Why the 'riskiest' growth companies may actually be your portfolio's best defence.

Why avoiding US growth stocks is perilous: AI infrastructure, asymmetric returns and the paradigm shift.

Why overlooked quality businesses with competitive moats compound returns through any cycle.

Why international diversification outperforms: the investing lessons from banana monocultures and resilient portfolios that weather any market.

Why South Korea’s stock market has transformed from ugly duckling to world-leading.

Why the asset class offers patient investors access to exceptional companies.

Why we invested in the AI lab and supply chain specialist, among other companies operating in private markets.

Jon Henry gives three key reasons why tech giant Amazon remains a special investment.

Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.

Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.

When machines speak, do we meet minds, or our own reflection?

Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.

Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.

Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.

Innovation thrives in the US’s tech and biotech clusters, where science and entrepreneurship meet.

Real growth or market mania — how can we tell the difference?

Qian Zhang unwraps TSMC, the company powering modern life.

Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.

From driverless taxis to digital banking, emerging markets are leading a new wave of innovation that’s reshaping industries worldwide.

Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2025.

Private innovators are reshaping how we code, build and connect – long before they reach public markets.

Amid uncertainty, Europe’s most dynamic companies are proving that innovation can flourish where few expect it.

Explore how the fusion of biology, genomics and technology is driving a new era of health innovation and life-changing scientific advances.

Why Duolingo is a beneficiary of AI, not a victim – and why for the long-term investor, patience is a virtue.

Is AI in a bubble or a boom? Explore how market concentration, leverage, and global strategies shape the next phase of artificial intelligence.

Our investment thesis for the AI frontrunner.

Discover the companies transforming global health with rare disease innovations.

How Tencent is evolving beyond gaming.

AI’s massive electricity needs create compelling investment opportunities.

US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.

From AI-augmented weather forecasts to helping people with disabilities get hired, meet some of Japan’s most innovative growth companies.

The electric carmaker’s drive to follow success in China with global expansion.

Why companies must be built to survive before they can thrive.

Investing in the 'picks and shovels' of the crypto boom.

Agentforce’s promise of handling customer service 24/7, faster and at a lower cost.

Exploring innovation in China.

Prof Diane Coyle explains why you can’t measure progress with yesterday’s tools.

We explore how our private and public teams collaborate to identify exceptional growth companies.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

How Cloudflare evolved from internet security to AI gatekeeper, controlling content access and reshaping digital economics.

AI shifts search to instant answers. Explore pay-per-crawl, provenance and guardrails reshaping the internet.

Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.

Investment specialist Catherine Flockhart reflects on recent performance, portfolio changes and market developments.

Investment manager Linda Lin reflects on recent performance, portfolio changes and market developments.

Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

Why underweighting EM is an active risk, not a cautious stance.

The Asian century is now a structural reality. Explore manufacturing dominance, innovation in chips/EVs/ecommerce, key companies, and risks.

Asia is the world’s growth engine again. Learn how AIA, MakeMyTrip and L’Oréal are capturing the Asian century.

Investment specialist Ben James reflects on recent performance, portfolio changes and market developments.

Investment manager Iain Campbell reflects on recent performance, portfolio changes and market developments.

Investment specialist Jonny Greenhill reflects on recent performance, portfolio changes and market developments.

Investment manager Jenny Davis reflects on recent performance, portfolio changes and market developments.

Investment specialist Katie Muir reflects on recent performance, portfolio changes and market developments.

Investment specialist Paul Taylor reflects on recent performance, portfolio changes and market developments.

Investment manager Alistair Way reflects on recent performance, portfolio changes and market developments.

Investment manager Ben Durrant reflects on recent performance, portfolio changes and market developments over the last quarter.

Finding investment clarity when markets speak nonsense and valuations tell curious tales.

In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world?

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

Coinbase is reshaping finance by uniting digital assets, stablecoins and trust.

Andrew Brown travels the globe through Sweden’s MIPS, Kazakhstan’s Kaspi.kz and Japan’s Keyence.

Ben Buckler highlights Meituan (autonomous delivery), Midea (smart homes) and CATL (EV batteries).

Rachael Callaghan introduces us to growth-focused private companies BillionToOne, Stripe and Vinted.

Our chief executive on the importance of long-termism, optimism and conviction – and what comes next.

An oar in one hand, a global studio in the other – that’s today’s frontier. What if the weirdness is the signal, and the opportunity?

Lawrence Burns and Paul Taylor reveal how they identify exceptional companies that drive market returns.

How Atlas Copco and Keyence build competitive advantage through organisational structure and founder influence.

Lessons in disruption, adaptability and the conviction required to invest in outliers.

