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...
The Week: Woodford: bad for him, bad for the industry
Many column inches have already been devoted to the Neil Woodford saga, but make no mistake, it is vitally important for investors to take some lessons from the downfall of ‘the greatest investor of h...
Adviser-Hub 6th Jun 2019
Global update: US/China trade war escalates
Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...
Adviser-Hub 4th Jun 2019
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
The Week: A revival in Japan?
Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.
Adviser-Hub 30th May 2019
What next for Brexit?
After months of political wrangling over Brexit, Prime Minister Theresa May announced that she would stand down as leader of the Conservative Party.
Adviser-Hub 28th May 2019
The Week: Is value emerging in retail property?
The UK’s retail property sector has been tough, but is now attracting interest from across the pond.
Adviser-Hub 23rd May 2019
The Week: Can the US retain its innovation crown?
The long-term outperformance of the US stock market has many possible explanations.
Adviser-Hub 16th May 2019
US market review: US share indices hit fresh highs
Economic growth picked up in the US during the first quarter of 2019. Having expanded by 2.2% year on year in the final quarter of 2018, the US economy grew.
Adviser-Hub 14th May 2019
UK equity income market review: UK dividend growth set to continue
Dividend payouts from UK companies reached a new first-quarter record during the first three months of 2019.
Global bond market review: Europe weakens
Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.
Europe market review: Eurozone stages a rally
The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.
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