Insights

Emerging markets: why it’s time to rethink the opportunities.

The three Rs – relationship, reputation and research – are key to private company investing.

Finding gold amid the grit of the US drive to repair its essential networks.

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

Will the US election result affect investors in US renewables? Felix Amoako-Kwarteng finds out.

Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies

Companies and countries are vying for influence on the technology powering computation.

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.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments

The Positive Change Team reflects on recent performance, portfolio changes and market developments

The Global Alpha Team reflects on recent performance, portfolio changes and market developments

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments

What the past tells us about a new US president’s impact on growth companies.

China’s electric car, battery and other advanced manufacturers are on the rise.

Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.

The China Team reflects on recent performance, portfolio changes and market developments.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Multi Asset Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

Thomas Patchett uncovers three companies driving new opportunities in Japan.

Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.

Qian Zhang highlights three Asian companies at the forefront of global structural trends.

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

Bill Chater spotlights three companies set to make world-changing breakthroughs.

Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.

How successful companies harness the power of adaptation.

Kelly Clancy makes the case for why play is more important than you might think.

The fiery spirit that’s a profitable symbol of Chinese culture and luxury.

The Welsh company cutting surgery waiting lists – and costs.

How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.

Lawrence Burns sees great growth firms in action in South Korea and India.

PsiQuantum’s efforts could revolutionise medicine, energy use, farming and more.

Why some of the leading computer chip makers and companies enabling them have room to grow.

The US’s new hotbeds of innovation are increasingly based outside California.

How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.

Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.

Japan's automation revolution and its global leadership in robotics.

Japan’s innovation medical breakthroughs are combatting ageing.

Behind the success of Japan’s leading quality brands and what opportunities they present.

Japan's media giants: Sony and Nintendo's timeless influence.

MercadoLibre offers hope to Latin America’s 178 million unbanked population.

Iain McCombie explores Diploma's journey to distribution excellence

From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.

Charting rising cross-border money payments and the opportunity for remittance service Wise.

The firms taking advantage of four transformational opportunities.

Low-orbit satellites could be the answer for the three billion unable to access the internet.

James Budden explains why now is the time for growth, as markets weather exceptional volatility

Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.

How companies’ relationships with climate, energy and the environment relate to long-term growth.

The experts helping us gain an investment edge when thinking about farming, human rights and AI.

Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.

A journey through time uncovers the deep transitions that can reshape our world.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.

Why AI could be key to us living longer and being in better health in the future.

Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.

The Multi Asset Team reflects on recent performance, portfolio changes and market developments.

How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.

The Discovery Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments

The US Alpha Team reflects on recent performance, portfolio changes and market developments

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.

Why high interest rates help rapid growth private companies with proven products stand apart.

Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.

Unlocking the potential of small cap investments.

An insight into the critical role of responsible investing in aligning financial success with sustainability efforts.

Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.

Japanese tech dominance is under increasing pressure in China from domestic challengers.

How Japan's changing economy is reshaping the Multi Asset investment landscape.

The company on a mission to democratise ecommerce and finance for 650 million people.

Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.

Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.

How artificial intelligence creates growth opportunities and ways for us to serve you better.

Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.

Why it’s a promising time to invest in exceptional emerging markets companies

The Magnificent Seven’s reputation goes before them but that’s not enough to save them.

The companies transforming the UK’s water infrastructure.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The China A Shares Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

Investors take note: technology and innovation are revolutionising treatments and patient care.

Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.

How the outerwear pioneer innovated its way into the fashion elite.

Charting how a century of innovation led to a game-changing weight-loss treatment.

New online services are transforming Japanese financial habits.

America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.

Investment managers share some of the economic laws that guide their decision-making.

Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.

Why AI could be the printing press of intelligence.

The mobile app that busts stress and high charges for workers sending money back home.

How the SpaceX subsidiary is turning internet deserts into online oases

Tom Slater on the secret sauce shared by founder-led companies.

A small holding with a long-term climate goal.

The Positive Change Team’s ESG and engagement report shows the difference talking can make.

The innovative ecommerce company poised to take advantage of China’s large consumer base.

Why do we prefer growth stocks despite the lure of shorter-term assets?

A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.

Investor James Dow explains why dividend growth indicates a company can compound its earnings.

The huge growth potential of Novo Nordisk’s anti-obesity medicines.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

Can scientists meet unmet health needs by writing code to help the body heal itself?

Being open-minded to what rapid changes brought on by AI could mean for growth stocks.

How can we spot large growth opportunities at the stage when others dismiss them as fads?

Why the study of gene fitness can help us spot ambitious growth companies with huge potential.

