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

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

From steam trains to AI vision: 150 years of investing

5/26/2023
To mark the pioneering Trust’s anniversary, James Dow delves into SAINTS’ origins and explains how he helped reinvigorate it for a new age. Background: The Scottish American Investment Company (SAINTS) made its debut in 1873, introducing the first trust to prevent shareholders from facing ruin if a business they backed failed. This groundbreaking approach instilled confidence, paving the way for the public to invest in a vital US railway among other enticing overseas opportunities. Nearly 20 years ago, Baillie Gifford took over the Trust’s management. Joint manager James Dow helped revitalise SAINTS by focusing on exceptional income-driven global companies. As he tells podcast host Malcolm Borthwick, their activities range from making AI-enhanced factory cameras to creating some of the world’s most sought-after cosmetics. Resources: The Scottish American Investment Trust Company Order a copy of the SAINTS: 150 Years book SAINTS Manager Insights video, April 2023 The SAINTS approach webinar video, March 2023 Shoemaker by Reebok founder Joe Foster My Years at Volkswagen by Carl Hahn Baillie Gifford’s Trust magazine Follow us via: Twitter LinkedIn Email Companies mentioned include: Analog Devices Atlas Copco Cognex L'Oréal

Duration:00:27:30

Investing in a sustainability revolution

4/14/2023
Keystone Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today. Background: Kate’s conversation with Malcolm Borthwick covers her work with the Deep Transitions Futures project, coordinated by the University of Sussex and Utrecht University and supported by Baillie Gifford. The project aims to identify patterns and insights from past ‘deep transitions’, such as the Industrial Revolution, to inform and guide our approach to identifying solutions to present and future challenges. These include climate change, social inequality, and biodiversity loss. The initiative seeks to develop strategies for fostering radical innovation. It engages investors, policymakers and researchers, among other stakeholders, to promote a transformative investment philosophy and drive systemic change. Resources: The second deep transition: Johan Schot’s theory of radical change Deep Transitions Futures project Previous Short Briefings on Long Term Thinking episodes Follow us via: Twitter LinkedIn Companies mentioned include: Beyond Meat Deere Northvolt Tesla Umicore

Duration:00:17:25

Why small companies are big in Japan

2/24/2023
Meet the lesser-known niche players thriving in the shadow of the country’s big brands Think of Japanese companies and chances are giants such as Sony, Hitachi and Mitsubishi come to mind. You probably don't think of Shima Seiki - a maker of automated knitting machines, Descente, which owns licences to use brands such as Le Coq Sportif and Umbro, or Shoei, a maker of handmade motorcycle helmets. But these kinds of companies are the beating heart of its economy. Japan’s three and a half million small and medium-sized businesses (SMEs) employ about seven in 10 private sector workers. These firms are sometimes overlooked by investors in Japan, but not by Praveen Kumar, manager of Baillie Gifford Shin Nippon, who explains why they provide ample opportunities for growth investors. Praveen Kumar is manager of the Baillie Gifford Shin Nippon and Baillie Gifford Japan Trust. You can read more about his and his colleagues’ thoughts about the positive outlook for Japan’s most inventive and disruptive companies at our Japan Forum: Steering through rough seas. For the thoughts of his colleague Donald Farquharson, Head of Japanese Equities, on the country’s post-Covid return to normality, go to Investing in Japan: Distance lends perspective. And to find out more about how Praveen and his team get to hear about exciting SMEs, watch Investing in Japan: Insights with our Japan researchers.

Duration:00:21:21

What’s next for growth stocks?

1/23/2023
As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Duration:00:22:51

Special Edition: How AI is transforming our industries

12/16/2022
Kirsty Gibson and Julia Angeles on how technology is changing the way we do business.

Duration:00:28:01

Meet the companies disrupting the world’s biggest killer

11/24/2022
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.

Duration:00:23:31

Why 'what if...' is the most vital question for investors

10/28/2022
Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.

Duration:00:15:54

North stars: Why are Swedish companies world leaders?

7/12/2022
It’s a small country with a large number of businesses that can keep innovating and growing for decades. Stephen Paice explores what’s so great about Sweden.

Duration:00:21:31

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

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

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

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

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

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

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

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

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

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

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

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