Short Briefings on Long Term Thinking - Baillie Gifford

China’s new growth leaders: inventing, not copying

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

Emerging market companies leapfrogging western rivals

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...