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  1. An explosion of motion and colour as a large crowd hurries through central Tokyo.

    International viewpoints: demographic crisis

    Meet the problem-solvers already active in healthcare, retirement funding and workforce productivity.
    December 2024
    Article4 minutes
  2. Investing in an ageing society

    Increasingly elderly populations could transform our lives as much as climate change or AI.
    Disruption Week 2024
    Article5 minutes
  3. Emerging markets: new opportunities

    Emerging markets: why it’s time to rethink the opportunities.
    Disruption Week 2024
    Article5 minutes
  4. Private investments: unlocking growth

    The three Rs – relationship, reputation and research – are key to private company investing.
    Disruption Week 2024
    Article5 minutes
  5. Any other business: Disruption Week questions 2024

    Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
    November 2024
    Article21 minutes
  6. Workmen fixing wooden poles.

    The great US infrastructure rebuild

    Finding gold amid the grit of the US drive to repair its essential networks.
    Disruption Week 2024
    Article5 minutes
  7. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    November 2024
    Article6 minutes
  8. Pylons looming in silhouette against a grey-blue sky.

    International viewpoints: power players

    Companies rising to new energy challenges in diverse ways, and the economies driving demand.
    November 2024
    Article4 minutes
  9. Bloomberg terminal screen showing two price line charts

    Why not just invest in the index?

    Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.
    November 2024
    Article4 minutes
  10. Small cap strife: big opportunities

    Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
    October 2024
    Article8 minutes
  11. Semiconductor chips: the global tech battle

    Companies and countries are vying for influence on the technology powering computation.
    October 2024
    Article7 minutes
  12. Saving when sending abroad: a Wise move

    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.
    October 2024
    Article4 minutes
  13. Long Term Global Growth Q3 investor letter

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article11 minutes
  14. US Equity Growth Q3 investor letter

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article5 minutes
  15. Positive Change Q3 investor letter

    The Positive Change Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article7 minutes
  16. International Alpha Q3 investor letter

    The International Alpha Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article5 minutes
  17. International All Cap Q3 investor letter

    The International All Cap Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article5 minutes
  18. International Growth Q3 investor letter

    The International Growth Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article6 minutes
  19. International Concentrated Growth Q3 investor letter

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article7 minutes
  20. Global Alpha Q3 investor letter

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article7 minutes
  21. Emerging Markets Q3 investor letter

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article6 minutes
  22. Do elections matter for stock returns?

    What the past tells us about a new US president’s impact on growth companies.
    October 2024
    Article6 minutes
  23. Why growth investors can’t ignore China

    China’s electric car, battery and other advanced manufacturers are on the rise.
    October 2024
    Podcast3 minutes
  24. Wise: Money Without Borders

    Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.
    October 2024
    Video37 minutes
  25. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video12 minutes
  26. Discovery Q3 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video12 minutes
  27. Emerging Markets Q3 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video16 minutes
  28. International Alpha Q3 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video12 minutes
  29. International Concentrated Growth Q3 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video11 minutes
  30. International Growth Q3 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video11 minutes
  31. under water image with plants

    International Smaller Companies Q3 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video10 minutes
  32. Long Term Global Growth Q3 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video11 minutes
  33. Positive Change Q3 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video11 minutes
  34. Abstract blue and red swirls

    US Equity Growth Q3 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video10 minutes
  35. Mountain surrounded by cloud

    International All Cap Q3 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video11 minutes
  36. Red filtered American canyon landscape

    US Alpha Q3 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video11 minutes
  37. Global Alpha Q3 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video10 minutes
  38. Luxury brands show promise amid slump

    How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.
    October 2024
    Article3 minutes
  39. Investment specialist Thomas Patchett

    Future Stocks: Our best ideas in Japan

    Thomas Patchett uncovers three companies driving new opportunities in Japan.
    September 2024
    Video3 minutes
  40. Investment specialist Ben James

    Future Stocks: Our best ideas in the US

    Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.
    September 2024
    Video3 minutes
  41. Investment specialist Qian Zhang

    Future Stocks: Our best ideas in Asia

    Qian Zhang highlights three Asian companies at the forefront of global structural trends.
    September 2024
    Video3 minutes
  42. Investment specialist Thomas Hodges

    Future Stocks: Our best ideas in Europe

    Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.
    September 2024
    Video3 minutes
  43. Future Stocks: Our best disruptive ideas

    Bill Chater spotlights three companies set to make world-changing breakthroughs.
    September 2024
    Video3 minutes
  44. Future Stocks: Our best impact ideas

    Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.
    September 2024
    Video3 minutes
  45. The importance of focus

    Why focus and patience are crucial elements when investing and identifying growth companies.
    September 2024
    Article8 minutes
  46. Eric Beinhocker: evolutionary economist

    How successful companies harness the power of adaptation.
    September 2024
    Article7 minutes
  47. Illustration showing a man walking over a composition of wheels. Representing a passage to towards a new world.

