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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 Investment Trust: 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.
Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
Resurgence of insurance-linked securities
Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies
Private investor forum: growth on sale
Why it pays to keep faith in the company fundamentals
Upfront: episode eight
We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.
Long Term Global Growth Q3 investor letter
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments
US Equity Growth Q3 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments
Positive Change Q3 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developments
Global Alpha Q3 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developments
Emerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments
Do 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.
China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.
Discovery Q3 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
European Equities Q3 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Japan Growth Q3 update
The Japan Growth Team reflects on recent performance, portfolio changes and market developments.
Japan All Cap Q3 update
The Japan All Cap Team reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q3 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
Managed Fund Q3 update
The Managed Fund team reflects on recent performance, portfolio changes and market developments.
Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q3 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
UK Core Q3 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q3 update
The US Equity Growth 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.
DC views: how to achieve better member outcomes
Unlocking the potential of DC pension plans for better member outcomes.
Sustainable Growth Q3 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
US Alpha Q3 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Q3 update
The Strategic Bond 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.
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.
Positive Change Fund manager update
Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.
The importance of focus
Why focus and patience are crucial elements when investing and identifying growth companies.
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.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.
Manager Insights: US Growth Trust
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 excellence
Monks 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.
International viewpoints: semi-cap resilience
Why our long-term conviction in ASML, Tokyo Electron and TSMC stands up to recent sector volatility.
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.
Strategic Bond Fund: back to the future
Investment manager Robert Baltzer gives an update on the Baillie Gifford Strategic Bond Fund.
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.
Long Term Global Growth Q2 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q2 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q2 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q2 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q2 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth: investor letter Q2 2024
Investment specialist Fraser Thomson gives an update on the US Equity Growth Strategy covering Q2 2024.
AI: driving a new healthcare paradigm
Why AI could be key to us living longer and being in better health in the future.
Positive Change: investor letter Q2 2024
Investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.
Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
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.
Discovery Q2 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.
European Equities Q2 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q2 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Sustainable Income Fund Q2 update
The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.
UK Core Q2 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.
China Q2 update
The China Team reflects on recent performance, portfolio changes and market developments.
International Growth Q2 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q2 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Q2 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments
US Alpha Q2 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments
Health Innovation Q2 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
International Smaller Companies Q2 update
The International Smaller Companies 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.
Global Income Growth Q2 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
International All Cap Q2 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.
International Alpha Q2 update
The International Alpha 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.
International viewpoints: global EV trends
Analysing market dynamics, industry challenges and future trends of EVs’ global adoption.
Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
Upfront: episode seven
We discuss long-term investing, delve into PsiQuantum’s investment case, and explore Monks Investment Trust.
European Fund: inflection points
Adapting to changing market conditions and focusing on dynamic growth companies in Europe.
International Concentrated Growth Q2 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
International viewpoints: eastern promise
What market sentiment, recent valuations and policy changes mean for us as investors in Asian growth companies.
Private equities: time to turn to growth
Why high interest rates help rapid growth private companies with proven products stand apart.
Japan: the next opportunity
Explore Japan's market evolution, digitalization, and investment opportunities in unique growth themes.
Why small companies matter to us
Unlocking the potential of small cap investments.
A write up of Baillie Gifford’s responsible investing breakfast
An insight into the critical role of responsible investing in aligning financial success with sustainability efforts.
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 through a Japanese lens
Japanese tech dominance is under increasing pressure in China from domestic challengers.
Manager Insights: Shin Nippon
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.
Monks’ musings first quarter 2024
A winning mix of AI-related tech stocks with companies leading US infrastructure renewal.
Upfront: episode six
We discuss risk v reward in stock picking, MercadoLibre’s mission in Latin America and Japan’s small-cap landscape.
Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.
Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.
30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companies
Investor 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.
Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
UK Core Q1 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.
European Equities Q1 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q1 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
International Alpha Q1 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q1 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
Health Innovation Q1 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
US Alpha Q1 update
The US Alpha Team reflects on recent performance, portfolio changes and market developments.
