Baillie Gifford
Recent insights
Emerging markets: new opportunities
Emerging markets: why it’s time to rethink the opportunities.Private investments: unlocking growth
The three Rs – relationship, reputation and research – are key to private company investing.The great US infrastructure rebuild
Finding gold amid the grit of the US drive to repair its essential networks.Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.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 developments