Short Briefings on Long Term Thinking - Baillie Gifford

Private companies: from Anthropic to Zetwerk – and other new investments

AI lab Anthropic, digital bank Revolut, Chinese social network Xiaohongshu and supply chain specialist Zetwerk count among Baillie Gifford’s most...

Where obsession meets opportunity: Japan’s ‘overlooked’ small caps

Japan’s smaller companies represent a “niche and overlooked” asset class, but that’s precisely the growth opportunity, says Brian Lum. The Baillie...

Beyond the benchmark: Baillie Gifford CEO on why being different pays off

“If you’re trying to find the very best growth businesses on the planet – a benchmark isn’t a sensible place to start.” Baillie Gifford’s...

Skin in the game: the hidden power of persistence

Inside ownership can give companies an advantage when it comes to long-term growth. That includes having a leader or family with a substantial stake...

The ‘invisible’ millions: banking’s new frontier