Baillie Gifford

7 March 2024
Scottish Mortgage's Lawrence Burns talks to Brandtech Group CEO David Jones
Scottish Mortgage's Lawrence Burns talks to Brandtech Group CEO David Jones

In the latest episode of the Scottish Mortgage Invest in Progress podcast, Lawrence Burns speaks to digital marketing company Brandtech’s CEO about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age. 

12 January 2024
Pacific Horizon Investment Trust: Manager Insights
Pacific Horizon Investment Trust: Manager Insights

Baillie Gifford investment manager Roderick Snell discusses why, despite recent performance struggles due to inflation, interest rates and geopolitical tensions, he believes the long-term outlook for investing in Asia remains promising. 

13 December 2023
The Baillie Gifford Japan Trust: manager insights
The Baillie Gifford Japan Trust: manager insights

Investment manager Matthew Brett discusses performance and why developments such as rising entrepreneurialism and progress in AI make for compelling growth opportunities in Japan.

17 November 2023
Scottish Mortgage investor webinar: your questions answered
Scottish Mortgage investor webinar: your questions answered

What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders.

7 September 2023
Scottish Mortgage Stock stories: Climeworks
Scottish Mortgage Stock stories: Climeworks

What if it were possible to capture CO2 directly from the air and lock it away permanently? Scottish Mortgage holding, Climeworks wants to inspire 1 billion people to remove CO2 from the air to help tackle legacy and unavoidable carbon emissions.

18 April 2023
Scottish Mortgage Investor Webinar – Your questions answered
Scottish Mortgage Investor Webinar – Your questions answered

In this webinar recording, Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns answer the top questions on shareholders’ minds. They discuss private company investing, share price performance, the resilience of holdings in a challenging climate, investing in China and much more.

1 February 2023
Permanent change versus temporary setback – a Japanese perspective
Permanent change versus temporary setback – a Japanese perspective

In this webinar recording Matthew Brett, manager of the Baillie Gifford Japan Trust, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future. Capital at risk.

19 January 2023
Scottish Mortgage Investment Trust: Manager Update
Scottish Mortgage Investment Trust: Manager Update

Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook.

22 September 2022
Baillie Gifford Global Discovery: A decade of growth investing
Baillie Gifford Global Discovery: A decade of growth investing

The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. But the team believes that the next decade looks even more exciting. Capital at risk.

5 August 2022
Scottish Mortgage on the value of long-term endurance
Scottish Mortgage on the value of long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. 

11 July 2022
Scottish Mortgage Investment Trust - Manager Insights
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. 

5 May 2022
Baillie Gifford US Growth Trust: The long view
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.

23 March 2022
In conversation with the Scottish Mortgage managers
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. Capital at risk.

4 March 2022
The power of people
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

11 February 2022
Edinburgh Worldwide Investment Trust - Manager Insights
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. Capital at risk.

3 January 2022
Japan's changed landscape
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 

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.