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Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.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.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.Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatilityEnvironment: 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.International Growth: our philosophy
Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.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.Streamlined for success
How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.Discovery Q2 update
The Discovery 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.US Alpha Q2 update
The US Alpha Team reflects on recent performance, portfolio changes and market developmentsHealth 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.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.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.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.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.Stock story: MercadoLibre
The company on a mission to democratise ecommerce and finance for 650 million people.Upfront: Japanese equities
Praveen Kumar shares the latest on growth equities in Japan and why now is the time for small cap investors to be bold.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 companiesTilting the odds in your favour
The Magnificent Seven’s reputation goes before them but that’s not enough to save them.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.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.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.Five years of health innovation
Investors take note: technology and innovation are revolutionising treatments and patient care.Private companies and the Power Law
Author Sebastian Mallaby on the attraction of investing in game-changing firms at an early stage.AI: intelligence everywhere
Why AI could be the printing press of intelligence.Remitly: easy global remittance
The mobile app that busts stress and high charges for workers sending money back home.Starlink’s Space-based broadband
How the SpaceX subsidiary is turning internet deserts into online oasesThe founder factor
Tom Slater on the secret sauce shared by founder-led companies.Climeworks: digging deeper for climate solutions
A small holding with a long-term climate goal.Upfront: Asia’s emerging markets
Roderick Snell on investing in Asia – from a strengthening dollar to the semiconductor value chain.Positive Conversations 2023
The Positive Change Team’s ESG and engagement report shows the difference talking can make.Stock story: Pinduoduo
The innovative ecommerce company poised to take advantage of China’s large consumer base.All aboard the growth train
Why do we prefer growth stocks despite the lure of shorter-term assets?Positive Change: a review of 2023
A performance update explaining why we back firms solving social and economic issues such as Moderna and MercadoLibre.Moderna: designing drugs on a computer
Can scientists meet unmet health needs by writing code to help the body heal itself?The AI paradigm shift
Being open-minded to what rapid changes brought on by AI could mean for growth stocks.Niches, anomalies, and things to come
How can we spot large growth opportunities at the stage when others dismiss them as fads?Lessons from evolutionary biology
Why the study of gene fitness can help us spot ambitious growth companies with huge potential.Enduring good
What values are important to you? And are they reflected in your investments?Making sense of social
Considering the S in ESG ranges from supply chain analysis to cybersecurity precautions.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.Small caps: Beyond the myths
Opportunities remain in small-cap investing, regardless of interest rates or market volatility.China revisited
Lawrence Burns explores the new landscape of opportunity.Innovation’s drumbeat
Charting how technological progress and prosperity march together.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.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.How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.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.Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.Stock story: Kering
Find out what makes luxury fashion conglomerate Kering stand out from the competition.What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.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.Near-term headwinds, long-term optimism
Investors provide an update on International All Cap performance and portfolio activity.Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.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 industryMaking health insurance manageable
How Elevance Health uses its scale to smooth a path through the US health system’s maze.Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.Navigating for growth
International All Cap investors on why they’re encouraged by how the portfolio has been faring.From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.Adyen: pioneer of payments
The Dutch firm making everyday payments fast and friction-free.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.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.AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.Denali Therapeutics: rising to the challenge of brain disease
Developing brain disease drugs is hard, but this company’s early results suggest it can succeed.Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.Positive Conversations 2022
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.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.MercadoLibre: a lesson in innovation
Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.Facts, ideas and resilience
Investment specialists discuss idea generation, stocks and portfolio resilience for International All Cap.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?Asia and energy transition
Exploring the emerging energy opportunities in Asia.Chip War
How semiconductors bring a competitive world together.Why patience matters
Endurance and imagination are key ingredients for quality growth investing.Why private companies matter more
SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?Actual ESG
Investing in great growth companies to make a big difference.A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.Tomorrow’s world, here today
Investing in private companies applying today’s early-stage tech to create tomorrow’s world.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.Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
30 years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
April 2024
Article15 minutes
Recent insights
Why technical leaders have an advantage
How the leaders of Meta, Shopify, Roblox and Spotify’s expertise helps them put AI to use.Trip Notes: Seoul and Mumbai
Lawrence Burns sees great growth firms in action in South Korea and India.Beyond NVIDIA: investing in semiconductors
Why some of the leading computer chip makers and companies enabling them have room to grow.Beyond Silicon Valley
The US’s new hotbeds of innovation are increasingly based outside California.China: the new shoots of growth
Why advanced manufacturing and social context are key to investing in tomorrow’s Chinese giants.MercadoLibre: Latin America’s unbanked
MercadoLibre offers hope to Latin America’s 178 million unbanked population.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.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.Extraordinary times and opportunities
James Budden explains why now is the time for growth, as markets weather exceptional volatilityEnvironment: 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.International Growth: our philosophy
Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.