Insights
Filters
Insights
Viewing 469 of 469
Japan Trust: Manager Insights
An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.Investing in an ageing society
Increasingly elderly populations could transform our lives as much as climate change or AI.Emerging markets: new opportunities
Emerging markets: why it’s time to rethink the opportunities.Baillie Gifford Prize Speech 2024
Partner Peter Singlehurst describes how our responsibility to clients underpins all that we do.Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.Pacific Horizon: Manager Insights
Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.High yields, high standards
Why we think the Baillie Gifford High Yield Bond Fund is poised to deliver an attractive income.The clean energy election
Will the US election result affect investors in US renewables? Felix Amoako-Kwarteng finds out.Why not just invest in the index?
Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Private investor forum: growth on sale
Why it pays to keep faith in the company fundamentalsDo elections matter for stock returns?
What the past tells us about a new US president’s impact on growth companies.Why growth investors can’t ignore China
China’s electric car, battery and other advanced manufacturers are on the rise.All-weather or all talk?
Testing the Strategic Bond Fund’s claim to be a through-the-cycle credit strategy.Managed Fund Q3 update
The Managed Fund team reflects on recent performance, portfolio changes and market developments.Sustainable Income Fund Q3 update
The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.Managed Fund: navigating the bond landscape
Explore Managed Fund's approach to bond investment for diversification and potential returns.Monks’ musings: the rewards of diversity
How our diversity-driven growth approach is outpacing the market index.Future Stocks: Our best ideas in Japan
Thomas Patchett uncovers three companies driving new opportunities in Japan.Future Stocks: Our best ideas in the US
Ben James explains why DoorDash, The Trade Desk and CoStar stand out as growth stocks.Future Stocks: Our best ideas in Asia
Qian Zhang highlights three Asian companies at the forefront of global structural trends.Future Stocks: Our best ideas in Europe
Thomas Hodges uncovers three of Europe’s hidden growth champions: Lonza, Topicus and Soitec.Future Stocks: Our best disruptive ideas
Bill Chater spotlights three companies set to make world-changing breakthroughs.Future Stocks: Our best balanced ideas
Lucy Haddow shares three of the most exciting names in Baillie Gifford’s balanced portfolios.Future Stocks: Our best impact ideas
Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.Ahead of the game: rethinking play’s importance
Kelly Clancy makes the case for why play is more important than you might think.Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.PsiQuantum: the leap to quantum computing
How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.Creo Medical: at the spearhead of surgery
The Welsh company cutting surgery waiting lists – and costs.Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.Europe's growth gems
Exploring the European Growth Trust’s dynamic companies and what sets them apart.SWCC Showa: rewiring Japan
How an ultra-traditional Japanese engineering firm became key to Japan’s power overhaul.Japan Smaller Companies: manager update
Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.US Growth Trust: Manager Insights
Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.Japan: opportunities in automation
Japan's automation revolution and its global leadership in robotics.Japan: opportunities in healthcare
Japan’s innovation medical breakthroughs are combatting ageing.Japan: opportunities in quality brands
Behind the success of Japan’s leading quality brands and what opportunities they present.Japan: opportunities in entertainment
Japan's media giants: Sony and Nintendo's timeless influence.MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.Stock story: Diploma
Iain McCombie explores Diploma's journey to distribution excellenceMonks Investment Trust: Manager Insights
Spencer Adair on performance, portfolio updates and aligning with deep structural changes in the years ahead.The rise of cloud computing
From data lakes to Databricks, cloud storage will be key to driving progress and future innovation.Wise: Growing global money transfers
Charting rising cross-border money payments and the opportunity for remittance service Wise.Japanese changemakers shaping the future
The firms taking advantage of four transformational opportunities.Five powerful tailwinds behind EWIT
Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.Starlink: internet for mobile dead zones
Low-orbit satellites could be the answer for the three billion unable to access the internet.UK Growth Trust: Manager Insights
An update on portfolio performance, turnover and investment opportunities.The rate cut conundrum: Multi Asset’s LTRE
Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.Keystone Positive Change Impact Report 2023
Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatility.Financing the future
Discover Baillie Gifford’s role in financing Australia’s first green bonds.Environment: making sense of the E in ESG
How companies’ relationships with climate, energy and the environment relate to long-term growth.Academic collaborations that count
The experts helping us gain an investment edge when thinking about farming, human rights and AI.Managed Fund: update webinar
Investment manager Iain McCombie discusses portfolio positioning and performance.Positive Change Impact Report 2023
Where innovation meets impact: logging portfolio companies’ progress in shaping a better future.Monks Investment Trust: interview with Spencer Adair
We discuss the importance of long-term investing for outsized returns within the Monks Investment Trust.Pacific Horizon: capturing growth
The Pacific Horizon Investment Trust shares its strategic investments in Asia's dynamic markets.Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.AI: driving a new healthcare paradigm
Why AI could be key to us living longer and being in better health in the future.Streamlined for success
