Baillie Gifford

Recent insights
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.Asia's multi-faceted growth story
China's innovation and Vietnam's reforms create a compelling investment case in Asia.Emerging markets: the next engines of global growth
From lithium mining to a do-it-all super-app, companies capitalising on transformational trends.LTGG Reflections: materiality
Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.Beyond the familiar: the case for international
Discover how venturing into unexplored investment territory is yielding hidden gems.A new age of discovery: the case for international
Explore how international equities offer unique opportunities in transformative markets.Global Alpha insights: turbulent times
How can we participate in long-term progress without it being undone by every policy turn?China: a tale of two stories
Why China is experiencing an industrial boom despite slower growth in traditional sectors.Actual investing revisited
In this keynote paper Partner Stuart Dunbar reaffirms the importance of active management to healthy capitalism.Profile of a sustainability researcher
Explore how Ben Hart's sustainability research at Baillie Gifford integrates ESG into investment strategies.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.Has ‘ESG’ reached its expiry date?
Our new head of ESG explains why she thinks the term needs a rethink.US perspectives: comfortable in discomfort
Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.LTGG Reflections: Know where your towel is
Why investors should avoid the temptation to throw in the towel during market turmoil.Fast fashion: investing for positive change
Shifting consumer attitudes are driving innovative solutions to make fashion more sustainable.