

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

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.

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.

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.

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.

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.


