Baillie Gifford

Recent insights

The world is about to get ‘weird’
Why avoiding US growth stocks is perilous: AI infrastructure, asymmetric returns and the paradigm shift.
Korea’s Value-Up ambition
Why South Korea’s stock market has transformed from ugly duckling to world-leading.
Private growth: the underappreciated opportunity
Why the asset class offers patient investors access to exceptional companies.
Private companies: from Anthropic to Zetwerk
Why we invested in the AI lab and supply chain specialist, among other companies operating in private markets.
Amazon: Stock Story
Jon Henry gives three key reasons why tech giant Amazon remains a special investment.
Fairytales and fundamentals revisited
Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.
SMC: Stock Story
Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.
When machines feel human
When machines speak, do we meet minds, or our own reflection?
Adyen: Stock Story
Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.
Netflix: Stock Story
Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.
Wise: Stock Story
Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.
Silicon Valley and beyond: innovation at source
Innovation thrives in the US’s tech and biotech clusters, where science and entrepreneurship meet.
US perspectives: are we in an AI bubble?
Real growth or market mania — how can we tell the difference?
TSMC: Stock Story
Qian Zhang unwraps TSMC, the company powering modern life.
Tencent: Stock Story
Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.
