Short Briefings on Long Term Thinking
The Short Briefings on Long Term Thinking podcast brings you valuable insights into the benefits of taking the long view. Subscribe to hear our investment managers and other decision-makers give frank and often contrarian opinions about what it takes to find exceptional companies and other assets with strong growth potential.
All episodes
Listen and read transcripts from this website:
Private companies: backing tenacity
From spaceflight to ‘shared reality’, the firms blazing a trail outside public markets.
Why growth investors can’t ignore China
China’s electric car, battery and other advanced manufacturers are on the rise.
Japanese changemakers shaping the future
The firms taking advantage of four transformational opportunities.
Streamlined for success
How efficiency drives at Meta, Shopify and Block could fuel their long-term growth.
High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companies
A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.
The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.
How Amazon pioneered a new path
The new wave of companies blending physical and digital processes together.
South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.
Japan’s new growth opportunities
Seeking the entrepreneurial firms that could sustain the country’s rally.
Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
Actual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.
A century and a half of SAINTS
James Dow reflects on how the trust has changed over the decades, but stuck to its core values.
The sustainability revolution
Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.
Why small is big in Japan
Praveen Kumar on the lesser-known players thriving in the shadow of the country’s big brands.
What’s next for growth stocks?
Baillie Gifford’s Dave Bujnowski explores the new engines powering progress.
AI: Frightening or fascinating?
Investors discuss how AI software could transform healthcare, advertising, manufacturing and more.
Disrupting heart disease
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
Why 'what if...' is the most vital question for investors
Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.
Why are Swedish companies world leaders?
Sweden tops the charts for original thinking, from family businesses to founder-run companies.
How education escaped from the classroom
Online courses have upended the economics of education, Thaiha Nguyen explains.
Why private companies matter more
SpaceX, Epic Games and Stripe: the list of the unlisted continues to grow. How can investors benefit?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.