December 2019
Features
Fashion retailers - the impact of online shopping

The idea that online shopping is destroying bricks-and-mortar retail stores is a popular one and it’s an easy charge to make. But, in this podcast investment manager Milena Mileva argues that it’s ...

Features
Insuring Asia

The extraordinary expansion of Asia’s middle class is turbocharging demand for products that provide a sense of security. Charles Plowden, manager of Monks Investment Trust, tells Colin Donald why ...

Features
Continental blend - the case for European companies

In December 2019, we became the portfolio managers of what was The European Investment Trust plc, following a decision by the board to appoint Baillie Gifford. In addition to renaming the trust as ...

Features
Baillie Gifford European Growth

Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio...

Features
Japan's cutting edge

The qualities that give the best companies their advantage are not always obvious. Praveen Kumar, manager of the Baillie Gifford Shin Nippon investment trust and deputy manager of the Baillie Giff...

Features
US Growth Trust manager update

Alex Blake talks to Baillie Gifford investment manager Gary Robinson about the exciting changes in the market and how this impacts investment decisions for the portfolio...

Features
Seeking an income that stays on track for years to come

Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with ...

Features
Generating returns from robots' mistakes

Taking advantage of the dislocations which occur when algorithms go algo-wrong is a key aspect of this trust's strategy...

Features
Small wonders: income from the UK's most exciting companies

Smaller companies have typically been employed to add a little spice to a portfolio, to generate some growth alongside their stodgier blue-chip cousins. But they can play plenty of other roles, inc...

Features
Electric Medicine

The oncology firm Novocure is extending survival rates by attacking brain cancer with electric fields. Svetlana Viteva, deputy manager of Edinburgh Worldwide Investment Trust, talks to Linda Geddes...

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