Markets Recon

Part of Baillie Gifford

Baillie Gifford

+9 New this week
The archive

Their research,
newest first.

Title Topics Published Actions
China’s robotic rise: from cars to humanoids
What makes a growth company built to last?
Echoes from the first global crash
Better genetics for healthier farms
Rethinking the future of healthcare
Seiko’s quality route to growth
Brazilian equities: beyond the ballot box
Conversations with private companies: Vinted
Quick take: conversations with private companies - Vinted
Edinburgh Worldwide enlightenment: becoming architects of biology
China's innovation hidden in plain sight
Global Alpha: investor letter Q3 2026
Global Alpha Q3 investor letter
Managed Fund: is 60/40 really dead?
60/40, Future Stocks and Global Discovery
US Equity Growth: investor letter Q3 2026 – beyond the frontier
Positive Change Q3 letter: bold in ambition, patient in execution
Lam and Alnylam: time well spent
US Equity Growth Q3 update
Global Alpha Q3 update
The tenth question: seeing things differently
Chinese innovation: what we saw on the ground
The case for active Shariah investing
Monks and SAINTS: balancing growth paths
A proven investment philosophy, built for digital markets

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