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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August 2023 Adapting to survive – and thriveUsing a fighter pilot’s business strategy can help a company orient itself amid change.
Read more15 MIN WatchMay 2023 China A Shares: in conversationInvestor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
WatchLong ReadApril 2023 20 years of International GrowthNick Thomas on the anniversary of the strategy and what the team is aiming for in the future.
Read moreMarch 2023 International Alpha: valuing varietyFrom Italian banks to Japanese beauty, diverse portfolios stand the best chance of returns.
Read moreFebruary 2023 International Alpha: year-end reflectionsGreat companies should endure periods of poor investment performance and generate long-term value.
Read moreFebruary 2023 How to surf the waves of growthGood investing takes quick reactions as well as a long-term vision.
Read moreFebruary 2023 Nothing lasts foreverWhy international equity markets shouldn’t be forgotten.
Read moreFebruary 2023 International Growth: a year of changeGood growth companies adapt to economic uncertainty and drive change, so we invest in them for the long term.
Read moreJanuary 2023 The power of long-term growth investingDave Bujnowski tells Barron’s why he is sticking with Tesla and Cloud stocks.
Read more5 MIN WatchJanuary 2023 Global Alpha Equities Fund: manager updateMalcolm MacColl reflects on Global Alpha’s performance in 2022 and the long-term outlook.
WatchOctober 2022 Rethinking where growth comes fromPartner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Read moreOctober 2022 Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read moreMay 2022 Emerging Markets: the possibilistUnderstanding the difference between pessimism and possibility in Emerging Markets.
Read moreLong readApril 2022 Archived Positive Conversations 2021.Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Read moreNovember 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.
Read moreOctober 2021 The rise of China’s Gen Z+The digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 A shot in the armModerna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
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 moreAugust 2021 Hyper-connected NetworksWhat’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
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 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 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.
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