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Short Briefings on Long Term Thinking - Baillie Gi

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Short Briefings on Long Term Thinking - Baillie Gi

Why emerging markets have changed

Emerging markets have sometimes promised more than they have delivered, but circumstances may be...

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The weight-loss drug with huge growth potential

A new medicine that can help patients lose 15 per cent of their body weight could have...

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The 3 characteristics of great growth companies

What distinguishes companies that will thrive from those that will perish? In this episode, we...

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The Amazon way: mixing ones and zeros with nuts and bolts

Show notes Amazon and DoorDash take different approaches to bridging the physical and digital...

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Beyond China: south-east Asia’s next export stars

China became known as the world’s factory thanks to it offering companies a way to manufacture...

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Japan: a new dawn for growth investing

Is the time ripe for Japanese growth stocks? Donald Farquharson is Baillie Gifford’s head of...

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The science and art of picking growth stocks

What counts as a growth stock is ever-changing. Mark Urquhart shares lessons from 27 years of...

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The power of Actual investing during changing times

Stuart Dunbar explains why a long-term investment approach suits the new types of growth...

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From steam trains to AI vision: 150 years of investing

To mark the pioneering Trust’s anniversary, James Dow delves into SAINTS’ origins and explains...

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Investing in a sustainability revolution

Keystone Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities...

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Why small companies are big in Japan

Meet the lesser-known niche players thriving in the shadow of the country’s big brands   Think...

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Episode 29: What’s next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the...

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Episode 27: Open your mind to change.

Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie...

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Episode 26: North stars: Why are Swedish companies world leaders?

It’s a small country with a large number of businesses that can keep innovating and growing for...

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Episode 25: How education escaped from the classroom.

Apps and online courses have upended the economics of education, making learning more accessible,...

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Episode 24: Why private companies matter more.

For Peter Singlehurst, head of the Private Companies Team, the difference between investing in a...

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Episode 23: Growth or value? It's not a black or white choice.

‘Growth or value’ has framed many investment narratives. But Monks’ Malcolm MacColl explains the...

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Episode 22: Investing in Japan: What’s changed and what’s next?

Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and...

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