How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.UK Growth Trust: manager update
Iain McCombie and Milena Mileva on navigating growth investment in volatile markets.Sustainable Income Fund Q2 update
The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.Managed Fund Q2 update
The Managed Fund team reflects on recent performance, portfolio changes and market developments.Monks’ musings: chips, bricks and clinical care
Sharing Monks’ methods in overcoming market uncertainties with strategic investments in AI, healthcare and infrastructure.Managed Fund: Poised for growth
Did 2022 sound the death knell for the balanced investment approach or is it alive and kicking?Future growth stars back in focus
Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.European Fund: inflection points
Adapting to changing market conditions and focusing on dynamic growth companies in Europe.Japan: the next opportunity
Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.Investing in innovation
We start by asking ‘what if?’ as we search for those companies that will shape the future.Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.China Growth Trust: Manager Insights
Geopolitical challenges, innovation-led growth, and why China remains a key market for investors.China through a Japanese lens
Japanese tech dominance is under increasing pressure in China from domestic challengers.Shin Nippon: Manager Insights
Praveen Kumar provides an update on recent performance and explains why he remains optimistic.Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.Thirty years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.Monks’ musings first quarter 2024
A winning mix of AI-related tech stocks with companies leading US infrastructure renewal.Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companiesInvestor Forum: Onboard for growth
Optimism for the future of growth investing from four of Baillie Gifford’s investment trusts.Tilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.Investing in UK water
The companies transforming the UK’s water infrastructure.Five years of health innovation
Investors take note: technology and innovation are revolutionising treatments and patient care.SAINTS: Manager Insights
James Dow shares SAINTS' 2023 performance and 50-year dividend growth milestone.Moncler: from mountain to street
How the outerwear pioneer innovated its way into the fashion elite.The US building bonanza
America’s infrastructure upgrade plan vastly exceeds its spending on rebuilding post-war Europe.The founder factor
Tom Slater on the secret sauce shared by nearly nine out of ten Scottish Mortgage companies.The fresh face of Japanese finance
New online services are transforming Japanese financial habits.Vietnam: Asia’s rising star
Visiting Saigon, Roderick Snell explores what went right for the pro-business communist country.AI: intelligence everywhere
Why AI could be the printing press of intelligence.Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oases.The money migrators
How cross-border payments company Remitly takes the tension out of cash transfers.Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.Lessons from the laws
Investment managers share some of the economic laws that guide their decision-making.Remitly: easy global remittance
The mobile app that busts stress and high charges for workers sending money back home.Monks Research Agenda
From AI to infrastructure – Monks homes in on the growth areas and companies best placed to exploit opportunities.Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.The American Dream made real
Why the US is a fantastic place to invest in exceptional public and private growth companies.Positive Conversations 2023
The Positive Change Team’s ESG and engagement report shows the difference talking can make.Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.EWIT: Manager Insights
Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.Monks’ musings – fourth quarter 2023
How portfolio companies’ adaptability is boosting the outlook for the Trust.Moderna: designing drugs on a computer
Can scientists meet unmet health needs by writing code to help the body heal itself?The AI paradigm shift
Being open-minded to what rapid changes brought on by AI could mean for growth stocks.Niches, anomalies, and things to come
How can we spot large growth opportunities at the stage when others dismiss them as fads?Lessons from evolutionary biology
Why the study of gene fitness can help us spot ambitious growth companies with huge potential.Enduring good
What values are important to you? And are they reflected in your investments?European Growth Trust: Manager Insights
An update on performance, portfolio positioning and why we believe our holdings remain both resilient and opportunistic.The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.Keystone Positive Change: Manager Insights
An update on the portfolio and these companies’ important contributions towards a more sustainable future.Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.Limiting carbon, not growth
Sustainability is much too big and important a topic to be confined to only equity investing.Japan Trust: Manager Insights
Your annual update on performance, portfolio changes and the opportunities we’re excited about.Avoided emissions methodology
Climate and Environment Analyst Matt Jones considers the potential of emissions avoidance and disruptive innovation.HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.Spotting the stars amid a surge
Rising Japanese markets are flattering old-style companies: better to look for long-term growth.A view from the frontiers
How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.Aurora: the technology company transforming trucking
The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.Pacific Horizon: Manager Insights
With Asia’s strong financial position, the long-term looks exciting for investors.Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.Japan’s new growth opportunities
Seeking the entrepreneurial firms that could sustain the country’s rally.SAINTS: the case for dividend growth
