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  1. Global Alpha Q2 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  2. Lessons from a time traveller

    A journey through time uncovers the deep transitions that can reshape our world.
    July 2024
    Article2 minutes
  3. US Equity Growth: investor letter Q2 2024

    Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.
    July 2024
    Article8 minutes
  4. AI: driving a new healthcare paradigm

    Why AI could be key to us living longer and being in better health in the future.
    July 2024
    Article5 minutes
  5. Positive Change: investor letter Q2 2024

    Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.
    July 2024
    Article8 minutes
  6. Streamlined for success

    How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.
    July 2024
    Article3 minutes
  7. Discovery Q2 update

    The Discovery Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  8. US Equity Growth Q2 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video8 minutes
  9. China Q2 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  10. International Growth Q2 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video12 minutes
  11. Long Term Global Growth Q2 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video13 minutes
  12. Desert Landscape

    US Alpha Q2 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments
    July 2024
    Video11 minutes
  13. Health Innovation Q2 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video12 minutes
  14. International Smaller Companies Q2 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  15. Emerging Markets Q2 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  16. International All Cap Q2 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  17. Mountains with a cloudy sky

    International Alpha Q2 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  18. Positive change thumbnail

    Positive Change Q2 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  19. International viewpoints: global EV trends

    Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.
    July 2024
    Article2 minutes
  20. Stock story: PsiQuantum

    How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
    June 2024
    Video3 minutes
  21. International Concentrated Growth Q2 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video11 minutes
  22. Hundreds of lit lanterns are hanging together from a temple ceiling

    International viewpoints: eastern promise

    What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.
    June 2024
    Article2 minutes
  23. Private equities: time to turn to growth

    Why high interest rates help rapid growth private companies with proven products stand apart.
    June 2024
    Article5 minutes
  24. fast moving motorway overlooking a city

    Japan: the next opportunity

    Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.
    June 2024
    Article9 minutes
  25. Why small companies matter to us

    Unlocking the potential of small cap investments.
    June 2024
    Article6 minutes
  26. Will Sutcliffe

    Emerging Markets: our philosophy

    Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
    May 2024
    Video4 minutes
  27. The landscape seen from lens in Shanghai, China

    China through a Japanese lens

    Japanese tech dominance is under increasing pressure in China from domestic challengers.
    May 2024
    Article8 minutes
  28. Stock story: MercadoLibre

    The company on a mission to democratise ecommerce and finance for 650 million people.
    May 2024
    Video3 minutes
  29. Cherry Reynard and Praveen Kumar

    Upfront: Japanese equities

    Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.
    April 2024
    Video15 minutes
  30. Webinar: Why growth? Why now?

    Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.
    April 2024
    Video59 minutes
  31. Algorithmic alchemy: investing with optimism in AI

    How artificial intelligence creates growth opportunities and ways for us to serve you better.
    April 2024
    Article7 minutes
  32. Women in orange saris carrying water at step well in Jaipur, India

    30 years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    April 2024
    Article15 minutes
  33. High-calibre emerging markets firms

    Why it’s a promising time to invest in exceptional emerging markets companies
    April 2024
    Article4 minutes
  34. Tilting the odds in your favour

    The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
    April 2024
    Article8 minutes
  35. Investing in UK water

    The companies transforming the UK’s water infrastructure.
    April 2024
    Article3 minutes
  36. International Alpha Q1 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video20 minutes
  37. Long Term Global Growth Q1 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video16 minutes
  38. Health Innovation Q1 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  39. US Alpha Q1 update

    The US Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video15 minutes
  40. International Growth Q1 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video11 minutes
  41. US Equity Growth Q1 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  42. Global Alpha Q1 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video13 minutes
  43. Positive Change Q1 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  44. International Smaller Companies Q1 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  45. International Concentrated Growth Q1 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video10 minutes
  46. International All Cap Q1 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video21 minutes
  47. China A Shares Q1 update

    The China A Shares Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video15 minutes
  48. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  49. Five years of health innovation

    Investors take note: technology and innovation are revolutionising treatments and patient care.
    March 2024
    Article10 minutes
  50. Portrait of Sebastian Mallaby wearing a blue shirt in front of a stone wall

    Private companies and the Power Law

    Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.
    March 2024
    Article
  51. AI: intelligence everywhere

    Why AI could be the printing press of intelligence.
    March 2024
    Article4 minutes
  52. Remitly: easy global remittance

    The mobile app that busts stress and high charges for workers sending money back home.
    March 2024
    Article4 minutes
  53. Starlink’s Space-based broadband

    How the SpaceX subsidiary is turning internet deserts into online oases
    March 2024
    Article5 minutes
  54. Illustration of a dark figure pushing an umbrella against rain, light surrounds the figure within the shelter of the umbrella, creating a face shape where the light meets the dark umbrella

