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International viewpoints: power players
Companies rising to new energy challenges in diverse ways, and the economies driving demand.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Semiconductor chips: the global tech battle
Companies and countries are vying for influence on the technology powering computation.Saving when sending abroad: a Wise move
With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.Long Term Global Growth Q3 investor letter
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developmentsUS Equity Growth Q3 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developmentsPositive Change Q3 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developmentsInternational Alpha Q3 investor letter
The International Alpha Team reflects on recent performance, portfolio changes and market developmentsInternational All Cap Q3 investor letter
The International All Cap Team reflects on recent performance, portfolio changes and market developmentsInternational Growth Q3 investor letter
The International Growth Team reflects on recent performance, portfolio changes and market developmentsInternational Concentrated Growth Q3 investor letter
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developmentsGlobal Alpha Q3 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developmentsEmerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developmentsDo 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.Wise: Money Without Borders
Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.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.International Alpha Q3 update
The International Alpha 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.International Growth Q3 update
The International Growth Team reflects on recent performance, portfolio changes and market developments.International Smaller Companies Q3 update
The International Smaller Companies 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.Positive Change Q3 update
The Positive Change 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.International All Cap Q3 update
The International All Cap 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.Luxury brands show promise amid slump
How brands like Hermès, Gucci and Ferrari defy downturns with heritage and innovation.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 impact ideas
Rosie Rankin explains why Nubank, Xylem and Grab can both improve lives and offer investment returns.The importance of focus
Why focus and patience are crucial elements when investing and identifying growth companies.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.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.Investing in UK water
The companies transforming the UK’s water infrastructure.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.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.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.Enduring good
What values are important to you? And are they reflected in your investments?The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.Global Alpha Q4 update
The Global Alpha 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.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.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.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.How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.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.Global Alpha Q3 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.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.Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.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.Long Term Global Growth Q3 update
The Long Term Global 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.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.International Alpha Q2 update
The International Alpha 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.Positive Change Q2 update
The Positive Change 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 industryActual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.Making 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.Discovery: a view from the frontiers
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times.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.Finding Brazil’s social innovators
Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.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.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.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.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.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.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.Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.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.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: 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?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.China’s changing automotive landscape
The rise of EVs spells opportunity for supply chain providers, from battery makers to semiconductor foundriesAI: 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.Chip War
How semiconductors bring a competitive world together.A dose of innovation
Your money or your health. Marina Record asks if society is ready to pay for health innovation.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.Solving the antimicrobial crisis
If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.Positive Change update
Investment manager Lee Qian and investment specialist Rosie Rankin discuss the positive change portfolio.Investing in net zero
Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.International All Cap – 30 years and more recent times
Eoin Anderson is joined by Joe Faraday and Katie Muir to discuss remaining focused on the future, and the importance of International All Cap sticking to its approach.Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.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.Creating impact
How the Positive Change Strategy backs firms tackling social and environmental challenges.Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.Defining impact
The US Equities team discuss ESG and effective growth investing.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.A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.Transforming the future of healthcare
Supporting companies with the potential to transform the field of healthcare and generate attractive returns.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.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.Why are Swedish companies world leaders?
Sweden tops the charts for original thinking, from family businesses to founder-run companies.Digital Disruption and the future
Online infrastructures and digital developments in the education, energy, and transport sectors make for an exciting future.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.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 ideasWhat 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.Why it’s not over for growth stocks
Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?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.International Smaller Companies: Under the Radar
Part 6 - Alignment.International Smaller Companies: Under the Radar
Part 5 - Insight.International Smaller Companies: Under the Radar
Part 4 - Scalability.International Smaller Companies: Under the Radar
Part 3 – SustainabilityInternational Smaller Companies: Under the Radar
Part 2 – Competitive Edge.International Smaller Companies: Under the Radar
Part 1 - OpportunityInternational Smaller Companies: Under the Radar
Introducing the RadarESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.International Concentrated Growth: manager introductions
Radical companies may seem risky, but they’re building the future. Paulina McPadden, Spencer Adair and Lawrence Burns discuss how investing in firms with extraordinary potential is a simple approach to long-term wealth creation.How education escaped from the classroom
Online courses have upended the economics of education, Thaiha Nguyen explains.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.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.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.India’s data-driven growth stocks
Baillie Gifford spots investment opportunities in a smartphone-transformed nation.Reflections: A look back on Q1
The LTGG team consider recent performance and the long-term outlook for the fund.China’s move to renewable energy
Solar power and cheap green energy makes for a promising future.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?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.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.International All Cap – Looking back and thinking forward
Join Kelly Cameron as she hosts Joe Faraday, one of our International All Cap PCG Members, and Katie Muir, one of our International All Cap Investment Specialists, as they discuss the International All Cap Portfolio past performance and their outlook for the next few years.Actual ESG
Investing in great growth companies to make a big difference.Long-term investing and market volatility.
James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.A private companies approach to ESG
The special considerations at play when we invest in high-growth, late-stage unlisted firms.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.ESG collaborations
Looking before we leap into industry initiatives.Sustainable companies, global challenges
Learn about the up-and-coming sustainable companies radically shaping a more prosperous future.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.ESG data: Filling in the gaps
LTGG is making efforts to improve environmental, social and governance metrics.International Alpha Anthology
Winter 2021 International Alpha Anthology of content.Glasgow Climate Pact
For Global Stewardship, climate opportunities go hand in hand with climate challengesRules of the game
Regulation and what we look for in companies’ responses.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.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.What’s a business for?
Today’s investment managers should support companies doing the most to benefit society.Beyond crude numbers.
