articles & commentary from Baillie Gifford

Baillie Gifford

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: 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. more...

Investment news for Financial Advisers and Paraplanners - 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. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: James Anderson on the Imperatives of Growth Investing

James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: 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 digital funds magazine. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: James Anderson on the Imperatives of Growth Investing

James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards. more...

Investment news for Financial Advisers and Paraplanners - 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. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: 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. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Island Time: Slow Bond Investing

Torcail Stewart, investment manager in Baillie Gifford’s Credit team, wants those who are investing in bonds to slow down and take some tips from Island living. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to found, including potential ‘tenbaggers’, companies whose share price could increase ten-fold. Stephen Paice discusses in the latest episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking’. more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: Space- the final investment frontier

Entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward, investment manager, discusses how this new space age might impact investment in this episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking.’ more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: What if China breaks away?

Should strained relations between the US and China become a full-blown rift, it could hurt global trade and stymie investors. Read this and more in the latest issue of Enlightenment, the funds magazine from Baillie Gifford. more...

Investment News for Financial Advisers and Paraplanners - The hunt for Europe’s tenbaggers

How do you find Europe's ‘tenbaggers’, the stocks which have the potential to increase ten-fold? Baillie Gifford Investment Manager Stephen Paice takes a look to see what observations can be made about the big winners in order to increase the potential of identifying future ones. Capital at risk. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Ant Financial

ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Scottish Mortgage’s Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Amazon – Head in the Cloud

In the eyes of Amazon boss Jeff Bezos, the likely impact of ’the Cloud’ is still not fully understood. He sees it as a fundamental change in computing that will play out over decades. Scottish Mortgage’s Tom Slater considers the opportunities this might present. more...

Investment News for Financial Advisers & Paraplanners - Baillie Gifford: Amazon - Streaming the Future

Following a meeting with Amazon CEO Jeff Bezos, Scottish Mortgage manager Tom Slater considers the online giant’s prospects in the areas of broadcasting, music and gaming with a traditional media and entertainment industry that’s in flux. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Scottish Mortgage Stock Stories – Spotify

Tom Slater of Scottish Mortgage shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its founder CEO Daniel Ek. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Shopify

Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater of Scottish Mortgage explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity. more...

Investment News for Financial Advisers & Paraplanners - The Baillie Gifford Managed Fund – Solving the Investment Puzzle

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film investment managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. more...

Investment News for Financial Advisers & Paraplanners - Short Briefings on Long Term Thinking – The Baillie Gifford podcast

Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. more...

Investment News for Financial Advisers & Paraplanners - Introducing the Baillie Gifford Responsible Global Equity Income Fund

The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage: Alexa, how big can you get?

When Scottish Mortgage joint manager 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”. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford – Enlightenment magazine

Identifying a competitive advantage in Europe - read the article in Enlightenment, the quarterly funds magazine from Baillie Gifford more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage: Resolute Investors Part 2

James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries. more...

Investment videos for Financial Advisers & Paraplanners - Scottish Mortgage: Resolute Investors

In this in-depth two-part video interview, join Scottish Mortgage managers James Anderson and Tom Slater as they discuss what they’ve learned from investing and look at the companies in the portfolio at the forefront of profound change in their industries. Capital is at risk. more...

Investment news for Financial Advisers & Paraplanners - 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 companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford Bond Beats: #4 Darling Ingredients

In the Bond Beats short film series, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. What does the White House’s china crockery have in common with Mercedes car seats and biodiesel? more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Beyond the Headlines - Stock Stories in Asia

How do you find the most exciting growth companies in the Asia Pacific region? In this film Ewan Markson-Brown and Roderick Snell, managers of the Baillie Gifford Pacific Fund, discuss the key components that an exceptional growth company must exhibit and how they are upbeat for the prospects of the companies that display them. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford Bond Beats: # 3 Pinewood Studios

In the Bond Beats short film series, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. Hollywood might be the first location you think of when it comes to blockbuster films, but there’s another important ‘wood’. Investment manager Alexander Nicolier takes a look at England’s iconic Pinewood Studios and why they might be centre stage in the film industry for many years to come. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Asia - Beyond the Headlines

Recent headlines relating to geopolitical and market unrest in Asia do not deter Tim Erskine-Murray from an upbeat analysis of Asia’s outlook. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford Bond Beats: # 2 WorldPay

In the Bond Beats short film series, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. Baillie Gifford investment manager Robert Baltzer take a look at how, in a world where cash purchases are on the decline and e-commerce is on the rise, Worldpay is part of the technological backbone supporting digital transactions. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Japan - The Land of the Rising Dividend

Structural reform among Japanese companies is boosting payments to shareholders. However, as Karen See points out, many income investors continue to ignore the land of rising dividends. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Brave New Worlds

Talking to companies on the frontiers of science and manufacturing not yet on the radar of many investors is essential to a long-term investment view, says Kirsty Gibson. Read this and more in the latest issue of Enlightenment, the fund magazine from Baillie Gifford. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Japan's Return to Dividends

Japan often has a reputation for low dividend payments. Karen See, Investment Manager, explains why this has not always been the case and might not be in the future. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Refreshingly Predictable

While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed fund sticks to a straightforward approach. more...

Investment commentary for Financial Adviser and Paraplanners - Read the first issue of Enlightenment, the funds magazine from Baillie Gifford

We are delighted to bring you the first issue of Enlightenment, the funds magazine from Baillie Gifford. It’s the chance for you to read the news and views of the teams involved in running Baillie Gifford’s funds. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Bond Beats - #1 PureGym

In Bond Beats, Baillie Gifford’s High Yield Bond Fund team explains the thinking behind some of their investment decisions. In the first Bond Beats, Lucy Isles takes a look at how PureGym has radically redefined a whole industry by breaking down the barriers to gym membership. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Japanese Income Growth Fund – Opportunity & Process

The idea of growth investing in Japan with a yield orientation is a new opportunity. Corporate Japan has evolved a great deal and the process is ongoing, while the price paid for Japanese shares relative to their earnings has dropped considerably over time. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford announced as latest provider partner for Panacea Adviser

Panacea Adviser is delighted to announce that Baillie Gifford is the latest firm to join its growing roster of provider partners. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Strategic Bond Fund - Celebrating Inefficiency: The Market’s, Not Ours

By being nimble and patient, by joining the dots to find left of field insights and by looking at the world through both a telescope and a microscope, we can find opportunities in corporate bond markets that others may miss. Discover how we go about this. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: European Hidden Champions – First Quarter 2018

The managers of Baillie Gifford’s European Fund discuss the companies they call Hidden Champions – exciting, innovative businesses that have potential to grow substantially over the long term, and yet are often overlooked and undervalued. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Indonesia – Waiting for the The Boom – First Quarter 2018

Baillie Gifford 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. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: 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. more...

Investment video for Financial Advisers and Paraplanners - Baillie Gifford: Asia – The Stars Align – First Quarter 2018

Baillie Gifford Investment managers Ewan Markson-Brown and Roderick Snell 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. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford Strategic Bond Fund – What’s in a Name – Second 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. more...