Short Briefings on Long Term Thinking - Baillie Gifford cover image

Short Briefings on Long Term Thinking - Baillie Gifford

Latest episodes

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May 4, 2020 • 15min

Why this crisis favours growth stocks

Growth stocks have been more resilient during the coronavirus downturn. Tom Slater discusses why now is not the time to hunt for value stocks and accelerated digital disruption.
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Mar 26, 2020 • 17min

Navigating a stock market crisis

These are turbulent times for investors. Scott Nisbet shares what he has learnt from previous crises and talks about why now’s the time to read Albert Camus.
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Feb 19, 2020 • 16min

Reasons to be optimistic about emerging markets

Investing in emerging markets is like marmite. It divides opinion. Charles Plowden explains why he’s one of the optimists.
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Nov 18, 2019 • 15min

The beauty of Japanese cosmetics

Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for the long term.
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Sep 6, 2019 • 16min

Finding Europe’s hidden champions

Stephen Paice looks beyond the negative economic headlines to explore the exciting investment opportunities that are still to be found in Europe.
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Jul 25, 2019 • 15min

Space: the final investment frontier

From disrupting global telecoms to colonies on Mars, space enthusiast and investment manager Luke Ward looks at the potential prizes in the commercial race for space.
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Jun 11, 2019 • 16min

Will industrial biotech be the next manufacturing revolution?

From synthetic spider silk clothes to plant-based burgers that taste like meat, Kirsty Gibson is fascinated by how industrial biotech could transform nearly every aspect of our lives.
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May 2, 2019 • 18min

Fashion Retailers – the impact of online shopping

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Mar 25, 2019 • 15min

Episode 3: The differences between bond and equity investing

Lucy Isles, who’s been both a bond and an equity investor, looks at the differences and the similarities between the two.
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Feb 19, 2019 • 14min

Should income investors go global?

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