Insights

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Growth investing: hunting the outliers

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

Recent insights

  1. Nexans: Stock Story

    Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
    March 2025
    Video3 minutes
  2. Atlas Copco: Stock Story

    Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
    March 2025
    Video3 minutes
  3. ASML: Stock Story

    Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
    March 2025
    Video3 minutes
  4. L'Oréal: Stock Story

    Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
    March 2025
    Video3 minutes
  5. Moutai: Stock Story

    Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
    March 2025
    Video3 minutes
  6. In conversation with our investment managers

    Join co-managers Kave Sigaroudinia and Tolibjon Tursunov as they discuss the Baillie Gifford Islamic Global Equity Strategy.
    March 2025
    Video19 minutes
  7. Europe: unique brands, hidden champions

    Why a long-term approach to the continent’s growth stocks is more relevant than ever.
    March 2025
    Podcast38 minutes
  8. Why ants, scaffolding and long jumps matter to growth investors

    Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
    March 2025
    Video30 minutes
  9. Illustration of delivery cyclist with oversized leg muscles and passport stamps on his clothes

    DoorDash: delivering the goods

    How DoorDash’s ambitions extend far beyond restaurant deliveries.
    March 2025
    Article7 minutes
  10. Illustration of skyline of Almaty with view of mountains in the background

    Trip notes: Kazakhstan

    Sizing up super-app Kaspi.kz in Almaty.
    March 2025
    Article6 minutes
  11. How DSV became global freight’s top dog

    Conquering trade logistics one merger at a time.
    March 2025
    Article5 minutes
  12. Watch this space: Tim Marshall on the future of ‘astropolitics’

    Author Tim Marshall explains how space is set to become the new arena for rival powers.
    March 2025
    Article7 minutes
  13. Healthy returns: Japan’s assault on old-age disease

    Japanese medical firms are making advances that could help fight cancer and Alzheimer’s.
    March 2025
    Article5 minutes
  14. Nubank: Latin America’s digital disrupter

    Charting the app-based lenders’ long-term growth.
    March 2025
    Article6 mins
  15. Birds eye view of a Joby Aviation Aircraft

    Joby Aviation readies for take-off

    How a flying taxi firm could launch a transport revolution.
    March 2025
    Article6 minutes

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