International Growth Q1 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q1 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
International Smaller Companies Q1 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
International Concentrated Growth Q1 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
International All Cap Q1 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.
China A Shares Q1 update
The China A Shares Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Q1 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
Five years of health innovation
Investors take note: technology and innovation are revolutionising treatments and patient care.
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.
ESG v sustainability
How do we look beyond the data to ensure our investments have real-world impact?
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.
Upfront: episode five
We discuss innovative UK companies, Pinduoduo’s edge in ecommerce, and China’s investment landscape.
All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?
Positive Change: a review of 2023
A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.
How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.
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.
Long Term Global Growth Q4 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
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.
Live long… and prosper?
How Sustainable Income aims to help you defy the retirement lottery and secure a durable income.
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.
UK Core Q4 update
The UK Core Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q4 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q4 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
International All Cap Q4 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Q4 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q4 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Health Innovation Q4 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q4 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q4 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
European Equities Q4 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
China Q4 update
The China Team reflects on recent performance, portfolio changes and market developments.
International Smaller Companies Q4 update
The International Smaller Companies Team reflects on recent performance, portfolio changes and market developments.
International Growth Q4 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.
Keystone Positive Change: manager insights
An update on the portfolio and these companies’ important contributions towards a more sustainable future.
International Alpha Q4 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.
International Concentrated Growth Q4 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.
Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
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.
Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.
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.
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.
The retirement date lottery – can it be avoided?
Sustainable Income Fund manager Steven Hay addresses three big questions facing today’s cohort of income investors.
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.
Upfront: episode four
Hear from us on private companies, the investment case for SoftBank and the Responsible Global Equity Income Fund.
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.
Managed Fund manager update
Investors reflect on the Managed Fund’s track record, recent performance and why they remain optimistic.
How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.
Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.
International All Cap Q3 update
The International All Cap Team reflects on recent performance, portfolio changes and market developments.
International Alpha Q3 update
The International Alpha Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q3 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.
European Equities Q3 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Health Innovation Q3 update
The Health Innovation Team reflects on recent performance, portfolio changes and market developments.
International Concentrated Growth Q3 update
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developments.
Strategic Bond Q3 update
The Strategic Bond Team reflects on recent performance, portfolio changes and market developments.
Japanese Equities Q3 update
The Japanese Equities Team reflects on recent performance, portfolio changes and market developments.
Long Term Global Growth Q3 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
International Growth Q3 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q3 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q3 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q3 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.
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.
Upfront: episode three
We discuss the case for bonds, fashion powerhouse Kering and Sustainable Growth’s approach to valuations.
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.
Adapting to survive – and thrive
Using a fighter pilot’s business strategy can help a company orient itself amid change.
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.
Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.
Navigating a turbulent Turkey
Turkey may be volatile, but there’s opportunity in currency forwards and competitive companies
The real deal in property
In a challenging environment, discover a European property sector company bucking the trend.
Upfront: episode two
The UK team discuss types of growth, Northvolt’s technology and companies exciting our US funds.
Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
International Alpha Q2 update
The International Alpha team reflects on recent performance, portfolio changes, and market developments.
Strategic Bond Q2 update
The Strategic Bond team reflects on recent performance, portfolio changes, and market developments.
International Concentrated Growth Q2 update
The International Concentrated Growth team reflects on recent performance, portfolio changes, and market developments.
Long Term Global Growth Q2 update
The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
Global Alpha Q2 update
The Global Alpha team reflects on recent performance, portfolio changes, and market developments.
Health Innovation Q2 update
The Health Innovation team reflects on recent performance, portfolio changes, and market developments.
US Equity Growth Q2 update
The US Equity Growth team reflects on recent performance, portfolio changes, and market developments.
International Growth Q2 update
The International Growth team reflects on recent performance, portfolio changes, and market developments.
Emerging Markets Q2 update
The Emerging Markets team reflects on recent performance, portfolio changes, and market developments.
International All Cap Q2 update
The International All Cap team reflects on recent performance, portfolio changes, and market developments.
