Investment is not just a science, it is an art. Here we share our insights on a variety of topics including investing for the long term, healthcare, technology and the global economy.
There were no items found based on the criteria entered.August 2023 Adapting to survive – and thrive
Using a fighter pilot’s business strategy can help a company orient itself amid change.15 MIN WatchMay 2023 China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.Long ReadApril 2023 20 years of International Growth
Nick Thomas on the anniversary of the strategy and what the team is aiming for in the future.March 2023 International Alpha: valuing variety
From Italian banks to Japanese beauty, diverse portfolios stand the best chance of returns.February 2023 International Alpha: year-end reflections
Great companies should endure periods of poor investment performance and generate long-term value.February 2023 How to surf the waves of growth
Good investing takes quick reactions as well as a long-term vision.February 2023 Nothing lasts forever
Why international equity markets shouldn’t be forgotten.February 2023 International Growth: a year of change
Good growth companies adapt to economic uncertainty and drive change, so we invest in them for the long term.January 2023 The power of long-term growth investing
Dave Bujnowski tells Barron’s why he is sticking with Tesla and Cloud stocks.5 MIN WatchJanuary 2023 Global Alpha Equities Fund: manager update
Malcolm MacColl reflects on Global Alpha’s performance in 2022 and the long-term outlook.October 2022 Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.9 MIN WatchOctober 2022 Webinar summary: International Growth
Nick Thomas and Christel Brodie reflect on portfolio performance and the drivers of returns in uncertain times.October 2022 Inflation: analysing resilience
Four ways to consider growth companies’ ability to deal with rising prices.May 2022 Emerging Markets: the possibilist
Understanding the difference between pessimism and possibility in Emerging Markets.November 2021 The Health Revolution.
What do Grail, Verve and Denali have in common? The ability to turn biology into information science and put it to revolutionary use transforming our health and wellbeing.October 2021 The rise of China’s Gen Z+
The digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.October 2021 A shot in the arm
Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.November 2021 Time travel investing.
Evaluating emerging market stocks by taking a mental leap into the future.October 2021 India’s ‘missing’ female workers.
Women dropping out of employment should weigh on investors’ minds.September 2021 Baillie Gifford US Discovery Fund: An American Voyage.
Baillie Gifford launches a new fund seeking out America’s most entrepreneurial new companies.August 2021 Hyper-connected Networks
What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.May 2021 Positive Change – It’s Not Obvious.
Companies such as TSMC and ASML, often get overshadowed by bigger names in disruption, but without them, positive change couldn’t happen.April 2020 Positive Change in Challenging Times.
We stay positive for good reason. Our experience of investing and thinking about the long term gives us a sense of perspective and reminds us that our optimism will be rewarded in time.Long readApril 2022 Archived Positive Conversations 2021.
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.April 2021 Archived An Impactful Portfolio - Financial Advisor.
The Baillie Gifford Positive Change Equities Fund has generated monster returns while seeking positive impact. By Jeff Schlegel.
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