    Why technical leaders have an advantage

    How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.
    September 2024
    Article6 minutes
  48. Illustration showing a skyline of Seoul, South Korea. Includes the Lotte World Tower skyscraper.

    Trip Notes: Seoul and Mumbai

    Lawrence Burns sees great growth firms in action in South Korea and India.
    September 2024
    Article4 minutes
  49. Illustration of semiconductors making up a DNA strand with products floating in background.

    Beyond NVIDIA: investing in semiconductors

    Why some of the leading computer chip makers and companies enabling them have room to grow.
    September 2024
    Article6 minutes
  50. USA map showing the four highlighted areas. Boston, Texas, Pittsburgh and Salt Lake City.

    Beyond Silicon Valley

    The US’s new hotbeds of innovation are increasingly based outside California.
    September 2024
    Article7 minutes
  51. China: the new shoots of growth

    Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.
    September 2024
    Article5 minutes
  52. MercadoLibre: Latin America’s unbanked

    MercadoLibre offers hope to Latin America’s 178 million unbanked population.
    September 2024
    Article5 minutes
  53. Cloud computing concept. Digital cloud solutions on PCB futuristic background.

    The rise of cloud computing

    From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.
    August 2024
    Article12 minutes
  54. Wise: Growing global money transfers

    Charting rising cross-border money payments and the opportunity for remittance service Wise.
    August 2024
    Article6 minutes
  55. Matthew Brett, manager of the Baillie Gifford Japan Trust and co-manager of the Japanese Income Growth Fund.

    Japanese changemakers shaping the future

    The firms taking advantage of four transformational opportunities.
    August 2024
    Podcast3 minutes
  56. Starlink: internet for mobile dead zones

    Low-orbit satellites could be the answer for the three billion unable to access the internet.
    August 2024
    Article6 minutes
  57. An employee wearing PPE carefully examines the microchips on a wafer

    International viewpoints: semi-cap resilience

    Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.
    August 2024
    Article3 minutes
  58. Extraordinary times and opportunities

    James Budden explains why now is the time for growth, as markets weather exceptional volatility
    August 2024
    Article6 minutes
  59. The rate cut conundrum: Multi Asset’s LTRE

    Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.
    August 2024
    Article7 minutes
  60. Environment: making sense of the E in ESG

    How companies’ relationships with climate, energy and the environment relate to long-term growth.
    July 2024
    Article8 minutes
  61. Academic collaborations that count

    The experts helping us gain an investment edge when thinking about farming, human rights and AI.
    July 2024
    Article7 minutes
  62. International Growth: our philosophy

    Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.
    July 2024
    Video4 minutes
  63. Lessons from a time traveller

    A journey through time uncovers the deep transitions that can reshape our world.
    July 2024
    Article2 minutes
  64. Long Term Global Growth Q2 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video13 minutes
  65. Positive change thumbnail

    Positive Change Q2 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  66. Emerging Markets Q2 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  67. Global Alpha Q2 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  68. US Equity Growth Q2 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video8 minutes
  69. US Equity Growth: investor letter Q2 2024

    Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.
    July 2024
    Article8 minutes
  70. AI: driving a new healthcare paradigm

    Why AI could be key to us living longer and being in better health in the future.
    July 2024
    Article5 minutes
  71. Positive Change: investor letter Q2 2024

    Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.
    July 2024
    Article8 minutes
  72. Streamlined for success

    How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.
    July 2024
    Podcast3 minutes
  73. Discovery Q2 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  74. China Q2 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  75. International Growth Q2 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video12 minutes
  76. Desert Landscape

    US Alpha Q2 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments
    July 2024
    Video11 minutes
  77. Health Innovation Q2 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video12 minutes
  78. International Smaller Companies Q2 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  79. International All Cap Q2 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  80. Mountains with a cloudy sky

    International Alpha Q2 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  81. International viewpoints: global EV trends

    Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.
    July 2024
    Article2 minutes
  82. Stock story: PsiQuantum

    How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
    June 2024
    Video3 minutes
  83. International Concentrated Growth Q2 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  84. Hundreds of lit lanterns are hanging together from a temple ceiling

    International viewpoints: eastern promise

    What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.
    June 2024
    Article2 minutes
  85. Private equities: time to turn to growth

    Why high interest rates help rapid growth private companies with proven products stand apart.
    June 2024
    Article5 minutes
  86. fast moving motorway overlooking a city