Why we believe pursuing dividend growth rather than yield is the right way to grow capital.The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.Investing in private companies
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.Monks’ musings – third quarter 2023
In adverse markets, our portfolio companies’ operational progress gives us confidence.Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.Joiners’ mate
Iain McCombie on how Howdens’ kitchens won the building trade’s trust.Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.Private company investing myths
Busting three myths that could alter your view about what private company investing is.How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.China’s urge to innovate
A nation that once adapted others’ technologies is increasingly leading in innovative products and services.China revisited
Lawrence Burns explores the new landscape of opportunity.Harnessing the power within
Could we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.Japan’s secret superstars
The new generation of companies that’s quietly captured key technology niches.NVIDIA’s chief accelerates AI
How Jensen Huang overcame adversity to play a pivotal role in accelerating progress.Innovation’s drumbeat
Charting how technological progress and prosperity march together.Surfing to success
Why the waves hold the key to the pursuit of long-term growth.How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.Keystone Positive Change Impact Report
If impact and investing go together, it is important to understand the difference we make.Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.UK Growth Trust: Manager Insights
An update on portfolio performance, turnover and investment opportunities.US Growth Trust: Manager Insights
The US Growth Trust marks its fifth birthday with a portfolio update focused on the future.Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.Manager insights: Monks Investment Trust
Malcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.Monks’ musings – second quarter 2023
Amid a scramble for short-term gains, it pays to consider the disruptors investing in future firepower.Pacific Horizon Trust: webinar
An update on investing in Asia with a focus on how economic trends relate to the portfolio.What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.The secrets of enduring growth
Toby Ross reveals the four signs that a company’s growth might endure for decades.Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.Positive Change Impact Report 2022
If impact and investing go together, it is important to understand the difference we make.Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.Navigating a turbulent Turkey
Turkey may be volatile, but there’s opportunity in currency forwards and competitive companiesThe real deal in property
In a challenging environment, discover a European property sector company bucking the trend.Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industryActual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.The history of SAINTS
John Newlands reveals the roots of the SAINTS success story.A century and a half of SAINTS
James Dow reflects on how the trust has changed over the decades, but stuck to its core values.The history of the European Growth Trust
How a trust giving investors access to the European market has found grounds for optimism despite volatility.SAINTS: 150 years of income
John Newlands tells the story of the Edinburgh-based company that thrived in good times and bad.China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.Why the long-term matters
There’s safety in being one of the crowd but it could stop you from seeing potential rewards.Asset allocation: five questions
The Managed Fund’s asset allocation reflects the view that there are opportunities ahead.Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.Transformative investment
Why time travelling to 2050 helps us invest in companies tackling climate change and inequality.The sustainability revolution
Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.Keystone Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Keystone Positive Change’s ESG conversations.Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.Making health insurance manageable
How Elevance Health uses its scale to smooth a path through the US health system’s maze.Faith over fear
Tom Slater on looking beyond tough times to future opportunities.Europe’s new growth stars
Three companies helping turn the continent from an innovation backwater to a hotspot.A tight ship: lessons from Admiral
How Henry Engelhardt’s entrepreneurial flair helped create the car insurance giantSuper Mario’s World
Nintendo’s iconic characters profitably mix familiarity with new forms of gameplay.Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.Trip Notes: Brazil
Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.Webinar: the SAINTS approach
Co-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.Ocado’s robot revolution
The UK firm is partnering with leading grocers to deploy its automated warehouses worldwide.The history of Scottish Mortgage Investment Trust
How a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.Japan's smaller stars
Praveen Kumar discovers the lesser-known businesses creating premium products in Japan.Nothing lasts forever
Why international equity markets shouldn’t be forgotten.Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.Monks Research Agenda 2023
How can we invest in quality companies in a changing market?Re-awakening utilities
Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.Local authority investment Q&A
Actuary Steven Law discusses funding, asset allocation and the effects of inflation for the LGPS.Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.Global Alpha Research Agenda 2023
How can we invest in quality companies with the potential to generate sustainable returns in a changing market?Keystone Positive Change: manager insights
Investing in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.Insights: investment research in Japan
Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.What’s next for growth stocks?
Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.Asia and energy transition
Exploring the emerging energy opportunities in Asia.AI: Frightening or fascinating?
Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.A dose of innovation
Your money or your health. Marina Record asks if society is ready to pay for health innovation.50 years of European Growth
The Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.Japan trip reflections
Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan.Managed Fund: Patient investing
Many investors are impatient, but change takes time – the best performance could come to those who wait.The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.Disrupting heart disease
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.New hopes for curing heart disease
In the war against killer heart disease, technology is making huge strides in diagnosis and treatment.Solving the antimicrobial crisis
If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.Manager insights: Pacific Horizon
Pacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.Finding opportunities in the gloom
Stock market falls can create rich pickings for the optimistic investor.Embracing the unpredictable
The ‘what if…?’ questions are the most important of all.Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.Inflation: analysing resilience
Four ways to consider growth companies’ ability to deal with rising prices.Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.Kering: luxury created with risk
How the group gives its creatives the freedom to spark love-it-hate-it reactions.Trust trip notes: Tel Aviv
Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.Drive: rethinking motivation
What companies get wrong when trying to get the best out of their workers.Snow Peak’s outdoor heiress
Company director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.Investing in a changing China
President Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.Monks: how diversity beats adversity
Having a varied portfolio allows the trust to navigate volatile periods and focus on the long term.Investing in the champions of Europe
Manufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.Compound interest: the snowball effect
Companies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.UK Growth Trust: home focus
Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.Introducing: Sustainable Multi Asset
Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.Global Discovery webinar
Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.UK Growth Trust Manager Insights
In volatile times, focusing on the fundamental long-term opportunities of our holdings is key.US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.Keystone Positive Change Impact Report 2021
The Positive Change Team’s impact report, covering our activity and plans for the future.Monks Investment Trust Manager Insights
Jon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.Managed Fund: Sticking to our knitting
Growth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.Transforming the future of healthcare
Supporting companies with the potential to transform the field of healthcare and generate attractive returns.Sustainable Growth Sustainability Report
The Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?Positive Change Impact Report: 5th Year 2021/22
The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.Trust history: Pacific Horizon
How Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.Why are Swedish companies world leaders?
Sweden tops the charts for original thinking, from family businesses to founder-run companies.A smörgåsbord of innovation.
Sweden tops the charts for original thinking, from family businesses to founder-run companies.Sir Isaac Newton’s folly.
How the 18th-century mathematician lost a fortune to groupthink.China: the Year of the Tiger.
Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.Emerging Markets: Five Questions.
How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?Why patience matters
Endurance and imagination are key ingredients for quality growth investing.Actual investing in action.
In volatile markets, our investment trust managers focus on being on the right side of structural change.Revaluation, dislocation and recession.
Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.Study guides
Academic partnerships that generate new ideasInfinite progress.
Why new ideas will continue to spur on wealth and wellbeing.What makes companies resilient to inflation?
Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.China’s energy paradox
How should you consider the country – carbon culprit or climate saviour?Pole position.
Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.Trip Notes: Helsinki.
European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.ESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.Impact, Ambition and Trust
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?MercadoLibre: the Latin liberator
Lawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.How education escaped from the classroom
Online courses have upended the economics of education, Thaiha Nguyen explains.The future of education
For digital learning companies that can balance accessibility and profits, the opportunities are vast.India’s data-driven growth stocks.
Pacific Horizon spots investment opportunities in a smartphone-transformed nation.The long view
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.Shin Nippon Manager Update.
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.Emerging Markets: the possibilist
Understanding the difference between pessimism and possibility in Emerging Markets.Transformational thinking
Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.Positive Conversations Keystone 2021.
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.Casting the net wider.
Monks seeks profit and resilience from its diversified growth stocks portfolio.Influencers
James Anderson credits the great minds who shaped his theories about the evolving world.Future impacts.
Four ways Keystone Positive Change’s holdings can benefit the environment and society.China’s move to renewable energy
Solar power and cheap green energy makes for a promising future.Buying into private companies.
Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.Positive Conversations 2021
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.Why private companies matter more
SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?SAINTS: A year in review and looking ahead.
