AIC: North America

The AIC definition of this sector is that a fund invests in the shares of larger quoted North American companies. An element of the portfolio may also be held in unlisted holdings.

North America: investing in the Age of Trump

North America: investing in the Age of Trump

  • John Foster

North America offers great opportunities in the new Realpolitik of the second coming of Trump, but risks lurk at the fringes

BG US Growth outperforms despite Saba’s activist campaign

BG US Growth outperforms despite Saba’s activist campaign

  • John Foster
Podcast: Baillie Gifford’s Gary Robinson on US growth stocks

Podcast: Baillie Gifford’s Gary Robinson on US growth stocks

  • Stuart Fieldhouse
Baillie Gifford US Growth: A rising star in North America

Baillie Gifford US Growth: A rising star in North America

  • John Foster
JPMorgan American: riding the US equity bull or chasing bubbles?

JPMorgan American: riding the US equity bull or chasing bubbles?

Pershing Square: conviction, activism and top-class performance

Pershing Square: conviction, activism and top-class performance

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