Short Briefings on Long Term Thinking - Baillie Gifford

Baillie Gifford
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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. 
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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. 
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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.
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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.
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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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