September 2026
Features
The new shape of European growth
Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies.
11 Sep
11 Sep
Features
Baillie Gifford UK Growth Trust: Manager Insights
Co-manager Iain McCombie discusses challenging relative performance, new holdings and why the team maintains conviction in the portfolio's resilience.
11 Sep
11 Sep
Features
Beyond AI - Asia’s overlooked growth opportunities
Asia's growth story runs far wider than AI - three high-conviction examples from SDP.
04 Sep
04 Sep
August 2026
Features
Monks’ musings: winning the long race
As AI reshapes global markets, the Monks Investment Trust team looks beyond today's market leaders to uncover enduring growth opportunities across hardware, software and industrial businesses.
21 Aug
21 Aug
Features
SpaceX: past, present, future - and finding the next world-changers
Investment manager Luke Ward explains what first attracted Baillie Gifford to SpaceX, why Starship is critical to its long-term ambitions, and which industry could be next for disruption.
21 Aug
21 Aug
Features
Asia ex Japan: dragons and salamanders
Many Asia portfolios own the same household names. Baillie Gifford’s Qian Zhang, explains why patient investors may find compelling opportunities not only in Asia’s index ‘dragons’, but also in the quieter ‘salamanders’ others miss.
14 Aug
14 Aug
Features
Why UK value still stands out in the age of AI
Despite improving market conditions, UK equities continue to trade at a discount to global peers. Alex Wright explains why valuation discipline remains essential as AI reshapes industries, highlighting opportunities in overlooked companies where market pessimism may be masking their potential.
14 Aug
14 Aug
Features
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.
14 Aug
14 Aug
Features
Why the best emerging market opportunities aren’t always the biggest
Emerging markets have been powered by a handful of technology giants, but opportunities extend far beyond the biggest names. Discover three lesser-known companies benefiting from long-term trends in infrastructure, banking and artificial intelligence, and see how active investors can uncover hidden growth opportunities across the region.
07 Aug
07 Aug
Features
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.
07 Aug
07 Aug
July 2026
Features
Majedie Investments - Portfolio manager commentary July 2026
Read the latest commentary from Marylebone Partners.
30 Jul
30 Jul
Features
Earnings season
Japan’s quiet revolution is delivering beyond the AI hype.
29 Jul
29 Jul
Features
SoftBank’s AI ‘stack’ is ready for whatever comes next
Discover why the Baillie Gifford Japan Trust continues to back SoftBank, the Japanese technology investment group, as a long-term opportunity tied to the growth of AI.
24 Jul
24 Jul
Features
Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.
24 Jul
24 Jul
Features
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.
17 Jul
17 Jul
Features
Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.
10 Jul
10 Jul
Features
The bottlenecks driving growth
Monks’ co-manager Michael Taylor discusses how rising demand for chips, copper and power is reshaping where the team looks for growth.
10 Jul
10 Jul
June 2026
Features
Three reasons to consider the Schroder UK Mid Cap Fund for your ISA or SIPP
Why a focus on the mid-cap “growth sweet spot” may make sense for this year’s ISA allocation.
26 Jun
26 Jun
Features
International Biotechnology Trust: biotech investing through a football lens
As the world turns its attention to FIFA World Cup 2026, Ailsa Craig and Marek Poszepczynski find some unexpected common ground between the beautiful game and biotech investing.
26 Jun
26 Jun
Features
Pacific Horizon: Asia’s next act | Baillie Gifford
Roderick Snell, co-manager for the Pacific Horizon Investment Trust, provides insight into how the trust is navigating today’s rapidly changing investment landscape.
26 Jun
26 Jun
Features
Top-performing JPMorgan European Growth & Income is the rollover option for EOT shareholders
EOT shareholders get the chance to roll over into JEGI, into an open-ended fund, or take cash.
26 Jun
26 Jun
Features
Chaos, culture and the next great US companies
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains.
19 Jun
19 Jun
Features
How we are uncovering Europe’s hidden opportunities
Discover Sam Morse and Marcel Stötzel’s latest views.
12 Jun
12 Jun
Features
Where we are finding tomorrow’s winners in Asia today
Nitin Bajaj explains why disciplined investing matters in today’s markets.
12 Jun
12 Jun
Features
Scottish Mortgage Podcast: why shoppers are walking away from credit cards for Affirm
Learn why increasing numbers of shoppers and stores are turning to Affirm’s buy now, pay later service as an alternative to credit cards. Co-founder and chief executive Max Levchin reveals the technology that underpins his company’s promise of no late charges and no hidden fees. And he explains how AI-powered shopping agents could supercharge the business.
12 Jun
12 Jun
May 2026
Features
Baillie Gifford China Growth Trust: Manager Insights
Co-manager Linda Lin discusses the Trust’s journey through 2025, addressing market outlook, portfolio updates, and future opportunities.
29 May
29 May
Features
Baillie Gifford Shin Nippon: Manager Insights
Investment manager Brian Lum discusses market updates, the Trust’s performance and portfolio movements.
29 May
29 May
Features
Is a driverless future good news for Uber investors?
The market frets that Uber will be driven off the road by an onrush of robo-taxis. Helen Xiong, co-manager of The Monks Investment Trust explains why she thinks differently.
29 May
29 May
Features
The big squeeze: when bottlenecks work to your advantage
Bottlenecks often act as constraints on growth, but companies that create funnels through them can gain pricing power and capture long-term value. Baillie Gifford investment manager Mike Taylor reveals some of the companies he thinks achieve this best and how he spots such pinch points before they fully form.
22 May
22 May
Features
Schiehallion: Manager Insights
Investment manager Robert Natzler discusses market updates, the Trust’s performance and portfolio movements.
22 May
22 May
Features
Scottish Mortgage Portfolio Update Q1 2026
Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolio’s exposure to companies at the forefront of this transformation and outlines how Scottish Mortgage is positioned for what comes next.
08 May
08 May