The Scottish American Investment Company share an update on performance and ESG.Global Alpha 2022 Research Agenda
In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.The history of Baillie Gifford Shin Nippon
The smaller companies trust has thrived by seeking out Japan’s disruptive innovators.A dream within reach
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.Actual ESG
Investing in great growth companies to make a big difference.The value in growth investing.
One says “growth”. The other says “value”. But that’s not what investors should be focusing on.A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.Growth or value: it’s not a black or white choice
Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.Long-term investing and market volatility.
James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.Riding Growth Waves Webinar.
Good investing takes quick reactions as well as a long-term vision.The university shaping global tech
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.Responsible Global Equity Income Fund.
Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.Edinburgh Worldwide: a global history.
How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.Managed Fund, Top Five US Questions.
Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.Sandpile avalanches and stock prices.
Equity investing in times of catastrophic change.China’s dividend racehorses.
New opportunities for income investors seeking growth and steady payouts.Baillie Gifford European Growth Trust AGM.
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.Nurobots: delivering with autonomous vehicles
Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.Japan’s net zero efforts blossom.
The firms doing pioneering work to produce renewable energy and eco-friendlier transport.Diverse and disruptive.
The Monks Investment Trust’s growth-focused stock picking strategy.Glasgow Climate Pact
For Global Stewardship, climate opportunities go hand in hand with climate challengesMaking Waves.
Changing the world starts with investing in companies addressing global challenges.The ‘S’ of ESG: intangible value
ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.Six reasons for Japan optimism.
Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.Resilience Rewarded.
Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.Towards Net Zero: Reflections on COP26
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.Japan stocks: investing in growth.
As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.We need to talk about inflation
Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.The Biological Revolution
The use of information science to unlock biology is revolutionising our health and wellbeing.The real case for China
Willingness to change gives Chinese firms an innovation advantage.How to surf the waves of growth
Good investing takes quick reactions as well as a long-term vision.Managed Fund: Manager Insights.
Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.Mapping Veganville
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.Healthcare’s biotech revolution
A convergence of technologies is paving the way for advances in our understanding of biology.The future of transport
Electric cars on the road and flying taxis in the air will change the way people commute and live.The switch to sustainable food
Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.Digital payments in a cashless future
Disruptive fintechs are paving the way to a world without physical money.China’s Generation Z.
The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.Seismic shifts.
Companies benefiting from explosive change brought on by the pandemic.Green hydrogen’s promise.
Why using renewables to harvest the gas may be the best way for some industries to reach net zero.Harnessing growth for the next decade
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.Highlights Video: Harnessing growth for the next decade
Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.IDEAS Conference 2021.
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.A conversation about sustainability
Our long-term investors know that investing sustainably is a plus for value creation.China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.Lessons from Bessembinder
What a US academic taught us about the companies that outperform.India’s ‘missing’ female workers
Women dropping out of employment should weigh on investors’ minds.Supporting ESG improvers
Investors can have the most impact by focusing on sustainability laggards, not leaders.Misguided metrics
Why emerging markets firms struggle to get high ESG scoresTime travel investing
Evaluating emerging market stocks by taking a mental leap into the future.Microfinance for the masses.
Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.Thriving after adversity.
Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.Long-Term Return Expectations update.
Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.An appetite for ordered chaos.
Why loosening control can help companies become more innovative.The history of The Baillie Gifford Japan Trust
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.
US Growth Trust Manager Insights.
Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.Monks Investment Trust Manager Insights.
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.
Baillie Gifford UK Growth Trust plc Manager Insights.
Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.Rocket man
Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.Why Companies Should Embrace Chaos
The nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.The history of The Monks Investment Trust
Historian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.Clusters, Computers, and Classic Rock
Find out why small companies are one of the richest hunting grounds for long-term growth investors.Baillie Gifford Managed Fund: can it continue to thrive?
The Managed Fund was launched in 1987, so has weathered plenty of crises before.Baillie Gifford Shin Nippon Investment Trust Webinar.
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.History of Keystone Positive Change Investment Trust
Historian John Newlands looks back at the origins of the trust and its surprising connections.Baillie Gifford China Growth Trust Manager Insights.
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 - It's Not Obvious
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.The history of Baillie Gifford China Growth Trust
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.The responsible approach to ESG investing
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 Monks Investment Trust PLC Webinar.
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.Japanese Fund Update Webinar.
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.Baillie Gifford European Growth Trust Webinar.
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?Shin Nippon - Manager Insights.
