5 inevitable and investable growth drivers

This podcast interviews Stuart Dunbar, a Baillie Gifford partner, about long-term investment opportunities. The conversation covers several key areas: the inevitable rise of robotics and its supporting technologies, the transformative potential of AI-driven healthcare innovation, the ongoing energy transition and its related infrastructure needs, the evolution of digital payment systems, and the future of autonomous transport. Dunbar emphasizes the importance of "stubborn optimism" in identifying and investing in these areas, highlighting companies like Renishaw (sensors), Deere & Company (autonomous farming), and Adyen (payment infrastructure) as examples. Listeners gain insights into long-term investment strategies focused on technological advancements and societal shifts.