Insights
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5 inevitable and investable long-term growth drivers
Quarterly investment updates
Keep up to date with the latest views of our investment teams in these short strategy briefings.
Recent insights
Global Alpha insights: a time to trade?
Explore how we're evolving the portfolio as the investment environment enters a period of rapid change.
UK growth: opportunities amid tariff turbulence
How adaptable firms in growth-driving sectors can prosper over the long term despite trade restrictions.
The case for private growth equity
How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.
Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
US perspectives: the retail ecosystem
Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
International viewpoints: US vs international debate
Signs are pointing to a shift from US to international markets. When has this happened before, and what’s ahead?
With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.
US Alpha Q1 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.
Japan Growth Q1 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Discovery Q1 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.
Japan All Cap Q1 update
The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
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.
Important information
The content of this website is intended exclusively for professional investors in accordance with MiFID legislation. ’Professional investors’ are potential investors who are deemed to have the status of “professional clients”, within the meaning of MiFID (2004/39/EC), as transposed in Ireland. It is not intended for retail investors.
Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (Reference number C182354) as an Alternative Investment Fund Manager and UCITS Manager to Baillie Gifford Worldwide Funds plc. Its registered office is 4/5 School House Lane East, Dublin 2, D02 N279, Ireland.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.