What values are important to you? And are they reflected in your investments?

Why real-world problem solving, financial discipline and adaptability are critical to growth.

The UK Core Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.

The new wave of companies blending physical and digital processes together.

Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.

HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.

Ben Buckler on how investors should steer between the twin poles of risk in China.

Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.

Unearthing growth companies in Vietnam, Indonesia and Thailand.

Opportunities remain in small-cap investing, regardless of interest rates or market volatility.

Lawrence Burns explores the new landscape of opportunity.

Rising Japanese markets are flattering old-style companies: better to look for long-term growth.

Charting how technological progress and prosperity march together.

The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.

Emerging markets have underperformed developed ones recently. So, why should we invest in them?

The ‘next wave’ of companies, mixing the digital and physical realms.

Could smaller reactors and fusion power herald a new atomic age?

Why investors must put the rise of ChatGPT and other generative AI in context.

The years ahead are uncertain, but we can turn that to our advantage.

Companies addressing climate change could create huge societal and economic value over time.

By keeping an open mind, we hope to find opportunities other credit investors might overlook.

Seeking the entrepreneurial firms that could sustain the country’s rally.

A decade ago, software companies were venture-backed and capital-light. That’s no longer true.

The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.

How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

Minerals are key to the energy transition. We believe mining responsibly will bring rewards.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.

The cancer-fighting firm that aims to lead a clean energy revolution.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

The European Equities Team reflects on recent performance, portfolio changes and market developments.

The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.

The Health Innovation Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Positive Change Team reflects on recent performance, portfolio changes and market developments.

The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.

The China Team reflects on recent performance, portfolio changes and market developments.

Why considering environmental, social and governance factors helps us pursue long-term returns.

Iain McCombie on how Howdens’ kitchens won the building trade’s trust.

The country’s domestic markets are rich in companies with the know-how to become global leaders.

Considering different ways global warming and a transition to new energy sources might occur.

Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.

Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.

Find out what makes luxury fashion conglomerate Kering stand out from the competition.

Learn how the Boston-based life science company is disrupting the drug development industry.

Toby Ross reveals the four signs that a company’s growth might endure for decades.

Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.

If impact and investing go together, it is important to understand the difference we make.

Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.

James Squires reflects on the current environment influencing Multi Asset portfolios.

Turkey may be volatile, but there’s opportunity in currency forwards and competitive companies

In a challenging environment, discover a European property sector company bucking the trend.

The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.

The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.

The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.

The Global Alpha team reflects on recent performance, portfolio changes, and market developments.

The Health Innovation team reflects on recent performance, portfolio changes, and market developments.

The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.

The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.

The China team reflects on recent performance, portfolio changes, and market developments.

The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.

The Positive Change team reflects on recent performance, portfolio changes, and market developments.

The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.

Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.

Learn how the Swedish battery company Northvolt is driving change in the EV industry

Who benefits from the new macro environment? Why multi-asset investing remains a viable option.

Stuart Dunbar reflects on the long-term case for Actual investing.

How Elevance Health uses its scale to smooth a path through the US health system’s maze.

The mRNA technology behind the Covid vaccine is being directed against other diseases.

Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.

Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.

How Positive Change targets companies at the forefront of tackling carbon emissions.

Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.

There’s safety in being one of the crowd but it could stop you from seeing potential rewards.

The island nation’s natural wealth makes it crucial to a low-carbon future.

Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.

Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.

By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.

How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.

Positive Change Team reflects on recent performance, portfolio changes, and market developments.

Global Alpha Team reflects on recent performance, portfolio changes, and market developments.

Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.

Sustainable Growth Team reflects on recent performance, portfolio changes, and market developments.

US Equities Team reflects on recent performance, portfolio changes, and market developments.

Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.

Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.

How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.

Research suggesting faster-than-expected adoption has far-reaching consequences for investors.

The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.

Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.

The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.

Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.

We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.

Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.

Investors must find companies with the key qualities needed to thrive in a stormy economy.

ESG investing is broken. Changing our approach could open up opportunities for better returns.

Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.

Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.

LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.

Why international equity markets shouldn’t be forgotten.

Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.

Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.

The Health Innovation team on ESG, the future of medicine and making a positive global impact.

Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.

Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.

Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.

Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.

How can we invest in quality companies with the potential to generate sustainable returns in a changing market?

Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.

Exploring the emerging energy opportunities in Asia.

The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundries

Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.

The Dutch firm driving progress by making it possible to create more intricate computer chips.

Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.

How semiconductors bring a competitive world together.

Your money or your health. Marina Record asks if society is ready to pay for health innovation.

Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.

