Short Briefings on Long Term Thinking - Baillie Gifford
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
Latest episodes
Feb 24, 2023 • 21min
Why small companies are big in Japan
Discover the thriving niche players in Japan's economy, such as Shima Seiki and Shoei, often overlooked by investors. Explore the rise of small and medium-sized businesses (SMEs) in Japan, their global positions, and the dominance of Japanese sports brands. Learn about Descent's turnaround and investment strategies for SMEs. Hear about the positive business conditions in regions beyond Tokyo and the need for investors to explore different cities.
Jan 23, 2023 • 23min
What’s next for growth stocks?
As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.
Dec 16, 2022 • 28min
Special Edition: How AI is transforming our industries
Kirsty Gibson and Julia Angeles on how technology is changing the way we do business.
Nov 24, 2022 • 24min
Meet the companies disrupting the world’s biggest killer
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
Oct 28, 2022 • 16min
Why 'what if...' is the most vital question for investors
Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.
Jul 12, 2022 • 22min
North stars: Why are Swedish companies world leaders?
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.
May 27, 2022 • 21min
How education escaped from the classroom
Apps and online courses have upended the economics of education, making learning more accessible, fun and relevant. Positive Change’s Thaiha Nguyen explains.
Apr 7, 2022 • 21min
Why private companies matter more
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?
Feb 25, 2022 • 19min
Growth or value? It's not a black or white choice
‘Growth or value’ has framed many investment narratives. But Monks’ Malcolm MacColl explains the two aren’t at odds.
Nov 26, 2021 • 17min
Investing in Japan: What’s changed and what’s next
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.