    The founder factor

    Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.
    March 2024
    Article4 minutes
  55. Climeworks: digging deeper for climate solutions

    A small holding with a long-term climate goal.
    March 2024
    Article4 minutes
  56. Positive Conversations 2023

    The Positive Change Team’s ESG and engagement report shows the difference talking can make.
    February 2024
    Article64 minutes
  57. Stock story: Pinduoduo

    The innovative ecommerce company poised to take advantage of China’s large consumer base.
    February 2024
    Video4 minutes
  58. All aboard the growth train

    Why do we prefer growth stocks despite the lure of shorter-term assets?
    February 2024
    Article4 minutes
  59. Positive Change: a review of 2023

    A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.
    February 2024
    Article7 minutes
  60. Long Term Global Growth Q4 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  61. Moderna: designing drugs on a computer

    Can scientists meet unmet health needs by writing code to help the body heal itself?
    January 2024
    Article4 minutes
  62. The AI paradigm shift

    Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
    January 2024
    Article5 minutes
  63. Niches, anomalies, and things to come

    How can we spot large growth opportunities at the stage when others dismiss them as fads?
    January 2024
    Article5 minutes
  64. Lessons from evolutionary biology

    Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
    January 2024
    Article6 minutes
  65. Enduring good

    What values are important to you? And are they reflected in your investments?
    January 2024
    Article9 minutes
  66. The 3 traits of great growth stocks

    Why real-world problem solving, financial discipline and adaptability are critical to growth.
    January 2024
    Podcast29 minutes
  67. Global Alpha Q4 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  68. International All Cap Q4 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  69. Health Innovation Q4 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  70. US Equity Growth Q4 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  71. Positive Change Q4 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video15 minutes
  72. China Q4 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video12 minutes
  73. International Smaller Companies Q4 update

    The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video13 minutes
  74. International Growth Q4 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video9 minutes
  75. International Alpha Q4 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video16 minutes
  76. International Concentrated Growth Q4 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  77. Making sense of social

    Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
    March 2024
    Article8 minutes
  78. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video11 minutes
  79. How Amazon pioneered a new path

    The new wave of companies blending physical and digital processes together.
    December 2023
    Podcast27 minutes
  80. Avoided emissions methodology

    Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
    December 2023
    Article
  81. HelloFresh: changing how people eat forever

    HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
    December 2023
    Article
  82. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  83. Why growth, why now?

    Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
    December 2023
    Article17 minutes
  84. Small caps: Beyond the myths

    Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
    November 2023
    Article
  85. China revisited

    Lawrence Burns explores the new landscape of opportunity.
    November 2023
    Article
  86. Innovation’s drumbeat

    Charting how technological progress and prosperity march together.
    November 2023
    Article5 minutes
  87. Aurora: the technology company transforming trucking

    The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.
    November 2023
    Article
  88. Emerging markets – why bother?

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article
  89. When software meets steel

    The ‘next wave’ of companies, mixing the digital and physical realms.
    Disruption Week 2023
    Article4 minutes
  90. Nuclear comeback

    Could smaller reactors and fusion power herald a new atomic age?
    Disruption Week 2023
    Article4 minutes
  91. AI: a long-term perspective

    Why investors must put the rise of ChatGPT and other generative AI in context.
    Disruption Week 2023
    Article4 minutes
  92. Climate change: imagining the future

    The years ahead are uncertain, but we can turn that to our advantage.
    Disruption Week 2023
    Article4 minutes
  93. Adding value from climate change

    Companies addressing climate change could create huge societal and economic value over time.
    November 2023
    Article2 minutes
  94. How Microsoft got its mojo back

    By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.
    November 2023
    Article
  95. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article
  96. How Alnylam nips disease in the bud

    The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
    October 2023
    Article
  97. Climate futures: preparing for uncertainty

    How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
    October 2023
    Video56 minutes
  98. Global Alpha Q3 update

    The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video23 minutes
  99. International All Cap Q3 update

    The International All Cap Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  100. International Alpha Q3 update

    The International Alpha Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video17 minutes
  101. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes
  102. Health Innovation Q3 update

    The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video15 minutes
  103. International Concentrated Growth Q3 update

    The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  104. Long Term Global Growth Q3 update

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video13 minutes
  105. International Growth Q3 update

    The International Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video9 minutes
  106. US Equity Growth Q3 update

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  107. Positive Change Q3 update

    The Positive Change Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video14 minutes
  108. Emerging Markets Q3 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video9 minutes
  109. China Q3 update

    The China Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  110. ESG: beyond the growing pains

    Why considering environmental, social and governance factors helps us pursue long-term returns.
    September 2023
    Article
  111. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  112. Three climate change scenarios

    Considering different ways global warming and a transition to new energy sources might occur.
    September 2023
    Article5 minutes
  113. Disruption Week 2023

    Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
    September 2023
    Video1 minute
  114. What is private company investing?