China Q2 update
The China team reflects on recent performance, portfolio changes, and market developments.
Sustainable Growth Q2 update
The Sustainable Growth team reflects on recent performance, portfolio changes, and market developments.
Positive Change Q2 update
The Positive Change team reflects on recent performance, portfolio changes, and market developments.
UK Equity Core Q2 update
The UK Equity Core team reflects on recent performance, portfolio changes, and market developments.
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 industry
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Actual 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.
Discovery: a view from the frontiers
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.
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.
Asia ex Japan manager update
Roderick Snell and Qian Zhang discuss current views and portfolio positioning for the Asia ex Japan Strategy.
Upfront: episode one
Hear from the UK team on AI, Moderna’s mRNA technology and what’s next for the Managed Fund.
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.
Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
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.
Adyen: pioneer of payments
The Dutch firm making everyday payments fast and friction-free.
Positive Change Q1 update
Positive Change Team reflects on recent performance, portfolio changes, and market developments.
Global Alpha Q1 update
Global Alpha Team reflects on recent performance, portfolio changes, and market developments.
Long Term Global Growth Q1 investment update
Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
Sustainable Growth Q1 update
Sustainable Growth Team reflects on recent performance, portfolio changes, and market developments.
US Equities Q1 update
US Equities Team reflects on recent performance, portfolio changes, and market developments.
Emerging Markets Q1 update
Emerging Markets Team reflects on recent performance, portfolio changes, and market developments.
International Growth Q1 update
International Growth Team reflects on recent performance, portfolio changes, and market developments.
International Alpha Q1 update
International Alpha Team reflects on recent performance, portfolio changes, and market developments.
International All Cap Q1 update
International All Cap Team reflects on recent performance, portfolio changes, and market developments.
The sustainability revolution
Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.
International Concentrated Growth Q1 update
International Concentrated Growth Team reflects on recent performance, portfolio changes, and market developments.
Keystone Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Keystone Positive Change’s ESG conversations.
Recursion Pharmaceuticals: finding new drugs using data science
How Recursion Pharmaceuticals is using AI to turn the hunt for new medicines on its head.
Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.
Japan’s place in the chip market
The Japanese semiconductor companies set to benefit from the rise of 5G and electric cars.
20 years of International Growth podcast
Through two decades of change, our strategy has prospered by sticking to its philosophy of patience and optimism.
Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
Ocado’s robot revolution
The UK firm partnering with leading grocers to deploy its automated warehouses worldwide.
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 giant
Super 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.
Sustainable growth: an introduction
ESG investing is broken. Changing our approach could open up opportunities for better returns.
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.
LTGG investor update – January 2023
LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
Nothing lasts forever
Why international equity markets shouldn’t be forgotten.
Teleportation: just a Zipline away
Zipline delivers instantly, whether that’s blood in Rwanda or rotisserie chicken from Walmart.
Sustainable investing in the health sector
The Health Innovation team on ESG, the future of medicine and making a positive global impact.
Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.
Japan Growth: Asia’s resurgence
Despite the turbulence of last year there are reasons to be optimistic about Japanese companies.
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.
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?
Resilient growth for the long term
Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.
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.
Asia ex Japan: Portfolio manager update
Client director Andrew Keiller and investment manager Roderick Snell discuss the firm’s latest views on investing in the Asia ex Japan region.
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.
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.
Japan trip reflections
Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
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.
Positive Change update
Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.
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.
Seizing advantage in EM bonds
Extreme price movements in EM bonds bring potential for high returns, so investing in them could bring rewards.
A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.
Multi Asset quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.
Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Japanese Equities update
Fund manager Matthew Brett and investment specialist Thomas Patchett discuss growth investing in Japan.
Europe: why now?
Chris Davies is joined by Thomas Hodges to discuss why he sees reasons for optimism in European equities, and why he believes now is the time to start paying attention.
Inflation: analysing resilience
Four ways to consider growth companies’ ability to deal with rising prices.
Health Innovation: an update with the managers
Join Health Innovation Portfolio Managers as they provide an update on the strategy with Investment Specialist, Jack Torrance.
Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
A simple theory: Einstein’s lesson for investors
Einstein observed that simple is best. Robert Baltzer explains why this is true for investing.
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.
Snippets from the archives
Key insights from the International All Cap Strategy picked from the past 30 years.
Shimano: our strategy in one stock
How the cycle parts maker symbolises the kind of firms International All Cap is looking for.
Growth flows
Tracking our pursuit of growth companies over time.
Investing in ingenuity
Milena Mileva on picking International All Cap’s future winners.
Forging a fund
How relationship building, performance and tales of Scotland helped establish our international funds.
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.
Responsible Global Equity Income webinar
In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.
Reaching for resilience
Positioning for the long term and backing resilient companies can offer strong yields – even in troubled times.
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.
Digital Disruption and the future
Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.
Emerging Markets: Five Questions.
How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?
The search for ‘jumper-stretching’ stocks
Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
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 ideas
Infinite 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?
Investment Stewardship
It’s not that we do ESG, but how we do it. The ESG Team list 2021’s key stewardship activities.
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.
Asia ex Japan: Portfolio Manager Update
Join Roddy Snell and Ben Durrant to discuss current views and portfolio positioning for the Asia ex Japan strategy and learn why we continue to believe this is the most attractive region globally for growth investors.
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?
Resurgence of European ambition – Europe’s outliers
Join Stephen Paice, head of the Baillie Gifford European Equities team, as he discusses his research on the European companies that have increased in value 10x or more, delving into their history, common characteristics, and where they are likely to occur in the future.
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.
US Equity Growth: webinar highlights
Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
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.
US Equity Growth Webinar: The Long View
Join Investment Managers Tom Slater, Gary Robinson, Kirsty Gibson and Dave Bujnowski as they share their thoughts on the investment environment, explain why they believe there is scope for upside from here, and discuss their search for transformational growth companies.
Positive Conversations Keystone 2021.
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Smaller companies, big disruption.
How Baillie Gifford’s Smaller Companies Fund’s ‘radar’ picks up tomorrow’s game-changing growth businesses.
International All Cap – Consistency in uncertain times
Join Portfolio Construction Group Member, Joe Faraday and Client Service Manager, Andrew Daynes, as they discuss the importance of maintaining consistency in uncertain times.
Casting the net wider.
Monks seeks profit and resilience from its diversified growth stocks portfolio.
Reflections: A look back on Q1
The LTGG team consider recent performance and the long-term outlook for the fund.
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.
Up to speed with property
A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream. Investment manager Jon Stewart tells us more in this instalment of the Actual Income series.
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.
European Equities Manager Update.
When the going gets tough, exceptional companies keep going. Stephen Paice on Europe’s best.
International Smaller Companies is growing up - a three-year anniversary.
Join Brian Lum, Charlie Broughton & Richard Gall as they reflect on the first three years of the Smaller Companies strategy.
International Growth Webinar Summary.
In this webinar summary, Nick Thomas and Christel Brodie, investment specialists, cover growth investing during difficult periods and highlight the long-term growth drivers in the International Growth portfolio.
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.
International Growth: A conversation with the portfolio management team.
Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
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.
The evolution of Japan Income Growth.
Fund Manager Karen See and Investment Specialist Thomas Patchett explore Japan’s evolving opportunity set.
A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.
US Equities: manager insights
Gary Robinson, investment manager at Baillie Gifford, responds to questions on inflation and valuation.
Long Term Global Growth: Team evolution
Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
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.
Sustainable companies, global challenges
Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.
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.
Global Income Growth
Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
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.
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 challenges
Making 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.
We need to talk about inflation.
Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
China: Missing a Paradigm Shift.
Investment manager Sophie Earnshaw shares her latest thoughts on investing in China.
Four decades of lessons
Japan’s ability to anticipate technological change should see it through the ups and downs to come.
What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.
Island Time.
Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.
Resilient income, time after time
Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Sustainable Income and how they are seeking real income, time after time.
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.
