Welcome to our Investment Capital section, where you will find articles, white papers and fund presentations.
Japanese Income Growth Fund: Opportunity & Process – Second Quarter 2018
Corporate Japan is evolving, bringing with it fresh opportunities for growth investors looking for yield. Baillie Gifford investment manager Matthew Brett pinpoints what the opportunities are.
Europeans are Entrepreneurs After All – First Quarter 2018
It is a common myth that Europe lacks entrepreneurship. Not so, says Stephen Paice, co-manager of the Baillie Gifford European Fund, you just have to look in the right places.
Baillie Gifford Strategic Bond Fund – What’s in a Name – First Quarter 2018
The Baillie Gifford Corporate Bond Fund is changing its name to the Baillie Gifford Strategic Bond Fund. This is our Marathon to Snickers moment, the name is changing but the investment philosophy remains the same.
Indonesia – Waiting for the The Boom – First Quarter 2018
Investment manager Ewan Markson-Brown recently visited Jakarta, where he found a changing political and technological landscape which could see Indonesia emerge as one of the most exciting growth stories globally in the next few years.
Asia – The Stars Align – First Quarter 2018
The managers of the Baillie Gifford Pacific Fund and Pacific Horizon Investment Trust discuss why they believe the stars are aligning for the Asia Pacific Ex-Japan region following a period of weak global growth, and why they feel the outlook is positive for the region.