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News & Research

PIMCO

The four companies proving the UK is still home to innovation

Emmy Hawker
10 November 2026
UK growth stocks are delivering again but share prices have yet to follow, says Baillie Gifford’s James Smith.

AVI Global Trust's portfolio at widest discount since past three market crises

Gary Jackson
10 November 2026
The gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.

Redwheel’s Lance: Stratospheric ratings for AI winners, crushed valuations for the losers

Matteo Anelli
09 November 2026
The Temple Bar investment trust co-manager says investors have written off shares such as WPP as AI casualties, and he has been buying.

Baillie Gifford’s Brodie: The small-cap fund industry ‘shoots itself in the foot’

Emmy Hawker
09 November 2026
With no market-cap sell trigger, Baillie Gifford Global Discovery holds winners long after they outgrow the S&P Global SmallCap index.

The winning and losing funds when tech stocks crashed on 5 November

06 November 2026

Seven simple investing lessons, hidden growth opportunities and the rise of dividend cuts: Thoughts from Fundswire this fortnight

06 November 2026

One fund or trust for investors who can hold for five years

06 November 2026

Fundswire

SAINTS spotlight: the half life of a market narrative

Baillie Gifford
10 November 2026
Read more

Beyond Hyperscalers: Mid-Cap Opportunities in Data Centre Investment

Guinness Global Investors
09 November 2026
Read more

Register for the Baillie Gifford Shin Nippon webinar

Baillie Gifford
06 November 2026
Read more

Democrats take Congress, but sweeping change looks unlikely

Allianz Global Investors
05 November 2026
Read more

The rise of dividend cuts

Liontrust Asset Management
05 November 2026
Read more

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