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19th June 2026

Baillie Gifford: When consensus fails: EM research in practice

A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.
 

Key points

  • The best way to add value in emerging markets is to deliberately aim for difference against the consensus
  • Mispriced growth is often found where coverage is thin or questions are too narrow
  • Deep, investigative research can uncover long-term winners before the market catches up

A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Five short case studies help to bring this approach to life.

 

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