Learn about companies like ASML, TSMC, Adyen and SAP and their irreplaceable positions in enabling digital innovation.

Why hardware producers, platforms and quiet compounders give our portfolios exposure to AI.

Is this the turning point European investors have been waiting for?

How the chip maker reinvented itself from ugly duckling to industry leader.

How great founders shape exceptional companies in changing times.

Why ‘inside ownership’ makes companies more likely to focus on efforts that will pay off in the future.

Fear dominates healthcare stocks, but patient investors see opportunity unfolding in the next wave of innovation.

From a New Zealand shed to challenging SpaceX: why Rocket Lab's remarkable journey captivates LTGG.

Discover what sets unique brands apart, and why demand keeps growing.

Companies like Constellation Software and DSV have defied the odds to create substantial shareholder value through disciplined acquisition strategies.

How a private company is reshaping the $86tn advisory market.

Turning a potential AI threat into a strategic advantage, what is software company EPAM Systems' game plan?

Explore how digital innovation is revolutionising financial access for the world's unbanked.

Can businesses that blend heritage, stewardship and steady reinvention outperform their flashier, short-term-focused rivals?

From microloans for farmers to insurance for gig workers – high-impact financial firms with great growth potential.

Discover how stablecoins, boosted by new US legislation, could transform global finance and unlock long-term growth.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

MercadoLibre and Sea Ltd are examples of underappreciated digital disruptors driving global growth.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

How LTGG cultivates resilience in a fractious world.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

Investment manager Gary Robinson reflects on recent performance, portfolio changes and market developments.

Investment manager Sacha Meyers reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

Investment manager Helen Xiong reflects on recent performance, portfolio changes and market developments.

Investment manager Will Sutcliffe reflects on recent performance, portfolio changes and market developments.

Investment manager Tara Sallis reflects on recent portfolio changes and market developments.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

Investment manager Douglas Brodie reflects on recent performance, portfolio changes and market developments.

Investment manager Ross Mathison reflects on recent performance, portfolio changes and market developments.

Investment manager Sophie Earnshaw reflects on recent performance, portfolio changes and market developments.

Why we value curiosity over certainty: recent lessons from the road

What difference did companies make in the real world during 2024? Our breakdown of progress on global challenges.

Global Alpha’s investment managers reveal how they spot what others don’t see.

Explore 20 years of Global Alpha in our anthology of articles covering the past, present and future.

A look at the long-term shifts in US infrastructure and the businesses poised to benefit from its rebuild.

From lithium mining to a do-it-all super-app, companies capitalising on transformational trends.

Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.

Discover how venturing into unexplored investment territory is yielding hidden gems.

Explore how international equities offer unique opportunities in transformative markets.

Why companies like Martin Marietta are set to benefit from increased spending on infrastructure.

In this keynote paper Partner Stuart Dunbar reaffirms the importance of active management to healthy capitalism.

Investment manager Michael Taylor joins Global Alpha as a decision-maker. We explore his background, strengths, and vision for the portfolio’s future opportunities.

Digital platforms are reshaping industries and economies by exploiting market gaps and leveraging network effects.

Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.

Explore how electric vehicle innovations are ending range anxiety with faster charging and longer battery life.

Why investors should avoid the temptation to throw in the towel during market turmoil.

How can we participate in long-term progress without it being undone by every policy turn?

Shifting consumer attitudes are driving innovative solutions to make fashion more sustainable.

How adaptable firms in growth-driving sectors can prosper over the long term despite trade restrictions.

How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.

Richie Vernon explores the revolutionary drugs transforming patient lives.

How a flying taxi firm could launch a transport revolution.

Charting the app-based lenders’ long-term growth.

How DoorDash’s ambitions extend far beyond restaurant deliveries.

Conquering trade logistics one merger at a time.

Finding diverse companies that share a great growth culture.

Sizing up super-app Kaspi.kz in Almaty.

Trade shifts and underserved populations are among the factors favouring world-class stocks.

Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.

Signs are pointing to a shift from US to international markets. When has this happened before, and what’s ahead?

Investors must navigate uncertainty to create long-term value in a rapidly changing world.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

Explore how we're evolving the portfolio as the investment environment enters a period of rapid change.

Ben James highlights how one cybersecurity approach is redefining digital infrastructure.

Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.

Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.

Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.

Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.

Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.

From emerging markets to growth-stage private companies, read the summary of the 2025 Future Focus forum.

Why a long-term approach to the continent’s growth stocks is more relevant than ever.

Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.

Discover the transformative power of the chip revolution, led by industry giants TSMC and Advantest, in reshaping our world.

Explore how the rapid market shift in AI and computer processing is transforming industries.

A detailed overview of 2024 covering performance, portfolio and investment approach.