    Japan: the next opportunity

    Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.
    June 2024
    Article9 minutes
  87. Why small companies matter to us

    Unlocking the potential of small cap investments.
    June 2024
    Article6 minutes
  88. Will Sutcliffe

    Emerging Markets: our philosophy

    Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
    May 2024
    Video4 minutes
  89. The landscape seen from lens in Shanghai, China

    China through a Japanese lens

    Japanese tech dominance is under increasing pressure in China from domestic challengers.
    May 2024
    Article8 minutes
  90. Stock story: MercadoLibre

    The company on a mission to democratise ecommerce and finance for 650 million people.
    May 2024
    Video3 minutes
  91. Cherry Reynard and Praveen Kumar

    Upfront: Japanese equities

    Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.
    April 2024
    Video15 minutes
  92. Webinar: Why growth? Why now?

    Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.
    April 2024
    Video59 minutes
  93. Algorithmic alchemy: investing with optimism in AI

    How artificial intelligence creates growth opportunities and ways for us to serve you better.
    April 2024
    Article7 minutes
  94. Women in orange saris carrying water at step well in Jaipur, India

    30 years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    April 2024
    Article15 minutes
  95. High-calibre emerging markets firms

    Why it’s a promising time to invest in exceptional emerging markets companies
    April 2024
    Podcast4 minutes
  96. Tilting the odds in your favour

    The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
    April 2024
    Article8 minutes
  97. Investing in UK water

    The companies transforming the UK’s water infrastructure.
    April 2024
    Article3 minutes
  98. International Alpha Q1 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video20 minutes
  99. Long Term Global Growth Q1 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video16 minutes
  100. Health Innovation Q1 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  101. US Alpha Q1 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video15 minutes
  102. International Growth Q1 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video11 minutes
  103. US Equity Growth Q1 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  104. Global Alpha Q1 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video13 minutes
  105. Positive Change Q1 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  106. International Smaller Companies Q1 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  107. International Concentrated Growth Q1 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video10 minutes
  108. International All Cap Q1 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video21 minutes
  109. China A Shares Q1 update

    The China A Shares Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video15 minutes
  110. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  111. Five years of health innovation

    Investors take note: technology and innovation are revolutionising treatments and patient care.
    March 2024
    Article10 minutes
  112. Portrait of Sebastian Mallaby wearing a blue shirt in front of a stone wall

    Private companies and the Power Law

    Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.
    March 2024
    Article
  113. AI: intelligence everywhere

    Why AI could be the printing press of intelligence.
    March 2024
    Article4 minutes
  114. Remitly: easy global remittance

    The mobile app that busts stress and high charges for workers sending money back home.
    March 2024
    Article4 minutes
  115. Starlink’s Space-based broadband

    How the SpaceX subsidiary is turning internet deserts into online oases
    March 2024
    Article5 minutes
  116. Illustration of a dark figure pushing an umbrella against rain, light surrounds the figure within the shelter of the umbrella, creating a face shape where the light meets the dark umbrella

    The founder factor

    Tom Slater on the secret sauce shared by founder-led companies.
    March 2024
    Article4 minutes
  117. Climeworks: digging deeper for climate solutions

    A small holding with a long-term climate goal.
    March 2024
    Article4 minutes
  118. Where are the opportunities?

    The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.
    March 2024
    Article7 minutes
  119. Upfront: Asia’s emerging markets

    Roderick Snell on investing in Asia – from a strengthening dollar to the semiconductor value chain.
    February 2024
    Video18 minutes
  120. Positive Conversations 2023

    The Positive Change Team’s ESG and engagement report shows the difference talking can make.
    February 2024
    Article64 minutes
  121. Stock story: Pinduoduo

    The innovative ecommerce company poised to take advantage of China’s large consumer base.
    February 2024
    Video4 minutes
  122. All aboard the growth train

    Why do we prefer growth stocks despite the lure of shorter-term assets?
    February 2024
    Article4 minutes
  123. Positive Change: a review of 2023

    A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.
    February 2024
    Article7 minutes
  124. Long Term Global Growth Q4 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  125. Moderna: designing drugs on a computer

    Can scientists meet unmet health needs by writing code to help the body heal itself?
    January 2024
    Article4 minutes
  126. The AI paradigm shift

    Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
    January 2024
    Article5 minutes
  127. Niches, anomalies, and things to come

    How can we spot large growth opportunities at the stage when others dismiss them as fads?
    January 2024
    Article5 minutes
  128. Lessons from evolutionary biology

    Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
    January 2024
    Article6 minutes
  129. Enduring good

    What values are important to you? And are they reflected in your investments?
    January 2024
    Article9 minutes
  130. The 3 traits of great growth stocks

