Insights

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.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

Why we think the Baillie Gifford High Yield Bond Fund is poised to deliver an attractive income.

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.

Why it pays to keep faith in the company fundamentals

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.

Testing the Strategic Bond Fund’s claim to be a through-the-cycle credit strategy.

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

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

Explore Managed Fund's approach to bond investment for diversification and potential returns.

How our diversity-driven growth approach is outpacing the market index.

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.

Lucy Haddow shares three of the most exciting names in Baillie Gifford’s balanced portfolios.

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

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

How successful companies harness the power of adaptation.

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

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

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

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

How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.

The Welsh company cutting surgery waiting lists – and costs.

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

Exploring the European Growth Trust’s dynamic companies and what sets them apart.

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

Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.

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

Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.

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

Spencer Adair on performance, portfolio updates and aligning with deep structural changes in the years ahead.

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.

Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.

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

An update on portfolio performance, turnover and investment opportunities.

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

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

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

Discover Baillie Gifford’s role in financing Australia’s first green bonds.

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.

Investment manager Iain McCombie discusses portfolio positioning and performance.

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

We discuss the importance of long-term investing for outsized returns within the Monks Investment Trust.

The Pacific Horizon Investment Trust shares its strategic investments in Asia's dynamic markets.

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

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

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

Iain McCombie and Milena Mileva on navigating growth investment in volatile markets.

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

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

Sharing Monks’ methods in overcoming market uncertainties with strategic investments in AI, healthcare and infrastructure.

Did 2022 sound the death knell for the balanced investment approach or is it alive and kicking?

Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.

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

Adapting to changing market conditions and focusing on dynamic growth companies in Europe.

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

We start by asking ‘what if?’ as we search for those companies that will shape the future.

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.

Praveen Kumar provides an update on recent performance and explains why he remains optimistic.

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.

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

A winning mix of AI-related tech stocks with companies leading US infrastructure renewal.

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

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

Optimism for the future of growth investing from four of Baillie Gifford’s investment trusts.

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

The companies transforming the UK’s water infrastructure.

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

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

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

Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.

New online services are transforming Japanese financial habits.

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

Why AI could be the printing press of intelligence.

How the SpaceX subsidiary is turning internet deserts into online oases.

How cross-border payments company Remitly takes the tension out of cash transfers.

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

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

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

From AI to infrastructure – Monks homes in on the growth areas and companies best placed to exploit opportunities.

A small holding with a long-term climate goal.

Why the US is a fantastic place to invest in exceptional public and private growth companies.

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?

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

Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.

How portfolio companies’ adaptability is boosting the outlook for the Trust.

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?

An update on performance, portfolio positioning and why we believe our holdings remain both resilient and opportunistic.

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

An update on the portfolio and these companies’ important contributions towards a more sustainable future.

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

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

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

Sustainability is much too big and important a topic to be confined to only equity investing.

Your annual update on performance, portfolio changes and the opportunities we’re excited about.

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.

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

How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.

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.

With Asia’s strong financial position, the long-term looks exciting for investors.

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.

Why we believe pursuing dividend growth rather than yield is the right way to grow capital.

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

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

In adverse markets, our portfolio companies’ operational progress gives us confidence.

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

Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.

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

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

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.

Busting three myths that could alter your view about what private company investing is.

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

A nation that once adapted others’ technologies is increasingly leading in innovative products and services.

Lawrence Burns explores the new landscape of opportunity.

Could we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.

The new generation of companies that’s quietly captured key technology niches.

How Jensen Huang overcame adversity to play a pivotal role in accelerating progress.

Charting how technological progress and prosperity march together.

Why the waves hold the key to the pursuit of long-term growth.

By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.

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

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.

An update on portfolio performance, turnover and investment opportunities.

The US Growth Trust marks its fifth birthday with a portfolio update focused on the future.

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

Malcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.

Amid a scramble for short-term gains, it pays to consider the disruptors investing in future firepower.

An update on investing in Asia with a focus on how economic trends relate to the portfolio.

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.

We live in changing times. And that will create opportunities for long-term growth investors.

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.

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

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.

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

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

John Newlands reveals the roots of the SAINTS success story.

James Dow reflects on how the trust has changed over the decades, but stuck to its core values.

