Short Briefings on Long Term Thinking
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.
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WatchJuly 2021Episode 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.
Listen now (17 minutes)WatchMay 2021Podcast 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.
Listen now (19 minutes)WatchApril 2021Episode 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.
Listen now (15 minutes)WatchMarch 2021Episode 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.
Listen now (17 minutes)WatchJanuary 2021Episode 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.
Listen now (17 minutes)WatchDecember 2020Episode 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.
Listen now (15 minutes)WatchOctober 2020Episode 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)WatchSeptember 2020Episode 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)WatchJune 2020Episode 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)WatchJune 2020Episode 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)WatchApril 2020Episode 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)WatchMarch 2020Episode 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)WatchFebruary 2020Episode 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)WatchFourth Quarter 2019Episode 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)WatchThird Quarter 2019Episode 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.
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