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Webinar: Why growth? Why now?
Quarterly investment updates
Keep up to date with the latest views of our investment teams in these short strategy briefings.

Long-term vision
It takes time to achieve transformational change. So we invest in companies for years, even decades. And we support their leaders in making decisions that can deliver strong, sustainable returns to you.
Recent insights
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.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.
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