Baillie Gifford

Institutional Investors

Recent insights

  1. China: the new shoots of growth

    Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.
    September 2024
    Article5 minutes
  2. Investment manager Donald Farquharson

    Japan: opportunities in automation

    Japan's automation revolution and its global leadership in robotics.
    September 2024
    Video3 minutes
  3. Investment manager Karen See

    Japan: opportunities in healthcare

    Japan’s innovation medical breakthroughs are combatting ageing.
    September 2024
    Video2 minutes
  4. Investment manager Tolibjon Tursunov

    Japan: opportunities in quality brands

    Behind the success of Japan’s leading quality brands and what opportunities they present.
    September 2024
    Video2 minutes
  5. Investment manager Jared Anderson

    Japan: opportunities in entertainment

    Japan's media giants: Sony and Nintendo's timeless influence.
    September 2024
    Video3 minutes
  6. MercadoLibre: Latin America’s unbanked

    MercadoLibre offers hope to Latin America’s 178 million unbanked population.
    September 2024
    Article
  7. Cloud computing concept. Digital cloud solutions on PCB futuristic background.

    The rise of cloud computing

    From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.
    August 2024
    Article12 minutes
  8. Wise: Growing global money transfers

    Charting rising cross-border money payments and the opportunity for remittance service Wise.
    August 2024
    Article6 minutes
  9. Matthew Brett, manager of the Baillie Gifford Japan Trust and co-manager of the Japanese Income Growth Fund.

    Japanese changemakers shaping the future

    The firms taking advantage of four transformational opportunities.
    August 2024
    Article3 minutes
  10. Starlink: internet for mobile dead zones

    Low-orbit satellites could be the answer for the three billion unable to access the internet.
    August 2024
    Article6 minutes
  11. An employee wearing PPE carefully examines the microchips on a wafer

    International viewpoints: semi-cap resilience

    Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.
    August 2024
    Article3 minutes
  12. Extraordinary times and opportunities

    James Budden explains why now is the time for growth, as markets weather exceptional volatility
    August 2024
    Article6 minutes
  13. The rate cut conundrum: Multi Asset’s LTRE

    Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.
    August 2024
    Article7 minutes
  14. Environment: making sense of the E in ESG

    How companies’ relationships with climate, energy and the environment relate to long-term growth.
    July 2024
    Article8 minutes
  15. Academic collaborations that count

    The experts helping us gain an investment edge when thinking about farming, human rights and AI.
    July 2024
    Article7 minutes