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 Baillie Gifford Managed Fund’s UK champions - five burning questions
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.Injecting optimism into healthcare’s future
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.Playing to win
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.Breaking the biotech model
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.Fast forward
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.Europe's digital ambitions
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.Japan from a distance
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.Take-off platforms
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.The future of mobility - Part 2
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.The future of mobility – Part 3
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.The future of mobility - part 4
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.The future of mobility – Part 1
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.What I've learned In four decades of investing
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.What I've learned in four decades of investing
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.Spotlight On China: Risk Versus Opportunity.
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.Scottish American Investment Company - Manager Insights.
Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.Actual ESG
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.Humans, a growth species
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.A Change In Name, A Change Of Strategy, It's All Positive.
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.US Growth Trust Webinar.
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.American Fund Webinar.
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.Keystone Positive Change Investment Trust - Introduction.
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.Positive Conversations 2020
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.Managed Fund - Manager Insights.
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.Sustainable investing: Finding the innovative companies of the future
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.Baillie Gifford European Growth Trust AGM.
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.Edinburgh Worldwide Investment Trust AGM.
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.Sustainable investing: finding the innovative companies of 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.Innovation: why it’s crucial for sustainability
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.How Covid is changing the way we shop
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.How COVID is changing the way we shop
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.Muscle for the rebound
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.Fantasy Figures: Games Workshop
With hits like Warhammer, this gaming company inspires a sense of community which brings huge growth potentialMonks - staying ahead of change
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.The great divergence between east and west
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.Investing during a pandemic
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 unfoldedUS Growth Trust - Manager Update.
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.Living longer: can we afford it
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.Scale as a service
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.The Monks Investment Trust PLC – Manager Update.
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.Baillie Gifford China Growth Trust plc.
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.A shocking revelation: capitalism can power positive change
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.UK Growth Fund Manager Update.
Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.Health Innovation: it’s time to rethink what the word ‘healthcare’ means
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.Monks – Long-Term Stewards.
Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.The Atlases of the modern economy
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.A View from the Midst of the Pandemic
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.Japanese Smaller Companies Fund and Shin Nippon PLC – Manager Insights.
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.What’s the purpose of investing?
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.Positive Change Impact Report
For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.Tomorrow’s income aristocrats
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.What’s the purpose of investing
In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.Why this crisis favours growth stocks
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.Calm reflection during the amygdala hijack
In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite.Navigating a stock market crisis
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.Navigating a stock market crisis
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.UK Stock Stories - Abcam and Homeserve
Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.European stock stories
Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.SAINTS annual update
Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.The Second Space Age
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.Reasons to be optimistic about emerging markets
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.Multi Asset Income Fund - annual retrospective
Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.Watsco - a cool investment
Investment manager Toby Ross discusses recent investment, Watsco.Dominators vs disrupters - the future of industrial robotics
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.The beauty of Japanese cosmetics
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.Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.Corporate Scandals That Changed the Course of Capitalism
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.From universal rights to global goals
The 75-year backstory to responsible investment.Positive Conversations 2019
An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.Finding Europe's hidden champions
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.Baillie Gifford UK Growth Fund plc - Stock Stories.
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.Space: the final investment frontier
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.Will industrial biotech be the next manufacturing revolution
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.Introduction to the Managed Fund
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.Fashion retailers: the impact of online shopping
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.Bricks and clicks
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.The whole story
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.The death of Alzheimer’s
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.The differences between bond and equity investing
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.Should income investors go global
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
The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.Why China?
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.Let's Talk About Actual Investing
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.SAINTS - Seeking an income that stays on track for years to come
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.Does anyone remember what 'investing' actually means
Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.An End to Cancer?
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.
Our best ideas
Future stocks
The future is unknown, but you can be certain that exceptional companies are driving it forward. Discover the companies shaping your future.
Recent insights
Japan Trust: Manager Insights
An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.Investing in an ageing society
Increasingly elderly populations could transform our lives as much as climate change or AI.Emerging markets: new opportunities
Emerging markets: why it’s time to rethink the opportunities.Baillie Gifford Prize Speech 2024
Partner Peter Singlehurst describes how our responsibility to clients underpins all that we do.Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.Any other business: Disruption Week questions 2024
Baillie Gifford's strategy specialists address your remaining queries from Disruption Week 2024.
Featured webinars
Trust magazine
Trust matters
Explore our investment trust managers’ thinking with Trust magazine. Discover the exceptional qualities of the companies they back and the entrepreneurs they empower. You can also read interviews with renowned non-fiction authors, immerse yourself in our infographics and enter a competition to win a prize.