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International viewpoints: danger of easy narratives
As AI reshapes music, Spotify’s advantage may lie less in software alone and more in the data and relationships around it.
US Perspectives: notes from the road
From AI labs to SpaceX, the US Growth team looks for signals beyond desk research alone.
Emerging Markets ETF (BGEG)
An active approach to investing in the companies building the next phase of global growth.
International Concentrated Growth ETF (BGCG)
A concentrated international ETF hunting for the rare companies creating most of the wealth.
International Alpha ETF (BGIA)
A research-led international growth ETF built one company at a time and held with patience.
Long Term Global Growth ETF (BGGG)
A concentrated global growth ETF seeking outliers and holding them patiently for the long term.
Emerging Markets ETF (BGEG)
Why emerging markets’ macro tailwinds and underrated businesses offer big opportunities.
International Concentrated Growth ETF (BGCG)
To own the next generation of standout companies you need to look beyond the “lookalike” ETFs.
International Alpha ETF (BGIA)
Long-term and bottom-up: an 80-stock portfolio built with care and conviction.
Long Term Global Growth ETF (BGGG)
Active global growth, held for years: a focused ETF seeking rare winners and uncapped upside.
International viewpoints: China’s innovation economy
Katie Muir explains how China’s innovation economy is reshaping industries far beyond its own market.
TSMC: Stock Story
Qian Zhang unwraps TSMC, the company powering modern life.
BeOne: going global
Why BeOne’s global ambition is starting to look more meaningful for Long Term Global Growth.
International viewpoints: a regime shift
Tia Chen explores the new opportunities emerging from a shifting market regime.
China’s chip gap
China trails the US in AI chip hardware, but opportunities remain for patient investors.
Netflix: Stock Story
Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.
US Perspectives: AI-immunity and The Acronym Fallacy
How ‘AI-immune’ businesses compound beyond market acronyms
Wise: Stock Story
Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.
International viewpoints: biotech's next chapter
How ADCs and bispecifics are remaking antibody medicine.
MakeMyTrip: cleared for takeoff
India’s travel boom, competitive resilience and AI investment set the stage for MakeMyTrip’s next chapter.
US Perspectives: is AI eating software?
Breaking down where software value shifts when AI writes code.
Global Alpha insights: QXO's recipe for steady compounding
An $800bn analogue industry meets operational discipline.
Adyen: Stock Story
Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.
SMC: Stock Story
Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.
Unprompted insight: the human edge
In an AI-saturated world, face-to-face conversations with company leaders can reveal what metrics miss.
Amazon: Stock Story
Jon Henry gives three key reasons why tech giant Amazon remains a special investment.
The power of exceptional companies
Explore how compounding, culture and discipline shape resilient growth investing.
AI and software: beyond the binary
Why lower software valuations may not tell the full story.
Tencent: Stock Story
Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.
Metals: from bellwether to bottleneck
A shortage of critical metals presents an opportunity in emerging markets.
US Perspectives: what really matters?
A long-term view on what will drive compounding growth through fundamentals, digitisation, and AI-driven execution.
EM: getting beyond the broken record
World-class companies await investors willing to look past ‘smash hit’ index heavyweights.
International viewpoints: from bits to atoms
Discover what rising robot density means for global manufacturing, and the tools that make automation reliable.
Axon: rewiring public safety
Long Term Global Growth discusses Axon’s mission-led tech and why international growth could follow.
US Perspectives: Are we in an era of commercial diplomacy?
US tariffs are reshaping trade. Explore the opportunities and political risks for leading US growth companies.
International Alpha: why we do what we do
Why international diversification outperforms: the investing lessons from banana monocultures and resilient portfolios that weather any market.
Some like it hot
Why the 'riskiest' growth companies may actually be your portfolio's best defence.
From Pac-Man to AI agents
How Tencent is evolving beyond gaming.
LTGG Reflections: Duolingo
Why Duolingo is a beneficiary of AI, not a victim – and why for the long-term investor, patience is a virtue.
US Perspectives: AI breaks the internet
AI shifts search to instant answers. Explore pay-per-crawl, provenance and guardrails reshaping the internet.
LTGG Reflections: Cloudflare
How Cloudflare evolved from internet security to AI gatekeeper, controlling content access and reshaping digital economics.
International viewpoints: the Asian century
The Asian century is now a structural reality. Explore manufacturing dominance, innovation in chips/EVs/ecommerce, key companies, and risks.
US Perspectives: things are getting weird, quickly
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?
LTGG Reflections: Netflix
Lessons in disruption, adaptability and the conviction required to invest in outliers.
Nibblers and gobblers: the art of acquisitive growth
Companies like Constellation Software and DSV have defied the odds to create substantial shareholder value through disciplined acquisition strategies.
International viewpoints: enduring value – investing in brands built to last
Can businesses that blend heritage, stewardship and steady reinvention outperform their flashier, short-term-focused rivals?
Healthcare: fear and opportunity
Fear dominates healthcare stocks, but patient investors see opportunity unfolding in the next wave of innovation.
LTGG Reflections: Rocket Lab
From a New Zealand shed to challenging SpaceX: why Rocket Lab's remarkable journey captivates LTGG.
Vietnam: in step with structural growth
Vietnam’s reform-driven economy and rising domestic consumption offer rare long-term potential for investors willing to look beyond the noise.
