Baillie Gifford

Institutional Investors

Recent insights

  1. US perspectives: infrastructure, the invisible opportunity

    A look at the long-term shifts in US infrastructure and the businesses poised to benefit from its rebuild.
    June 2025
    Article7 minutes
  2. Asia's multi-faceted growth story

    China's innovation and Vietnam's reforms create a compelling investment case in Asia.
    June 2025
    Video40 minutes
  3. Emerging markets: the next engines of global growth

    From lithium mining to a do-it-all super-app, companies capitalising on transformational trends.
    June 2025
    Podcast33 minutes
  4. LTGG Reflections: materiality

    Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.
    May 2025
    Article7 minutes
  5. group walking on snowy mountain

    Beyond the familiar: the case for international

    Discover how venturing into unexplored investment territory is yielding hidden gems.
    May 2025
    Article6 minutes
  6. A new age of discovery: the case for international

    Explore how international equities offer unique opportunities in transformative markets.
    May 2025
    Video15 minutes
  7. Global Alpha insights: turbulent times

    How can we participate in long-term progress without it being undone by every policy turn?
    April 2025
    Article5 minutes
  8. Shanghai's skyline. A sunset creates a golden sky as fluffy clouds hang over modern glass skyscrapers and the Hangpu river winds into the distance.

    China: a tale of two stories

    Why China is experiencing an industrial boom despite slower growth in traditional sectors.
    May 2025
    Article4 minutes
  9. “”

    Actual investing revisited

    In this keynote paper Partner Stuart Dunbar reaffirms the importance of active management to healthy capitalism.
    May 2025
    ArticleLong read
  10. Profile of a sustainability researcher

    Explore how Ben Hart's sustainability research at Baillie Gifford integrates ESG into investment strategies.
    May 2025
    Video6 minutes
  11. Global Alpha: introducing Michael Taylor

    Investment manager Michael Taylor joins Global Alpha as a decision-maker. We explore his background, strengths, and vision for the portfolio’s future opportunities.
    May 2025
    Video8 minutes
  12. Has ‘ESG’ reached its expiry date?

    Our new head of ESG explains why she thinks the term needs a rethink.
    May 2025
    Article9 minutes
  13. US perspectives: comfortable in discomfort

    Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
    May 2025
    Article5 minutes
  14. LTGG Reflections: Know where your towel is

    Why investors should avoid the temptation to throw in the towel during market turmoil.
    April 2025
    Article3 minutes
  15. Fast fashion: investing for positive change

    Shifting consumer attitudes are driving innovative solutions to make fashion more sustainable.
    April 2025
    Article5 minutes