September 2022
Features
Baillie Gifford US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, provides an update on recent performance and explains why the Trust continues to focus on fundamentals in uncertain times...
23 Sep
23 Sep
Features
Baillie Gifford UK Growth Trust - Manager Insights
In this short film, investment manager Iain McCombie discusses changes to the portfolio, the impact of inflation on growth stocks, and why there are grounds to be optimistic during periods of volatility...
23 Sep
23 Sep
Features
Monks Investment Trust: Manager Insights
Investment specialist Jon Henry discusses changes to the portfolio, the impact of inflation on recent performance and how market volatility can lead to positive outcomes for active stock pickers...
02 Sep
02 Sep
Fund Research
Keystone Positive Change
KPC is a stand out option for investors seeking to have a positive impact on the world in line with ESG concerns…
21 Sep
21 Sep
July 2022
Features
Baillie Gifford: Which European country is driving innovation?
In the latest episode of Short Briefings on Long Term Thinking, Baillie Gifford’s Stephen Paice explains how Sweden tops the charts for original thinking and innovation...
22 Jul
22 Jul
Features
Scottish Mortgage Investment Trust: Manager Insights
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that Scottish Mortgage sticks to its investment philosophy...
22 Jul
22 Jul
Features
Baillie Gifford China Growth Trust: Manager Insights
Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020...
01 Jul
01 Jul
June 2022
Features
Baillie Gifford Monks Investment Trust: Growth investing in a changing world
In this recent webinar, manager of the Monks Investment Trust, Spencer Adair, outlines how the trust seeks to harness growth in an ever-changing world...
17 Jun
17 Jun
Features
The digital classroom
Technology is making education more accessible and relevant. Thaiha Nguyen, an investment manager with Keystone Positive Change Investment Trust and the Baillie Gifford Positive Change Fund, explores the companies changing the way we learn...
10 Jun
10 Jun
May 2022
Features
China Growth Trust: Missing a paradigm shift
In this recent webinar, investment manager Sophie Earnshaw shares her latest thoughts on investing in China...
20 May
20 May
Features
Baillie Gifford Shin Nippon Investment Trust: Manager Update
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies...
20 May
20 May
Features
Future impact
What does the next decade have in store for impact investing? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, tell Iona Bain about four big areas that could solve some of the world’s toughest challenges...
06 May
06 May
Features
Casting the net wider
Growth stocks are becoming more diverse, meaning stock-pickers need to embrace the unfamiliar, Spencer Adair, manager of The Monks Investment Trust, tells Ian McGugan...
06 May
06 May
April 2022
Features
Edinburgh Worldwide Investment Trust: Growth companies shaping our tomorrow
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent uniquely differentiated and scalable technology-led opportunities over the coming decade and beyond...
29 Apr
29 Apr
Features
Baillie Gifford US Growth Trust: The long view
The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide...
29 Apr
29 Apr
Features
Buying into private companies
Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of Baillie Gifford’s Private Companies Team, explains why...
22 Apr
22 Apr
Features
Baillie Gifford European Growth Trust - Growth Investing in Europe
In this recent webinar, co-manager Stephen Paice discusses why the case for owning growing, innovative companies is getting stronger for BGEU despite a rough period for growth investors the world over. Stephen also outlines growth investor opportunities in Europe and answers viewer questions...
14 Apr
14 Apr
Features
Scottish American Investment Company – A year in review and looking ahead
In this update, co-manager James Dow gives an update on the trust, portfolio activity and outlook, including an insight into SAINTS evolving approach to ESG...
14 Apr
14 Apr
Features
Scottish Mortgage - The Power of People
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future...
08 Apr
08 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS has the best long-term track record in the Japanese sectors…
05 Apr
05 Apr
March 2022
Replay
Slides and Audio: Baillie Gifford Japan
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...
25 Mar
25 Mar
Features
In conversation with the Scottish Mortgage managers
In this recent webinar, Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team, the trust’s long-term prospects and take questions from a live audience...
25 Mar
25 Mar
Features
Finding value in growth investing
Can growth investors do well in an inflationary environment? Undeterred by rising prices, Baillie Gifford joint senior partner Malcolm MacColl sees change as the key driver of growth over the long term...
18 Mar
18 Mar
Features
Keystone Positive Change Investment Trust - Manager Insights
Joint fund manager Kate Fox provides a progress update on investing in companies delivering innovative solutions with a focus on sustainability, including the electrification of transport and biotechnology-enabled healthcare...
11 Mar
11 Mar
February 2022
Features
Baillie Gifford European Growth Trust - Manager Insights
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook...
18 Feb
18 Feb
Features
Scottish Mortgage: Long-term investing for transformative change
In this recent Scottish Mortgage Investment Trust webinar, deputy manager Lawrence Burns discussed growth stocks, volatility, and why the progress of Moore’s Law remains a positive for innovative companies...
11 Feb
11 Feb
Features
Edinburgh Worldwide Investment Trust - Manager Insights
Fund manager Douglas Brodie discusses new stakes in ‘green hydrogen’ equipment maker ITM Power and software development tool provider JFrog, as well as existing holdings including private company investments...
04 Feb
04 Feb
January 2022
Features
Keystone Positive Change Investment Trust: Investing for Positive Change
In this webinar recording, Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses impact investing and shares her enthusiasm for exploring areas and companies where profit complements purpose...
14 Jan
14 Jan
Fund Research
Baillie Gifford European Growth
BGEU offers investors an attractive option for European growth investing, combining listed and unlisted opportunities…
19 Jan
19 Jan
December 2021
Features
Baillie Gifford Japan Trust - Manager Insights
Lead manager of The Baillie Gifford Japan Trust, Matthew Brett, talks about the past year, the current positioning of the portfolio and the opportunities ahead...
17 Dec
17 Dec
Features
Japan’s changed landscape
Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, manager of The Baillie Gifford Japan Trust, discusses what’s next...
03 Dec
03 Dec
Fund Research
Baillie Gifford Japan
BGFD remains relentlessly focussed on long-term growth opportunities…
22 Dec
22 Dec