Actual Income: We need to talk about inflation
When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of our fund managers.
We need to talk about inflation
Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
Tomorrow’s world, here today
Investing in private companies applying today’s early-stage tech to create tomorrow’s world.
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.
Smarter insurance for a less risky future
The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.
Joining forces to achieve net zero.
Baillie Gifford signs up to an asset managers initiative as COP26 begins.
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.
A shot in the arm.
Moderna’s mRNA vaccines are all set to become the cornerstone of an efficient health system.
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 scores
Time 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.
Constructive Dissatisfaction: A conversation with the International Growth Team.
Nick Thomas is joined by James Anderson and Tom Coutts to discuss the current investment landscape and the evolving situation in China.
US Discovery: an American voyage into the future
Baillie Gifford launches a new offering seeking out America’s most entrepreneurial new companies.
Climate Change: Risk or Opportunity?
Alicia Cowley, member of the Asia Client Service Team, is joined by ESG specialists Marianne Harper Gow and Michelle O’Keefe to discuss the burning question: Does climate change pose a risk to investment returns or are we able to identify investment opportunities in this area?
Modern-day Explorers.
Our international investors are explorers: which of the disruptors and innovators will deliver?
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.
Disruption Week: Investing in Firms Shaping the World of Tomorrow
From futuristic wireless technology to healthcare innovation and new forms of food production, the Long Term Global Growth Team’s investment manager Michael Pye considers the advances that may define life in 2040.
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.
Staying focused in frantic times
In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?
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.
Hyper-connected Networks
What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.
The past is a foreign country
High yield today might not mean resilient yield tomorrow for Emerging Market debt. Theo Holland reveals how Indonesia turned raw potential into a pathway for sustainable growth.
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.
Actual Income
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively.
The future is now, and it works
Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.
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.
High Yield Bond
In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.
Japan's digital transformation
Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.
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.
Strategic Bond.
Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
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.
How Are You Investing For The Next Decade?
Managed Fund Co-managers Iain McCombie and Steven Hay discuss growth versus value and what that means when looking at the decade ahead. They then cover governance and sustainability and why engagement in the topic is so important when investing over the long term.
Schiehallion Manager Insight.
Robert Natzler, investment manager of The Schiehallion Fund, gives an update on the team’s activities during a year of working remotely, followed by an overview of portfolio performance, transactions and IPOs. Natzler also takes the opportunity to reiterate the investment philosophy of The Schiehallion Fund and thank shareholders for their ongoing support in the fund’s first two years.
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?
On the grid
David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.
Active Investment: Fuelling the Energy Transition
In this webinar, Product Specialist Alasdair McHugh talks to Caroline Cook, Senior Analyst in the Governance & Sustainability Team, about active investment, the energy transition, where we are now and how far we need to go.
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.
Interview with our Japanese researchers
Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
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.
Are You Investing In The Right Europe?
Client Director Stuart Dunbar is joined by Stephen Paice, Head of the European Equity Team and Moritz Sitte, portfolio manager of our European funds, to discuss the question ‘Are you investing in the right Europe?’.
Highlights video: beyond the great dividend crisis
In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.
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.
UK Equities – Time for a closer look
Our economy may have taken a battering, but Kathleen MacMillan, UK equity investment specialist, finds plenty of compelling reasons to invest in British businesses.
The roaring twenties
When we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.
Highlights video: Long Term Global Growth webinar
Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.
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.
Why most things believed about investing are wrong
Investment manager Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
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.
Private companies overview
The artificial barriers between private and public companies are disappearing, but the investment world has not kept up. Investment managers Tom Slater, Chris Evdaimon, Peter Singlehurst and Rob Natzler discuss Baillie Gifford’s refreshing approach to investing in late-stage private companies.
The private opportunity
Companies no longer follow the traditional lifecycle from founding to IPO. Increasingly, they are remaining private for longer, supported by companies such as Baillie Gifford, and enjoying substantial growth before reaching public markets, as Robert Natzler explains.
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 potential
Monks - 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.
Global Alpha – mental models highlights
Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda.
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.
