Industry news and views from Panacea and our partners.
Baillie Gifford
Baillie Gifford: Unlocking the secrets of sustainable growth
Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.
Baillie Gifford: Sustainable Income: built to last
High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busting growth that lasts.
Register for the Baillie Gifford Positive Change Fund webinar
Thursday 14 September at 3pm BST Join Lee Qian, investment manager of Positive Change, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin.
Baillie Gifford: Hot property? The real deal in the property sector
Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate property sector.
Baillie Gifford: Sustainable Income: built to last
High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busting growth that lasts.
Baillie Gifford Japanese Fund Update
Investment manager Matthew Brett reflects on recent drivers of Japan’s market performance, shifts in the economic environment and the outlook for the future.
Baillie Gifford: Navigating a turbulent Turkey
Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.
Baillie Gifford Managed Fund: Investing in robots, watches and sausage rolls
Themes such as AI are exciting, but only one of many themes present in the Managed Fund. Discover the ways in which our regional approach to stock picking results in a diverse portfolio of growth companies. Capital at risk.
Baillie Gifford: The science and art of picking growth stocks
How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix.
Baillie Gifford Sustainable Income Fund update
Head of Income Research Steven Hay shares his views on the macroeconomic backdrop, persistent inflation, and the outlook for various asset classes. Capital at risk and income not guaranteed.
Baillie Gifford Multi Asset Update
James Squires, Head of Multi Asset, and Paul Morrison, Client Director, reflect on the recent drivers of performance and the current environment influencing Multi Asset portfolios.
Baillie Gifford: Sustainable Income Fund Webinar
Join Baillie Gifford’s Steven Hay, manager of the Sustainable Income Fund on Wednesday 19 July at 2.00pm BST, as he shares his views on the macro-economic backdrop and outlook for various asset classes.
Register for the Baillie Gifford Japanese Fund Webinar
In this upcoming webinar, join Baillie Gifford’s Matthew Brett, as he reflects upon the following: • The recent drivers of Japan’s market performance and the impact this has had on our fund • Reflections on recent regime shifts (such as the implications of digitalisation and machine learnings for Japan) • Our outlook for the future
Baillie Gifford: Investing in artificial intelligence
OpenAI’s ChatGPT marks a new era in artificial intelligence, which Scottish Mortgage has been thinking about for years. Portfolio director Ben James discusses the importance of ignoring the hype, and highlights the AI-related companies that Scottish Mortgage invests in.
Baillie Gifford: Investing in artificial intelligence
OpenAI’s ChatGPT marks a new era in artificial intelligence, which Scottish Mortgage has been thinking about for years. Portfolio director Ben James discusses the importance of ignoring the hype, and highlights the AI-related companies that Scottish Mortgage invests in.
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times
Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery Team reflects on the lessons of turbulent times.
Baillie Gifford: Contentions about growth investing in the USA
Catch up on the recent Baillie Gifford American Fund webinar where manager Gary Robinson explained why the conditions are right for innovative US companies to grow.
Baillie Gifford: Upfront: Baillie Gifford’s live show for advisers
Tune in for the next episode of Upfront. Episode Two will feature a discussion with Baillie Gifford American Fund manager Gary Robinson, a look at Swedish battery pioneer Northvolt and the chance to submit your questions via a live Q&A.
Upfront: Baillie Gifford’s new show for advisers
Catch up on the launch episode of Upfront, the new series bringing you the latest insights on Baillie Gifford’s UK funds. Hosted by Cherry Reynard, Episode One took a look at the investment implications of AI, how biotech firm Moderna is taking on disease and also asked the question – is growth on sale? Cherry also interviewed investment manager Steven Hay to find out what’s next for the Baillie Gifford Managed Fund.
Baillie Gifford: Reflecting on a decade of private company investing
Scottish Mortgage deputy manager Lawrence Burns, reflects on a decade of private company investing, and the reasons why Scottish Mortgage continues to invest in private companies.
Baillie Gifford Contentions about growth investing in the USA
What sets the US stock market apart? Find out by joining investment manager Gary Robinson on Thursday 25th May in a live webinar for the Baillie Gifford American Fund.
Baillie Gifford European Equities: reflections and opportunities
In this recent webinar, investment manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.
Baillie Gifford: Recursion Pharmaceuticals: Finding new drugs using data science
How do you solve a problem as complex as drug discovery? With robotics, machine learning and AI. Scottish Mortgage manager Tom Slater speaks to Recursion Pharmaceuticals CEO and co-founder Chris Gibson.
Baillie Gifford Multi Asset Quarterly Update
In this webinar recording, investment manager Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Register for the Baillie Gifford Asia ex Japan Webinar
Join investment manager Roddy Snell and client service director Qian Zhang for a live webinar on Wednesday 17th May as they discuss current views and portfolio positioning. Tune in to find out why they believe this is the most attractive region globally for growth investors.
Baillie Gifford: Baillie Gifford Managed Fund asset allocation: five burning questions
Asset allocation is never predetermined. Baillie Gifford’s Managed Fund takes a view on it against its strategic starting point each quarter. Capital at risk.
Baillie Gifford: From Yahoo to Z Holdings: the evolution of an online pioneer
How savvy strategy and powerful alliances helped Yahoo! Japan become an online powerhouse learning from others’ mistakes and leveraging business links helped it come out on top. Baillie Gifford’s Thomas Patchett explains more.
Baillie Gifford on the changing face of growth
Growth doesn’t necessarily depend on favourable macro conditions and falling interest rates. Instead, it is driven by shifts in behaviour and technology. By investing in companies at the frontiers of change, we can pursue much greater returns.
Baillie Gifford: Transformative investment: a new approach to a sustainable future
Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.
Upfront: Baillie Gifford’s new live show for advisers
During tougher times for growth investing, it’s important to understand what’s on the minds of Baillie Gifford’s investment managers. Their new live programme, Upfront, allows you to have your questions answered and hear their thoughts.