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Dear
In Volume 3 of The Long View series, the Baillie Gifford US Equity Growth Team's anthology explores what matters most to optimistic, long-term investors, focusing on progress over turmoil.
Explore the articles below to see where meaningful advances are taking place, and why understanding periods of upheaval is crucial. |
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The world is about to get 'weird'
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Baillie Gifford’s Tom Slater, head of US equities, on why avoiding US growth stocks is perilous: AI infrastructure investment, asymmetric returns, and the paradigm shift explained. Find out why
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Yarak – culture in the age of AI Baillie Gifford’s Kirsty Gibson, investment manager, explains what happens to great company cultures in the age of AI? Does it become irrelevant – a luxury in a world of automated execution? |
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Kind Regards
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As with any investment, your clients’ capital is at risk. |
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