Insights
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August 2021Hyper-connected Networks: Seedbeds of Growth.
In 2019’s paper A Case for Growth, I argued that, despite a decade-long run for growth stocks, there were plenty of exceptional growth companies left for long-term investors to pick from. The cupboard was by no means bare. Two years on, has our thinking changed?
Read moreJuly 2021Mind 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.
Read moreJuly 2021What 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.
WatchJuly 2021Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
Read moreJuly 2021Actual 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.
WatchJune 2021Actual 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.
WatchJune 2021High 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.
WatchJune 2021Highlights 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.
WatchJune 2021The 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.
WatchJune 2021Exploring Sustainable Growth: A New Approach to ESG.
Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.
Listen now (19 minutes)June 2021Strategic 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.
WatchJune 2021What Picasso Can Teach Us About Investing.
Cubism changed art by depicting objects from multiple perspectives. Investors can learn from this approach by looking beyond the narrow confines of the financial industry and seeking a wide range of viewpoints rooted in the real world, argues Tom Coutts, partner at Baillie Gifford.
Read moreMay 2021Positive 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.
Read moreMay 2021Tilting The Odds In Your Favour.
Having been outperformed by US equities over the longer term, the time may now be right for the international asset class to bounce back, as Stephen Corr explains.
Read moreFull Year 2020Balanced Stewardship Report 2020.
We set out why an investment in Baillie Gifford’s Balanced Strategy (including the Managed Fund) is an investment in a process which has long been committed to helping great companies get even better.
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