Insights | USA Professional Investor | Baillie Gifford

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October 2021

Lessons from Bessembinder.

What a US academic taught us about the companies that outperform.

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October 2021

The Indian economy’s ‘missing’ female workers.

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

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October 2021

Growth ESG: investing in companies that need to catch up.

Investors can have the most impact by focusing on sustainability laggards, not leaders.

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October 2021

ESG ratings: scores don’t reflect social change.

Why emerging markets firms struggle to get high ESG scores.

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October 2021

What time travel taught me about investing in emerging markets.

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

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October 2021

Disruptive Innovation.

Watch the recordings from our week-long 'Disruption Week' event, during which we covered the exciting topics of healthcare, transport, digital payment platforms and sustainable agriculture.

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September 2021

Purpose not governance.

Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.

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September 2021

Cultural outliers: Keeping hold of revolutionary companies.

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

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September 2021

Bringing order to chaos: The wisdom of Visa founder Dee Hock.

Why loosening control can help companies become more innovative.

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September 2021

Constructive Dissatisfaction: A conversation with the International Growth Team.

Nick Thomas is joined by investment managers James Anderson and Tom Coutts to discuss the current investment landscape, the big drivers of the future, and the evolving situation in China.

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September 2021

US Discovery: An American Voyage Into The Future.

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

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September 2021

Climate Change: Risk or Opportunity?

Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?

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September 2021

A New Era of Exploration.

Our international investors are explorers: which of the disruptors and innovators will deliver?

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September 2021

Highlights Video: International All Cap Webinar.

Investment manager Sophie Earnshaw and ESG specialist Gavin Grant discuss how they approach ESG and stewardship as part of Baillie Gifford’s International All Cap Strategy.

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September 2021

Investing in Climate Solutions.

How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.

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September 2021

Disruption Week: Investing in Firms Shaping the World of Tomorrow.

At Baillie Gifford, we don’t focus on the present. We focus on what the world could look like in 15- or 20-years’ time. We focus on how our needs and expectations are evolving and what they might look like in the future. We explore the industries in which disruption and innovation are creating change, and we dedicate ourselves to finding the companies driving this change. Watch this animation to find out more.

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September 2021

Climate-Informed Long Term Returns Expectations.

Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.

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August 2021

Clusters, Computers, and Classic Rock.

Britain is home to a cohort of successful small businesses. That makes it an ideal place to look for innovative companies that will be successful on the global stage in the coming decades, as Charlie Broughton explains.

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August 2021

International All Cap Webinar.

Client director Chris Huckle speaks to investment manager Sophie Earnshaw and ESG specialist Gavin Grant about what we mean by ESG and stewardship, and how these topics are approached in relation to Baillie Gifford’s International All Cap Strategy.

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August 2021

Rethinking Risk: Uncertainty and Investment Returns.

Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.

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August 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?

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July 2021

How Harnessing Chaos Can Make Companies More Nimble.

Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.

Listen now (17 minutes)

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July 2021

Mind the Gap: Going on a De-risking Journey.

De-risking doesn’t have to be an end to attractive investment returns. Philippe Jageneau shares why a multi-asset approach may be the answer for maturing pension schemes.

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July 2021

What Picasso Can Teach Us About Investing.

Investment Specialist Christel Brodie speaks to Tom Coutts, Investment Manager on Baillie Gifford’s International Growth Strategy, about his recent thought piece ‘What Picasso can teach us about investing’. Coutts discusses how the process of, and reactions to, change in the art world can be closely compared to how we as investors look at the world today and what it could be in the future.

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July 2021

Strategy Overview.

A brief summary of Baillie Gifford’s beliefs, purpose and strategy.

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July 2021

Actual Income.

Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.

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June 2021

Actual ESG: Making a Difference in the Real World.

Andrew Cave, Head of Governance and Sustainability, and Stuart Dunbar, Partner and Client Director, explain why ESG investing should not become a data and metric-driven exercise. Instead, we should be focusing on real world outcomes and investing in businesses that are helping drive forward change.

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June 2021

High Yield Bond.

In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.

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June 2021

Highlights Video - The Small-Cap Effect: An Existential Debate.

This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.

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June 2021

Japan's Digital Transformation.

Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.