Fund insights
Scottish Mortgage – MiniMax: The Chinese AI Lab Doing More With Less
MiniMax is one of China’s leading AI labs. Its models can create video, music, text and code and act as agents to…
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Fund insights
Scottish Mortgage: Portfolio Update Q3 2026
Investment specialist Hamish Maxwell examines AI’s new industrial age, founder-led companies and Scottish Mortgage’s evolving portfolio. Capital at risk.
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Asset allocation
Is your portfolio as diversified as you think?
Investment manager Sally Greig explores how the Baillie Gifford Monthly Income Fund uses emerging market bonds to access differentiated sources of income…
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Analysis & opinion
60/40, Future Stocks and Global Discovery
Baillie Gifford’s Lucy Haddow and Douglas Brodie explore the case for balanced investing, the companies shaping emerging markets growth and the innovative…
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Analysis & opinion
Beyond consensus: what is active management for?
Baillie Gifford’s Dave Bujnowski explores how systems thinking can sharpen long-term investment questions.
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Fund insights
Scottish Mortgage: The Dragon’s in the Detail
Linda Lin, Head of Baillie Gifford’s China Equities Team, joins Scottish Mortgage managers Tom Slater and Lawrence Burns to uncover the companies…
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