How AI is disrupting all kinds of industries, creating investment opportunities in its wake.

Rose Nguyen on the companies seeking to overcome the scourge of heart disease.

Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan

If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.

Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.

Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.

Why a ‘deep transition’ may have started to deliver a more sustainable age.

Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.

Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.

Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.

Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.

Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.

How the Positive Change Strategy backs firms tackling social and environmental challenges.

How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.

How Orkney’s renewable energy projects can inform our investment choices.

The US Equities team discuss ESG and effective growth investing.

Supporting companies with the potential to transform the field of healthcare and generate attractive returns.

The Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.

Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?

The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.

In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.

Sweden tops the charts for original thinking, from family businesses to founder-run companies.

Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.

Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.

Endurance and imagination are key ingredients for quality growth investing.

Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.

Smartphone-centric retailers drive innovation.

Academic partnerships that generate new ideas

Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.

Disruptive change within the entertainment world creates a wealth of opportunity.

Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?

How should you consider the country – carbon culprit or climate saviour?

It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.

Join Roddy Snell and Ben Durrant to discuss current views and portfolio positioning for the Asia ex Japan strategy and learn why we continue to believe this is the most attractive region globally for growth investors.

The questions we should consider to avoid being led astray by ESG risk scores.

If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?

Join Stephen Paice, head of the Baillie Gifford European Equities team, as he discusses his research on the European companies that have increased in value 10x or more, delving into their history, common characteristics, and where they are likely to occur in the future.

Online courses have upended the economics of education, Thaiha Nguyen explains.

Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.

The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.

Understanding the difference between pessimism and possibility in Emerging Markets.

Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.

How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.

Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.

Baillie Gifford spots investment opportunities in a smartphone-transformed nation.

The LTGG team consider recent performance and the long-term outlook for the fund.

Solar power and cheap green energy makes for a promising future.

Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.

SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?

In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.

When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.

Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.

In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.

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.

Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.

Investing in great growth companies to make a big difference.

James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.

The special considerations at play when we invest in high-growth, late-stage unlisted firms.

Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.

Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.

Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.

Looking before we leap into industry initiatives.

Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.

Good investing takes quick reactions as well as a long-term vision.

Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.

Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Strategy.

LTGG is making efforts to improve environmental, social and governance metrics.

Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.

For Global Stewardship, climate opportunities go hand in hand with climate challenges

Regulation and what we look for in companies’ responses.

ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.

Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.

Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.

Japan’s ability to anticipate technological change should see it through the ups and downs to come.

Today’s investment managers should support companies doing the most to benefit society.

Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Sustainable Income and how they are seeking real income, time after time.

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.

Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, investment manager, discusses what’s next.

Investing in private companies applying today’s early-stage tech to create tomorrow’s world.

The use of information science to unlock biology is revolutionising our health and wellbeing.

Willingness to change gives Chinese firms an innovation advantage.

Good investing takes quick reactions as well as a long-term vision.

Baillie Gifford signs up to an asset managers initiative as COP26 begins.

Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.

A convergence of technologies is paving the way for advances in our understanding of biology.

Electric cars on the road and flying taxis in the air will change the way people commute and live.

Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.

Disruptive fintechs are paving the way to a world without physical money.

A focus on diversity and inclusion can result in competitive advantage.

Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.

Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.

With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.

Our long-term investors know that investing sustainably is a plus for value creation.

Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

What a US academic taught us about the companies that outperform.

Women dropping out of employment should weigh on investors’ minds.

Investors can have the most impact by focusing on sustainability laggards, not leaders.

Why emerging markets firms struggle to get high ESG scores

Evaluating emerging market stocks by taking a mental leap into the future.

In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.

Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.

Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.

Why loosening control can help companies become more innovative.

Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.

Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.

Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?

Our international investors are explorers: which of the disruptors and innovators will deliver?

How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.

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.

Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.

Find out why small companies are one of the richest hunting grounds for long-term growth investors.

Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.

In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?

What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.

Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.

Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.

A brief summary of Baillie Gifford’s beliefs, purpose and strategy.

Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively.

Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.

In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.

This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.

Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.

Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.

Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.

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.

Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.

Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.

The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.

David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.

In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.

Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.

We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.

Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.

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.

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.

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.

His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.

Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.

In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.

The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.

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.

In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.

When we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.

Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.

In this webinar recording, US Equity strategy specialist Ben James talks to all four of the key decision makers in the US Equities Team, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.

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.

This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.

Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.

Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.

Companies no longer follow the traditional lifecycle from founding to IPO. Increasingly, they are remaining private for longer, supported by companies such as Baillie Gifford, and enjoying substantial growth before reaching public markets, as Robert Natzler explains.

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 digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.

Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda.

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 2020 issue