Kirstie Gibson
Investment manager on the U.S. equities growth team at Baillie Gifford, interviewed about long-term investing themes like AI and climate and how investors navigate market uncertainty.
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Nov 13, 2025 • 26min
What happens when the data takes a month off?
Kirstie Gibson, an investment manager specializing in U.S. equities at Baillie Gifford, shares insights on navigating market volatility and highlights long-term investment themes like AI and climate change. Daniel Ackerman, a Marketplace reporter, investigates the mad rush to complete solar projects before looming tax credit deadlines. Meanwhile, Carla Javier discusses the implications of the Bureau of Labor Statistics' data collection hiatus and how lost data could skew economic indicators. A lively conversation filled with economic perspectives!
Nov 13, 2025 • 26min
What happens when the data takes a month off?
Kirstie Gibson, an investment manager at Baillie Gifford, discusses how to navigate portfolio management amidst market volatility, emphasizing resilient companies and long-term trends like AI and climate change. Daniel Ackerman reveals the urgency behind solar developers racing to complete projects before a tax-credit deadline. Carla Javier explains the chaos facing the Bureau of Labor Statistics after a government shutdown, highlighting which key economic reports may be delayed or missed entirely.