US Perspectives: stablecoin summer
Discover how stablecoins, boosted by new US legislation, could transform global finance and unlock long-term growth for investors and fintech innovators.
China: driving the future
How Chinese automakers, like BYD, are leading the way in electric vehicles and driverless cars.
LTGG Reflections: Listening beats forecasting
Why we value curiosity over certainty: recent lessons from the road
LTGG Reflections: materiality
Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.
India: selective exposure to a key market
Why the Emerging Markets’ Team is reviewing its underweight position in Indian equities.
A new age of discovery: the case for international
Discover how venturing into unexplored investment territory is yielding hidden gems.
US Perspectives: infrastructure, the invisible opportunity
A look at the long-term shifts in US infrastructure and the businesses poised to benefit from its rebuild.
Tariff twists and turns
Why EM investors should avoid knee-jerk reactions.
LTGG Reflections: know where your towel is
Why investors should avoid the temptation to throw in the towel during market turmoil.
Why ants, scaffolding and long jumps matter to growth investors
Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.
Atlas Copco: Stock Story
Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
L’Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
ASML: Stock Story
Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
US Perspectives: comfortable in discomfort
Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
Lithium: powering the future
Investing in the Chilean mining company charging the energy transition.
US perspectives: the retail ecosystem
Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
US Perspectives: AI evolves again
Explore how the rapid market shift in AI and computer processing is transforming industries.
International viewpoints: Europe's tech tailwinds
The European technology sector excels in niche markets, creating growth opportunities in global value chains.
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.
International viewpoints: demographic crisis
Meet the problem-solvers already active in healthcare, retirement funding and workforce productivity.
Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.
International viewpoints: power players
Companies rising to new energy challenges in diverse ways, and the economies driving demand.
Future Stocks: Our best ideas in Europe
Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.
Future Stocks: Our best ideas in the US
Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks…
Future Stocks: Our best disruptive ideas
Bill Chater spotlights three companies set to make world-changing breakthroughs.
Future Stocks: Our best ideas in Asia
Qian Zhang highlights three Asian companies at the forefront of global structural trends.
Future Stocks: Our best impact ideas
Why Nubank, Xylem and Grab can both improve lives and offer investment returns.
Future Stocks: Our best ideas in Japan
Thomas Patchett uncovers three companies driving new opportunities in Japan.
Do elections matter for stock returns?
What the past tells us about a new US president’s impact on growth companies.
International viewpoints: luxury brands
How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.
Why growth, why now?
Tough times play to our strengths: analysing what enables us to adapt and thrive amid rapid change.
Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.
International viewpoints: semi-cap resilience
Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.
Thirty years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
Lessons from evolutionary biology
How the study of gene fitness can help us spot ambitious growth companies with huge potential.
International All Cap – 2023 Reflections
Insights and reflections from Baillie Gifford’s International All Cap strategy.
International All Cap Stewardship Report 2022
For the year ended June 2022.
The companies driving your portfolio
Stock stories
As bottom-up stock pickers, companies mean everything to us. Engage with the investment cases for some of Baillie Gifford's top holdings.
Investment commentaries
Read short reflections from our investment teams on a portfolio-related topic.
Viewing 7 of 7 insights
Recent insights
International viewpoints: danger of easy narratives
As AI reshapes music, Spotify’s advantage may lie less in software alone and more in the data and relationships around it.US Perspectives: notes from the road
From AI labs to SpaceX, the US Growth team looks for signals beyond desk research alone.Emerging Markets ETF (BGEG)
An active approach to investing in the companies building the next phase of global growth.International Concentrated Growth ETF (BGCG)
A concentrated international ETF hunting for the rare companies creating most of the wealth.International Alpha ETF (BGIA)
A research-led international growth ETF built one company at a time and held with patience.Long Term Global Growth ETF (BGGG)
A concentrated global growth ETF seeking outliers and holding them patiently for the long term.Emerging Markets ETF (BGEG)
Why emerging markets’ macro tailwinds and underrated businesses offer big opportunities.International Concentrated Growth ETF (BGCG)
To own the next generation of standout companies you need to look beyond the “lookalike” ETFs.International Alpha ETF (BGIA)
Long-term and bottom-up: an 80-stock portfolio built with care and conviction.Long Term Global Growth ETF (BGGG)
Active global growth, held for years: a focused ETF seeking rare winners and uncapped upside.International viewpoints: China’s innovation economy
Katie Muir explains how China’s innovation economy is reshaping industries far beyond its own market.TSMC: Stock Story
Qian Zhang unwraps TSMC, the company powering modern life.BeOne: going global
Why BeOne’s global ambition is starting to look more meaningful for Long Term Global Growth.International viewpoints: a regime shift
Tia Chen explores the new opportunities emerging from a shifting market regime.China’s chip gap
China trails the US in AI chip hardware, but opportunities remain for patient investors.
Important information
The Baillie Gifford Mutual Funds are distributed by Baillie Gifford Funds Services LLC. Investors should carefully consider the objectives, risks, charges and expenses of the Funds before investing. This information and other information about the Funds can be found in the prospectus and the summary prospectus. For a prospectus and summary prospectus please go here. Please carefully read the Fund’s prospectus and related documents before investing.