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
Aug 2, 2021 • 18min
How Harnessing Chaos Can Make Companies More Nimble
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.
May 31, 2021 • 19min
Exploring Sustainable Growth - A New Approach To ESG
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.
Apr 16, 2021 • 15min
Breaking the Biotech Model
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.
Mar 26, 2021 • 17min
What I’ve Learned in Four Decades of Investing
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.
Jan 25, 2021 • 17min
Sustainable investing - Finding the innovative companies of the future
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.
Dec 14, 2020 • 15min
How Covid is changing the way we shop
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.
Oct 26, 2020 • 14min
The Great Divergence Between East and West
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
Sep 21, 2020 • 15min
Living longer: Can we afford it
More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer life? Listen to Baillie Gifford’s Steven Hay to find out.
Jul 31, 2020 • 15min
Tomorrow’s Income Aristocrats
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.
Jun 11, 2020 • 14min
The purpose of investing
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.
