Insights

If you’re looking for Insights specific to a Fund or Strategy in which you’re invested, visit the relevant Fund or Strategy page.

Filters

Insights

Viewing 195 of 195
  1. Private investments: unlocking growth

    The three Rs – relationship, reputation and research – are key to private company investing.
    Disruption Week 2024
    Article5 minutes
  2. Any other business: Disruption Week questions 2024

    Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
    November 2024
    Article21 minutes
  3. Workmen fixing wooden poles.

    The great US infrastructure rebuild

    Finding gold amid the grit of the US drive to repair its essential networks.
    Disruption Week 2024
    Article5 minutes
  4. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    November 2024
    Article6 minutes
  5. Bloomberg terminal screen showing two price line charts

    Why not just invest in the index?

    Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.
    November 2024
    Article4 minutes
  6. Resurgence of insurance-linked securities

    Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies
    October 2024
    Article4 minutes
  7. Semiconductor chips: the global tech battle

    Companies and countries are vying for influence on the technology powering computation.
    October 2024
    Article7 minutes
  8. Saving when sending abroad: a Wise move

    With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.
    October 2024
    Article4 minutes
  9. Do elections matter for stock returns?

    What the past tells us about a new US president’s impact on growth companies.
    October 2024
    Article6 minutes
  10. Why growth investors can’t ignore China

    China’s electric car, battery and other advanced manufacturers are on the rise.
    October 2024
    Podcast3 minutes
  11. Wise: Money Without Borders

    Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.
    October 2024
    Video37 minutes
  12. Investment specialist Thomas Patchett

    Future Stocks: Our best ideas in Japan

    Thomas Patchett uncovers three companies driving new opportunities in Japan.
    September 2024
    Video3 minutes
  13. Investment specialist Ben James

    Future Stocks: Our best ideas in the US

    Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.
    September 2024
    Video3 minutes
  14. Investment specialist Qian Zhang

    Future Stocks: Our best ideas in Asia

    Qian Zhang highlights three Asian companies at the forefront of global structural trends.
    September 2024
    Video3 minutes
  15. Investment specialist Thomas Hodges

    Future Stocks: Our best ideas in Europe

    Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.
    September 2024
    Video3 minutes
  16. Future Stocks: Our best disruptive ideas

    Bill Chater spotlights three companies set to make world-changing breakthroughs.
    September 2024
    Video3 minutes
  17. Future Stocks: Our best balanced ideas

    Lucy Haddow shares three of the most exciting names in Baillie Gifford’s balanced portfolios.
    September 2024
    Video3 minutes
  18. Future Stocks: Our best impact ideas

    Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.
    September 2024
    Video3 minutes
  19. Eric Beinhocker: evolutionary economist

    How successful companies harness the power of adaptation.
    September 2024
    Article7 minutes
  20. Ahead of the game: rethinking play’s importance

    Kelly Clancy makes the case for why play is more important than you might think.
    September 2024
    Article4 minutes
  21. Illustrated flat lay, with a large Moutai bottle taking centre stage, larger than the other things around it. Other things include ice cream, old style jars and different types of Moutai bottles.

    Kweichow Moutai: spirit of China

    The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
    September 2024
    Article7 minutes
  22. Creo Medical: at the spearhead of surgery

    The Welsh company cutting surgery waiting lists – and costs.
    September 2024
    Article7 minutes
  23. Illustration showing a man walking over a composition of wheels. Representing a passage to towards a new world.

    Why technical leaders have an advantage

    How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.
    September 2024
    Article6 minutes
  24. Illustration showing a skyline of Seoul, South Korea. Includes the Lotte World Tower skyscraper.

    Trip Notes: Seoul and Mumbai

    Lawrence Burns sees great growth firms in action in South Korea and India.
    September 2024
    Article4 minutes
  25. PsiQuantum: the leap to quantum computing

    PsiQuantum’s efforts could revolutionise medicine, energy use, farming and more.
    September 2024
    Article3 minutes
  26. USA map showing the four highlighted areas. Boston, Texas, Pittsburgh and Salt Lake City.

