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 (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)
  4. 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
    Short Briefings on Long Term Thinking - Episode 1.
    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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