In this webinar recording, client director Seb Petit talks to James Dow, co-manager of The Scottish American Investment Company (SAINTS). Dow outlines how a long-term approach and a growth mindset ...
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and ou...
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
In this webinar recording, Rosie Rankin, a specialist on the Baillie Gifford Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Tr...
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on w...
The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a mor...
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
Investment and impact go hand in hand for the Keystone Positive Change Investment Trust. New to Baillie Gifford, the trust broadens its investment mandate under the watchful eyes of investment mana...
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook. Capital at Risk.
Two of our analysts go head-to-head on the question of whether SMT’s stampede can continue…
SMT achieved outstanding performance in 2020, which we detail here along with the trust’s most recent update...
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. Baillie Gifford investment manager Moritz Sitte explores what this means for the future...
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. In our Short Briefings on Long Term Thinking podcast, Moritz Sitte explores what this m...
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits...
In Japan, crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon, talks about the upstarts making inroads...
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead...
China is one of the few countries to have defied recession in 2020. In our Short Briefings on Long Term Thinking podcast, Roderick Snell considers the pandemic’s positive effect on future growth.
What is it about Chinese firms that helps them blossom? Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, pick the best of the bunch...
We look at the recently published results of SMT, diving into whether this extraordinary run can continue…
SMT has achieved returns of over 20% a year for a decade, and the managers believe the growth potential is still huge…
BGEU has seen a turnaround in performance under its new managers…
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
Now paying a quarterly dividend, KIT is a long-established trust with a valuation-focussed, bottom-up approach and a keen focus on governance...
