Baillie Gifford
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May 2021Global Alpha Paris-Aligned.
The Global Alpha strategy will turn 15 years old this year. The product was launched in 2005 in response to a client need for an unconstrained and diversified global stock-picking portfolio, with a focus on superior long-term growth. Much has changed in the intervening decade and a half, but amid relentless change in the world and an evolution of our process, we have always been guided by our fiduciary duty to clients.
Read moreNovember 2020Emerging Markets Webinar: Coming of Age.
Client director Tim Campbell introduces the highlights of the recent Emerging Markets webinar, in which Tim and investment manager Will Sutcliffe discuss their outlook for the future, whilst keeping in mind the performance of emerging markets in the past.
WatchOctober 2020Emerging Markets Article: Coming of Age.
It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreJuly 2020Baillie Gifford Introduction.
We have been investing in the world’s great growth opportunities since 1908.
WatchJune 2020A View from the Midst of the Pandemic.
Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.
Read moreMay 2020It's Time to Look East.
First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.
Read moreThird Quarter 2019Taming the Wild West - Big Tech's Social Responsibility.
In the dystopian 2013 novel The Circle college graduate Mae Holland joins a fictional Silicon Valley tech giant that has emerged as ‘the winner’ of the battle for online supremacy, dominating messaging, payments, social media and ecommerce.
Read moreFebruary 2020Baillie Gifford Emerging Markets Introduction.
Will Sutcliffe, Sophie Earnshaw and Mike Gush, investment managers in the Emerging Markets team with a combined total of 45 years’ experience, give an introduction to the team’s approach.
WatchNovember 2019The Shape of Things to Come.
It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.
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