The long view: investing in the future
Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.
Baillie Gifford 26th May 2022
Scottish Mortgage: long-term endurance
In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.
Scottish Mortgage: Long-term endurance
Baillie Gifford 25th May 2022
Electric Income
Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more. Capital at risk and income not g...
Baillie Gifford 24th May 2022
Electric Income Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more.
Patient Green Capital
Companies need time to develop carbon-cutting disruptive innovations. By providing patient capital, you can increase both their environmental impact and your returns, as Scottish Mortgage Investment T...
Baillie Gifford 17th May 2022
Bond investing in the zero-carbon future
Baillie Gifford’s Charlie Houston explains how renewable energy providers like India’s Greenko and Costa Rica’s ICE can tackle climate change while creating new sources of reliable income for investor...
Baillie Gifford 16th May 2022
Scottish Mortgage: why decarbonisation needs patient investors
Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.
Small but powerful: why disruption isn’t just for tech giants
As the Baillie Gifford International Smaller Companies Fund marks its third anniversary, its managers explain how the Fund’s ‘radar research framework’ picks up the signals of small caps that can deli...
Baillie Gifford 6th May 2022
Baillie Gifford | Up to speed with property
A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...
Baillie Gifford 25th Apr 2022
Up to speed with property
Baillie Gifford 22nd Apr 2022
Collecting thoughts
As he prepares to stand down as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the great minds that influenced his thinking.
China's move to renewable energy
With China’s recent investment in solar power and renewable energy getting progressively cheaper, Baillie Gifford’s Calum Holt explores whether a greener world is achievable.
Baillie Gifford 20th Apr 2022
Why is Baillie Gifford buying into private companies?
Baillie Gifford’s Peter Singlehurst explains the rise of investment opportunities in innovative private companies like SpaceX, Epic Games and Stripe. Capital at risk.
Baillie Gifford 13th Apr 2022
Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Baillie Gifford 7th Apr 2022
How can active bond investors find sustainable innovators?
Baillie Gifford’s Lucy Isles and Saorla Whelan explain how active bond investors can find the companies that are successfully adapting as the energy sector moves to a low-carbon initiative. Capital at...
Baillie Gifford 22nd Mar 2022
Scottish Mortgage - The power of people
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the futur...
Baillie Gifford | In conversation with the Scottish Mortgage managers
In this webinar, Baillie Gifford’s Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team.
Baillie Gifford 16th Mar 2022
International growth: a conversation with Baillie Gifford’s Portfolio Management team
Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.
Baillie Gifford 10th Mar 2022
Baillie Gifford | Responsible Global Equity Income Fund
Baillie Gifford’s Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund. Capital at risk and income not guaranteed.
Baillie Gifford 1st Mar 2022
Why cleaning up energy is good news for income investors
Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation.
Baillie Gifford 21st Feb 2022
Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation. Capital at risk and income not guaranteed.
Sustainable companies, global challenges
Investing in the sustainability revolution: recognising creative destruction is good for sustainable investment is an important step in finding the upcoming sustainable companies that will drive a mor...
Baillie Gifford 10th Feb 2022
Baillie Gifford Managed Fund: 2021 performance review
Periods of weakness and market volatility aren’t comfortable, but we believe the Baillie Gifford Managed Fund’s consistent approach when investing in shares and bonds continues to be critical to deliv...
Baillie Gifford 4th Feb 2022
The history of Edinburgh Worldwide Investment Trust
The US trips of trust founder and Victorian City giant Robert Fleming set the pattern of pioneering research that characterises today’s EWIT, as John Newlands explains
Baillie Gifford 3rd Feb 2022
Nurobots: delivery with autonomous vehicles
Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone. Capit...
Baillie Gifford 26th Jan 2022
Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone.
Emerging markets: Investing beyond ESG
Baillie Gifford’s John Berry explains why investing strategies need to consider emerging markets’ potential for improvement, not just their risk scores. Capital at risk and income not guaranteed.
Baillie Gifford 10th Jan 2022
The ‘S’ of ESG: intangible value
Baillie Gifford’s ESG experts Marianne Harper Gow, Ed Whitten, and Abhi Parjuli talk about the Social aspect of ESG in the context of investing.
Baillie Gifford 16th Dec 2021
20 years of investing in glamour and hard grind
Investing in ‘high risk’ debt requires imagination, patience and an alignment of interests, as Baillie Gifford’s Robert Baltzer, Head of Credit Research, explains. Capital at risk and income not guara...
Baillie Gifford 13th Dec 2021
Baillie Gifford | Actual Income: We need to talk about inflation
When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of the Bailli...
Baillie Gifford 9th Dec 2021
We need to talk about inflation
Changing workforce demographics, Covid and climate change are pushing prices higher, leading to investment strategy shifts. Steven Hay, co-manager of the Baillie Gifford Multi Asset Income Fund explai...