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    September 2023
    Video8 minutes
  115. Stock story: Kering

    Find out what makes luxury fashion conglomerate Kering stand out from the competition.
    August 2023
    Video4 minutes
  116. What does Moderna do?

    Learn how the Boston-based life science company is disrupting the drug development industry.
    August 2023
    Video4 minutes
  117. Change as a growth driver

    We live in changing times. And that will create opportunities for long-term growth investors.
    August 2023
    Article
  118. Growth investing across decades

    Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
    August 2023
    Article27 minutes
  119. Adapting to survive – and thrive

    Using a fighter pilot’s business strategy can help a company orient itself amid change.
    August 2023
    Article
  120. Near-term headwinds, long-term optimism

    Investors provide an update on International All Cap performance and portfolio activity.
    August 2023
    Video49 minutes
  121. Stock stories: Climeworks

    Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.
    July 2023
    Video3 minutes
  122. International Alpha Q2 update

    The International Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  123. International Concentrated Growth Q2 update

    The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video8 minutes
  124. Long Term Global Growth Q2 update

    The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  125. Global Alpha Q2 update

    The Global Alpha team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  126. Health Innovation Q2 update

    The Health Innovation team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  127. US Equity Growth Q2 update

    The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video14 minutes
  128. International Growth Q2 update

    The International Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video13 minutes
  129. Emerging Markets Q2 update

    The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video18 minutes
  130. International All Cap Q2 update

    The International All Cap team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video12 minutes
  131. China Q2 update

    The China team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video15 minutes
  132. Positive Change Q2 update

    The Positive Change team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video19 minutes
  133. Eating better to save ourselves

    Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
    June 2023
    Video60 minutes
  134. What does Northvolt do?

    Learn how the Swedish battery company Northvolt is driving change in the EV industry
    June 2023
    Video3 minutes
  135. Actual investing: the test of time

    Stuart Dunbar reflects on the long-term case for Actual investing.
    June 2023
    Article26 minutes
  136. Making health insurance manageable

    How Elevance Health uses its scale to smooth a path through the US health system’s maze.
    June 2023
    Article
  137. Moderna’s new challenge

    The mRNA technology behind the Covid vaccine is being directed against other diseases.
    June 2023
    Article
  138. Discovery: a view from the frontiers

    Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.
    June 2023
    Article
  139. Climate change innovators

    How Positive Change targets companies at the forefront of tackling carbon emissions.
    May 2023
    Article
  140. China A Shares: in conversation

    Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
    May 2023
    Video15 minutes
  141. Indonesia powers a green transition

    The island nation’s natural wealth makes it crucial to a low-carbon future.
    April 2023
    Article
  142. Finding Brazil’s social innovators

    Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
    April 2023
    Article
  143. The changing face of growth

    By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
    April 2023
    Article
  144. Navigating for growth

    International All Cap investors on why they’re encouraged by how the portfolio has been faring.
    April 2023
    Video39 minutes
  145. From Y to Z: Japan’s online powerhouse

    How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
    April 2023
    Article
  146. Adyen: pioneer of payments

    The Dutch firm making everyday payments fast and friction-free.
    April 2023
    Article
  147. Positive Change Q1 update

    Positive Change Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video13 minutes
  148. Global Alpha Q1 update

    Global Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video11 minutes
  149. Long Term Global Growth Q1 investment update

    Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  150. US Equities Q1 update

    US Equities Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  151. Emerging Markets Q1 update

    Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video15 minutes
  152. International Growth Q1 update

    International Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video9 minutes
  153. International Alpha Q1 update

    International Alpha Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video8 minutes
  154. International All Cap Q1 update

    International All Cap Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video16 minutes
  155. The sustainability revolution

    Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.
    April 2023
    Podcast17 minutes
  156. International Concentrated Growth Q1 update

    International Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.
    April 2023
    Video10 minutes
  157. Recursion Pharmaceuticals: finding new drugs using data science

    How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
    April 2023
    Article
  158. Rethinking renewables

    Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
    April 2023
    Article
  159. 20 years of International Growth podcast

    Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.
    March 2023
    Podcast23 minutes
  160. Climeworks: fighting global warming

    Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
    March 2023
    Article
  161. Ocado’s robot revolution

    The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
    March 2023
    Article
  162. AI Superpowers

    Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
    April 2023
    Article
  163. Positive Conversations 2022

    We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
    March 2023
    Article
  164. Denali Therapeutics: rising to the challenge of brain disease

    Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.
    March 2022
    Article
  165. Four questions for growth investors

