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.
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Long readApril 2022 Positive Conversations 2021.Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Read moreNovember 2021 A conversation about sustainability.Our long-term investors know that investing sustainably is a plus for value creation.
Read moreNovember 2021 How to surf the waves of growth.Good investing takes quick reactions as well as a long-term vision.
Read moreNovember 2021 Beyond crude numbers.Investing in sustainability by focusing on opportunities for reward rather than ESG scores.
Read moreNovember 2021 Time travel investing.Evaluating emerging market stocks by taking a mental leap into the future.
Read moreOctober 2021 India’s ‘missing’ female workers.Women dropping out of employment should weigh on investors’ minds.
Read moreSeptember 2021 Baillie Gifford US Discovery Fund: An American Voyage.Baillie Gifford launches a new fund seeking out America’s most entrepreneurial new companies.
Read moreSeptember 2021 Prepare to be surprised.Investing in the makers of revolutionary products tests nerves but can bring big rewards.
Read moreAugust 2021 Hyper-connected Networks: Seedbeds of Growth.In 2019’s paper A Case for Growth, I argued that, despite a decade-long run for growth stocks, there were plenty of exceptional growth companies left for long-term investors to pick from. The cupboard was by no means bare. Two years on, has our thinking changed?
Read moreFull Year 2020 Positive Change Impact Report.The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.
Read moreMay 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.
Read moreWatchSeptember 2020 A Shocking Revelation: Capitalism Can Power Positive Change.Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.
WatchJune 2020 A View from the Midst of the Pandemic.Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 riven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.
Read moreApril 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.
Read moreApril 2020 How the Pandemic May Change Things.Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.
Read moreMarch 2020 The Myth of the Marlboro Man.Quitting tobacco and fossil fuels should no longer carry a wealth warning, writes Scott Nisbet.
Read moreThird Quarter 2019 A case for growth.Disruptive forces are at play, and they are far more powerful and enduring than most would give credit for. Dave Bujnowski explores what the consequences are of this upheaval, and whether this is good or bad news for growth investors.
Read moreThird Quarter 2018 An Integral Approach to ESG Investing.We think ‘long-term investing’ and ‘ESG investing’ are synonymous. That’s why financially-relevant ESG considerations are integral to our investment process.
Read moreFebruary 2018 The Pursuit of Extreme Returns.The sad truth is most companies don’t really matter. It is only a very small selection of companies that genuinely change the world.
Read moreApril 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.
Read moreWatchFebruary 2021 Archived Baillie Gifford U.S. Equity Growth Fund Webinar.In this webinar recording, Client Director Ben James talks to all four key decision makers of the U.S. Equity Growth Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
WatchFull Year 2020 Archived Positive Conversations.This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.
Read moreDecember 2020 Archived Innovation: Why it’s Crucial for Sustainability.Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.
Read moreOctober 2020 Archived Emerging Markets: Coming of Age.It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreWatchFirst Quarter 2019 Archived ACWI EX US Alpha.Four investors from Baillie Gifford’s ACWI Ex US Alpha team describe the four strands that together comprise their strategy: quality compounders, rapid growers, through-the-cycle winners and capital allocators. Each focuses on a growth company that illustrates their thinking, and which shares ACWI’s long-term outlook.
WatchFirst Quarter 2019 Archived Facing the Future.Investment managers Lawrence Burns and Paulina Sliwinska share thoughts on future trends with Professor Brian Arthur.
Read moreFourth Quarter 2018 Archived Real Excitement about Synthetic Biology.The Baillie Gifford US Equities team believes extended research trips are a valuable way of gaining deeper insight into companies and disruptive industries. Kirsty Gibson recently spent time in the US finding out about Synthetic Biology.
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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.