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June 2022 Pole position.Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.
Read moreDecember 2021 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 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 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.
WatchNovember 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 next?Over 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.
ListenSeptember 2021 The History of The Baillie Gifford Japan Trust.Launched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.
Read moreSpring 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 moreWatchFourth Quarter 2019 Episode 8 - The Beauty of Japanese Cosmetics.Investment 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.
Listen Now (15 minutes)Third Quarter 2018 The Great Convergence of Medicine.The future of medicine is likely to be fundamentally different from what we know today. Investment Manager, Rose Nguyen, discusses the technological advances that are likely to transform life science in the coming decades.
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