Name: Portfolio Update Q3 2025
Uploaded: 2025-10-22
Duration: 10 min
Description: Investment Specialist Hamish Maxwell explores how AI and structural shifts reshape industries, highlighting key portfolio themes and recent performance.

This video is archived and some details may be out of date.

<p>You need to be an existing investor of this {{FundOrStrategy}} before you can view its details.</p>
<p>If you are not an existing investor of this {{FundOrStrategy}}, please close this message and you'll be directed to our list of funds.</p>

I invest on my own behalf, am a job seeker, a journalist or want to learn more about Baillie Gifford.

If none of the previous options apply, please select Rest of World below:

Individual Investors

Professional Investors

Belgium

Germany

Hong Kong

Luxembourg

Netherlands

Institutional and accredited investors

Singapore

Qualified investor

Switzerland

Existing Shareholders

Rest of World

SELECT LOCATION

This article is archived and some details may be out of date.

Home

This private website has been shared on a reverse solicitation basis only. It is intended to only be accessed by the recipient: a professional or institutional investor who has received the direct link from Baillie Gifford following a reverse enquiry. It has been designed to provide you with the specific information you have requested from Baillie Gifford. It is not for onward distribution, and is not intended for use with retail clients.

Legal declaration

This podcast is archived and some details may be out of date.

Philosophy

Deliberately different in more ways than one. Discover our investment philosophy and learn how we differentiate ourselves from the rest.

Insights

Explainers

Documents

Podcast

You are viewing the site as Insights in UK

About Us

How to Invest

Frequently Asked Questions

Read the transcript

https://video.bailliegifford.com/SM_-_Quarterly_Update_Q3_2025_177200_10058326_20251021T135632Z_1080p.mp4

Investment Specialist Hamish Maxwell explores how AI and structural shifts reshape industries, highlighting key portfolio themes and recent performance.

Portfolio Update Q3 2025

https://media.bailliegifford.com/mws/xcdk544d/20251021150518_transcript-portfolio-update-q3-2025.pdf

Portfolio Update Q3 2025

October 2025

Change Drives Growth: Introduction

October 2025

MercadoLibre: Building Latin America's Digital Infrastructure

October 2025

Change Drives Growth: Q&A Session

October 2025

Blue Sky and Base Rates: 10 Years On

Portfolio Update Q3 2025

Related insights

October 2025

Change Drives Growth: Introduction

October 2025

MercadoLibre: Building Latin America's Digital Infrastructure

October 2025

Change Drives Growth: Q&A Session

October 2025

Blue Sky and Base Rates: 10 Years On