Baillie Gifford: Short Briefings on Long Term Thinking
For UK listeners only. 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
Episode 18: What I’ve Learned in Four Decades of Investing.
Karma Chameleon topped the charts, Mrs Thatcher won a landslide and Monks’ manager Charles Plowden joined Baillie Gifford. 1983 was a year to remember. Charles reflects on what’s changed and looks at the investment opportunity to come.
Episode 17: 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.
Episode 16: 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.
Episode 15: 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.
Episode 14: 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.
Episode 13: 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.