    Investors must find companies with the key qualities needed to thrive in a stormy economy.
    March 2023
    Article
  166. Positive Conversations 2022

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    February 2023
    Document
  167. Why small is big in Japan

    Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
    February 2023
    Podcast21 minutes
  168. LTGG investor update – January 2023

    LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
    February 2023
    Video21 minutes
  169. Nothing lasts forever

    Why international equity markets shouldn’t be forgotten.
    February 2023
    Article
  170. Teleportation: just a Zipline away

    Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
    February 2023
    Article
  171. MercadoLibre: a lesson in innovation

    Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
    February 2023
    Article
  172. Sustainable investing in the health sector

    The Health Innovation team on ESG, the future of medicine and making a positive global impact.
    February 2023
    DocumentLong read
  173. Making sense of the metaverse

    Author Matthew Ball on the next-generation internet and the companies building its foundations.
    February 2023
    Article
  174. Japan: setbacks or permanent change?

    Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
    February 2023
    Article
  175. Facts, ideas and resilience

    Investment specialists discuss idea generation, stocks and portfolio resilience for International All Cap.
    February 2023
    Video45 minutes
  176. Beauty secrets: sharing Shiseido’s story

    Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
    January 2023
    Article
  177. Global Alpha Research Agenda 2023

    How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
    January 2023
    Article
  178. Insights: investment research in Japan

    Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
    January 2023
    Video10 minutes
  179. What’s next for growth stocks?

    Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
    January 2023
    Podcast23 minutes
  180. Asia and energy transition

    Exploring the emerging energy opportunities in Asia.
    January 2023
    Article
  181. China’s changing automotive landscape

    The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
    January 2023
    Article
  182. AI: Frightening or fascinating?

    Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
    December 2022
    Podcast28 minutes
  183. ASML: advancing chips to new limits

    The Dutch firm driving progress by making it possible to create more intricate computer chips.
    December 2022
    Article
  184. Chip War

    How semiconductors bring a competitive world together.
    December 2022
    Article
  185. A dose of innovation

    Your money or your health. Marina Record asks if society is ready to pay for health innovation.
    December 2022
    Article
  186. The dawn of artificial intelligence

    How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
    November 2022
    Article
  187. Disrupting heart disease

    Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
    November 2022
    Podcast24 minutes
  188. Solving the antimicrobial crisis

    If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
    November 2022
    Article
  189. Positive Change update

    Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
    November 2022
    Video31 minutes
  190. Investing in net zero

    Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
    November 2022
    Article
  191. International All Cap – 30 years and more recent times

    Eoin Anderson is joined by Joe Faraday and Katie Muir to discuss remaining focused on the future, and the importance of International All Cap sticking to its approach.
    November 2022
    Video44 minutes
  192. Nintendo: investing in the home of Mario

    Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
    October 2022
    Article
  193. A theory of radical change

    Why a ‘deep transition’ may have started to deliver a more sustainable age.
    October 2022
    Article
  194. Rethinking where growth comes from

    Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
    October 2022
    Article
  195. Health Innovation: an update with the managers

    Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.
    October 2022
    Video44 minutes
  196. Creating impact

    How the Positive Change Strategy backs firms tackling social and environmental challenges.
    September 2022
    Article
  197. Tapping global brainpower

    How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
    September 2022
    Article
  198. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    September 2022
    Article
  199. Small islands, lots of energy

    How Orkney’s renewable energy projects can inform our investment choices.
    September 2022
    Article
  200. Defining impact

    The US Equities team discuss ESG and effective growth investing.
    September 2022
    Article
  201. Snippets from the archives

    Key insights from the International All Cap Strategy picked from the past 30 years.
    September 2022
    Article
  202. Shimano: our strategy in one stock

    How the cycle parts maker symbolises the kind of firms International All Cap is looking for.
    September 2022
    Article
  203. Growth flows

    Tracking our pursuit of growth companies over time.
    September 2022
    Article
  204. Investing in ingenuity

    Milena Mileva on picking International All Cap’s future winners.
    September 2022
    Article
  205. Forging a fund

    How relationship building, performance and tales of Scotland helped establish our international funds.
    September 2022
    Article
  206. A decade of discovery

    A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
    August 2022
    Video11 minutes
  207. Transforming the future of healthcare

    Supporting companies with the potential to transform the field of healthcare and generate attractive returns.
    August 2022
    Video5 minutes
  208. Cultivating change in the meat industry

    Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
    July 2022
    Article
  209. Positive Change Impact Report: 5th Year 2021/22

    The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.
    August 2022
    Document
  210. Responsible Global Equity Income webinar

    In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.
    July 2022
    Video53 minutes
  211. Why are Swedish companies world leaders?

