Baillie Gifford

The managers of the £3.4bn Scottish Mortgage trust said they need to 'renew their thinking' about some of the portfolio's key themes, after seeing opportunities become "exhausted" in the last few years.

John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups

Mismatched timeframes across the investment industry are leading managers to obsess over equity volatility according to James Budden, director of retail marketing and distribution at Baillie Gifford

Baillie Gifford's Ian Tabberer, manager of the £475m American fund, has left the firm.

Can robotics and retailers rejuvenate Japan?

What could wrong-foot investors?

'Ruling out any investment is intellectually lazy'

The managers you cannot afford to ignore

Roderick Snell, manager of the Baillie Gifford Pacific fund, analyses why out of the entire emerging market universe, only a handful of Asian economies have managed to produce sustainable real GDP growth rates of more than 6%.

From Japan's labour troubles to the expansion ambitions of China's online giants, Baillie Gifford's Asia managers Matt Brett and Roddy Snell explain the key themes facing Asian investors this year - and the stocks to watch out for.