Baillie Gifford 3rd Dec 2021
Baillie Gifford | Baillie Gifford Managed Fund – Manager Insights
Investment managers Iain McCombie and Steven Hay discuss inflationary pressures, ESG opportunities and heat pumps, among other matters, in conversation with product specialist Lucy Haddow.
Baillie Gifford 23rd Nov 2021
Smarter Insurance for a less risky future
The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and...
Baillie Gifford 17th Nov 2021
Sustainable at heart: why businesses need to adapt
Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains. Capital at risk and income not guaranteed.
Baillie Gifford 21st Oct 2021
Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains.
Staying Focused in Frantic Times
In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains. Capital at risk and income not guaranteed.
Baillie Gifford 14th Oct 2021
In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains.
Scottish Mortgage on disrupting disease with AI
Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains. Capital at risk.
Baillie Gifford 12th Oct 2021
Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains.
Cultural outliers: keeping hold of revolutionary companies
Companies seeking to upend entire industries can be exceptional investments, but need patience and support, as Nick Wood of Baillie Gifford’s US Equities Team explains.
Baillie Gifford 8th Oct 2021
Purpose not Governance
James Anderson, joint manager of Scottish Mortgage Investment Trust, argues that ill-defined ESG ratings and corporate policies can result in tragedy.
Baillie Gifford 6th Oct 2021
The Baillie Gifford Managed Fund’s European Champions
European Investment Specialist, Thomas Hodges, answers five burning questions on the companies to watch.
Baillie Gifford 28th Sep 2021
Baillie Gifford | Multi Asset Income Fund: Retrospective
As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital...
Baillie Gifford 17th Sep 2021
Baillie Gifford Multi Asset Income Fund: Retrospective
Investing in firms shaping the world of tomorrow
From futuristic wireless technology to healthcare innovation and new forms of food production, Investment Analyst Michael Pye of Baillie Gifford’s US Equity Team considers the advances that may define...
Baillie Gifford 10th Sep 2021
Baillie Gifford 8th Sep 2021
The past is a foreign country
Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and in...
The Past is a Foreign Country
Embracing the extraordinary
Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change, according to Scottish Mortgage's managers.
Baillie Gifford 29th Jul 2021
The future of bond investing is here
Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today. Capital at risk and income not guaran...
Baillie Gifford 22nd Jul 2021
Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.
Positive Change – It’s Not Obvious
The Baillie Gifford Positive Change Fund invests in businesses that can help solve global challenges. But, as investment manager Kate Fox explains, the impact that some of the most influential compani...
Baillie Gifford 8th Jul 2021
Baillie Gifford | The Next Generation of Winners
Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.
Baillie Gifford 21st Jun 2021
Baillie Gifford 1st Jun 2021
The quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Scottish Mortgage on the visionaries driving the future of healthcare
With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare. Capital at risk.
Baillie Gifford 24th May 2021
Baillie Gifford Managed Fund: Answering the 5 burning questions on investors’ minds
The year 2020 felt somewhat surreal for UK investors. We answer some of the questions most asked by investors of the portfolio’s UK equity holdings. Capital at risk.
Baillie Gifford 23rd May 2021
A new paradigm in income investing
James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.
Baillie Gifford 14th May 2021
Baillie Gifford 13th May 2021
Baillie Gifford | Scottish Mortgage – The Next Generation of Winners
Baillie Gifford 23rd Apr 2021
Lessons in investing
Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
Baillie Gifford 6th Apr 2021
Baillie Gifford | Manager Insights
Hear from Steven Hay and Iain McCombie, investment managers from Baillie Gifford’s Managed Fund, as they reflect on 2020 and look forward to what’s to come.
Baillie Gifford 11th Mar 2021
An acceleration of megatrends
Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.
Baillie Gifford 9th Mar 2021
Baillie Gifford | Scottish Mortgage – Invest in Progress
Joint managers of Scottish Mortgage Investment Trust discuss the impact of companies leading fundamental change in industry, the economy and society.
Baillie Gifford 22nd Dec 2020
Baillie Gifford | A shocking relevation – Capitalism can power positive change
Baillie Gifford investment managers Kate Fox and Lee Qian on why a positive investment approach can also be the basis of attractive returns.
Baillie Gifford 16th Sep 2020
Sustainable Investing: Finding the innovative companies of the future
Are there limits to economic growth? Will we run out of ideas? Innovation will create a more prosperous, sustainable and inclusive world.
Baillie Gifford 14th Sep 2020
Investing for a positive impact
What do we mean by impact investing, and can it really deliver? Baillie Gifford investment manager Kate Fox talks to Iona Bain.
Actual Income
Baillie Gifford have launched a new website that brings together the best of their thinking on investing for income. The site features insights into how to achieve different mixes of sustainable incom...
Baillie Gifford 11th Sep 2020
Baillie Gifford 10th Sep 2020
Casting the net wider
Paul Roberts of Baillie Gifford explains how a multi-asset approach can provide resilient long-term income in times of upheaval.
