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
This podcast episode of "Short Briefings on Long Term Thinking" features an interview with Michael Taylor, an investment manager, who discusses the significant growth opportunities arising from the US's infrastructure revitalization plans. He highlights the appalling state of US infrastructure, evidenced by a C- grade ...
In a special episode of Short Briefings on Long Term Thinking, Leo Kellyan interviews Alexander Nicolier, an investment manager at Baillie Gifford, about investing in private companies. Nicolier clarifies misconceptions about private companies, emphasizing they are real growth businesses, not just Silicon Valley startu...
In this episode of "Short Briefings on Long Term Thinking," Leo Kellyan interviews Helen Xiong, an investment manager at Baillie Gifford, about China's advanced manufacturing sector and its importance to global investors. Helen shares her unique perspective as someone with European, African, and Chinese heritage, empha...
In this episode of Short Briefings on Long Term Thinking, Leo Kellyan interviews Matthew Brett from Baillie Gifford's Japan team about investment opportunities in Japan. Matthew discusses his background in psychology and how it informs his investment approach, the unique aspects of the Japanese market, and the structur...
In this episode of Baillie Gifford's Short Briefings on Long Term Thinking, host Leo Kellyan interviews Gary Robinson, a manager in Baillie Gifford's U.S. equity growth team, about efficiency improvements in his portfolio companies and how the market underestimates their long-term impact. Gary draws parallels between t...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Will Sutcliffe, Head of Baillie Gifford’s Emerging Markets Equities Team, about the evolution and nuances of investing in emerging markets. Sutcliffe reflects on his early experiences, the challenges and changes in the composition ...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Ross Mathison about GLP-1 drugs, particularly Wegovy, and their potential impact on treating obesity and related health issues. Mathison explains how GLP-1s mimic natural hormones to control blood sugar and reduce appetite, leading...
This podcast episode explores the shift from an era of abundance to an era of limitations in terms of capital supply, natural resources, and trust. It highlights the importance of financial discipline, adaptability, and supply chain challenges in the current economic climate. The impact of global supply chain disruptio...
This podcast episode explores how the convergence of the physical and digital worlds is shaping the business landscape. It discusses the historical context of this convergence, the examples of companies like Amazon and Rivian that combine physical and digital infrastructure, and the importance of investing in both aspe...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Ben Durrant about the shift of low-cost manufacturing from China to Southeast Asian countries like Vietnam, Thailand, Malaysia, and Indonesia. Ben explains why China became a successful low-cost exporter, emphasizing land reform, exp...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Donald Farquharson, head of Baillie Gifford's Japanese equities team, about the Japanese stock market and its potential for sustainable recovery. Farquharson shares his experiences investing in Japan since 1990, noting changes in c...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Mark Urquhart, an Investment Manager and Partner at Baillie Gifford, about the firm's approach to growth investing. Mark discusses his unconventional path to joining Baillie Gifford, the evolution of their investment style since 19...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Stuart Dunbar about his paper "Let's Talk About Actual Investing" five years after its publication. Dunbar reaffirms his core thesis of focusing on companies and capital allocation, despite market volatility. He emphasizes the import...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews James Dow, joint manager of the Scottish American Investment Company (SAINTS), to commemorate its 150th anniversary. They discuss the company's founder, William Mingus, and early shareholders like Janet Wehab, highlighting the comp...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Kate Fox about deep transitions and their relevance to investors. Kate discusses the need for a second deep transition to correct the negative consequences of the Industrial Revolution, highlighting opportunities for long-term grow...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Praveen Kumar, manager of Baillie Gifford Shin Nippon, about small and medium-sized enterprises (SMEs) in Japan. They discuss the definition and significance of SMEs, the shift in Japan towards these businesses, and comparisons to Ge...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Dave Pudzianowski about the future of growth stocks. Dave introduces a framework of three engines that power growth: expansionary, disruptive, and replacement growth. He uses examples like Amazon, Netflix, and Sweetgreen to illustr...
This special edition of Short Briefings on Long Term Thinking explores the topic of AI, featuring insights from investment managers Kirsty Gibson and Julia Angeles. The discussion begins with defining AI, machine learning, and related concepts, using the analogy of a toddler's learning process to differentiate between ...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Rose Nguyen from Baillie Gifford's Health Innovation Fund about the progress in treating cardiovascular diseases. Rose explains the complexities of heart disease, which is influenced by multiple genes and environmental factors, makin...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Kirsty Gibson about navigating stock market volatility as a growth investor. Kirsty emphasizes the importance of focusing on long-term potential by identifying great businesses and understanding the motivations and adaptability of ...
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