Short Briefings on Long Term Thinking - Baillie Gifford

The big squeeze: when bottlenecks work to your advantage

Bottlenecks often act as constraints on growth, but companies that create funnels through them can gain pricing power and capture long-term value. Investment...

The active edge: the case for growth in uncertain times

A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”,...

China’s new growth leaders: inventing, not copying

Smarter models, sharper founders: growth investing in the AI era

Emerging market companies leapfrogging western rivals