Baillie Gifford's International Concentrated Growth strategy leverages research from external thought leaders to identify transformative growth opportunities.

The US stock market has outperformed international markets in recent years, but signs suggest a change in this trend.

The investment team discuss their approach to identifying exceptional companies and the importance of holding them patiently amongst global uncertainties.

Learn more about the key features and attributes of the growth equity asset class.

Discover the difference made by dialogue in Positive Change’s latest ESG and engagement report.

Investment manager, Douglas Brodie, discusses the Baillie Gifford Discovery Strategies.

Why exceptional growth companies must be brave enough to ignore short-term market pressures.

How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.

AI is revolutionising industries globally. Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Discover how groundbreaking diabetes solutions are driving global positive change.

Why the Global Alpha Team believes elections don't impact stock market returns.

Why we don’t follow the crowd when assessing a company’s governance behaviours and structures.

Ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

In today’s era of US mega caps, is market concentration a challenge or an opportunity?

The European technology sector excels in niche markets, creating growth opportunities in global value chains.

An LTGG insight into what really matters for long term growth investing at the current juncture.

Why volatility is crucial to LTGG's strategy of capturing outsized returns.

The China Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Private Companies Team reflects on recent performance, portfolio changes and market developments.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The International Alpha Team reflects on recent performance, portfolio changes and market developments.

The International All Cap Team reflects on recent performance, portfolio changes and market developments.

The International Growth Team reflects on recent performance, portfolio changes and market developments.

The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

Gary Robinson on what a Trump presidency and AI opportunities could mean for growth investors.

How we seek to understand the implications of a changing world for the companies we back.

Learn how Ecolab is helping customers around the world be better stewards of water.

Meet the problem-solvers already active in healthcare, retirement funding and workforce productivity.

Increasingly elderly populations could transform our lives as much as climate change or AI.

Why increased resilience and strong growth prospects merit a closer look.

The three Rs – relationship, reputation and research – are key to private company investing.

Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.

Finding gold amid the grit of the US drive to repair its essential networks.

It’s not about growth or value. It’s about the few companies that drive stock market returns.

Companies rising to new energy challenges in diverse ways, and the economies driving demand.

Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.

Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Companies and countries are vying for influence on the technology powering computation.

With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.

What the past tells us about a new US president’s impact on growth companies.

China’s electric car, battery and other advanced manufacturers are on the rise.

How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.

Why the Global Alpha Team believes there is a magical journey ahead for Disney.

Thomas Patchett unwraps Softbank, Rakuten and Eisai, three companies driving new opportunities in Japan.

Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks in the US.

Qian Zhang covers Samsung, Delhivery and Bank Rakyat, three companies at the heart of global structural trends.

Thomas Hodges uses Lonza, Topicus and Soitec to illustrate why Europe is more exciting than headlines suggest.

Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.

Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.

Why focus and patience are crucial elements when investing and identifying growth companies.

The fiery spirit that’s a profitable symbol of Chinese culture and luxury.

How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.

Lawrence Burns sees great growth firms in action in South Korea and India.

Why some of the leading computer chip makers and companies enabling them have room to grow.

The US’s new hotbeds of innovation are increasingly based outside California.

Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.

MercadoLibre offers hope to Latin America’s 178 million unbanked population.

From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.

Charting rising cross-border money payments and the opportunity for remittance service Wise.

The firms taking advantage of four transformational opportunities.

Low-orbit satellites could be the answer for the three billion unable to access the internet.

Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.

James Budden explains why now is the time for growth, as markets weather exceptional volatility

Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.

How companies’ relationships with climate, energy and the environment relate to long-term growth.

The experts helping us gain an investment edge when thinking about farming, human rights and AI.

Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.

A journey through time uncovers the deep transitions that can reshape our world.

Why AI could be key to us living longer and being in better health in the future.

How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.

Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.

How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.

What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.

Why high interest rates help rapid growth private companies with proven products stand apart.

Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.

Unlocking the potential of small cap investments.

Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.

Japanese tech dominance is under increasing pressure in China from domestic challengers.

The company on a mission to democratise ecommerce and finance for 650 million people.

Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.

Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.

How artificial intelligence creates growth opportunities and ways for us to serve you better.

Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.

Why it’s a promising time to invest in exceptional emerging markets companies

The Magnificent Seven’s reputation goes before them but that’s not enough to save them.

Investors take note: technology and innovation are revolutionising treatments and patient care.

Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.

Why AI could be the printing press of intelligence.

The mobile app that busts stress and high charges for workers sending money back home.

How the SpaceX subsidiary is turning internet deserts into online oases

Tom Slater on the secret sauce shared by founder-led companies.

A small holding with a long-term climate goal.

The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.

