Re-awakening utilities: the great energy transition
Duncan Sutherland, February 2023
As utility companies face new challenges, more care is required to separate the winners and losers.
Actual Income is our home for articles and other media in which we examine and explain the prominent topics in our income fund managers' minds.
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Resilient growth for the long termRoss Mathison, January 2023Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.
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Time on our side: Sustainable corporate bond investingNovember 2022We expect sustainable companies to benefit from strong returns as our economy shifts, so we hold them long term.
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Seizing advantage in emerging market bondsMindaugas Lepeska, October 2022Extreme price movements in EM bonds bring potential for high returns, so investing in them could bring rewards.
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A simple theory: Einstein’s lesson for investorsRobert Baltzer, September 2022Einstein observed that simple is best. Robert Baltzer explains why this is true for investing.
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Infrastructure investment: resilient incomeGemma Wright, August 2022Why investing in infrastructure for our greener future could also protect you against inflation. Investment analyst Gemma Wright of the Income Research Team explains.
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Corporate Bonds: finding opportunities in resilience.Torcail Stewart, July 2022Positioning for the long term and backing resilient companies can offer strong yields – even in troubled times.
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Energy efficiency champions.Seb Petit, June 2022Makers of low-power products could be among the biggest long-term winners of rising oil prices.
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Electric Income.Charlie Houston, May 2022Decarbonisation champions in India and Costa Rica are creating bond investment opportunities.
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Up to Speed with Property.April 2022A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream. Investment manager Jon Stewart tells us more in this instalment of the Actual Income series.
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Green energy opportunities.Lucy Isle & Saorla Whelan, March 2022How active bond investors can find the sustainable innovators.
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An electrifying opportunity.Nicoleta Dumitru, February 2022How two utilities involved in power grid upgrades could help income keep pace with inflation
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Global Income Growth.January 2022Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
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Emerging Market Debt: Looking beyond ESG Scores.John Berry, December 2021Considering countries and companies’ potential for improvement, not just their risk scores.
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Multi Asset Income.November 2021Planning for future income demands preparation for an unknown tomorrow. In this film we explore the philosophy of Multi Asset Income and how they are seeking real income, time after time.
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Actual Income: We need to talk about inflation.The Income Teams, November 2021When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of our fund managers.
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Smarter insurance for a less risky future.Duncan Sutherland, November 2021The insurance industry is being transformed by technological change – from drones to driverless cars. Duncan Sutherland considers how this will shape the future.
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Sustainable at heart: why businesses need to adapt.Seb Petit, October 2021Knowing when to adapt could be the key to successful long-term growth, writes Seb Petit.
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Staying Focused in Frantic Times.Charlie Houston, September 2021In the midst of the pandemic, do Mercado Libra and Avantor's bond offer long-term value?
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The Past is a Foreign Country.Theo Holland, August 2021High yield today might not mean resilient yield tomorrow for Emerging Market debt. Theo Holland reveals how Indonesia turned raw potential into a pathway for sustainable growth.
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Actual Income.July 2021Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively. The managers explain their investment philosophy and how, through a diversified income portfolio, they aim to deliver repeatable, durable and income-producing solutions for their clients.
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High Yield Bond.June 2021In a world full of noise and excessive choice, it helps to see things from a different perspective. In this film we explore the philosophy behind High Yield Bond and how seeking resilience is time well spent.
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The Future Is Now, And It Works.Torcail Stewart, July 2021Innovation is the name of the game. Investment manager Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.
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Strategic Bond.June 2021Thinking about long-term income means thinking about what ‘can be’, not what ‘is’. In this film we explore the philosophy behind Strategic Bond and how, when it comes to income, there’s no time like the future.
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Investing In Growth Pays Dividends.Seb Petit, May 2021What does a high dividend yield actually tell you? Seb Petit explains why it’s important to bring a growth mindset to income investing.
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Beyond Bricks and Mortar.Jon Stewart, April 2021Can property provide the balance of income, resilience and growth that income investors require? Jon Stewart investigates.
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Know the Score.Lucy Isles, March 2021Can you be passive about High Yield ESG investing? Investment manager, Lucy Isles thinks not.
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True North.Rob Baltzer, February 2021In periods of uncertainty, our focus on analysing the resilience of the companies we lend to comes into its own.
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Corning.Duncan Sutherland, November 2020From flat screen TVs to catalytic converters, you have probably been using Corning’s technology every day without realising it. Duncan Sutherland explains his enthusiasm for the material sciences innovator.
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Aptiv.September 2020The most dangerous thing about a car is its driver. Automotive supply company Aptiv is developing advanced technology to make driving safer, greener, and even, driverless.
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Enviva.Saorla Whelan, September 2020It’s not always easy to discern how green a company actually is. A detailed governance and sustainability review helps determine what the issues are, and whether they impact on the investment case. Wood pellet producer Enviva is a case in point.
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Expectation Management.Faisal Islam, July 2020Client focus on governance and sustainability (or G&S) factors has never been greater and is only accelerating with time – and rightly so. We believe our early decision to integrate G&S into our investment process has enhanced our ability to source dependable income streams, precisely because we take a broad and complete view of what makes companies succeed over the long term.
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Actual Income.July 2020If you’re looking to invest for income, Baillie Gifford’s four Income strategies can deliver something that we feel is both important and unique. Watch the film and you'll find out what that is.
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Darling Ingredients.Steven Hay, July 2020What does the White House’s china crockery have in common with Mercedes car seats, animal feed and biodiesel? The answer is both simple and incredibly complex – and probably not one for a dinner party chat. They are all products made possible by the bloody-minded genius of Texas-based Darling Ingredients, whose ability to turn unwanted remains into a diverse array of useful products is unsurpassed.
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The Great Dividend Crisis.James Dow, May 2020James Dow argues that dividend investors should avoid traditional high-yielding stocks and instead, look ahead to the global, high-growth companies likely to be big providers of the future.
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CO-OP.Lesley Dunn, May 2020Appearances can be deceptive. Not least in the credit markets, where companies tainted by problems can end up producing attractive buying opportunities as they start to return to health. Co-op is just one example.
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Island Time.Torcail Stewart, May 2020Torcail Stewart wants those who are investing in bonds to slow down and take some tips from island living.
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Resilience First.Faisal Islam, April 2020Macro-noise is a risk to credit analysis. Our approach is simple, except in extreme circumstances, we take no view of it whatsoever.
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Netflix.Torcail Stewart, March 2020Netflix has shaken up the global paid TV market and is on track to becoming an investment grade company.