Investing in sustainability by focusing on opportunities for reward rather than ESG scores.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.Tomorrow’s world, here today
Investing in private companies applying today’s early-stage tech to create tomorrow’s world.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.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.Inside and out
A focus on diversity and inclusion can result in competitive advantage.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 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 scoresTime travel investing
Evaluating emerging market stocks by taking a mental leap into the future.Looking back going forward
In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.ESG metrics can be ‘dangerous rubbish’.
Baillie Gifford’s James Anderson warns of the risks of ill-defined sustainability metrics.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?Highlights Video: International All Cap Webinar.
Investment manager Sophie Earnshaw and ESG specialist Gavin Grant discuss how they approach ESG and stewardship as part of Baillie Gifford’s International All Cap Strategy.- How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
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.- Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
Clusters, Computers and Classic Rock
Find out why small companies are one of the richest hunting grounds for long-term growth investors.- Economist John Kay and investment manager James Anderson discuss how changing attitudes to known unknowns could make us better investors.
Hyper-connected Networks
What’s left of exception growth companies? With the internet and the cloud, the sky’s the limit.How harnessing chaos can make companies more nimble
Chaos is often associated with a failure of leadership. Gary Robinson, partner in the US Equities Team, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.Mind the Gap: Going on a De-risking Journey
Baillie Gifford’s multi asset funds aim to provide maturing pension schemes protection from whatever economic weather may arise.Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.What Picasso can teach us about investing
Investment Specialist Christel Brodie speaks to Tom Coutts, Investment Manager on Baillie Gifford’s International Growth Strategy, about his recent thought piece ‘What Picasso can teach us about investing’.Highlights Video - The Small-Cap Effect: An Existential Debate.
This short video summaries the highlights from a recent webinar in which Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discusses the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.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.The Small-Cap Effect: An Existential Debate.
Richard Gall, Steve Vaughan and Brian Lum, members of the International Smaller Companies Portfolio Construction Group, discuss the small-cap effect, the team structure, and the investment approach to finding exceptional smaller companies.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.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.International Insights - Going For Growth.
Kristen Ross is joined by Hamish Maxwell and Stephen Corr, members of the specialist international team at Baillie Gifford, to discuss the development of humankind and how it has led us to growth, and why they think now is a great time to tilt portfolios to the international markets to take advantage of growth opportunity.International Growth: Manager Update.
Nick Thomas and Christel Brodie, investment specialists on the International Growth Team, give an update on the activity of the portfolio over the last quarter, covering portfolio positioning, transactions and pipeline ideas.International All Cap Webinar.
In this webinar, Client Service Director Matthew Coyle is joined by Joe Faraday, a decision maker on the International All Cap Strategy, and Charlie Broughton, an investment manager in the Smaller Companies Team and specialist representation for International All Cap. Joe and Charlie explain that although many understand the concept of idea generation as a light bulb moment, for the International All Cap Team it’s a gradual process that develops over time.Global Alpha Paris-Aligned
The Global Alpha Paris-Aligned portfolio offers a pathway for clients to align their assets with the objectives of the Paris Agreement. Here, we provide some background to the Paris Accords and outline how we aim to implement its objectives.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.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.From crisis to opportunity
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.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.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?’.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.Global Alpha research agenda
In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.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.Navigating Change in US Equities.
In this webinar recording, US Equity strategy specialist Ben James talks to all four of the key decision makers in the US Equities Team, 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.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.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.Vision of 2040 Webinar.
In this webinar recording, client directors Anthony Spagnolo and Ben Drury share some ideas about what the next 20 years could bring.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.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.A gallery for growth
Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.Sensible nonsense
To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.Navigating noise
Navigating Noise, a video series brought to you by the Long Term Global Growth team, seeks to gather and share some of the thinking we find so valuable when investing for the long term.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.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.International Growth - Introductory Film.
Managers of the International Growth strategy Tom Coutts, Lawrence Burns, Brian Lum and Julia Angeles give an insight into their investment philosophy.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.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.What's the Purpose of Investing?
Interview with Stuart Dunbar.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.Positive Change Impact Report
For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.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.The Myth of the Marlboro Man.
Quitting tobacco and fossil fuels should no longer carry a wealth warning, writes Scott Nisbet.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.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.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.The shape of things to come
It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.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.A case for growth
Growth investors have had a good decade. Dave Bujnowski explains why he remains convinced that, despite suggestions to the contrary, growth investors look set to enjoy more of the same over the coming years – provided they look in the right places.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.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.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.Aberration or Premonition
If capturing extremes is the key to investment returns, James Anderson sets out how we can improve our chances of investing well. He highlights the exponential long-term trends in energy, healthcare and technology that he believes will be at the heart of a dramatic implosion of the old order and will become the cornerstone of the new.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.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.
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International viewpoints: power players
Companies rising to new energy challenges in diverse ways, and the economies driving demand.Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.Semiconductor chips: the global tech battle
Companies and countries are vying for influence on the technology powering computation.Saving when sending abroad: a Wise move
With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world.Long Term Global Growth Q3 investor letter
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developmentsUS Equity Growth Q3 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developmentsPositive Change Q3 investor letter
The Positive Change Team reflects on recent performance, portfolio changes and market developmentsInternational Alpha Q3 investor letter
The International Alpha Team reflects on recent performance, portfolio changes and market developmentsInternational All Cap Q3 investor letter
The International All Cap Team reflects on recent performance, portfolio changes and market developmentsInternational Growth Q3 investor letter
The International Growth Team reflects on recent performance, portfolio changes and market developmentsInternational Concentrated Growth Q3 investor letter
The International Concentrated Growth Team reflects on recent performance, portfolio changes and market developmentsGlobal Alpha Q3 investor letter
The Global Alpha Team reflects on recent performance, portfolio changes and market developmentsEmerging Markets Q3 investor letter
The Emerging Markets Team reflects on recent performance, portfolio changes and market developmentsDo 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.