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  1. Emerging markets: the next engines of global growth

    From lithium mining to a do-it-all super-app, companies capitalising on transformational trends.
    June 2025
    Podcast33 minutes
  2. Emerging markets in 2050

    Trade shifts and underserved populations are among the factors favouring world-class stocks.
    April 2025
    Article
  3. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.
    April 2025
    Video13 minutes
  4. Emerging Markets Q1 investor letter

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    April 2025
    Article12 minutes
  5. Emerging Markets Q4 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Video16 minutes
  6. Emerging Markets Q4 investor letter

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    January 2025
    Article10 minutes
  7. Emerging Markets Q3 investor letter

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments
    October 2024
    Article6 minutes
  8. Emerging Markets Q3 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    October 2024
    Video16 minutes
  9. Emerging Markets Q2 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    July 2024
    Video10 minutes
  10. Will Sutcliffe

    Emerging Markets: our philosophy

    Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
    May 2024
    Video4 minutes
  11. Women in orange saris carrying water at step well in Jaipur, India

    30 years of emerging markets

    Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
    April 2024
    Article15 minutes
  12. High-calibre emerging markets firms

    Why it’s a promising time to invest in exceptional emerging markets companies
    April 2024
    Podcast29 minutes
  13. Emerging Markets Q1 update

    The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video12 minutes
  14. China: fear or FOMO?

    Ben Buckler on how investors should steer between the twin poles of risk in China.
    December 2023
    Article5 minutes
  15. Emerging markets – why bother?

    Emerging markets have underperformed developed ones recently. So, why should we invest in them?
    November 2023
    Article

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