    Beyond Silicon Valley

    The US’s new hotbeds of innovation are increasingly based outside California.
    September 2024
    Article7 minutes
  27. Illustration of Japanese landscape with electrical wires connecting wind farms, solar panels and traditional power plants to homes and businesses

    SWCC Showa: rewiring Japan

    How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.
    September 2024
    Article7 minutes
  28. China: the new shoots of growth

    Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.
    September 2024
    Article5 minutes
  29. MercadoLibre: Latin America’s unbanked

    MercadoLibre offers hope to Latin America’s 178 million unbanked population.
    September 2024
    Article5 minutes
  30. Iain McCombie

    Stock story: Diploma

    Iain McCombie explores Diploma's journey to distribution excellence
    September 2024
    Video4 minutes
  31. Cloud computing concept. Digital cloud solutions on PCB futuristic background.

    The rise of cloud computing

    From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.
    August 2024
    Article12 minutes
  32. Wise: Growing global money transfers

    Charting rising cross-border money payments and the opportunity for remittance service Wise.
    August 2024
    Article6 minutes
  33. Matthew Brett, manager of the Baillie Gifford Japan Trust and co-manager of the Japanese Income Growth Fund.

    Japanese changemakers shaping the future

    The firms taking advantage of four transformational opportunities.
    August 2024
    Podcast3 minutes
  34. Starlink: internet for mobile dead zones

    Low-orbit satellites could be the answer for the three billion unable to access the internet.
    August 2024
    Article6 minutes
  35. Extraordinary times and opportunities

    James Budden explains why now is the time for growth, as markets weather exceptional volatility
    August 2024
    Article6 minutes
  36. Environment: making sense of the E in ESG

    How companies’ relationships with climate, energy and the environment relate to long-term growth.
    July 2024
    Article8 minutes
  37. Academic collaborations that count

    The experts helping us gain an investment edge when thinking about farming, human rights and AI.
    July 2024
    Article7 minutes
  38. Lessons from a time traveller

    A journey through time uncovers the deep transitions that can reshape our world.
    July 2024
    Article2 minutes
  39. AI: driving a new healthcare paradigm

    Why AI could be key to us living longer and being in better health in the future.
    July 2024
    Article5 minutes
  40. Streamlined for success

    How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.
    July 2024
    Podcast3 minutes
  41. Stock story: PsiQuantum

    How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
    June 2024
    Video3 minutes
  42. Private equities: time to turn to growth

    Why high interest rates help rapid growth private companies with proven products stand apart.
    June 2024
    Article5 minutes
  43. Stock story: MercadoLibre

    The company on a mission to democratise ecommerce and finance for 650 million people.
    May 2024
    Video3 minutes
  44. Algorithmic alchemy: investing with optimism in AI

    How artificial intelligence creates growth opportunities and ways for us to serve you better.
    April 2024
    Article7 minutes
  45. Tilting the odds in your favour

    The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
    April 2024
    Article8 minutes
  46. Five years of health innovation

    Investors take note: technology and innovation are revolutionising treatments and patient care.
    March 2024
    Article10 minutes
  47. Portrait of Sebastian Mallaby wearing a blue shirt in front of a stone wall

    Private companies and the Power Law

    Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.
    March 2024
    Article
  48. Moncler: from mountain to street

    How the outerwear pioneer innovated its way into the fashion elite.
    March 2024
    Article4 minutes
  49. Novo Nordisk: tipping the scales

    Charting how a century of innovation led to a game-changing weight-loss treatment.
    March 2024
    Article4 minutes
  50. The fresh face of Japanese finance

    New online services are transforming Japanese financial habits.
    March 2024
    Article4 minutes
  51. The US building bonanza

    America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.
    March 2024
    Article4 minutes
  52. Mathematical equations scripted in chalk on a dark green blackboard

    Lessons from the laws

    Investment managers share some of the economic laws that guide their decision-making.
    March 2024
    Article4 minutes
  53. Vietnam: Asia’s rising star

    Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.
    March 2024
    Article5 minutes
  54. AI: intelligence everywhere

    Why AI could be the printing press of intelligence.
    March 2024
    Article4 minutes
  55. Remitly: easy global remittance

    The mobile app that busts stress and high charges for workers sending money back home.
    March 2024
    Article4 minutes
  56. Starlink’s Space-based broadband

