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April 2023 From Y to Z: Japan’s online powerhouseHow Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
Read moreDecember 2022 Japan Stewardship Report 2022For the year ended September 2022.
Read moreNovember 2022 Japan trip reflectionsLess foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan
Read moreOctober 2022 Nintendo: investing in the home of MarioWhy Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
Read moreJune 2022 Success after succession.How can founder-defined companies – from Nidec to Nintendo – ensure success when it’s time for a new CEO?
Read moreMarch 2022 The strengths of Japanese company culture.Companies such as Mercari that know that trying new things is the secret to growth.
Read moreWatchMarch 2021 Interview With Our Japanese Researchers.Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
Watch60 MIN WatchApril 2022 Archived Webinar with author and academic Ulrike Schaede.Join Professor Ulrike Schaede and Japanese investment specialist Thomas Patchett to explore what makes Japan an economic leader within Asia, and how businesses are now responding to rising global competition and digitalisation.
WatchDecember 2021 Archived Four decades of lessons.Japan’s ability to anticipate technological change should see it through the ups and downs to come.
Read moreJune 2021 Archived Japan's Digital Transformation.Unique to itself and often surprising, the digital transformation of the world’s third largest economy offers exciting new openings for investors, writes Donald Farquharson, head of Baillie Gifford’s Japanese equities team and Thomas Patchett, Japanese Equity Specialist.
Read moreWatchMay 2021 Archived Japanese Fund Update Webinar.Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.
WatchWatchJanuary 2020 Archived Square Mile Talking Factsheet - Japanese Fund.This film was created and distributed by Square Mile as part of their Talking Factsheets series.
WatchNovember 2020 Archived Japan’s Software Disruptors.How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.
Read moreNovember 2020 Archived Japan Strategy Stewardship Report.At Baillie Gifford, we interpret our stewardship responsibilities as being a natural extension of our fiduciary duty to clients. We conduct ourselves as diligent stewards of our clients’ funds by seeking out and backing unique business models with durable growth prospects, subsequently building relationships with management teams to support their long-term aspirations.
Read moreNovember 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
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