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
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Stephen Paice about the investment opportunities in Sweden, particularly focusing on family and founder-led businesses. Stephen explains why Sweden is a prime location for finding exceptional companies or "outliers" due to its glob...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Thaiha Nguyen about the transformation of education, particularly in higher education. Thaiha discusses how traditional universities are losing their monopoly on credentials due to rapid technological advancements and employers dir...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Peter Singlehurst, head of Baillie Gifford's private companies team, about the trend of companies staying private for longer. Peter attributes this to regulatory changes and a shift in founders' perceptions, who now value the focus...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Malcolm MacColl about growth versus value investing. MacColl argues that the traditional divide between growth and value is artificial and limiting, advocating for a focus on "growth in value" by identifying businesses with the pot...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Matthew Brett, manager of the Baillie Gifford Japan Trust and the Japanese Fund, to discuss the future of Japanese investments. They reflect on the changes in Japan over the past 40 years, from its dominance in exporting to economi...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Gary Robinson about the concept of the chaordic organization, pioneered by Dee Hawke, the founder of Visa. Robinson explains that chaordic organizations blend chaos and order, emphasizing autonomy and innovation within a framework of...
ESG investing requires moving beyond simplistic, snapshot-based metrics toward a nuanced, long-term perspective that prioritizes the process of corporate change. Stuart Dunbar, a partner at Baillie Gifford, argues that ESG should be reframed as "Exploring Sustainable Growth," focusing on how companies contribute to a s...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Julia Angeles, co-manager of Baillie Gifford's Health Innovation Fund, about the rapid advancements in vaccine technology highlighted by the Covid-19 pandemic. They discuss the implications of messenger RNA (mRNA) technology for deve...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Charles Plowden, a veteran investor at Baillie Gifford, who is retiring after 38 years with the firm. Plowden reflects on his early days, the evolution of investment management from a niche activity to a mainstream industry, and th...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Lee Qian about the importance of economic growth and innovation for a sustainable and inclusive world. Lee discusses how economic growth has improved living standards, using China as a personal example, and addresses concerns about t...
In this podcast episode, Malcolm Borthwick interviews Moritz Sitte about how retailers have responded to the changes in consumer behavior brought about by Covid-19. They discuss the shift to e-commerce, the importance of an omni-channel approach, and how luxury brands are embracing online engagement through platforms l...
In this episode of Short Briefings on Long-Term Thinking, Malcolm Borthwick interviews Roddy Snell about the Chinese economy and investment opportunities. Snell discusses China's rapid recovery from the pandemic, noting that strong companies have become even stronger. He contrasts China's economic approach to that of t...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Steven Hay about the financial implications of living longer lives, inspired by the book "The 100-Year Life." They discuss the need for individuals to take responsibility for their financial planning, save more, and consider workin...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews James Dow about the impact of the coronavirus pandemic on income investing and dividend payments. James Dow distinguishes between "good" and "bad" dividend investing, suggesting a permanent reset for companies that over-distribute ...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Stuart Dunbar, a partner at Baillie Gifford, about the purpose of investing and the short-term focus of the investment industry. Dunbar argues that the industry has strayed from its primary goal of deploying capital wisely into pro...
In this episode of Short Briefings on Long Term Thinking, Malcolm Borthwick interviews Tom Slater, Joint Manager of Scottish Mortgage Investment Trust, about why growth companies have been more resilient than value stocks during the coronavirus downturn. Slater explains that growth companies are providing essential too...
In a "Short Briefings on Long Term Thinking" podcast episode, Malcolm Borthwick interviews Scott Nisbet from Baillie Gifford about navigating turbulent times for investors. Nisbet compares the current crisis to past events like the 1998 Asian and Russian debt crisis, the 2001 tech bubble, and the 2008 global financial ...
In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Charles Plowden about investment opportunities in emerging markets. Charles expresses optimism due to the improving conditions, young populations, and technological adoption in these markets, contrasting them with the developed wor...
The Japanese cosmetics industry thrives on a unique consumer demand for functional, natural, and high-quality products, distinguishing it from the aesthetic-focused markets of Europe and the UK. Investors identify growth opportunities in companies with differentiated business models, such as Kitano Tatsujin, which util...
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