Baillie Gifford

6 December 2021
Pacific Horizon Investment Trust PLC - Manager Insights
Pacific Horizon Investment Trust PLC - Manager Insights

Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio, discusses post-pandemic trends, and tells us what excites him most about the future of the region. Capital at risk.

3 December 2021
Seismic shifts - harnessing changes in consumer behaviour
Seismic shifts - harnessing changes in consumer behaviour

Companies and industries rarely evolve gradually. Progress is often explosive explains Kirsty Gibson, joint manager of the Baillie Gifford US Growth Trust

13 October 2021
Scottish Mortgage on disrupting disease with artificial intelligence
Scottish Mortgage on disrupting disease with artificial intelligence

Tom Slater, joint manager of Scottish Mortgage Investment Trust, examines the game-changing tech that could speed up breakthroughs against cancer, heart failure, and Alzheimer’s

13 August 2021
UK Growth Trust - Manager Insights
UK Growth Trust - Manager Insights

Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio. 

13 August 2021
Why companies should embrace chaos
Why companies should embrace chaos

The nimblest firms are often those that don’t fight disorder but embrace it. Gary Robinson, co-manager of Baillie Gifford US Growth Trust, Baillie Gifford American Fund and the Global Stewardship Fund, takes lessons from a pioneer of controlled chaos.

6 July 2021
Embracing the Extraordinary - In conversation with the Scottish Mortgage managers
Embracing the Extraordinary - In conversation with the Scottish Mortgage managers

In this webinar investment specialist Claire Shaw speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers. With no shortage of exciting growth opportunities, the Scottish Mortgage managers discuss the potential for exponential growth in the future. They look to companies that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy. Capital at risk.

16 June 2021
Take-Off Platforms
Take-Off Platforms

Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Trust explains how these companies brought financial power to the people

14 May 2021
Playing to Win
Playing to Win

The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position

6 May 2021
Global Income Growth – Beyond The Great Dividend Crisis
Global Income Growth – Beyond The Great Dividend Crisis

In this webinar recording, client director Seb Petit talks to James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020. Capital at risk.

6 May 2021
American Fund Webinar
American Fund Webinar

In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees. Capital at risk.

6 May 2021
US Growth Trust Webinar
US Growth Trust Webinar

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 our thoughts for the future, all in the context of the investment approach employed by the trust. Capital at risk.

23 April 2021
Charging the green revolution
Charging the green revolution

The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand without creating carbon

24 March 2021
Japan from a distance
Japan from a distance

Banned from travelling during the pandemic, Matthew Brett, manager of the Baillie Gifford Japan Trust and the Baillie Gifford Japanese Fund, explains why distance needn’t mean disadvantage

10 March 2021
Scottish Mortgage - Investing in progress webinar
Scottish Mortgage - Investing in progress webinar

In this webinar recording, investment specialist Stewart Heggie talks to James Anderson and Tom Slater, joint managers of the Scottish Mortgage Investment Trust about the growing opportunities that lie ahead for the trust. From transport, to healthcare, to an energy revolution, there is plenty to be optimistic about in 2021 and beyond. Capital at risk.

Baillie Gifford Managed Fund: Manager Insights
Baillie Gifford Managed Fund: Manager Insights

Hear from Steven Hay and Iain McCombie, investment managers from Baillie Gifford’s Managed Fund, as they reflect on 2020 and look forward to what’s to come.

24 February 2021
Edinburgh Worldwide Investment Trust AGM – January 2021
Edinburgh Worldwide Investment Trust AGM – January 2021

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 what could be some exciting opportunities in the future. Capital at risk.

4 December 2020
Paymasters of the Universe
Paymasters of the Universe

Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits

19 August 2020
It's time to look East
It's time to look East

First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell, co-manager of the Baillie Gifford Pacific Fund and deputy manager of Pacific Horizon Investment Trust, surveys the Asian landscape and argues that Asia is the place to look for superior long-term growth.

28 May 2020
Scottish Mortgage: Why this crisis favours growth stocks
Scottish Mortgage: Why this crisis favours growth stocks

Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. Tom Slater, the trust’s joint manager, explains why

3 April 2020
Navigating a stock market crisis - podcast - Copy
Navigating a stock market crisis - podcast
Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.