    How the SpaceX subsidiary is turning internet deserts into online oases
    March 2024
    Article5 minutes
  57. Illustration of a dark figure pushing an umbrella against rain, light surrounds the figure within the shelter of the umbrella, creating a face shape where the light meets the dark umbrella

    The founder factor

    Tom Slater on the secret sauce shared by founder-led companies.
    March 2024
    Article4 minutes
  58. Climeworks: digging deeper for climate solutions

    A small holding with a long-term climate goal.
    March 2024
    Article4 minutes
  59. Stock story: Pinduoduo

    The innovative ecommerce company poised to take advantage of China’s large consumer base.
    February 2024
    Video4 minutes
  60. All aboard the growth train

    Why do we prefer growth stocks despite the lure of shorter-term assets?
    February 2024
    Article4 minutes
  61. A new recipe for weight loss

    The huge growth potential of Novo Nordisk’s anti-obesity medicines.
    February 2024
    Podcast27 minutes
  62. Moderna: designing drugs on a computer

    Can scientists meet unmet health needs by writing code to help the body heal itself?
    January 2024
    Article4 minutes
  63. The AI paradigm shift

    Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
    January 2024
    Article5 minutes
  64. Niches, anomalies, and things to come

    How can we spot large growth opportunities at the stage when others dismiss them as fads?
    January 2024
    Article5 minutes
  65. Lessons from evolutionary biology

    Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
    January 2024
    Article6 minutes
  66. Enduring good

    What values are important to you? And are they reflected in your investments?
    January 2024
    Article9 minutes
  67. The 3 traits of great growth stocks

    Why real-world problem solving, financial discipline and adaptability are critical to growth.
    January 2024
    Podcast29 minutes
  68. Making sense of social

    Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
    March 2024
    Article8 minutes
  69. Stock story: SoftBank

    Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.
    December 2023
    Video4 minutes
  70. How Amazon pioneered a new path

    The new wave of companies blending physical and digital processes together.
    December 2023
    Podcast27 minutes
  71. Avoided emissions methodology

    Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
    December 2023
    Article
  72. HelloFresh: changing how people eat forever

    HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
    December 2023
    Article
  73. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  74. Why growth, why now?

    Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
    December 2023
    Article17 minutes
  75. South-east Asia’s new export stars

    Unearthing growth companies in Vietnam, Indonesia and Thailand.
    December 2023
    Podcast
  76. Small caps: Beyond the myths

    Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
    November 2023
    Article
  77. China revisited

    Lawrence Burns explores the new landscape of opportunity.
    November 2023
    Article
  78. Innovation’s drumbeat

    Charting how technological progress and prosperity march together.
    November 2023
    Article5 minutes
  79. Aurora: the technology company transforming trucking

    The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.
    November 2023
    Article
  80. When software meets steel

    The ‘next wave’ of companies, mixing the digital and physical realms.
    Disruption Week 2023
    Article4 minutes
  81. Nuclear comeback

    Could smaller reactors and fusion power herald a new atomic age?
    Disruption Week 2023
    Article4 minutes
  82. AI: a long-term perspective

    Why investors must put the rise of ChatGPT and other generative AI in context.
    Disruption Week 2023
    Article4 minutes
  83. Climate change: imagining the future

    The years ahead are uncertain, but we can turn that to our advantage.
    November 2023
    Article4 minutes
  84. Adding value from climate change

    Companies addressing climate change could create huge societal and economic value over time.
    November 2023
    Article2 minutes
  85. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article
  86. How Alnylam nips disease in the bud

    The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
    October 2023
    Article
  87. Climate futures: preparing for uncertainty

    How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
    October 2023
    Video56 minutes
  88. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes
  89. ESG: beyond the growing pains

    Why considering environmental, social and governance factors helps us pursue long-term returns.
    September 2023
    Article
  90. Finding China’s A-share jewels

    The country’s domestic markets are rich in companies with the know-how to become global leaders.
    September 2023
    Article
  91. Three climate change scenarios

    Considering different ways global warming and a transition to new energy sources might occur.
    September 2023
    Article5 minutes
  92. Disruption Week 2023

    Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
    September 2023
    Video1 minute
  93. What is private company investing?