Roderick Snell on investing in Asia – from a strengthening dollar to the semiconductor value chain.

The Positive Change Team’s ESG and engagement report shows the difference talking can make.

The innovative ecommerce company poised to take advantage of China’s large consumer base.

Why do we prefer growth stocks despite the lure of shorter-term assets?

A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.

Can scientists meet unmet health needs by writing code to help the body heal itself?

Being open-minded to what rapid changes brought on by AI could mean for growth stocks.

How can we spot large growth opportunities at the stage when others dismiss them as fads?

Why the study of gene fitness can help us spot ambitious growth companies with huge potential.

What values are important to you? And are they reflected in your investments?

Why real-world problem solving, financial discipline and adaptability are critical to growth.

Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.

The new wave of companies blending physical and digital processes together.

Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.

HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.

Ben Buckler on how investors should steer between the twin poles of risk in China.

Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.

Opportunities remain in small-cap investing, regardless of interest rates or market volatility.

Lawrence Burns explores the new landscape of opportunity.

Charting how technological progress and prosperity march together.

The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.

Emerging markets have underperformed developed ones recently. So, why should we invest in them?

The ‘next wave’ of companies, mixing the digital and physical realms.

Could smaller reactors and fusion power herald a new atomic age?

Why investors must put the rise of ChatGPT and other generative AI in context.

The years ahead are uncertain, but we can turn that to our advantage.

Companies addressing climate change could create huge societal and economic value over time.

By keeping an open mind, we hope to find opportunities other credit investors might overlook.

By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.

A decade ago, software companies were venture-backed and capital-light. That’s no longer true.

The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.

How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.

The cancer-fighting firm that aims to lead a clean energy revolution.

Why considering environmental, social and governance factors helps us pursue long-term returns.

The country’s domestic markets are rich in companies with the know-how to become global leaders.

Considering different ways global warming and a transition to new energy sources might occur.

Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.

Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.

Find out what makes luxury fashion conglomerate Kering stand out from the competition.

Learn how the Boston-based life science company is disrupting the drug development industry.

We live in changing times. And that will create opportunities for long-term growth investors.

Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.

Using a fighter pilot’s business strategy can help a company orient itself amid change.

Investors provide an update on International All Cap performance and portfolio activity.

Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.

Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.

Learn how the Swedish battery company Northvolt is driving change in the EV industry

How Elevance Health uses its scale to smooth a path through the US health system’s maze.

The mRNA technology behind the Covid vaccine is being directed against other diseases.

How Positive Change targets companies at the forefront of tackling carbon emissions.

Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.

There’s safety in being one of the crowd but it could stop you from seeing potential rewards.

The island nation’s natural wealth makes it crucial to a low-carbon future.

By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.

International All Cap investors on why they’re encouraged by how the portfolio has been faring.

How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.

The Dutch firm making everyday payments fast and friction-free.

Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.

How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.

Research suggesting faster-than-expected adoption has far-reaching consequences for investors.

Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.

The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.

Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.

We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.

Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.

Investors must find companies with the key qualities needed to thrive in a stormy economy.

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

Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.

LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.

Why international equity markets shouldn’t be forgotten.

Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.

Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.

Author Matthew Ball on the next-generation internet and the companies building its foundations.

Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.

Investment specialists discuss idea generation, stocks and portfolio resilience for International All Cap.

Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.

How can we invest in quality companies with the potential to generate sustainable returns in a changing market?

Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.

Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.

The Dutch firm driving progress by making it possible to create more intricate computer chips.

How semiconductors bring a competitive world together.

Rose Nguyen on the companies seeking to overcome the scourge of heart disease.

Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.

Sweden tops the charts for original thinking, from family businesses to founder-run companies.

Endurance and imagination are key ingredients for quality growth investing.

Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.

Smartphone-centric retailers drive innovation.

Academic partnerships that generate new ideas

Radical companies may seem risky, but they’re building the future. Paulina McPadden, Spencer Adair and Lawrence Burns discuss how investing in firms with extraordinary potential is a simple approach to long-term wealth creation.

Online courses have upended the economics of education, Thaiha Nguyen explains.

SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?

Investing in great growth companies to make a big difference.

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

Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.

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

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.

The LTGG Team look back on an extraordinary 12 months and discuss the growth prospects of the portfolio, the rapid development of vaccines and the importance of hold discipline.

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.

China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.

More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.

In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.

Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.

Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.

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.

Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.

Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.

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

There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.

Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.

Industrial 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.

In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.

In the third episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Lucy Isles, joint manager of Baillie Gifford's High Yield Bond Fund. Listen to the podcast to find out the three key deciding factors when choosing resilient high yield bonds and how engagement with companies can differ for bond and equity investors.

What are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies.

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.