MUTUAL FUNDS

Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.

Our long-term investors know that investing sustainably is a plus for value creation.

Good investing takes quick reactions as well as a long-term vision.

Investing in sustainability by focusing on opportunities for reward rather than ESG scores.

Evaluating emerging market stocks by taking a mental leap into the future.

Women dropping out of employment should weigh on investors’ minds.

Baillie Gifford launches a new fund seeking out America’s most entrepreneurial new companies.

Investing in the makers of revolutionary products tests nerves but can bring big rewards.

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?

The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.

Companies such as TSMC and ASML, often get overshadowed by bigger names in disruption, but without them, positive change couldn’t happen.

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.

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.

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.

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.

Quitting tobacco and fossil fuels should no longer carry a wealth warning, writes Scott Nisbet.

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.

We think ‘long-term investing’ and ‘ESG investing’ are synonymous. That’s why financially-relevant ESG considerations are integral to our investment process.

The sad truth is most companies don’t really matter. It is only a very small selection of companies that genuinely change the world.