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.
InsightsEpisode 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.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.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.
PodcastEpisode 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.PodcastEpisode 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.PodcastEpisode 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.
PodcastEpisode 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.PodcastEpisode 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.PodcastEpisode 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.PodcastEpisode 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.
PodcastEpisode 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.PodcastEpisode 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.PodcastEpisode 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.
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