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 (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)

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