Baillie Gifford 2nd Sep 2020
Resilient income for a post-Covid world
Income has been one of the first casualties of the Covid-19 outbreak. The UK market has been hit particularly hard, with around half of UK companies cutting, deferring or cancelling their dividends.
Baillie Gifford 13th Aug 2020
It's time to look east
First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell, co-manager of the Baillie Gifford Pacific Fund, s...
Baillie Gifford 27th Jul 2020
Baillie Gifford | Baillie Gifford Multi Asset Income Fund (Manager Insights July 2020)
Steven Hay explains why the Multi Asset Income Team are looking forwards with optimism, preferring to focus on areas where ‘great’ is used to describe the scale of the income opportunity rather than a...
Dividend Dos and Don’ts – lessons for income investors
Income investors should learn the right lessons from the wreckage wrought by the pandemic. Read more in Enlightenment, Baillie Gifford’s funds magazine. Capital at risk and income not guaranteed.
Baillie Gifford 6th Jul 2020
Setting Our Sights on Private Companies
It’s often listed companies that make the headlines but some of the most exciting investment opportunities are in private firms according to Scottish Mortgage Investment Trust’s Catharine Flood.
The Asia ex Japan region and its companies are thriving
What’s the Purpose of Investing?
Over the last decade, the investment industry has become increasingly short term and complex. Stuart Dunbar, partner at Baillie Gifford, explains why he believes the industry has lost its way.
Baillie Gifford 15th Jun 2020
Baillie Gifford Managed Fund – Manager Update
Lucy Haddow, product specialist, gives an update on the Baillie Gifford Managed Fund and its position during these challenging times.
Baillie Gifford 2nd Jun 2020
Baillie Gifford | Baillie Gifford Managed Fund – Manager Update
Wanted – Bond Champions: Why it pays to be a fixed income investor
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. However, Baillie Gifford’s Phil Annen insists that this is an asset class that can still form a...
Baillie Gifford 29th May 2020
Why This Crisis Favours Growth Stocks
Growth stocks have been more resilient during the pandemic. Tom Slater of Scottish Mortgage explains why now is not the time to hunt for value stocks.
Baillie Gifford 28th May 2020
Staying the Course for Scottish Mortgage
The disruption caused by the coronavirus pandemic extends far beyond the narrow world of investment, but as Scottish Mortgage’s Catharine Flood explains, within that sphere the trust remains committed...
Baillie Gifford 26th May 2020
Navigating a Stock Market Crisis
What has a century of investing taught us about navigating a stock market crisis? Scott Nisbet, partner at Baillie Gifford, discusses the benefits of thinking long term.
Baillie Gifford 25th May 2020
Worry, Don’t Panic
The Coronavirus crisis has created a great deal of uncertainty in all our lives. That’s why, now more than ever, it’s important that long-term investors don’t panic.
Baillie Gifford 26th Mar 2020
The Digital Archipelago
Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund.
Baillie Gifford 8th Jan 2020
Boss Class
The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Gifford’s European Fund. Read more in Enlightenment, Baillie Gifford’s...
Baillie Gifford 6th Jan 2020
Baillie Gifford | Finding Explosive Growth in Asia
Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.
Finding Explosive Growth in Asia
Investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.
Baillie Gifford 12th Nov 2019
Finding Europe’s Hidden Champions
There are lots of reasons not to invest in Europe. But beyond the negative headlines, there are still exciting opportunities to be found. Baillie Gifford Investment manager Stephen Paice discusses in...
Baillie Gifford 20th Sep 2019
Baillie Gifford | Solving the Investment Puzzle
For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. This film explains how the fund can help you solve the puzzle of inves...
Baillie Gifford 20th Jun 2019
Head in the cloud
Reflecting on his future-gazing session in Seattle with Jeff Bezos, Tom Slater considers the fast-growing Cloud business Amazon Web Services.
Baillie Gifford 10th Jun 2019
Streaming the future
Tom Slater on tomorrow’s opportunities Following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media....
Solving the Investment Puzzle
For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve t...
Baillie Gifford 7th Jun 2019
America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine
US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...
Alexa - how big can you get?
When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.
Baillie Gifford 4th Jun 2019
Baillie Gifford | Scottish Mortgage - Invest in Progress
Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional c...
Baillie Gifford 25th Mar 2019
Scottish Mortgage - Invest in Progress
Baillie Gifford 25th Feb 2019
Podcast: Short Term Briefings on Long Term Thinking
Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view.
Baillie Gifford 19th Feb 2019
Hub News: Refreshingly predictable
While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed funds sticks to a straightforward approach. Iain McCombie, Investme...
Baillie Gifford 23rd Jan 2019
The Future - Utopia or Dystopia?
Progress in artificial intelligence (AI) has been phenomenal. Deep learning, in particular, has allowed machines to learn through data and experience rather than on the back of pre-programed models. I...
Baillie Gifford 8th Aug 2017
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