Short Briefings on Long Term Thinking - Baillie Gifford-logo

Short Briefings on Long Term Thinking - Baillie Gifford

Business & Economics Podcasts

Baillie Gifford: Short Briefings on Long Term Thinking For UK listeners only. Baillie Gifford’s Short Briefings on Long Term Thinking bring valuable insights into the benefits of taking the long view. You’ll hear frank, thought-provoking opinions from our team in Edinburgh and experts around the world. These podcasts do not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. They are provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com

Baillie Gifford: Short Briefings on Long Term Thinking For UK listeners only. Baillie Gifford’s Short Briefings on Long Term Thinking bring valuable insights into the benefits of taking the long view. You’ll hear frank, thought-provoking opinions from our team in Edinburgh and experts around the world. These podcasts do not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. They are provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com

Location:

United Kingdom

Description:

Baillie Gifford: Short Briefings on Long Term Thinking For UK listeners only. Baillie Gifford’s Short Briefings on Long Term Thinking bring valuable insights into the benefits of taking the long view. You’ll hear frank, thought-provoking opinions from our team in Edinburgh and experts around the world. These podcasts do not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. They are provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com

Language:

English


Episodes

Episode 25: How education escaped from the classroom.

5/27/2022
Apps and online courses have upended the economics of education, making learning more accessible, fun and relevant. Positive Change’s Thaiha Nguyen explains.

Duration:00:20:36

Episode 24: Why private companies matter more.

4/7/2022
For Peter Singlehurst, head of the Private Companies Team, the difference between investing in a private company and a public company is that private companies choose their shareholders. So, why choose Baillie Gifford?

Duration:00:20:31

Episode 23: Growth or value? It's not a black or white choice.

2/25/2022
‘Growth or value’ has framed many investment narratives. But Monks’ Malcolm MacColl explains the two aren’t at odds.

Duration:00:18:49

Episode 22: Investing in Japan: What’s changed and what’s next?

11/26/2021
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.

Duration:00:16:44

Episode 21: How Harnessing Chaos Can Make Companies More Nimble.

8/2/2021
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.

Duration:00:15:11

Episode 20: Exploring Sustainable Growth - A New Approach To ESG.

5/31/2021
Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.

Duration:00:15:46

Episode 19: Breaking the Biotech Model.

4/16/2021
Messenger RNA vaccines could provide a solution not just to Covid, but to cancer, and other diseases. Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, discusses how.

Duration:00:12:32

Episode 18: What I’ve Learned in Four Decades of Investing.

3/26/2021
Karma Chameleon topped the charts, Mrs Thatcher won a landslide and Monks’ manager Charles Plowden joined Baillie Gifford. 1983 was a year to remember. Charles reflects on what’s changed and looks at the investment opportunity to come.

Duration:00:16:47

Episode 17: Sustainable investing - Finding the innovative companies of the future.

1/24/2021
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.

Duration:00:10:50

Episode 16: How Covid is changing the way we shop.

12/14/2020
With the high street either shut down or harder to access during the pandemic, consumer habits had to change. Moritz Sitte, joint manager of the Baillie Gifford European Growth Trust and the European Fund, explores what this means for the future of shopping.

Duration:00:10:29

Episode 13: Tomorrow’s Income Aristocrats.

7/31/2020
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.

Duration:00:15:04

Episode 12: The purpose of investing.

6/11/2020
Over the last decade the investment industry has become increasingly short term and increasingly complex. Stuart Dunbar talks to Malcolm Borthwick about whether the industry has lost its way.

Duration:00:14:17

Episode 11: Why this crisis favours growth stocks

5/4/2020
Growth stocks have been more resilient during the coronavirus downturn. Tom Slater discusses why now is not the time to hunt for value stocks and accelerated digital disruption.

Duration:00:15:18

Episode 10: Navigating a stock market crisis

3/26/2020
These are turbulent times for investors. Scott Nisbet shares what he has learnt from previous crises and talks about why now’s the time to read Albert Camus.

Duration:00:16:58

Episode 9: Reasons to be optimistic about emerging markets

2/19/2020
Investing in emerging markets is like marmite. It divides opinion. Charles Plowden explains why he’s one of the optimists.

Duration:00:16:00

Episode 8: The beauty of Japanese cosmetics.

11/18/2019
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.

Duration:00:14:46

Episode 7: Finding Europe’s hidden champions.

9/6/2019
Stephen Paice looks beyond the negative economic headlines to explore the exciting investment opportunities that are still to be found in Europe.

Duration:00:16:18

Episode 6: Space: the final investment frontier

7/25/2019
From disrupting global telecoms to colonies on Mars, space enthusiast and investment manager Luke Ward looks at the potential prizes in the commercial race for space.

Duration:00:14:57

Episode 5: Will industrial biotech be the next manufacturing revolution?

6/11/2019
From synthetic spider silk clothes to plant-based burgers that taste like meat, Kirsty Gibson is fascinated by how industrial biotech could transform nearly every aspect of our lives.

Duration:00:15:37

Episode 4: Fashion Retailers – the impact of online shopping

5/2/2019
Milena Mileva on how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.

Duration:00:18:10