    Why real-world problem solving, financial discipline and adaptability are critical to growth.
    January 2024
    Podcast29 minutes
  131. Global Alpha Q4 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  132. International All Cap Q4 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  133. Health Innovation Q4 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  134. US Equity Growth Q4 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  135. Positive Change Q4 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  136. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video12 minutes
  137. International Smaller Companies Q4 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  138. International Growth Q4 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video9 minutes
  139. International Alpha Q4 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video16 minutes
  140. International Concentrated Growth Q4 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  141. Making sense of social

    Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
    March 2024
    Article8 minutes
  142. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  143. How Amazon pioneered a new path

    The new wave of companies blending physical and digital processes together.
    December 2023
    Podcast27 minutes
  144. Avoided emissions methodology

    Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
    December 2023
    Article
  145. HelloFresh: changing how people eat forever

    HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
    December 2023
    Article
  146. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  147. Why growth, why now?

    Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
    December 2023
    Article17 minutes
  148. Small caps: Beyond the myths

    Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
    November 2023
    Article
  149. China revisited

    Lawrence Burns explores the new landscape of opportunity.
    November 2023
    Article
  150. Innovation’s drumbeat

    Charting how technological progress and prosperity march together.
    November 2023
    Article5 minutes
  151. Aurora: the technology company transforming trucking

    The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.
    November 2023
    Article
  152. Emerging markets – why bother?

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article
  153. When software meets steel

    The ‘next wave’ of companies, mixing the digital and physical realms.
    Disruption Week 2023
    Article4 minutes
  154. Nuclear comeback

    Could smaller reactors and fusion power herald a new atomic age?
    Disruption Week 2023
    Article4 minutes
  155. AI: a long-term perspective

    Why investors must put the rise of ChatGPT and other generative AI in context.
    Disruption Week 2023
    Article4 minutes
  156. Climate change: imagining the future

    The years ahead are uncertain, but we can turn that to our advantage.
    November 2023
    Article4 minutes
  157. Adding value from climate change

    Companies addressing climate change could create huge societal and economic value over time.
    November 2023
    Article2 minutes
  158. How Microsoft got its mojo back

    By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.
    November 2023
    Article
  159. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article
  160. How Alnylam nips disease in the bud

    The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
    October 2023
    Article
  161. Climate futures: preparing for uncertainty

    How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
    October 2023
    Video56 minutes
  162. Global Alpha Q3 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video23 minutes
  163. International All Cap Q3 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  164. International Alpha Q3 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video17 minutes
  165. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes
  166. Health Innovation Q3 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video15 minutes
  167. International Concentrated Growth Q3 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  168. Long Term Global Growth Q3 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video13 minutes
  169. International Growth Q3 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video9 minutes
  170. US Equity Growth Q3 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  171. Positive Change Q3 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  172. Emerging Markets Q3 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video9 minutes
  173. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  174. ESG: beyond the growing pains

    Why considering environmental, social and governance factors helps us pursue long-term returns.
    September 2023
    Article
  175. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  176. Three climate change scenarios

    Considering different ways global warming and a transition to new energy sources might occur.
    September 2023
    Article5 minutes
  177. Disruption Week 2023

    Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
    September 2023
    Video1 minute
  178. What is private company investing?

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    September 2023
    Video8 minutes
  179. Stock story: Kering

    Find out what makes luxury fashion conglomerate Kering stand out from the competition.
    August 2023
    Video4 minutes
  180. What does Moderna do?

    Learn how the Boston-based life science company is disrupting the drug development industry.
    August 2023
    Video4 minutes
  181. Change as a growth driver

    We live in changing times. And that will create opportunities for long-term growth investors.
    August 2023
    Article
  182. Growth investing across decades

    Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
    August 2023
    Podcast27 minutes
  183. Adapting to survive – and thrive

    Using a fighter pilot’s business strategy can help a company orient itself amid change.
    August 2023
    Article
  184. Near-term headwinds, long-term optimism

    Investors provide an update on International All Cap performance and portfolio activity.
    August 2023
    Video49 minutes
  185. Stock stories: Climeworks

    Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.
    July 2023
    Video3 minutes
  186. International Alpha Q2 update

    The International Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  187. International Concentrated Growth Q2 update

    The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video8 minutes
  188. Long Term Global Growth Q2 update

    The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  189. Global Alpha Q2 update

    The Global Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  190. Health Innovation Q2 update

    The Health Innovation team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  191. US Equity Growth Q2 update

    The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video14 minutes
  192. International Growth Q2 update

    The International Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video13 minutes
  193. Emerging Markets Q2 update

    The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  194. International All Cap Q2 update

    The International All Cap team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video12 minutes
  195. China Q2 update

    The China team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  196. Positive Change Q2 update

    The Positive Change team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video19 minutes
  197. Eating better to save ourselves

    Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
    June 2023
    Video60 minutes
  198. What does Northvolt do?

