Insights
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42 MIN WatchJanuary 2023 Webinar: Japan Trust and CitywireThough 2022 was tough for investing, hope remains that Japanese companies can overcome a challenging backdrop.
WatchDecember 2022 Japan Stewardship Report 2022For the year ended September 2022.
Read moreNovember 2022 Japan trip reflectionsLess foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan.
Read more5 MIN WatchNovember 2022 Japan Trust – Manager insightMatthew Brett on the Trust’s 2022 performance and returns.
WatchOctober 2022 Nintendo: investing in the home of MarioWhy Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
Read more42 MIN WatchOctober 2022 The Baillie Gifford Japan Trust PLC webinarJoin Matthew Brett, the Baillie Gifford Japan Trust Manager, as he outlines how the trust aims to capitalise on the country’s unique growth opportunities.
WatchJune 2022 Pole position.Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.
Read moreNovember 2021 Japan stocks: investing in growth.As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.
Read more17 MIN ListenNovember 2021 Episode 22 - Investing in Japan: What’s changed and what’s nextOver four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, manager of The Baillie Gifford Japan Trust, discusses what’s next.
ListenSpring 2021 Japan from a Distance.Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.
Read moreAutumn 2020 Japan's Great Wave of Change.Traditions die hard in Japan, but a crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, talks about the upstarts making inroads.
Read more15 MIN ListenNovember 2019 Episode 8 - The Beauty of Japanese CosmeticsInvestment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.
ListenDecember 2021 Archived Six reasons for Japan optimism.Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.
Read more45 MIN WatchDecember 2021 Archived Japan Trust Webinar – Reflections on 40 years of investing in Japan.Matthew Brett, investment manager of the Baillie Gifford Japan Trust, addresses some misconceptions about Japanese equities, the big changes in corporate governance, and shares the growth opportunity he sees within the Japanese economy.
WatchWatchNovember 2021 Archived Japan Trust Manager Insights.Lead manager of The Baillie Gifford Japan Trust, Matthew Brett, talks about the past year, the current positioning of the portfolio and the opportunities ahead.
WatchSeptember 2021 Archived The history of The Baillie Gifford Japan TrustLaunched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.
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