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    September 2023
    Video8 minutes
  94. Stock story: Kering

    Find out what makes luxury fashion conglomerate Kering stand out from the competition.
    August 2023
    Video4 minutes
  95. What does Moderna do?

    Learn how the Boston-based life science company is disrupting the drug development industry.
    August 2023
    Video4 minutes
  96. Change as a growth driver

    We live in changing times. And that will create opportunities for long-term growth investors.
    August 2023
    Article
  97. Growth investing across decades

    Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
    August 2023
    Podcast27 minutes
  98. Eating better to save ourselves

    Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
    June 2023
    Video60 minutes
  99. What does Northvolt do?

    Learn how the Swedish battery company Northvolt is driving change in the EV industry
    June 2023
    Video3 minutes
  100. Why now for multi-asset investing

    Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
    June 2023
    Article
  101. Actual investing: the test of time

    Stuart Dunbar reflects on the long-term case for Actual investing.
    June 2023
    Podcast26 minutes
  102. Moderna’s new challenge

    The mRNA technology behind the Covid vaccine is being directed against other diseases.
    June 2023
    Article
  103. Indonesia powers a green transition

    The island nation’s natural wealth makes it crucial to a low-carbon future.
    April 2023
    Article
  104. The changing face of growth

    By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
    April 2023
    Article
  105. From Y to Z: Japan’s online powerhouse

    How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
    April 2023
    Article
  106. Recursion Pharmaceuticals: finding new drugs using data science

    How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
    April 2023
    Article
  107. Rethinking renewables

    Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
    April 2023
    Article
  108. Climeworks: fighting global warming

    Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
    March 2023
    Article
  109. Ocado’s robot revolution

    The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
    March 2023
    Article
  110. AI Superpowers

    Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
    April 2023
    Article
  111. Denali Therapeutics: rising to the challenge of brain disease

    Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.
    March 2022
    Article
  112. Four questions for growth investors

    Investors must find companies with the key qualities needed to thrive in a stormy economy.
    March 2023
    Article
  113. Why small is big in Japan

    Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
    February 2023
    Podcast21 minutes
  114. Nothing lasts forever

    Why international equity markets shouldn’t be forgotten.
    February 2023
    Article
  115. Teleportation: just a Zipline away

    Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
    February 2023
    Article
  116. MercadoLibre: a lesson in innovation

    Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
    February 2023
    Article
  117. Making sense of the metaverse

    Author Matthew Ball on the next-generation internet and the companies building its foundations.
    February 2023
    Article
  118. Beauty secrets: sharing Shiseido’s story

    Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
    January 2023
    Article
  119. Asia and energy transition

    Exploring the emerging energy opportunities in Asia.
    January 2023
    Article
  120. China’s changing automotive landscape

    The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
    January 2023
    Article
  121. AI: Frightening or fascinating?

    Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
    December 2022
    Podcast28 minutes
  122. ASML: advancing chips to new limits

    The Dutch firm driving progress by making it possible to create more intricate computer chips.
    December 2022
    Article
  123. Chip War

    How semiconductors bring a competitive world together.
    December 2022
    Article
  124. The dawn of artificial intelligence

    How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
    November 2022
    Article
  125. Nintendo: investing in the home of Mario

    Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
    October 2022
    Article
  126. A theory of radical change

    Why a ‘deep transition’ may have started to deliver a more sustainable age.
    October 2022
    Article
  127. Rethinking where growth comes from

    Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
    October 2022
    Article
  128. Tapping global brainpower

    How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
    September 2022
    Article
  129. Small islands, lots of energy

    How Orkney’s renewable energy projects can inform our investment choices.
    September 2022
    Article
  130. Cultivating change in the meat industry

    Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
    July 2022
    Article
  131. The search for ‘jumper-stretching’ stocks

    Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
    July 2022
    Article
  132. Investing in decarbonisation

    Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
    June 2022
    Article
  133. China’s leapfrog shopping apps

    Smartphone-centric retailers drive innovation.
    June 2022
    Article
  134. Study guides

    Academic partnerships that generate new ideas
    June 2022
    Article
  135. What makes companies resilient to inflation?

    Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
    July 2022
    Article
  136. The fight for your free time

    Disruptive change within the entertainment world creates a wealth of opportunity.
    June 2022
    Article
  137. Why it’s not over for growth stocks

    Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
    June 2022
    Article
  138. China’s energy paradox

    How should you consider the country – carbon culprit or climate saviour?
    June 2022
    Article
  139. Investment Stewardship

    It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
    June 2022
    DocumentLong read
  140. ESG v sustainability

    The questions we should consider to avoid being led astray by ESG risk scores.
    May 2022
    Article
  141. India’s data-driven growth stocks

    Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
    April 2022
    Article
  142. China’s move to renewable energy

    Solar power and cheap green energy makes for a promising future.
    April 2022
    Article
  143. 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.
    March 2022
    Article
  144. Actual ESG

    Investing in great growth companies to make a big difference.
    February 2022
    Video12 minutes
  145. Long-term investing and market volatility.

    James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
    February 2022
    Article
  146. A private companies approach to ESG

    The special considerations at play when we invest in high-growth, late-stage unlisted firms.
    February 2022
    Article
  147. Sustainable companies, global challenges

    Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
    January 2022
    Article
  148. Riding Growth Waves Webinar.

    Good investing takes quick reactions as well as a long-term vision.
    February 2022
    Video39 minutes
  149. The university shaping global tech

    Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
    January 2022
    Article
  150. Glasgow Climate Pact

    For Global Stewardship, climate opportunities go hand in hand with climate challenges
    December 2021
    Article
  151. What’s a business for?

    Today’s investment managers should support companies doing the most to benefit society.
    November 2021
    Article
  152. 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.
    November 2021
    Video49 minutes
  153. The Biological Revolution

    The use of information science to unlock biology is revolutionising our health and wellbeing.
    November 2021
    Article
  154. How to surf the waves of growth

    Good investing takes quick reactions as well as a long-term vision.
    November 2021
    Article
  155. Mapping Veganville

    Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
    November 2021
    Article
  156. Healthcare’s biotech revolution

    A convergence of technologies is paving the way for advances in our understanding of biology.
    October 2021
    Article
  157. The future of transport

    Electric cars on the road and flying taxis in the air will change the way people commute and live.
    October 2021
    Article
  158. The switch to sustainable food

    Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
    October 2021
    Article
  159. Digital payments in a cashless future

    Disruptive fintechs are paving the way to a world without physical money.
    October 2021
    Article
  160. China’s gen Z+

    How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
    October 2021
    Document
  161. Lessons from Bessembinder

    What a US academic taught us about the companies that outperform.
    October 2021
    Document
  162. India’s ‘missing’ female workers

    Women dropping out of employment should weigh on investors’ minds.
    October 2021
    Article
  163. Supporting ESG improvers

    Investors can have the most impact by focusing on sustainability laggards, not leaders.
    October 2021
    Article
  164. Misguided metrics

    Why emerging markets firms struggle to get high ESG scores
    October 2021
    Article
  165. Time travel investing

    Evaluating emerging market stocks by taking a mental leap into the future.
    October 2021
    Article
  166. 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.
    September 2021
    Video4 minutes
  167. What Picasso can teach us about investing

    Cubism changed art by depicting objects from multiple perspectives. Investors can learn from this approach by looking beyond the narrow confines of the financial industry and seeking a wide range of viewpoints rooted in the real world, argues Tom Coutts, partner at Baillie Gifford.
    June 2021
    Document
  168. 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.
    Document
  169. 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.
    April 2021
    Document
  170. 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.
    April 2021
    Document
  171. 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.
    April 2021
    Document
  172. Actual ESG

    The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
    March 2021
    Document
  173. 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.
    March 2021
    Document
  174. Why most things believed about investing are wrong

    Investment manager Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
    May 2024
    Document
  175. 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.
    December 2020
    Document
  176. The Atlases of the modern economy

    You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.
    June 2020
    Document
  177. 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.
    June 2020
    Document
  178. 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.
    March 2020
    Document
  179. 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.
    Document
  180. Learning from Academia

    Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
    October 2019
    DocumentLong Read
  181. 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.
    Fourth Quarter 2019
    Video4 minutes
  182. manhattan skyline

    From universal rights to global goals

    The 75-year backstory to responsible investment.
    October 2019
    Document
  183. A case for growth

    Growth investors have had a good decade. Dave Bujnowski explains why he remains convinced that, despite suggestions to the contrary, growth investors look set to enjoy more of the same over the coming years – provided they look in the right places.
    September 2019
    Document
  184. 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.
    April 2019
    Document
  185. The whole story

    In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.
    April 2019
    Document
  186. Scientific analysis of Alzheimer's disease in hospital

    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.
    March 2019
    Document
  187. Graham or growth?

