Analysis & opinion
Baillie Gifford | Emerging markets: when the crowd gets it wrong
54 views • 4 weeks ago
From gigantic ships to secretive chip designers – discover how Baillie Gifford spots growth potential that they think is mispriced.
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Analysis & opinion
Baillie Gifford | The new shape of European growth
106 views • 2 months ago
Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies. Capital at risk.
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Analysis & opinion
Baillie Gifford | SpaceX: past, present, future – and finding the next world-changers
0 views • 3 months ago
What made Baillie Gifford invest in 2018, why its growth hinges on Starship, and what other industry is ripe for disruption?
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Fund insights
Baillie Gifford | Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age
0 views • 3 months ago
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
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Analysis & opinion
Baillie Gifford | Tokenisation: a better way to own what you own
104 views • 5 months ago
Baillie Gifford considers why the blockchain-based technology represents an “operation system upgrade” for the investment industry.
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Fund insights
Baillie Gifford | Scottish Mortgage Podcast: Affirm
0 views • 5 months ago
Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI…
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Analysis & opinion
Baillie Gifford | Why American culture feels so chaotic – and how investors can benefit
166 views • 6 months ago
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
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Fund insights
Baillie Gifford | Scottish Mortgage podcast: Enveda
0 views • 6 months ago
Founder and chief executive Viswa Colluru tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
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Analysis & opinion
Baillie Gifford | The big squeeze: when bottlenecks work to your advantage
133 views • 6 months ago
When demand outstrips supply, Baillie Gifford believes companies that sit astride the pinch point can gain an enduring advantage.
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Analysis & opinion
Baillie GIfford | The case for growth in uncertain times
153 views • 8 months ago
Extraordinary events have made markets wary – but that, says Baillie Gifford, is when conviction matters most.
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Analysis & opinion
Baillie Gifford | China’s new growth leaders: inventing, not copying
98 views • 9 months ago
Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation – is driving long-term…
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Analysis & opinion
Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era
92 views • 10 months ago
Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital at risk.
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