    Learn how the Swedish battery company Northvolt is driving change in the EV industry
    June 2023
    Video3 minutes
  199. Actual investing: the test of time

    Stuart Dunbar reflects on the long-term case for Actual investing.
    June 2023
    Podcast26 minutes
  200. Making health insurance manageable

    How Elevance Health uses its scale to smooth a path through the US health system’s maze.
    June 2023
    Article
  201. Moderna’s new challenge

    The mRNA technology behind the Covid vaccine is being directed against other diseases.
    June 2023
    Article
  202. Discovery: a view from the frontiers

    Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.
    June 2023
    Article
  203. Climate change innovators

    How Positive Change targets companies at the forefront of tackling carbon emissions.
    May 2023
    Article
  204. China A Shares: in conversation

    Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
    May 2023
    Video15 minutes
  205. Indonesia powers a green transition

    The island nation’s natural wealth makes it crucial to a low-carbon future.
    April 2023
    Article
  206. Finding Brazil’s social innovators

    Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
    April 2023
    Article
  207. The changing face of growth

    By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
    April 2023
    Article
  208. Navigating for growth

    International All Cap investors on why they’re encouraged by how the portfolio has been faring.
    April 2023
    Video39 minutes
  209. From Y to Z: Japan’s online powerhouse

    How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
    April 2023
    Article
  210. Adyen: pioneer of payments

    The Dutch firm making everyday payments fast and friction-free.
    April 2023
    Article
  211. Positive Change Q1 update

    Positive Change Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video13 minutes
  212. Global Alpha Q1 update

    Global Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video11 minutes
  213. Long Term Global Growth Q1 investment update

    Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  214. US Equities Q1 update

    US Equities Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  215. Emerging Markets Q1 update

    Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  216. International Growth Q1 update

    International Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video9 minutes
  217. International Alpha Q1 update

    International Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video8 minutes
  218. International All Cap Q1 update

    International All Cap Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  219. The sustainability revolution

    Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.
    April 2023
    Podcast17 minutes
  220. International Concentrated Growth Q1 update

    International Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video10 minutes
  221. Recursion Pharmaceuticals: finding new drugs using data science

    How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
    April 2023
    Article
  222. Rethinking renewables

    Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
    April 2023
    Article
  223. 20 years of International Growth podcast

    Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.
    March 2023
    Podcast23 minutes
  224. Climeworks: fighting global warming

    Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
    March 2023
    Article
  225. Ocado’s robot revolution

    The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
    March 2023
    Article
  226. AI Superpowers

    Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
    April 2023
    Article
  227. Positive Conversations 2022

    We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
    March 2023
    Article
  228. Denali Therapeutics: rising to the challenge of brain disease

    Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.
    March 2022
    Article
  229. Four questions for growth investors

    Investors must find companies with the key qualities needed to thrive in a stormy economy.
    March 2023
    Article
  230. Positive Conversations 2022

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    February 2023
    Document
  231. Why small is big in Japan

    Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
    February 2023
    Podcast21 minutes
  232. LTGG investor update – January 2023

    LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
    February 2023
    Video21 minutes
  233. Nothing lasts forever

    Why international equity markets shouldn’t be forgotten.
    February 2023
    Article
  234. Teleportation: just a Zipline away

    Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
    February 2023
    Article
  235. MercadoLibre: a lesson in innovation

    Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
    February 2023
    Article
  236. Sustainable investing in the health sector

    The Health Innovation team on ESG, the future of medicine and making a positive global impact.
    February 2023
    DocumentLong read
  237. Making sense of the metaverse

    Author Matthew Ball on the next-generation internet and the companies building its foundations.
    February 2023
    Article
  238. Japan: setbacks or permanent change?

    Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
    February 2023
    Article
  239. Facts, ideas and resilience

    Investment specialists discuss idea generation, stocks and portfolio resilience for International All Cap.
    February 2023
    Video45 minutes
  240. Beauty secrets: sharing Shiseido’s story

    Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
    January 2023
    Article
  241. Global Alpha Research Agenda 2023

    How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
    January 2023
    Article
  242. What’s next for growth stocks?

    Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
    January 2023
    Podcast23 minutes
  243. Asia and energy transition

    Exploring the emerging energy opportunities in Asia.
    January 2023
    Article
  244. China’s changing automotive landscape

    The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
    January 2023
    Article
  245. AI: Frightening or fascinating?

    Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
    December 2022
    Podcast28 minutes
  246. ASML: advancing chips to new limits

    The Dutch firm driving progress by making it possible to create more intricate computer chips.
    December 2022
    Article
  247. Chip War

    How semiconductors bring a competitive world together.
    December 2022
    Article
  248. A dose of innovation

    Your money or your health. Marina Record asks if society is ready to pay for health innovation.
    December 2022
    Article
  249. The dawn of artificial intelligence

    How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
    November 2022
    Article
  250. Disrupting heart disease

    Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
    November 2022
    Podcast24 minutes
  251. Solving the antimicrobial crisis

    If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
    November 2022
    Article
  252. Positive Change update

    Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
    November 2022
    Video31 minutes
  253. International All Cap – 30 years and more recent times

    Eoin Anderson is joined by Joe Faraday and Katie Muir to discuss remaining focused on the future, and the importance of International All Cap sticking to its approach.
    November 2022
    Video44 minutes
  254. Nintendo: investing in the home of Mario

    Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
    October 2022
    Article
  255. A theory of radical change

    Why a ‘deep transition’ may have started to deliver a more sustainable age.
    October 2022
    Article
  256. Rethinking where growth comes from

    Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
    October 2022
    Article
  257. Health Innovation: an update with the managers

    Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.
    October 2022
    Video44 minutes
  258. Creating impact

    How the Positive Change Strategy backs firms tackling social and environmental challenges.
    September 2022
    Article
  259. Tapping global brainpower

    How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
    September 2022
    Article
  260. Small islands, lots of energy

    How Orkney’s renewable energy projects can inform our investment choices.
    September 2022
    Article
  261. Defining impact

    The US Equities team discuss ESG and effective growth investing.
    September 2022
    Article
  262. Snippets from the archives

    Key insights from the International All Cap Strategy picked from the past 30 years.
    September 2022
    Article
  263. Shimano: our strategy in one stock

    How the cycle parts maker symbolises the kind of firms International All Cap is looking for.
    September 2022
    Article
  264. Growth flows

    Tracking our pursuit of growth companies over time.
    September 2022
    Article
  265. Investing in ingenuity

    Milena Mileva on picking International All Cap’s future winners.
    September 2022
    Article
  266. Forging a fund

    How relationship building, performance and tales of Scotland helped establish our international funds.
    September 2022
    Article
  267. A decade of discovery

    A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
    August 2022
    Video11 minutes
  268. Transforming the future of healthcare

    Supporting companies with the potential to transform the field of healthcare and generate attractive returns.
    August 2022
    Video5 minutes
  269. Cultivating change in the meat industry

    Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
    July 2022
    Article
  270. Positive Change Impact Report: 5th Year 2021/22

    The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.
    August 2022
    Document
  271. Responsible Global Equity Income webinar

    In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.
    July 2022
    Video53 minutes
  272. Why are Swedish companies world leaders?

    Sweden tops the charts for original thinking, from family businesses to founder-run companies.
    July 2022
    Podcast22 minutes
  273. Digital Disruption and the future

    Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
    July 2022
    Article
  274. The search for ‘jumper-stretching’ stocks

    Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
    July 2022
    Article
  275. Why patience matters

    Endurance and imagination are key ingredients for quality growth investing.
    June 2022
    Article
  276. Investing in decarbonisation

    Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
    June 2022
    Article
  277. China’s leapfrog shopping apps

    Smartphone-centric retailers drive innovation.
    June 2022
    Article
  278. Study guides

    Academic partnerships that generate new ideas
    June 2022
    Article
  279. What makes companies resilient to inflation?

    Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
    July 2022
    Article
  280. The fight for your free time

    Disruptive change within the entertainment world creates a wealth of opportunity.
    June 2022
    Article
  281. Why it’s not over for growth stocks

    Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
    June 2022
    Article
  282. China’s energy paradox

    How should you consider the country – carbon culprit or climate saviour?
    June 2022
    Article
  283. Investment Stewardship

    It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
    June 2022
    DocumentLong read
  284. International Smaller Companies: Under the Radar

    Part 6 - Alignment.
    June 2022
    Article
  285. International Smaller Companies: Under the Radar

    Part 5 - Insight.
    June 2022
    Article
  286. International Smaller Companies: Under the Radar

    Part 4 - Scalability.
    June 2022
    Article
  287. International Smaller Companies: Under the Radar

    Part 3 – Sustainability
    June 2022
    Article
  288. International Smaller Companies: Under the Radar

    Part 2 – Competitive Edge.
    June 2022
    Article
  289. International Smaller Companies: Under the Radar

    Part 1 - Opportunity
    June 2022
    Article
  290. International Smaller Companies: Under the Radar

    Introducing the Radar
    June 2022
    Article
  291. ESG v sustainability

    The questions we should consider to avoid being led astray by ESG risk scores.
    May 2022
    Article
  292. International Concentrated Growth: manager introductions

