Baillie Gifford
Recent insights
The concentration conundrum: challenge or opportunity?
In today’s era of US mega caps, is market concentration a challenge or an opportunity?
Finding sanity in the circus
An LTGG insight into what really matters for long term growth investing at the current juncture.
Volatility in LTGG: a feature not a bug
Why volatility is crucial to LTGG's strategy of capturing outsized returns.
China Q4 update
The China Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
European Equities Q4 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q4 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Q4 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
Upfront: US equities
Gary Robinson on what a Trump presidency and AI opportunities could mean for growth investors.
Stock story: Ecolab
Learn how Ecolab is helping customers around the world be better stewards of water.
Investing in an ageing society
Increasingly elderly populations could transform our lives as much as climate change or AI.
Emerging markets: new opportunities
Emerging markets: why it’s time to rethink the opportunities.
Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.
Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.