The Baillie Gifford Podcast
Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. Please remember your capital is at risk.
There were no items found based on the criteria entered.21 MIN ListenMarch 2022 Episode 24 - Why private companies matter more.
SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?19 MIN ListenFebruary 2022 Episode 23 - Growth or value: it’s not a black or white choice.
Operational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.17 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.18 MIN WatchJuly 2021 Episode 21 - How Harnessing Chaos Can Make Companies More Nimble.
Chaos is often associated with a failure of leadership. Gary Robinson, manager of Baillie Gifford US Growth Trust, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.19 MIN WatchMay 2021 Podcast 20 - The Responsible Approach to ESG Investing.
Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.15 MIN WatchApril 2021 Episode 19 - Breaking the Biotech Model.
Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.17 MIN WatchMarch 2021 Episode 18 - What I've Learned In Four Decades Of Investing.
His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.WatchJanuary 2021 Episode 17 - Sustainable investing: Finding the innovative companies of the future.
Are there limits to economic growth? Will we run out of ideas? Investment manager Lee Qian explains why he’s confident innovation will create a more prosperous, sustainable and inclusive world.15 MIN WatchDecember 2020 Episode 16 - How Covid is changing the way we shop.
The digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.14 MIN WatchOctober 2020 Episode 15 - The Great Divergence Between East and West.
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.15 MIN WatchSeptember 2020 Episode 14 - Living Longer: Can We Afford It?
More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.15 MIN WatchJune 2020 Episode 13 - Tomorrow’s Income Aristocrats.
Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.14 MIN WatchJune 2020 Episode 12 - What’s the purpose of investing?
In our Short Briefings on Long Term Thinking podcast, Baillie Gifford partner Stuart Dunbar backs a return to the basics of investment.15 MIN WatchApril 2020 Episode 11 - Why this crisis favours growth stocks.
Growth stocks have generally fared better than value stocks during the coronavirus pandemic, helping Scottish Mortgage Investment Trust during the worst of the stock market falls. In our podcast series, Short Briefings on Long Term Thinking Baillie Gifford partner Tom Slater explains why.WatchMarch 2020 Episode 10 - Navigating a Stock Market Crisis.
Scott Nisbet tells Malcolm Borthwick what he’s learnt from previous crises, why he’s staying calm and why now’s the time to read Albert Camus.16 MIN WatchFebruary 2020 Episode 9 - Reasons To Be Optimistic About Emerging Markets.
Investing in emerging markets is like Marmite. It divides opinion. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking.WatchFourth 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.WatchThird Quarter 2019 Episode 7 - Finding Europe's Hidden Champions.
There are lots of reasons not to invest in Europe. Its economic growth is uninspiring and much of its stock index is made up of bureaucratic corporate dinosaurs. But beyond the negative headlines, there are still exciting investment opportunities to be found. They include potential tenbaggers – companies whose share price could increase ten-fold.16 MIN WatchSecond Quarter 2019 Episode 5 - Will Industrial Biotech Be the Next Manufacturing Revolution?
Industrial biotech companies can already produce synthetic spider silk and plant-based burgers that taste like meat. Future possibilities include timber produced from yeast. In the latest episode of Short Briefings on Long Term Thinking, Kirsty Gibson tells Malcolm Borthwick why she's fascinated by the opportunities of industrial biotech and its enormous investment potential.15 MIN WatchThird Quarter 2019 Episode 6 - Space: The Final Investment Frontier.
Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.18 MIN WatchSecond Quarter 2019 Episode 4 - Fashion retailers: The impact of online shopping.
In the fourth episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Milena Mileva to discuss how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.15 MIN WatchFirst Quarter 2019 Episode 3 - The Differences Between Bond and Equity Investing.
In the third episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by Lucy Isles, joint manager of Baillie Gifford's High Yield Bond Fund. Listen to the podcast to find out the three key deciding factors when choosing resilient high yield bonds and how engagement with companies can differ for bond and equity investors.14 MIN WatchFirst Quarter 2019 Episode 2 - Should Income Investors Go Global?
What are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies.13 MIN ListenJanuary 2019 Episode 1 - Why China?
Investment Manager Roddy Snell, in conversation with Malcolm Borthwick, goes behind some recent lurid headlines to find out what's really happening with the Chinese economy.
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