Industry news and views from Panacea and our partners.
Baillie Gifford
Scottish Mortgage on Climeworks carbon removal
In the latest episode of the Invest in Progress podcast, Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.
How dividend growth signals steady compounding
By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth is one of the strongest clues.
Scottish Mortgage Investor Forum 2024 summary
From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they think exceptional companies can exploit to drive long-term growth.
Baillie Gifford: Joby Aviation: preparing for takeoff
Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quieter and greener way to travel.
Baillie Gifford Managed Fund: performance update
The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have learned from it, and explains why today’s portfolio is in great shape.
Baillie Gifford: Moderna: from Covid vaccines to cancer cures
Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science, and how it could solve some of humanity’s most challenging health issues, from respiratory illnesses to cancer.
HelloFresh: changing how people eat forever
With its innovative approach to reducing the pain of meal planning and grocery shopping, the direct-to-consumer (DTC) meal-kit delivery service HelloFresh reduces food waste by providing convenient and healthy meal options straight to its customers' doorsteps.
Baillie Gifford Japanese Fund - what the market is missing
Japan displays several encouraging trends, with potential in areas such as the internet and automation. Watch investment manager Matthew Brett and investment specialist Thomas Patchett discuss the Baillie Gifford Japanese Fund and reflect on this year’s performance. Capital at risk.
Baillie Gifford: Asia ex Japan - portfolio manager update
Baillie Gifford investment managers Roddy Snell and Ben Durrant, as well as Qian Zhang, investment specialist, share their current views and portfolio positioning for the Asia ex Japan strategy. They discuss why they believe this continues to be the most attractive region globally for growth investors. Capital at risk.
Baillie Gifford Positive Change Fund - Webinar Recording
Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting.
Baillie Gifford South-east Asia’s rising export stars
South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned from the region and discusses some of the growth opportunities he unearthed on his trip.
Baillie Gifford: NVIDIA: Accelerating AI
Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen Huang has come to fruition, accelerating the disruptive technology’s progress.
Baillie Gifford: Japanese growth: an evolving opportunity
After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take the ‘this time it’s different’ story seriously.
Baillie Gifford: HelloFresh: changing how people eat forever
Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers.
Baillie Gifford: Legally bond: where our credit investors are finding underappreciated resilience
By keeping an open mind and not judging companies on superficial attributes, we hope to find attractive investment opportunities that other credit investors might overlook. Baillie Gifford’s Theo Golden explains.
Baillie Gifford Sustainable Income - Webinar Recording
Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past five years.
Baillie Gifford Multi Asset Investment Update
Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothian discusses how the portfolio is adapting in this recent webinar.
Baillie Gifford: Japan: a new dawn for growth investing
Baillie Gifford’s Donald Farquharson has invested in Japan since the 1990s. He thinks this recovery could be here to stay. A veteran observer of the Japanese market’s false dawns reflects on the transformed company landscape offering hope for long-term growth.
Scottish Mortgage investor webinar: your questions answered
What two questions should an investor ask themselves if a company’s share price goes up? Join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders.
Scottish Mortgage on Aurora: the technology company transforming trucking
Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large.
Baillie Gifford: The retirement date lottery - can it be avoided?
The past five years have presented exceptional challenges for those entering the decumulation stage. From the dividend collapse of 2020 to the return of high inflation, it has not been straightforward for those weighing up their pension options.
Baillie Gifford: Can we mine sustainably?
Traditional mining comes with a host of negative impacts – so can we enter the mineral age without getting our hands dirty? Baillie Gifford’s Kajetan Czyz explains more.
Baillie Gifford Managed Fund - Manager update
Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s long-term growth potential.
Baillie Gifford: Positive Change Manager Update
Hear from Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the current portfolio as Lee shares the team’s current research areas.
Scottish Mortgage investor webinar: Your questions answered
We invite you to join our live webinar with managers Tom Slater and Lawrence Burns, hosted by commercial director Stewart Heggie.
Baillie Gifford: Disruption Week - A Universe of Opportunity
Join Baillie Gifford on 13-16 November for Disruption Week, a series of live investment webinars exploring important trends in innovation and disruptive technology.
Baillie Gifford: Upfront Episode Four
Join host Cherry Reynard with Megan Rooney, and investment manager James Dow for a 30-minute live show packed with the latest insights.
Baillie Gifford Managed Fund Webinar
Investing is never easy, but the last few years have been particularly tough for growth investors. However, the Baillie Gifford Managed Fund has an almost 40-year record of investing through change and volatility to provide investors with long-term capital growth.
Scottish Mortgage: Innovation breeds growth
Some technologies advance exponentially. Scottish Mortgage’s Tom Slater highlights how innovators build on past discoveries, which companies then combine in novel ways to create value and power progress.
Baillie Gifford: Upfront: Episode Three
Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund Manager Stephen Paice.