    Sweden tops the charts for original thinking, from family businesses to founder-run companies.
    July 2022
    Podcast22 minutes
  212. Digital Disruption and the future

    Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
    July 2022
    Article
  213. The search for ‘jumper-stretching’ stocks

    Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
    July 2022
    Article
  214. Why patience matters

    Endurance and imagination are key ingredients for quality growth investing.
    June 2022
    Article
  215. Investing in decarbonisation

    Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
    June 2022
    Article
  216. China’s leapfrog shopping apps

    Smartphone-centric retailers drive innovation.
    June 2022
    Article
  217. Study guides

    Academic partnerships that generate new ideas
    June 2022
    Article
  218. What makes companies resilient to inflation?

    Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
    July 2022
    Article
  219. The fight for your free time

    Disruptive change within the entertainment world creates a wealth of opportunity.
    June 2022
    Article
  220. Why it’s not over for growth stocks

    Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
    June 2022
    Article
  221. China’s energy paradox

    How should you consider the country – carbon culprit or climate saviour?
    June 2022
    Article
  222. Investment Stewardship

    It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
    June 2022
    DocumentLong read
  223. International Smaller Companies: Under the Radar

    Part 6 - Alignment.
    June 2022
    Article
  224. International Smaller Companies: Under the Radar

    Part 5 - Insight.
    June 2022
    Article
  225. International Smaller Companies: Under the Radar

    Part 4 - Scalability.
    June 2022
    Article
  226. International Smaller Companies: Under the Radar

    Part 3 – Sustainability
    June 2022
    Article
  227. International Smaller Companies: Under the Radar

    Part 2 – Competitive Edge.
    June 2022
    Article
  228. International Smaller Companies: Under the Radar

    Part 1 - Opportunity
    June 2022
    Article
  229. International Smaller Companies: Under the Radar

    Introducing the Radar
    June 2022
    Article
  230. ESG v sustainability

    The questions we should consider to avoid being led astray by ESG risk scores.
    May 2022
    Article
  231. International Concentrated Growth: manager introductions

    Radical companies may seem risky, but they’re building the future. Paulina McPadden, Spencer Adair and Lawrence Burns discuss how investing in firms with extraordinary potential is a simple approach to long-term wealth creation.
    May 2022
    Video7 minutes
  232. How education escaped from the classroom

    Online courses have upended the economics of education, Thaiha Nguyen explains.
    May 2022
    Podcast21 minutes
  233. US Equity Growth: webinar highlights

    Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
    May 2022
    Video13 minutes
  234. The long view

    The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
    May 2022
    Document
  235. Emerging Markets: the possibilist

    Understanding the difference between pessimism and possibility in Emerging Markets.
    May 2022
    Article
  236. US Equity Growth Webinar: The Long View

    Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
    May 2022
    Video47 minutes
  237. International All Cap – Consistency in uncertain times

    Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.
    April 2022
    Video47 minutes
  238. India’s data-driven growth stocks

    Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
    April 2022
    Article
  239. Reflections: A look back on Q1

    The LTGG team consider recent performance and the long-term outlook for the fund.
    April 2022
    Document
  240. China’s move to renewable energy

    Solar power and cheap green energy makes for a promising future.
    April 2022
    Article
  241. Positive Conversations 2021

    Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
    April 2022
    Document
  242. Why private companies matter more

    SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?
    March 2022
    Podcast21 minutes
  243. Global Alpha 2022 Research Agenda

    In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
    March 2022
    Article
  244. European Equities Manager Update.

    When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
    Video9 minutes
  245. International Smaller Companies is growing up - a three-year anniversary.

    Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.
    March 2022
    Video32 minutes
  246. International Growth Webinar Summary.

    In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.
    March 2022
    Video7 minutes
  247. A dream within reach

    New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.
    March 2022
    Article
  248. International Growth: A conversation with the portfolio management team.

    Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
    March 2022
    Video45 minutes
  249. International All Cap – Looking back and thinking forward

    Join Kelly Cameron as she hosts Joe Faraday, one of our International All Cap PCG Members, and Katie Muir, one of our International All Cap Investment Specialists, as they discuss the International All Cap Portfolio past performance and their outlook for the next few years.
    February 2022
    Video42 minutes
  250. Actual ESG

    Investing in great growth companies to make a big difference.
    February 2022
    Video12 minutes
  251. Long-term investing and market volatility.

    James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
    February 2022
    Article
  252. A private companies approach to ESG

    The special considerations at play when we invest in high-growth, late-stage unlisted firms.
    February 2022
    Article
  253. Long Term Global Growth: Team evolution

    Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
    February 2022
    Video60 minutes
  254. Growth or value: it’s not a black or white choice

    Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.
    February 2022
    Podcast19 minutes
  255. ESG collaborations

    Looking before we leap into industry initiatives.
    January 2022
    Article
  256. Sustainable companies, global challenges.

    Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
    January 2022
    Article
  257. Riding Growth Waves Webinar.

    Good investing takes quick reactions as well as a long-term vision.
    February 2022
    Video39 minutes
  258. The university shaping global tech

    Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
    January 2022
    Article
  259. ESG data: Filling in the gaps

    LTGG is making efforts to improve environmental, social and governance metrics.
    January 2022
    Article
  260. International Alpha Anthology

    Winter 2021 International Alpha Anthology of content.
    Winter 2021
    Document
  261. Glasgow Climate Pact

    For Global Stewardship, climate opportunities go hand in hand with climate challenges
    December 2021
    Article
  262. Rules of the game

    Regulation and what we look for in companies’ responses.
    December 2021
    Article
  263. The ‘S’ of ESG: intangible value

    ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.
    December 2021
    Video41 minutes
  264. We need to talk about inflation.

    Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
    December 2021
    Article
  265. China: Missing a Paradigm Shift.

    Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
    December 2021
    Video47 minutes
  266. What’s a business for?

    Today’s investment managers should support companies doing the most to benefit society.
    November 2021
    Article
  267. Beyond crude numbers.

    Investing in sustainability by focusing on opportunities for reward rather than ESG scores.
    November 2021
    Article
  268. Towards Net Zero: Reflections on COP26

    Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.
    November 2021
    Video49 minutes
  269. Tomorrow’s world, here today

    Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
    November 2021
    Article
  270. The real case for China

    Willingness to change gives Chinese firms an innovation advantage.
    November 2021
    Article
  271. How to surf the waves of growth

    Good investing takes quick reactions as well as a long-term vision.
    November 2021
    Article
  272. Joining forces to achieve net zero.

    Baillie Gifford signs up to an asset managers initiative as COP26 begins.
    November 2021
    Article
  273. Mapping Veganville

    Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
    November 2021
    Article
  274. Healthcare’s biotech revolution

    A convergence of technologies is paving the way for advances in our understanding of biology.
    October 2021
    Article
  275. The future of transport

    Electric cars on the road and flying taxis in the air will change the way people commute and live.
    October 2021
    Article
  276. The switch to sustainable food

    Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
    October 2021
    Article
  277. Digital payments in a cashless future

    Disruptive fintechs are paving the way to a world without physical money.
    October 2021
    Article
  278. Inside and out

    A focus on diversity and inclusion can result in competitive advantage.
    November 2021
    Article
  279. Harnessing growth for the next decade

    Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.
    October 2021
    Video46 minutes
  280. Highlights Video: Harnessing growth for the next decade

    Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
    October 2021
    Video13 minutes
  281. IDEAS Conference 2021.

    With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.
    October 2021
    Video0 minute
  282. A shot in the arm.

    Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
    October 2021
    Article
  283. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Document
  284. Lessons from Bessembinder

    What a US academic taught us about the companies that outperform.
    October 2021
    Document
  285. India’s ‘missing’ female workers

    Women dropping out of employment should weigh on investors’ minds.
    October 2021
    Article
  286. Supporting ESG improvers

    Investors can have the most impact by focusing on sustainability laggards, not leaders.
    October 2021
    Article
  287. Misguided metrics

    Why emerging markets firms struggle to get high ESG scores
    October 2021
    Article
  288. Time travel investing

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  289. 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.
    October 2021
    External link
  290. Looking back going forward

    In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.
    October 2021
    DocumentLong Read
  291. ESG metrics can be ‘dangerous rubbish’.

    Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.
    September 2021
    Article
  292. Long-Term Return Expectations update.

    Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
    September 2021
    Article
  293. An appetite for ordered chaos.

    Why loosening control can help companies become more innovative.
    September 2021
    Article
  294. Constructive Dissatisfaction: A conversation with the International Growth Team.

    Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.
    September 2021
    Video43 minutes
  295. US Discovery: an American voyage into the future

    Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
    September 2021
    Article
  296. 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?
    September 2021
    Video0 minute
  297. Modern-day Explorers.

    Our international investors are explorers: which of the disruptors and innovators will deliver?
    September 2021
    Article
  298. 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.
    September 2021
    Video0 minute
  299. How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
    September 2021
    Article
  300. Disruption Week: Investing in Firms Shaping the World of Tomorrow

    From futuristic wireless technology to healthcare innovation and new forms of food production, the Long Term Global Growth Team’s investment manager Michael Pye considers the advances that may define life in 2040.
    September 2021
    Video4 minutes
  301. Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
    September 2021
    Article
  302. Clusters, Computers and Classic Rock

    Find out why small companies are one of the richest hunting grounds for long-term growth investors.
    August 2021
    Article
  303. Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.
    August 2021
    Article
  304. Hyper-connected Networks

    What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
    August 2021
    Article
  305. 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.
    July 2021
    Video17 minutes
  306. Mind the Gap: Going on a De-risking Journey

    Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.
    July 2021
    Article
  307. Strategy Overview.

