Baillie Gifford
Recent insights
Are we in an era of commercial diplomacy?
US tariffs are reshaping trade. Explore how export controls and a ‘platform state’ model create opportunities for leading US growth companies.
What’s your flavour of choice?
Three investment managers debate growth strategies from tech disruption to steady compounders
Some like it hot
Why the 'riskiest' growth companies may actually be your portfolio's best defence.
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.
Global Alpha Research Agenda 2025
From AI to emerging consumers, we focus on the growth areas and companies capitalising on opportunities.
Synthesis in risk management
Discover how Baillie Gifford balances modern risk analytics with long-term growth investing.
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.