Short Briefings on Long Term Thinking - Baillie Gifford
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
Episodes
Mentioned books
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.
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.
