Baillie Gifford

Institutional Investors

Recent insights

  1. The world is about to get ‘weird’

    Why avoiding US growth stocks is perilous: AI infrastructure, asymmetric returns and the paradigm shift.
    December 2025
    ArticleLong read
  2. Korea’s Value-Up ambition

    Why South Korea’s stock market has transformed from ugly duckling to world-leading.
    November 2025
    Article4 minutes
  3. Private growth: the underappreciated opportunity

    Why the asset class offers patient investors access to exceptional companies.
    December 2025
    Article3 minutes
  4. Private companies: from Anthropic to Zetwerk

    Why we invested in the AI lab and supply chain specialist, among other companies operating in private markets.
    November 2025
    Podcast32 minutes
  5. Amazon: Stock Story

    Jon Henry gives three key reasons why tech giant Amazon remains a special investment.
    November 2025
    Video0 minute
  6. Fairytales and fundamentals revisited

    Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.
    November 2025
    Video32 minutes
  7. SMC: Stock Story

    Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.
    November 2025
    Video0 minute
  8. When machines feel human

    When machines speak, do we meet minds, or our own reflection?
    November 2025
    Article7 minutes
  9. Adyen: Stock Story

    Beatrice Faleri explores Adyen, the one-platform engine for unified commerce.
    November 2025
    Video4 minutes
  10. Netflix: Stock Story

    Ben James delves into Netflix's transformative journey from a DVD rental service to a global streaming giant.
    November 2025
    Video4 minutes
  11. Wise: Stock Story

    Thomas Hodges highlights how Wise’s fast, low-cost money transfers enhance global payments.
    November 2025
    Video3 minutes
  12. Silicon Valley and beyond: innovation at source

    Innovation thrives in the US’s tech and biotech clusters, where science and entrepreneurship meet.
    Disruption Week 2025
    Article5 minutes
  13. US perspectives: are we in an AI bubble?

    Real growth or market mania — how can we tell the difference?
    November 2025
    Article6 minutes
  14. TSMC: Stock Story

    Qian Zhang unwraps TSMC, the company powering modern life.
    November 2025
    Video3 minutes
  15. Tencent: Stock Story

    Fernanda Lai explores how Tencent became the super-app pioneer connecting over one billion users.
    November 2025
    Video3 minutes