How a trust giving investors access to the European market has found grounds for optimism despite volatility.

John Newlands tells the story of the Edinburgh-based company that thrived in good times and bad.

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 Managed Fund’s asset allocation reflects the view that there are opportunities ahead.

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

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.

Why time travelling to 2050 helps us invest in companies tackling climate change and inequality.

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

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

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

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

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

Tom Slater on looking beyond tough times to future opportunities.

Three companies helping turn the continent from an innovation backwater to a hotspot.

How Henry Engelhardt’s entrepreneurial flair helped create the car insurance giant

Nintendo’s iconic characters profitably mix familiarity with new forms of gameplay.

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

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

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

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

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

Co-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.

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

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

How a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.

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

Praveen Kumar discovers the lesser-known businesses creating premium products in Japan.

Why international equity markets shouldn’t be forgotten.

Author Matthew Ball on the next-generation internet and the companies building its foundations.

How can we invest in quality companies in a changing market?

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

Actuary Steven Law discusses funding, asset allocation and the effects of inflation for the LGPS.

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?

Investing in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.

Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.

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

Exploring the emerging energy opportunities in Asia.

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.

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

The Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.

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

Many investors are impatient, but change takes time – the best performance could come to those who wait.

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.

In the war against killer heart disease, technology is making huge strides in diagnosis and treatment.

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

Pacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.

Stock market falls can create rich pickings for the optimistic investor.

The ‘what if…?’ questions are the most important of all.

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.

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

Four ways to consider growth companies’ ability to deal with rising prices.

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

How the group gives its creatives the freedom to spark love-it-hate-it reactions.

Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.

What companies get wrong when trying to get the best out of their workers.

Company director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.

President Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.

Having a varied portfolio allows the trust to navigate volatile periods and focus on the long term.

Manufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.

Companies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.

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

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

A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.

Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.

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

Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.

In volatile times, focusing on the fundamental long-term opportunities of our holdings is key.

Gary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.

The Positive Change Team’s impact report, covering our activity and plans for the future.

Jon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.

Growth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.

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.

How Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.

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

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

How the 18th-century mathematician lost a fortune to groupthink.

Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.

How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?

Endurance and imagination are key ingredients for quality growth investing.

In volatile markets, our investment trust managers focus on being on the right side of structural change.

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

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

Smartphone-centric retailers drive innovation.

Academic partnerships that generate new ideas

Why new ideas will continue to spur on wealth and wellbeing.

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.

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

Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.

European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.

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?

Lawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.

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

For digital learning companies that can balance accessibility and profits, the opportunities are vast.

Pacific Horizon spots investment opportunities in a smartphone-transformed nation.

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

Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.

Understanding the difference between pessimism and possibility in Emerging Markets.

Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.

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

Monks seeks profit and resilience from its diversified growth stocks portfolio.

James Anderson credits the great minds who shaped his theories about the evolving world.

Four ways Keystone Positive Change’s holdings can benefit the environment and society.

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

Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.

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?

The Scottish American Investment Company share an update on performance and ESG.

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

The smaller companies trust has thrived by seeking out Japan’s disruptive innovators.

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.

Investing in great growth companies to make a big difference.

One says “growth”. The other says “value”. But that’s not what investors should be focusing on.

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

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

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

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 Fund.

How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.

Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.

Equity investing in times of catastrophic change.

New opportunities for income investors seeking growth and steady payouts.

Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.

Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.

The firms doing pioneering work to produce renewable energy and eco-friendlier transport.

The Monks Investment Trust’s growth-focused stock picking strategy.

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

Changing the world starts with investing in companies addressing global challenges.

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

Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.

Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.

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.

As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.

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

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.

Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.

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.

The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.

Companies benefiting from explosive change brought on by the pandemic.

Why using renewables to harvest the gas may be the best way for some industries to reach net zero.

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.

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.

Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.

Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.

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

Why loosening control can help companies become more innovative.

Launched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.

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

Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.

Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.

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

sennder’s co-founder explains how its software platform helps truckers carry fuller loads.

Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.

Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.

The nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.

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

Historian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.

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

The Managed Fund was launched in 1987, so has weathered plenty of crises before.

Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.

Historian John Newlands looks back at the origins of the trust and its surprising connections.

Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.

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.

In our special series on the histories of investment trusts managed by Baillie Gifford, John Newlands looks back at the Edwardian origins of the China-focused trust.

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.

Spencer Adair, newly appointed co-manager of the Monks Investment Trust, explains why the investment approach will not change. He sheds light on the past and current positioning of the portfolio, the fundamental strategy of the team involved, and the core philosophy of Monks that has been largely unchanged throughout the trust’s history.

Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.

Richard Lander of Citywire hosts a webinar on the European Growth Trust and is joined by Stephen Paice, co-manager of the trust, who aims to answer the question: Are you investing in the right Europe?

Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.

The year 2020 felt somewhat surreal for UK investors. Not only was our local economy hit hard by the pandemic, but whole sectors of the stock market came under pressure, including many high-profile firms.

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.

The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position.

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.

Praveen Kumar, manager of Baillie Gifford Shin Nippon, sees Covid-19’s acceleration of digital trends in Japan – changes in both corporate and consumer behaviour – persisting beyond the pandemic.

European companies have quietly built up some of the world’s largest digital platforms for commerce. The next stage will be anything but quiet, Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust, tell Heather Farmbrough.

Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.

Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund, tells Faith Glasgow how these companies brought financial power to the people.

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.

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.

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.

Dawn Murdoch, client service manager, speaks to the chair of Baillie Gifford’s China Product Group Ben Buckler. Buckler sheds some light on what he thinks are the most exciting aspects of China today, and how we balance the opportunities and the risks moving forward.

Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.

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 webinar recording, Rosie Rankin, a specialist on the Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Trust. The managers give a presentation on the details of the trust and some of the companies in which it invests, followed by questions from the attendees.

Fraser Thomson, client director, talks to Gary Robinson, co-manager of the US Growth Trust, and Kirsty Gibson, a key-decision maker and soon-to-be co-manager. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust.

In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, 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.

The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a more sustainable world. Investment managers Kate and Lee explain how they hope to do this.

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.

Lucy Haddow, product specialist, speaks to investment managers Steven Hay and Iain McCombie about the Managed Fund, as they reflect on 2020 and look forward to what’s to come.

Investment manager Lee Qian learned first-hand the difference growth made to China. He explains how innovative firms can help nurture economic expansion, while creating a more sustainable world.

Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.

Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.

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.

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.

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.

Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive. During 2020 your Strategic Bond Fund has sought to invest in businesses that can do just that.

With hits like Warhammer, this gaming company inspires a sense of community which brings huge growth potential

Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.

China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.

James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on how, amid all the coronavirus disruption, the case for growth stocks strengthened as the crisis unfolded

Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.

More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.

Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.

Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.

Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust talk to Alex Blake, Investment Trusts Director, on why we’re excited about China, why we believe Baillie Gifford is the right manager for the trust, and what our investment approach will look like.

Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.

Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.

We are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.

Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.

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.

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.

Praveen Kumar, investment manager of Japanese Smaller Companies Fund and Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business.

The true meaning of investment has been buried in a flurry of jargon, pseudo-science and fixation on quarterly results. Baillie Gifford partner Stuart Dunbar backs a return to basics.

For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.

Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.

In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.

Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.

In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite.

With a pandemic causing dramatic falls in global stock markets, these are anxious times for investors. But as Baillie Gifford partner Scott Nisbet explains in our podcast series Short Briefings on Long Term Thinking, the firm has witnessed similar shocks before.

Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.

Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.

Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.

Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.

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.

Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.

Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.

Investment manager Toby Ross discusses recent investment, Watsco.

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.

Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.

Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.

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.

The 75-year backstory to responsible investment.

An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.

There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.

Investment managers Iain McCombie and Milena Mileva give an update on the Baillie Gifford UK Growth Fund plc and discuss some examples of companies within the portfolio that show exciting growth potential.

Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.

Industrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.

Since 1987, the Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world.

In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.

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.

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.

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.

In the third episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Lucy Isles, joint manager of Baillie Gifford's High Yield Bond Fund. Listen to the podcast to find out the three key deciding factors when choosing resilient high yield bonds and how engagement with companies can differ for bond and equity investors.

What are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies.

The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.

Investment Manager Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.

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.

Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.

Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.

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.