    In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
    March 2019
    Document
  188. Let's Talk About Actual Investing

    The task in hand is to remind our clients what investing actually means. Stuart Dunbar makes a passionate plea for 'actual' managers to demonstrate that we have our clients' best interests at heart.
    Fourth Quarter 2018
    Document
  189. Looking back going forward

    Twice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the October 2018 issue,
    October 2018
    Document
  190. The unpopular case for active management

    The active investment industry as a whole appears to have done a better job of enriching itself than adding value for clients. Is it worth defending? Stuart Dunbar thinks so.
    June 2017
    Document
  191. Looking back going forward

    Twice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the April 2017 issue.
    April 2017
    Document
  192. Swimming against the tide

    Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone, it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.
    March 2017
    Document
  193. 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.
    February 2017
    Document
  194. An End to Cancer?

    Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.
    February 2017
    Document
  195. A long-term manifesto

    Investment Manager Iain Campbell does not claim that Baillie Gifford’s investors are cleverer, have better systems or information, or that they work harder, travel further or construct more complex spreadsheets. Rather, he elaborates on an identifiable market inefficiency that our unusual structure and long-term philosophy allows us to exploit.
    December 2016
    Document

Growth investing: hunting the outliers

It’s not about growth or value. It’s about the few companies that drive stock market returns.
November 2024
Article6 minutes

Recent insights

  1. Private investments: unlocking growth

    The three Rs – relationship, reputation and research – are key to private company investing.
    Disruption Week 2024
    Article5 minutes
  2. Any other business: Disruption Week questions 2024

    Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
    November 2024
    Article21 minutes
  3. Workmen fixing wooden poles.

    The great US infrastructure rebuild

    Finding gold amid the grit of the US drive to repair its essential networks.
    Disruption Week 2024
    Article5 minutes
  4. Growth investing: hunting the outliers

    It’s not about growth or value. It’s about the few companies that drive stock market returns.
    November 2024
    Article6 minutes
  5. Bloomberg terminal screen showing two price line charts

    Why not just invest in the index?

    Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.
    November 2024
    Article4 minutes
  6. Resurgence of insurance-linked securities

    Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies
    October 2024
    Article4 minutes
  7. Semiconductor chips: the global tech battle

    Companies and countries are vying for influence on the technology powering computation.
    October 2024
    Article7 minutes
  8. Saving when sending abroad: a Wise move

    With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.
    October 2024
    Article4 minutes
  9. Do elections matter for stock returns?

    What the past tells us about a new US president’s impact on growth companies.
    October 2024
    Article6 minutes
  10. Why growth investors can’t ignore China

    China’s electric car, battery and other advanced manufacturers are on the rise.
    October 2024
    Podcast3 minutes
  11. Wise: Money Without Borders

    Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.
    October 2024
    Video37 minutes
  12. Investment specialist Thomas Patchett

    Future Stocks: Our best ideas in Japan

    Thomas Patchett uncovers three companies driving new opportunities in Japan.
    September 2024
    Video3 minutes
  13. Investment specialist Ben James

    Future Stocks: Our best ideas in the US

    Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.
    September 2024
    Video3 minutes
  14. Investment specialist Qian Zhang

    Future Stocks: Our best ideas in Asia

    Qian Zhang highlights three Asian companies at the forefront of global structural trends.
    September 2024
    Video3 minutes
  15. Investment specialist Thomas Hodges

    Future Stocks: Our best ideas in Europe

    Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.
    September 2024
    Video3 minutes

Important information

Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority.

The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. Any general enquiries regarding Baillie Gifford should be directed to the relevant individual as noted in the Contact Us section.

The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you under the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with.

This website is informative only and the information provided should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.