Emerging Markets: coming of age
It’s time to stop looking in the rear-view mirror when it comes to emerging markets.
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 unfolded
US 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.
Data, AI & Ethics.
Julia Angeles, investment manager on the Health Innovation Team, speaks to Claire Bell, former newspaper journalist and inquisitive researcher for Baillie Gifford. Angeles and Bell discuss the hot topics of data, artificial intelligence and ethics.
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.
Global Alpha - 10 minutes with Helen Xiong
Ben Drury, client director, talks to Helen Xiong, an investor and soon-to-be key decision-maker for the Global Alpha strategy.
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.
Multi Asset Investment Update.
James Squires, head of multi asset, discusses several key areas related to Baillie Gifford’s multi asset funds, namely an update on performance, our current views and outlooks and how those views and outlooks inform the positioning of the portfolios.
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.
Strategic Bond Fund Update.
Kevin Mitchell, client manager, hosts a webinar with Torcail Stewart and Lesley Dunn, co-managers of the Strategic Bond Fund, in which an update on the fund is given and questions from clients are answered.
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.
Navigating the Great Dividend Crisis.
Co-head of the Baillie Gifford Equity Income Team James Dow delivers a webinar giving insight into his thoughts on how investors can navigate the current global dividend crisis.
Back to the future
This webinar has been prepared solely for the use of professional investors outside of the Unites States and is not for further distribution. Baillie Gifford takes no responsibility for the reliance on this webinar by any other person who did not receive this webinar from Baillie Gifford.
Positive Change in Challenging Times Webinar.
In this webinar, investment managers Kate Fox and Lee Qian speak to portfolio specialist Alison Cuthbert about the Positive Change 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.
AI: Learning on the job
Dubbed the new electricity, artificial intelligence is intrinsic to the strategy and operations of many companies in the Long Term Global Growth portfolio.
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.
Resilience first
Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.
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.
Annual Business Update
Our annual business update 2020.
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.
Governance in China: risk or opportunity?
Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.
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.
When Milton met Billy
Shareholders seem to be obsessed with short-term profits. We aren’t. Scott Nisbet proposes an alternative path, where patience with the right companies is rewarded, and a less direct route to profitability can lead eventually to a more valuable outcome.
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.
Changing China
Ben Buckler explores the A share opportunity in China.
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.
Graham or growth?
In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
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.
The pursuit of extreme returns
The story of investing is really the story of the big winners, those exceptional companies that reshape our world and in the process reap the rewards. Lawrence Burns sets out how a long-term and patient approach to investment is necessary to identify those truly great companies that could drive extreme returns.
The unpopular case for active management
The active investment industry as a whole appears to have done a better job of enriching itself than adding value for clients. Is it worth defending? Stuart Dunbar thinks so.
Swimming against the tide
Home to many of the world’s greatest companies, the United States should be the active investment manager’s dream. Not so for everyone, it seems. Swimming against the tide of passive and mediocre active investment strategies, Head of US equities Tom Slater endorses a genuinely active, long-term approach to investing in the American dream.
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.
A long-term manifesto
Investment Manager Iain Campbell does not claim that Baillie Gifford’s investors are cleverer, have better systems or information, or that they work harder, travel further or construct more complex spreadsheets. Rather, he elaborates on an identifiable market inefficiency that our unusual structure and long-term philosophy allows us to exploit.
Longevity
With the lifespan of companies shrinking, pinpointing those companies that will endure matters. Investment Manager Mark Urquhart illustrates the power of compounding and the role special cultures and management play in increasing a company’s odds of longevity.
The truth will out: dispelling the myths of emerging market investing
The golden age for EM economic growth is over, but for some EM companies, the opportunity set may be far larger than anything that EM investors have seen to date. Investment Manager, Will Sutcliffe, dispels some of the common misconceptions surrounding EM investing and reveals why he continues to keep the faith.
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
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 Investment Trust: 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.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Resurgence of insurance-linked securities
Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies
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 and immerse yourself in our infographics to understand the disruptive forces shaping our world.