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Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
Atlas Copco: Stock Story
Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
ASML: Stock Story
Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
L'Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
In conversation with our Islamic scholars
Join our Islamic Scholars as they discuss the importance of aligning investments with Islamic principles.
In conversation with our investment managers
Join co-managers Kave Sigaroudinia and Tolibjon Tursunov as they discuss the Baillie Gifford Islamic Global Equity Strategy.
Europe: unique brands, hidden champions
Why a long-term approach to the continent’s growth stocks is more relevant than ever.
Why ants, scaffolding and long jumps matter to growth investors
Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
DoorDash: delivering the goods
How DoorDash’s ambitions extend far beyond restaurant deliveries.
Trip notes: Kazakhstan
Sizing up super-app Kaspi.kz in Almaty.
How DSV became global freight’s top dog
Conquering trade logistics one merger at a time.
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.
Healthy returns: Japan’s assault on old-age disease
Japanese medical firms are making advances that could help fight cancer and Alzheimer’s.
Nubank: Latin America’s digital disrupter
Charting the app-based lenders’ long-term growth.
Joby Aviation readies for take-off
How a flying taxi firm could launch a transport revolution.
Climate scenarios: so what?
Six themes we think will influence companies’ futures as the world adapts to climate change.
Climate scenarios: preparing for uncertainty
How scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.
Private growth: Looking over the overlooked
Learn more about the key features and attributes of the growth equity asset class.
A long-term manifesto, revisited
Why exceptional growth companies must be brave enough to ignore short-term market pressures.
Quantum, space, fusion: the big three
How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.
The G of ESG: governance reimagined
Why we don’t follow the crowd when assessing a company’s governance behaviours and structures.
5 inevitable and investable long-term growth drivers
Ways the world will change, from smarter robots to medical breakthroughs achieved at speed.
The concentration conundrum: challenge or opportunity?
In today’s era of US mega caps, is market concentration a challenge or an opportunity?
Stock story: Ecolab
Learn how Ecolab is helping customers around the world be better stewards of water.
Emerging markets: new opportunities
Why increased resilience and strong growth prospects merit a closer look.
Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.
Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.
Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.
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.
Resurgence of insurance-linked securities
Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies
Semiconductor chips: the global tech battle
Companies and countries are vying for influence on the technology powering computation.
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.
Do elections matter for stock returns?
What the past tells us about a new US president’s impact on growth companies.
Why growth investors can’t ignore China
China’s electric car, battery and other advanced manufacturers are on the rise.
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.
Future Stocks: Our best ideas in Japan
Thomas Patchett uncovers three companies driving new opportunities in Japan.
Future Stocks: Our best ideas in the US
Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.
Future Stocks: Our best ideas in Asia
Qian Zhang highlights three Asian companies at the forefront of global structural trends.
Future Stocks: Our best ideas in Europe
Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.
Future Stocks: Our best disruptive ideas
Bill Chater spotlights three companies set to make world-changing breakthroughs.
Future Stocks: Our best balanced ideas
Lucy Haddow shares three of the most exciting names in Baillie Gifford’s balanced portfolios.
Future Stocks: Our best impact ideas
Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.
Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.
Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.
Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
Creo Medical: at the spearhead of surgery
The Welsh company cutting surgery waiting lists – and costs.
Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.
Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.
PsiQuantum: the leap to quantum computing
PsiQuantum’s efforts could revolutionise medicine, energy use, farming and more.
Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.
SWCC Showa: rewiring Japan
How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.
China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.
MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.
Stock story: Diploma
Iain McCombie explores Diploma's journey to distribution excellence
The rise of cloud computing
From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.
Wise: Growing global money transfers
Charting rising cross-border money payments and the opportunity for remittance service Wise.
Japanese changemakers shaping the future
The firms taking advantage of four transformational opportunities.
Starlink: internet for mobile dead zones
Low-orbit satellites could be the answer for the three billion unable to access the internet.
Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatility
Environment: making sense of the E in ESG
How companies’ relationships with climate, energy and the environment relate to long-term growth.
Academic collaborations that count
The experts helping us gain an investment edge when thinking about farming, human rights and AI.
Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.
AI: driving a new healthcare paradigm
Why AI could be key to us living longer and being in better health in the future.
Streamlined for success
How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.
Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
Private equities: time to turn to growth
Why high interest rates help rapid growth private companies with proven products stand apart.
Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.
Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.
Tilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.
Five years of health innovation
Investors take note: technology and innovation are revolutionising treatments and patient care.
Private companies and the Power Law
Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.
Moncler: from mountain to street
How the outerwear pioneer innovated its way into the fashion elite.
Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.
The fresh face of Japanese finance
New online services are transforming Japanese financial habits.
The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.
Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.
Vietnam: Asia’s rising star
Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.
AI: intelligence everywhere
Why AI could be the printing press of intelligence.
Remitly: easy global remittance
The mobile app that busts stress and high charges for workers sending money back home.
Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oases
The founder factor
Tom Slater on the secret sauce shared by founder-led companies.
Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.
Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.
All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?
A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.
Moderna: designing drugs on a computer
Can scientists meet unmet health needs by writing code to help the body heal itself?
The AI paradigm shift
Being open-minded to what rapid changes brought on by AI could mean for growth stocks.
Niches, anomalies, and things to come
How can we spot large growth opportunities at the stage when others dismiss them as fads?
Lessons from evolutionary biology
Why the study of gene fitness can help us spot ambitious growth companies with huge potential.
Enduring good
What values are important to you? And are they reflected in your investments?
The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.
Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.
How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.
Avoided emissions methodology
Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.
HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.
Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
China revisited
Lawrence Burns explores the new landscape of opportunity.
Innovation’s drumbeat
Charting how technological progress and prosperity march together.
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.
When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.
Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?
AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.
Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.
Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.
The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
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.
Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.
ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.
Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.
Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.
Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
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.
Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.
What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.
Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.
Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industry
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Actual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.
Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.
Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.
The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
Recursion Pharmaceuticals: finding new drugs using data science
How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
Ocado’s robot revolution
The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.
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.
Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.
Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
Nothing lasts forever
Why international equity markets shouldn’t be forgotten.
Teleportation: just a Zipline away
Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
MercadoLibre: a lesson in innovation
Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
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.
Asia and energy transition
Exploring the emerging energy opportunities in Asia.
China’s changing automotive landscape
The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries
AI: Frightening or fascinating?
Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.
Chip War
How semiconductors bring a competitive world together.
The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.
Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.
Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.
Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
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.
Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.
China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.
Study guides
Academic partnerships that generate new ideas
What makes companies resilient to inflation?
Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.
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?
China’s energy paradox
How should you consider the country – carbon culprit or climate saviour?
Investment Stewardship
It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
ESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.
India’s data-driven growth stocks
Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
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.
Long-term investing and market volatility.
James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.
Sustainable companies, global challenges
Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
Riding Growth Waves Webinar.
Good investing takes quick reactions as well as a long-term vision.
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.
How to surf the waves of growth
Good investing takes quick reactions as well as a long-term vision.
Mapping Veganville
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
Healthcare’s biotech revolution
A convergence of technologies is paving the way for advances in our understanding of biology.
The future of transport
Electric cars on the road and flying taxis in the air will change the way people commute and live.
The switch to sustainable food
Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
Digital payments in a cashless future
Disruptive fintechs are paving the way to a world without physical money.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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,
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.
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.
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.
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.
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.
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.
Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.
Read moreNovember 2024
Article6 minutes
Recent insights
Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.Atlas Copco: Stock Story
Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.ASML: Stock Story
Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.L'Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.In conversation with our Islamic scholars
Join our Islamic Scholars as they discuss the importance of aligning investments with Islamic principles.In conversation with our investment managers
Join co-managers Kave Sigaroudinia and Tolibjon Tursunov as they discuss the Baillie Gifford Islamic Global Equity Strategy.Europe: unique brands, hidden champions
Why a long-term approach to the continent’s growth stocks is more relevant than ever.Why ants, scaffolding and long jumps matter to growth investors
Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.DoorDash: delivering the goods
How DoorDash’s ambitions extend far beyond restaurant deliveries.Trip notes: Kazakhstan
Sizing up super-app Kaspi.kz in Almaty.How DSV became global freight’s top dog
Conquering trade logistics one merger at a time.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.Healthy returns: Japan’s assault on old-age disease
Japanese medical firms are making advances that could help fight cancer and Alzheimer’s.Nubank: Latin America’s digital disrupter
Charting the app-based lenders’ long-term growth.
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