    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.
    May 2022
    Video7 minutes
  293. How education escaped from the classroom

    Online courses have upended the economics of education, Thaiha Nguyen explains.
    May 2022
    Podcast21 minutes
  294. US Equity Growth: webinar highlights

    Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
    May 2022
    Video13 minutes
  295. The long view

    The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
    May 2022
    Document
  296. Emerging Markets: the possibilist

    Understanding the difference between pessimism and possibility in Emerging Markets.
    May 2022
    Article
  297. 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.
    May 2022
    Video47 minutes
  298. International All Cap – Consistency in uncertain times

    Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.
    April 2022
    Video47 minutes
  299. India’s data-driven growth stocks

    Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
    April 2022
    Article
  300. Reflections: A look back on Q1

    The LTGG team consider recent performance and the long-term outlook for the fund.
    April 2022
    Document
  301. China’s move to renewable energy

    Solar power and cheap green energy makes for a promising future.
    April 2022
    Article
  302. Positive Conversations 2021

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    April 2022
    Document
  303. Why private companies matter more

    SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?
    March 2022
    Podcast21 minutes
  304. Global Alpha 2022 Research Agenda

    In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
    March 2022
    Article
  305. European Equities Manager Update.

    When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
    Video9 minutes
  306. International Smaller Companies is growing up - a three-year anniversary.

    Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.
    March 2022
    Video32 minutes
  307. International Growth Webinar Summary.

    In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.
    March 2022
    Video7 minutes
  308. A dream within reach

    New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.
    March 2022
    Article
  309. International Growth: A conversation with the portfolio management team.

    Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
    March 2022
    Video45 minutes
  310. International All Cap – Looking back and thinking forward

    Join Kelly Cameron as she hosts Joe Faraday, one of our International All Cap PCG Members, and Katie Muir, one of our International All Cap Investment Specialists, as they discuss the International All Cap Portfolio past performance and their outlook for the next few years.
    February 2022
    Video42 minutes
  311. Actual ESG

    Investing in great growth companies to make a big difference.
    February 2022
    Video12 minutes
  312. Long-term investing and market volatility.

    James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
    February 2022
    Article
  313. A private companies approach to ESG

    The special considerations at play when we invest in high-growth, late-stage unlisted firms.
    February 2022
    Article
  314. Long Term Global Growth: Team evolution

    Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
    February 2022
    Video60 minutes
  315. Growth or value: it’s not a black or white choice

    Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.
    February 2022
    Podcast19 minutes
  316. ESG collaborations

    Looking before we leap into industry initiatives.
    January 2022
    Article
  317. Sustainable companies, global challenges

    Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
    January 2022
    Article
  318. Riding Growth Waves Webinar.

    Good investing takes quick reactions as well as a long-term vision.
    February 2022
    Video39 minutes
  319. The university shaping global tech

    Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
    January 2022
    Article
  320. ESG data: Filling in the gaps

    LTGG is making efforts to improve environmental, social and governance metrics.
    January 2022
    Article
  321. International Alpha Anthology

    Winter 2021 International Alpha Anthology of content.
    Winter 2021
    Document
  322. Glasgow Climate Pact

    For Global Stewardship, climate opportunities go hand in hand with climate challenges
    December 2021
    Article
  323. Rules of the game

    Regulation and what we look for in companies’ responses.
    December 2021
    Article
  324. The ‘S’ of ESG: intangible value

    ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.
    December 2021
    Video41 minutes
  325. We need to talk about inflation.

    Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
    December 2021
    Article
  326. China: Missing a Paradigm Shift.

    Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
    December 2021
    Video47 minutes
  327. What’s a business for?

    Today’s investment managers should support companies doing the most to benefit society.
    November 2021
    Article
  328. Beyond crude numbers.

    Investing in sustainability by focusing on opportunities for reward rather than ESG scores.
    November 2021
    Article
  329. Towards Net Zero: Reflections on COP26

    Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.
    November 2021
    Video49 minutes
  330. Tomorrow’s world, here today

    Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
    November 2021
    Article
  331. The real case for China

    Willingness to change gives Chinese firms an innovation advantage.
    November 2021
    Article
  332. How to surf the waves of growth

    Good investing takes quick reactions as well as a long-term vision.
    November 2021
    Article
  333. Mapping Veganville

    Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
    November 2021
    Article
  334. Healthcare’s biotech revolution

    A convergence of technologies is paving the way for advances in our understanding of biology.
    October 2021
    Article
  335. The future of transport

    Electric cars on the road and flying taxis in the air will change the way people commute and live.
    October 2021
    Article
  336. The switch to sustainable food

    Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
    October 2021
    Article
  337. Digital payments in a cashless future

    Disruptive fintechs are paving the way to a world without physical money.
    October 2021
    Article
  338. Inside and out

    A focus on diversity and inclusion can result in competitive advantage.
    November 2021
    Article
  339. Harnessing growth for the next decade

    Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.
    October 2021
    Video46 minutes
  340. Highlights Video: Harnessing growth for the next decade

    Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
    October 2021
    Video13 minutes
  341. IDEAS Conference 2021.

