Baillie Gifford

Institutional Investors

Recent insights

  1. Investing in an ageing society

    Increasingly elderly populations could transform our lives as much as climate change or AI.
    Disruption Week 2024
    Article5 minutes
  2. Emerging markets: new opportunities

    Emerging markets: why it’s time to rethink the opportunities.
    Disruption Week 2024
    Article5 minutes
  3. Private investments: unlocking growth

    The three Rs – relationship, reputation and research – are key to private company investing.
    Disruption Week 2024
    Article5 minutes
  4. Any other business: Disruption Week questions 2024

    Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
    November 2024
    Article21 minutes
  5. Workmen fixing wooden poles.

    The great US infrastructure rebuild

    Finding gold amid the grit of the US drive to repair its essential networks.
    Disruption Week 2024
    Article5 minutes
  6. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    November 2024
    Article6 minutes
  7. Bloomberg terminal screen showing two price line charts

    Why not just invest in the index?

    Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.
    November 2024
    Article4 minutes
  8. Small cap strife: big opportunities

    Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
    October 2024
    Article8 minutes
  9. Semiconductor chips: the global tech battle

    Companies and countries are vying for influence on the technology powering computation.
    October 2024
    Article7 minutes
  10. Saving when sending abroad: a Wise move

    With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.
    October 2024
    Article4 minutes
  11. Long Term Global Growth Q3 investor letter

    The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article11 minutes
  12. US Equity Growth Q3 investor letter

    The US Equity Growth Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article5 minutes
  13. Positive Change Q3 investor letter

    The Positive Change Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article7 minutes
  14. International Alpha Q3 investor letter

    The International Alpha Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article5 minutes
  15. International All Cap Q3 investor letter

    The International All Cap Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article5 minutes