Insights
Filters
The companies driving your portfolio
Stock stories
As bottom-up stock pickers, companies mean everything to us. Engage with the investment cases for some of Baillie Gifford's top holdings.
Investment commentaries
Read short reflections from our investment teams on a portfolio-related topic.
Viewing 7 of 7 insights
Recent insights
A new age of discovery: the case for international
Discover how venturing into unexplored investment territory is yielding hidden gems.
Tariff twists and turns
Why EM investors should avoid knee-jerk reactions.
US perspectives: comfortable in discomfort
Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
LTGG Reflections: know where your towel is
Why investors should avoid the temptation to throw in the towel during market turmoil.
Why ants, scaffolding and long jumps matter to growth investors
Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
Atlas Copco: Stock Story
Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
L'Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
ASML: Stock Story
Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
US perspectives: the retail ecosystem
Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
LTGG Reflections: TSMC, why now?
The 40-year-old company leading AI technology with advanced semiconductor production.
Lithium: powering the future
Investing in the Chilean mining company charging the energy transition.
US perspectives: AI evolves again
Explore how the rapid market shift in AI and computer processing is transforming industries.
Important information
The Baillie Gifford Mutual Funds are distributed by Baillie Gifford Funds Services LLC. Investors should carefully consider the objectives, risks, charges and expenses of the Funds before investing. This information and other information about the Funds can be found in the prospectus and the summary prospectus. For a prospectus and summary prospectus please go here. Please carefully read the Fund’s prospectus and related documents before investing.