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Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.
Stock story: Diploma
Iain McCombie explores Diploma's journey to distribution excellence
Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.
Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.
Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.
Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Chip War
How semiconductors bring a competitive world together.
Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
ESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.
The long view
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
China’s move to renewable energy
Solar power and cheap green energy makes for a promising future.
A dream within reach
New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.
Actual ESG
Investing in great growth companies to make a big difference.
The university shaping global tech
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
Glasgow Climate Pact
For Global Stewardship, climate opportunities go hand in hand with climate challenges
What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.
Towards Net Zero: Reflections on COP26
Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.
The Biological Revolution
The use of information science to unlock biology is revolutionising our health and wellbeing.
Mapping Veganville
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Lessons from Bessembinder
What a US academic taught us about the companies that outperform.
India’s ‘missing’ female workers
Women dropping out of employment should weigh on investors’ minds.
Supporting ESG improvers
Investors can have the most impact by focusing on sustainability laggards, not leaders.
Misguided metrics
Why emerging markets firms struggle to get high ESG scores
Time travel investing
Evaluating emerging market stocks by taking a mental leap into the future.
Disruption Week: Investing in Firms Shaping the World of Tomorrow
From futuristic wireless technology to healthcare innovation and new forms of food production, the Long Term Global Growth Team’s investment manager Michael Pye considers the advances that may define life in 2040.
The future of mobility - Part 2
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
The future of mobility – Part 3
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
The future of mobility - part 4
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
The future of mobility – Part 1
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Actual ESG
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
Humans, a growth species
On the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.
Innovation: why it’s crucial for sustainability
Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.
A 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.
The Second Space Age
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.
Dominators vs disrupters - the future of industrial robotics
The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
Corporate Scandals That Changed the Course of Capitalism
Civil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.
From universal rights to global goals
The 75-year backstory to responsible investment.
Bricks and clicks
With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.
The death of Alzheimer’s
As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.
Does anyone remember what 'investing' actually means
Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.
Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.
WatchMay 2024
Video3 minutes
Recent insights
Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.Stock story: Diploma
Iain McCombie explores Diploma's journey to distribution excellenceLessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.Chip War
How semiconductors bring a competitive world together.Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?ESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.The long view
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.China’s move to renewable energy
Solar power and cheap green energy makes for a promising future.A dream within reach
New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.
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