Baillie Gifford
Recent insights
The G of ESG: governance reimagined
Why we don’t follow the crowd when assessing a company’s governance behaviours and structures.
5 inevitable and investable long-term growth drivers
Ways the world will change, from smarter robots to medical breakthroughs achieved at speed.
The concentration conundrum: challenge or opportunity?
In today’s era of US mega caps, is market concentration a challenge or an opportunity?
Finding sanity in the circus
An LTGG insight into what really matters for long term growth investing at the current juncture.
Volatility in LTGG: a feature not a bug
Why volatility is crucial to LTGG's strategy of capturing outsized returns.
Long Term Global Growth Q4 update
The Long Term Global Growth 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.
Emerging Markets Q4 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments.
European Equities Q4 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Sustainable Growth Q4 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
Multi Asset Q4 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
US Alpha Q4 update
The US 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.
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.