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Most recent articles from Baillie Gifford

Scottish Mortgage Portfolio Update Q2 2026


Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

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Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age


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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Baillie Gifford Cautious Managed Fund Q2 2026 investment update


Investment specialist Barry Templeton gives an update on the Cautious Managed Fund covering Q2 2026.

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Baillie Gifford Managed Fund Q2 2026 investment update


Investment specialist Barry Templeton gives an update on the Managed Fund covering Q2 2026.

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Mega-caps, ecommerce and SAINTS


In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital at risk.

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Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder


From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's long-term ambition.

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