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  1. LTGG Reflections: materiality

    Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.
    May 2025
    Article7 minutes
  2. A bustling market in Jodhpur’s Old City at sunset. People walk past brightly coloured stalls and yellow rickshaws parked in the foreground.

    India: selective exposure to a key market

    Why the Emerging Markets’ Team is reviewing its underweight position in Indian equities.
    May 2025
    Article3 minutes
  3. group walking on snowy mountain

    A new age of discovery: the case for international

    Discover how venturing into unexplored investment territory is yielding hidden gems.
    May 2025
    Article6 minutes
  4. Tariff twists and turns

    Why EM investors should avoid knee-jerk reactions.
    April 2025
    Article3 minutes
  5. US perspectives: comfortable in discomfort

    Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
    May 2025
    Article5 minutes
  6. LTGG Reflections: know where your towel is

    Why investors should avoid the temptation to throw in the towel during market turmoil.
    April 2025
    Article3 minutes
  7. Why ants, scaffolding and long jumps matter to growth investors

    Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
    March 2025
    Video30
  8. Nexans: Stock Story

    Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
    April 2025
    Video3 minutes
  9. Atlas Copco: Stock Story

    Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
    April 2025
    Video3 minutes
  10. L'Oréal: Stock Story

    Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
    April 2025
    Video3 minutes
  11. ASML: Stock Story

    Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
    April 2025
    Video3 minutes
  12. Moutai: Stock Story

    Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
    April 2025
    Video3 minutes
  13. US perspectives: the retail ecosystem

    Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
    April 2025
    Article5
  14. Emerging markets in 2050

    Trade shifts and underserved populations are among the factors favouring world-class stocks.
    April 2025
    Article
  15. LTGG Reflections: TSMC, why now?

    The 40-year-old company leading AI technology with advanced semiconductor production.
    March 2025
    Article5 minutes
  16. Lithium: powering the future

    Investing in the Chilean mining company charging the energy transition.
    March 2025
    Article3 minutes
  17. US perspectives: AI evolves again

    Explore how the rapid market shift in AI and computer processing is transforming industries.
    March 2025
    Article4 minutes
  18. Reflections: resisting short-term noise

    Mark Urquhart teaches us how to ignore market noise and focus on promising companies.
    February 2025
    Article5 minutes
  19. DeepSeek: disruptive AI

    Why investors shouldn’t overlook Chinese innovation.
    February 2025
    Article4 minutes
  20. International viewpoints: Europe's tech tailwinds

    The European technology sector excels in niche markets, creating growth opportunities in global value chains.
    January 2025
    Article4 minutes
  21. International Growth Fund annual investor letter

    Reflections on lessons learned on International Growth's investment approach.
    December 2024
    Article11 minutes
  22. International Concentrated Growth Equities Fund annual investor letter

    A reflective analysis on the investment approach and opportunities for International Concentrated Growth Equities Fund.
    December 2024
    Article12 minutes
  23. 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.
    January 2025
    Article4 minutes
  24. 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
  25. A calm turquoise lake sits in the valley between jagged mountains, the landscape peppered with evergreen trees.

    International Alpha Fund annual investor letter

    Reflections on meeting clients, a growth mindset and remaining patiently focused over the long term.
    December 2024
    Article6 minutes
  26. 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
  27. 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
  28. 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.
    October 2024
    Video3 minutes
  29. Future Stocks: Our best ideas in the US

    Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks…
    October 2024
    Video3 minutes
  30. Future Stocks: Our best disruptive ideas

    Bill Chater spotlights three companies set to make world-changing breakthroughs.
    October 2024
    Video3 minutes
  31. Investment specialist Qian Zhang

    Future Stocks: Our best ideas in Asia

    Qian Zhang highlights three Asian companies at the forefront of global structural trends.
    October 2024
    Video3 minutes
  32. Future Stocks: Our best impact ideas

    Why Nubank, Xylem and Grab can both improve lives and offer investment returns.
    October 2024
    Video4 minutes
  33. Investment specialist Thomas Patchett

    Future Stocks: Our best ideas in Japan

    Thomas Patchett uncovers three companies driving new opportunities in Japan.
    October 2024
    Video3 minutes
  34. 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
  35. The importance of focus

    Why focus and patience are crucial elements when investing and identifying growth companies.
    October 2024
    Article8 minutes
  36. International viewpoints: luxury brands

    How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.
    October 2024
    Article3 minutes
  37. Why growth, why now?

    Tough times play to our strengths: analysing what enables us to adapt and thrive amid rapid change.
    September 2024
    Article17 minutes
  38. Illustrated flat lay, with a large Moutai bottle taking centre stage, larger than the other things around it. Other things include ice cream, old style jars and different types of Moutai bottles.

    Kweichow Moutai: spirit of China

    The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
    September 2024
    Article7 minutes
  39. 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
  40. 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
  41. Women in orange saris carrying water at step well in Jaipur, India

    Thirty years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    August 2024
    Article15 minutes
  42. Lessons from evolutionary biology

    How the study of gene fitness can help us spot ambitious growth companies with huge potential.
    January 2024
    Article6 minutes
  43. International All Cap – 2023 Reflections

    Insights and reflections from Baillie Gifford’s International All Cap strategy.
    December 2023
    Document
  44. International All Cap Stewardship Report 2022

    For the year ended June 2022.
    May 2023
    Document
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.

Recent insights

  1. LTGG Reflections: materiality

    Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.
    May 2025
    Article7 minutes
  2. A bustling market in Jodhpur’s Old City at sunset. People walk past brightly coloured stalls and yellow rickshaws parked in the foreground.

    India: selective exposure to a key market

    Why the Emerging Markets’ Team is reviewing its underweight position in Indian equities.
    May 2025
    Article3 minutes
  3. group walking on snowy mountain

    A new age of discovery: the case for international

    Discover how venturing into unexplored investment territory is yielding hidden gems.
    May 2025
    Article6 minutes
  4. Tariff twists and turns

    Why EM investors should avoid knee-jerk reactions.
    April 2025
    Article3 Minutes
  5. US perspectives: comfortable in discomfort

    Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
    May 2025
    Article5 minutes
  6. LTGG Reflections: know where your towel is

    Why investors should avoid the temptation to throw in the towel during market turmoil.
    April 2025
    Article3 minutes
  7. Why ants, scaffolding and long jumps matter to growth investors

    Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
    March 2025
    Video30 minutes
  8. Nexans: Stock Story

    Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
    April 2025
    Video3 minutes
  9. Atlas Copco: Stock Story

    Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
    April 2025
    Video3 minutes
  10. L'Oréal: Stock Story

    Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
    April 2025
    Video3 minutes
  11. ASML: Stock Story

    Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
    April 2025
    Video3 minutes
  12. Moutai: Stock Story

    Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
    April 2025
    Video3 minutes
  13. US perspectives: the retail ecosystem

    Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
    April 2025
    Article5 minutes
  14. Emerging markets in 2050

    Trade shifts and underserved populations are among the factors favouring world-class stocks.
    April 2025
    Article
  15. LTGG Reflections: TSMC, why now?

    The 40-year-old company leading AI technology with advanced semiconductor production.
    March 2025
    Article5 minutes

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.