    A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
    July 2021
    Document
  308. 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’.
    July 2021
    Video11 minutes
  309. 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.
    June 2021
    Video0 minute
  310. 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.
    June 2021
    Article
  311. The Small-Cap Effect: An Existential Debate.

    Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.
    June 2021
    Video0 minute
  312. Strategic Bond.

    Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
    June 2021
    Video0 minute
  313. Positive Change - It's Not Obvious

    Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
    May 2021
    Article
  314. International Insights - Going For Growth.

    Kristen Ross is joined by Hamish Maxwell and Stephen Corr, members of the specialist international team at Baillie Gifford, to discuss the development of humankind and how it has led us to growth, and why they think now is a great time to tilt portfolios to the international markets to take advantage of growth opportunity.
    May 2021
    Video0 minute
  315. International Growth: Manager Update.

    Nick Thomas and Christel Brodie, investment specialists on the International Growth Team, give an update on the activity of the portfolio over the last quarter, covering portfolio positioning, transactions and pipeline ideas.
    May 2021
    Video0 minute
  316. International All Cap Webinar.

    In this webinar, Client Service Director Matthew Coyle is joined by Joe Faraday, a decision maker on the International All Cap Strategy, and Charlie Broughton, an investment manager in the Smaller Companies Team and specialist representation for International All Cap. Joe and Charlie explain that although many understand the concept of idea generation as a light bulb moment, for the International All Cap Team it’s a gradual process that develops over time.
    April 2021
    Video52 minutes
  317. Global Alpha Paris-Aligned

    The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.
    April 2021
    Document
  318. On the grid

    David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.
    April 2021
    Document
  319. Active Investment: Fuelling the Energy Transition

    In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.
    April 2021
    Video60 minutes
  320. Breaking the biotech model

    Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.
    April 2021
    Podcast15 minutes
  321. From crisis to opportunity

    We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
    April 2021
    Document
  322. The future of mobility - Part 2

    A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
    Document
  323. The future of mobility – Part 3

    A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
    April 2021
    Document
  324. The future of mobility - part 4

    A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
    April 2021
    Document
  325. The future of mobility – Part 1

    A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
    April 2021
    Document
  326. What I've learned In four decades of investing

    His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
    March 2021
    Podcast17 minutes
  327. Are You Investing In The Right Europe?

    Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.
    March 2021
    Video59 minutes
  328. Actual ESG

    The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
    March 2021
    Document
  329. Humans, a growth species

    On the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.
    March 2021
    Document
  330. Global Alpha research agenda

    In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.
    March 2021
    Document
  331. The roaring twenties

    When we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.
    March 2021
    Document
  332. Highlights video: Long Term Global Growth webinar

    Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.
    February 2021
    Video0 minute
  333. Navigating Change in US Equities.

    In this webinar recording, US Equity strategy specialist Ben James talks to all four of the key decision makers in the US Equities Team, 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.
    February 2021
    Video0 minute
  334. Why most things believed about investing are wrong

    Investment manager Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
    May 2024
    Document
  335. Positive Conversations 2020

    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.
    Full Year 2020
    Document
  336. Sustainable investing: Finding the innovative companies of the future.

    Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.
    January 2021
    Video15 minutes
  337. Private companies overview

    The artificial barriers between private and public companies are disappearing, but the investment world has not kept up. Investment managers Tom Slater, Chris Evdaimon, Peter Singlehurst and Rob Natzler discuss Baillie Gifford’s refreshing approach to investing in late-stage private companies.
    December 2020
    Document
  338. The private opportunity

    Companies no longer follow the traditional lifecycle from founding to IPO. Increasingly, they are remaining private for longer, supported by companies such as Baillie Gifford, and enjoying substantial growth before reaching public markets, as Robert Natzler explains.
    December 2020
    Document
  339. 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.
    December 2020
    Document
  340. Vision of 2040 Webinar.

    In this webinar recording, client directors Anthony Spagnolo and Ben Drury share some ideas about what the next 20 years could bring.
    December 2020
    Video31 minutes
  341. Global Alpha – Mental Models Highlights

    Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda.
    November 2020
    Video16 minutes
  342. The great divergence between east and west

    China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
    October 2020
    Podcast14 minutes
  343. Emerging Markets: coming of age

    It’s time to stop looking in the rear-view mirror when it comes to emerging markets.
    October 2020
    Article
  344. Living longer: can we afford it

    More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.
    September 2020
    Podcast14 minutes
  345. A gallery for growth

    Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.
    September 2020
    Article
  346. Sensible nonsense

    To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.
    September 2020
    Article
  347. Navigating noise

    Navigating Noise, a video series brought to you by the Long Term Global Growth team, seeks to gather and share some of the thinking we find so valuable when investing for the long term.
    September 2020
    Document
  348. Data, AI & Ethics.

