Industry news and views from Panacea and our partners.
Baillie Gifford
Scottish Mortgage – The Next Generation of Winners
Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.
Baillie Gifford: Lessons in investing – what can others teach us?
Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about. Capital at risk.
Baillie Gifford on the Bridge to the future
Amid all the disruption and uncertainty, 2020 gave glimpses of megatrends to come. What does this mean for Baillie Gifford’s American Fund? Read more in Enlightenment, Baillie Gifford’s funds magazine. Capital at risk.
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.
Scottish Mortgage: Investing in progress
Now an established FTSE 100 company, Scottish Mortgage joint managers James Anderson and Tom Slater discuss why they are focused not on the short-term, but on how best to exploit that added size in future. Capital at risk.
Baillie Gifford: Beyond the Great Dividend Crisis – Income and Growth for the Next 10 years
We are delighted to invite you to register for the Global Income Growth Webinar with co-managers James Dow and Toby Ross. At the event, James and Toby will outline how our unique investment approach helped navigate the Great Dividend Crisis, as well as highlighting companies that could drive future income growth.
Baillie Gifford: Sustainable Investing: Finding the innovative companies of the future
Are there limits to economic growth? Will we run out of ideas? Baillie Gifford investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.
Baillie Gifford on Japan’s new approach to digital working
Japan's new approach to digital working is giving entrepreneurial companies more of an edge. Read more in Enlightenment, Baillie Gifford’s funds magazine. Capital at risk and income not guaranteed.
Scottish Mortgage – Unlocking nature with synthetic biology
Synthetic biology often conjures images of Frankenstein’s monster and mad scientists. But the reality of modern labs is even more exciting than fiction. By unlocking and tweaking nature at its most granular level, truly remarkable progress is being made in solving some of the world’s biggest problems. Capital at risk.
Baillie Gifford – Muscle for the Rebound
Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive.
Baillie Gifford: Scale as a service
Baillie Gifford’s Gary Robinson explains entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
Baillie Gifford: Scottish Mortgage – will Ferrari challenge Tesla in the EV market?
Tesla is now the most valuable electric automaker in the world. But can Ferrari, the world’s leading luxury carmaker, become a serious challenger in the electric car market?
Baillie Gifford – Europe’s Tech Awakening
There’s no such thing as a big European tech platform, or is there? Baillie Gifford’s Chris Davies explores the rise of European platform businesses, questioning whether they are coming of age. Capital at risk.
Baillie Gifford: Baillie Gifford: A patient and Co-operative story
Appearances can be deceptive. Not least in the credit markets, where companies tainted by problems can end up producing attractive buying opportunities. Co-op is just one example. Capital at risk.
Baillie Gifford: The Great Dividend Crisis
Baillie Gifford’s James Dow argues that dividend investors should avoid traditional high yielding stocks and instead look for the global companies likely to be the providers of the future. Capital at risk.
Baillie Gifford: Darling Ingredients
What does the White House’s china crockery have in common with Mercedes car seats, animal feed and biodiesel?
Baillie Gifford: Expectation Management
Price-fixing. Worker exploitation. Environmental Waste. Focus on governance and sustainability has never been greater and is accelerating
Baillie Gifford: Casting the Net Wider - Why Income Diversification Pays Time After Time
The Great Depression. The Great Financial Crisis. The current Great Dividend Crisis: enduring financial earthquakes is far from easy but, they serve as ‘great’ learning opportunities.
Baillie Gifford: Casting the Net Wider – Why Income Diversification Pays Time After Time
The Great Depression. The Great Financial Crisis. The current Great Dividend Crisis: enduring financial earthquakes is far from easy but, they serve as ‘great’ learning opportunities. Baillie Gifford’s Paul Roberts explains how a multi-asset approach can provide resilient long-term income in times of upheaval.
Baillie Gifford: Wanted - Bond Champions
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen of the Baillie Gifford Managed Fund argues that this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.
Baillie Gifford: Manager Insights – Managed Fund
Lucy Haddow, product specialist at Baillie Gifford, gives an update on the Baillie Gifford Managed Fund and it’s position during these challenging times.
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 surveys the Asian landscape and argues that the region is the best place to look for long-term growth.
Baillie Gifford: Manager Insights – American Fund
Ben James gives an update on the positioning and activity of the Baillie Gifford American Fund.
Baillie Gifford: Manager Insights - Pacific Fund & Pacific Horizon Investment Trust
Roderick Snell of the Baillie Gifford Pacific Fund and Pacific Horizon Investment Trust gives an update on the portfolios and explains why he believes it’s time to look East.
Baillie Gifford: Navigating a stock market crisis
These are turbulent times for investors but it’s important to stay calm and think about the long term. Scott Nisbet, partner at Baillie Gifford, discusses what over a century of investing has taught us about navigating a crisis in our latest podcast.
Baillie Gifford: Worry, But Don’t Panic
The Coronavirus crisis has created a great deal of uncertainty in all our lives. That’s why, now more than ever, it’s important that long-term investors don’t panic.
Baillie Gifford: Finding Explosive Growth in Asia
Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.
Baillie Gifford: Finding Explosive Growth in Asia
Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.
The Baillie Gifford Managed Fund – Solving the Investment Puzzle
The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film investment managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world.