    With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.
    October 2021
    Video0 minute
  342. A shot in the arm.

    Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
    October 2021
    Article
  343. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Document
  344. Lessons from Bessembinder

    What a US academic taught us about the companies that outperform.
    October 2021
    Document
  345. India’s ‘missing’ female workers

    Women dropping out of employment should weigh on investors’ minds.
    October 2021
    Article
  346. Supporting ESG improvers

    Investors can have the most impact by focusing on sustainability laggards, not leaders.
    October 2021
    Article
  347. Misguided metrics

    Why emerging markets firms struggle to get high ESG scores
    October 2021
    Article
  348. Time travel investing

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  349. Looking back going forward

    In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.
    October 2021
    DocumentLong Read
  350. ESG metrics can be ‘dangerous rubbish’.

    Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.
    September 2021
    Article
  351. Long-Term Return Expectations update.

    Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
    September 2021
    Article
  352. An appetite for ordered chaos.

    Why loosening control can help companies become more innovative.
    September 2021
    Article
  353. Constructive Dissatisfaction: A conversation with the International Growth Team.

    Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.
    September 2021
    Video43 minutes
  354. US Discovery: an American voyage into the future

    Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
    September 2021
    Article
  355. Climate Change: Risk or Opportunity?

    Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?
    September 2021
    Video0 minute
  356. Modern-day Explorers.

    Our international investors are explorers: which of the disruptors and innovators will deliver?
    September 2021
    Article
  357. Highlights Video: International All Cap Webinar.

    Investment manager Sophie Earnshaw and ESG specialist Gavin Grant discuss how they approach ESG and stewardship as part of Baillie Gifford’s International All Cap Strategy.
    September 2021
    Video0 minute
  358. How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
    September 2021
    Article
  359. Disruption Week: Investing in Firms Shaping the World of Tomorrow

    From futuristic wireless technology to healthcare innovation and new forms of food production, the Long Term Global Growth Team’s investment manager Michael Pye considers the advances that may define life in 2040.
    September 2021
    Video4 minutes
  360. Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
    September 2021
    Article
  361. Clusters, Computers and Classic Rock

    Find out why small companies are one of the richest hunting grounds for long-term growth investors.
    August 2021
    Article
  362. Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.
    August 2021
    Article
  363. Hyper-connected Networks

    What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
    August 2021
    Article
  364. How harnessing chaos can make companies more nimble

    Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.
    July 2021
    Video17 minutes
  365. Mind the Gap: Going on a De-risking Journey

    Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.
    July 2021
    Article
  366. Strategy Overview.

    A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
    July 2021
    Document
  367. What Picasso can teach us about investing

    Investment Specialist Christel Brodie speaks to Tom Coutts, Investment Manager on Baillie Gifford’s International Growth Strategy, about his recent thought piece ‘What Picasso can teach us about investing’.
    July 2021
    Video11 minutes
  368. Highlights Video - The Small-Cap Effect: An Existential Debate.

    This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  369. Japan's digital transformation

    Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.
    June 2021
    Article
  370. The Small-Cap Effect: An Existential Debate.

    Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  371. Strategic Bond.

    Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
    June 2021
    Video0 minute
  372. Positive Change - It's Not Obvious

    Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
    May 2021
    Article
  373. International Insights - Going For Growth.

    Kristen Ross is joined by Hamish Maxwell and Stephen Corr, members of the specialist international team at Baillie Gifford, to discuss the development of humankind and how it has led us to growth, and why they think now is a great time to tilt portfolios to the international markets to take advantage of growth opportunity.
    May 2021
    Video0 minute
  374. International Growth: Manager Update.

    Nick Thomas and Christel Brodie, investment specialists on the International Growth Team, give an update on the activity of the portfolio over the last quarter, covering portfolio positioning, transactions and pipeline ideas.
    May 2021
    Video0 minute
  375. International All Cap Webinar.

    In this webinar, Client Service Director Matthew Coyle is joined by Joe Faraday, a decision maker on the International All Cap Strategy, and Charlie Broughton, an investment manager in the Smaller Companies Team and specialist representation for International All Cap. Joe and Charlie explain that although many understand the concept of idea generation as a light bulb moment, for the International All Cap Team it’s a gradual process that develops over time.
    April 2021
    Video52 minutes