    Julia Angeles, investment manager on the Health Innovation Team, speaks to Claire Bell, former newspaper journalist and inquisitive researcher for Baillie Gifford. Angeles and Bell discuss the hot topics of data, artificial intelligence and ethics.
    September 2020
    Video58 minutes
  349. Scale as a service

    Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
    September 2020
    Document
  350. Global Alpha - 10 minutes with Helen Xiong

    Ben Drury, client director, talks to Helen Xiong, an investor and soon-to-be key decision-maker for the Global Alpha strategy.
    August 2020
    Video10 minutes
  351. 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.
    August 2020
    Video5 minutes
  352. International Growth - Introductory Film.

    Managers of the International Growth strategy Tom Coutts, Lawrence Burns, Brian Lum and Julia Angeles give an insight into their investment philosophy.
    July 2020
    Video0 minute
  353. Health Innovation: it’s time to rethink what the word ‘healthcare’ means

    We are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.
    July 2020
    Video0 minute
  354. The Atlases of the modern economy

    You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.
    June 2020
    Document
  355. What's the Purpose of Investing?

    Interview with Stuart Dunbar.
    June 2020
    Video14 minutes
  356. 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.
    June 2020
    Document
  357. Positive Change Impact Report

    For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.
    July 2020
    Document
  358. What’s the purpose of investing

    In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.
    June 2020
    Podcast14 minutes
  359. Why this crisis favours growth stocks

    Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.
    April 2020
    Podcast15 minutes
  360. AI: Learning on the job

    Dubbed the new electricity, artificial intelligence is intrinsic to the strategy and operations of many companies in the Long Term Global Growth portfolio.
    April 2020
    Document
  361. Calm reflection during the amygdala hijack

    In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite.
    April 2020
    Document
  362. The Myth of the Marlboro Man.

    Quitting tobacco and fossil fuels should no longer carry a wealth warning, writes Scott Nisbet.
    April 2020
    Document
  363. Navigating a stock market crisis

    Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.
    March 2020
    Podcast17 minutes
  364. Annual Business Update

    Our annual business update 2020.
    2020
    Document
  365. The Second Space Age

    Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.
    March 2020
    Document
  366. Reasons to be optimistic about emerging markets

    Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.
    December 2020
    Podcast16 minutes
  367. Governance in China: risk or opportunity?

    Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.
    February 2020
    Document
  368. When Milton met Billy

    Shareholders seem to be obsessed with short-term profits. We aren’t. Scott Nisbet proposes an alternative path, where patience with the right companies is rewarded, and a less direct route to profitability can lead eventually to a more valuable outcome.
    Document
  369. Abstract illustration of skyscraper buildings

    The shape of things to come

    It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.
    November 2019
    DocumentNovember 2019
  370. Dominators vs disrupters - the future of industrial robotics

    The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
    Document
  371. The beauty of Japanese cosmetics

    Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.
    November 2019
    Podcast15 minutes
  372. Learning from Academia

    Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
    October 2019
    DocumentLong Read
  373. Corporate Scandals That Changed the Course of Capitalism

    Civil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.
    Fourth Quarter 2019
    Video4 minutes
  374. Changing China

    Ben Buckler explores the A share opportunity in China.
    October 2019
    Document
  375. manhattan skyline

    From universal rights to global goals

    The 75-year backstory to responsible investment.
    October 2019
    Document
  376. Positive Conversations 2019

    An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
    October 2019
    Document
  377. Finding Europe's hidden champions

    There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.
    September 2019
    Podcast16 minutes
  378. A case for growth

    Growth investors have had a good decade. Dave Bujnowski explains why he remains convinced that, despite suggestions to the contrary, growth investors look set to enjoy more of the same over the coming years – provided they look in the right places.
    September 2019
    Document
  379. Space: the final investment frontier 

    Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.
    June 2019
    Podcast15 minutes
  380. Will industrial biotech be the next manufacturing revolution

    Industrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.
    June 2019
    Podcast16 minutes
  381. Fashion retailers: the impact of online shopping

    In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.
    May 2019
    Podcast18 minutes
  382. Bricks and clicks

    With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.
    April 2019
    Document
  383. The whole story

    In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.
    April 2019
    Document
  384. Scientific analysis of Alzheimer's disease in hospital

    The death of Alzheimer’s

    As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.
    March 2019
    Document
  385. Graham or growth?

    In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
    March 2019
    Document
  386. The differences between bond and equity investing