1. Short Briefings on Long Term Thinking

  2. 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.

  3. Listen now (14 minutes)
    Podcast
    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.
    Listen now (14 minutes)
    Listen now (14 minutes)
    Podcast
    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.
    Listen now (14 minutes)
    Listen now (15 minutes)
    Podcast
    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.
    Listen now (15 minutes)
  4. Listen now (14 minutes)
    Podcast
    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.
    Listen now (14 minutes)
    Listen now (16 minutes)
    Podcast
    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.
    Listen now (16 minutes)
    Listen now (17 minutes)
    Podcast
    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.
    Listen now (17 minutes)
    Listen now (16 minutes)
    Podcast
    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.
    Listen now (16 minutes)
  5. Listen now (15 minutes)
    Podcast
    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)
    Listen now (16 minutes)
    Podcast
    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.
    Listen now (16 minutes)
    Listen now (15 minutes)
    Podcast
    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.
    Listen now (15 minutes)
    Listen now (15 minutes)
    Podcast
    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.
    Listen now (15 minutes)
  6. Listen now (18 minutes)
    Podcast
    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.
    Listen now (18 minutes)
    Listen now (15 minutes)
    Podcast
    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.
    Listen now (15 minutes)
    Listen now (14 minutes)
    Podcast
    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.
    Listen now (14 minutes)
    Listen now (13 minutes)
    Podcast
    Episode 1 - China Crisis. What crisis?
    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.
    Listen now (13 minutes)

  7. Sign up to our mailing list - All the latest podcasts, news and content - straight to your inbox

    Sign up for Baillie Gifford emails to keep up-to-date with the latest podcasts, news and content, including:

    • Our monthly Investment Trust Bulletin, which links to the latest factsheets for each of the investment trusts we manage
    • Thought provoking articles written by Baillie Gifford fund managers and leading journalists
    • Short films where our fund managers share their thoughts
    • Details of our literature festival sponsorship programme and the competitions we offer throughout the year
    • Updates on our private investor events and how to register

    We will also send you a digital copy of Trust, our award-winning investment trust magazine.

    We only want to send you content that you will find interesting and valuable. You can choose what information you want to receive, and you can stop and start emails as and when you wish.

     

    SIGN UP HERE.

    Short Briefings on Long Term Thinking
    Sign up for Baillie Gifford emails today and keep up-to-date with all the latest podcasts, news and content.