Short Briefings on Long Term Thinking - Baillie Gifford
Episodes
The active edge: the case for growth in uncertain times
16 Mar 2026
Contributed by Lukas
A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on for...
China’s new growth leaders: inventing, not copying
13 Feb 2026
Contributed by Lukas
From new cancer drugs to batteries and robotics – China’s top-tier growth companies are forging paths of their own rather than following in the we...
Smarter models, sharper founders: growth investing in the AI era
14 Jan 2026
Contributed by Lukas
With developments in generative AI progressing at such a furious pace, how can investors cut through the noise to identify the companies that will rea...
Emerging market companies leapfrogging western rivals
16 Dec 2025
Contributed by Lukas
From Pony.ai launching a robo-taxi service during a Shanghai storm to E Ink revolutionising the way supermarkets label their shelves – emerging mark...
Private companies: from Anthropic to Zetwerk – and other new investments
01 Dec 2025
Contributed by Lukas
AI lab Anthropic, digital bank Revolut, Chinese social network Xiaohongshu and supply chain specialist Zetwerk count among Baillie Gifford’s most re...
Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
23 Oct 2025
Contributed by Lukas
From using AI to create better weather forecasts to helping people with disabilities get their dream job, Japan’s small companies are a disruptive f...
Beyond the benchmark: Baillie Gifford CEO on why being different pays off
16 Sep 2025
Contributed by Lukas
“If you’re trying to find the very best growth businesses on the planet – a benchmark isn’t a sensible place to start.” Baillie Gifford’s ...
Skin in the game: the hidden power of persistence
15 Aug 2025
Contributed by Lukas
Inside ownership can give companies an advantage when it comes to long-term growth. That includes having a leader or family with a substantial stake i...
The ‘invisible’ millions: banking’s new frontier
16 Jul 2025
Contributed by Lukas
From microloans for farmers to free savings accounts for the ‘unbanked’ to customised insurance for gig workers to a cheaper, faster way for migra...
Emerging markets: the next engines of global growth
03 Jun 2025
Contributed by Lukas
Emerging markets are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. These include surging d...
UK growth: opportunities amid tariff turbulence
14 Apr 2025
Contributed by Lukas
Prime Minister Sir Keir Starmer has pledged to "turbocharge" Britain's growth strategy in response to new US tariffs. His government is prioritising k...
European growth: unique brands, hidden champions
18 Mar 2025
Contributed by Lukas
Are European stocks coming back into favour? After years of underperformance, many of the continent’s companies appear undervalued when compared to ...
Quantum, space, fusion: 3 firms engineering the future
03 Feb 2025
Contributed by Lukas
Three technologies – quantum computing, reusable rockets and nuclear fusion – could change the trajectory of human progress. Find out how a trio o...
5 inevitable and investable growth drivers
13 Jan 2025
Contributed by Lukas
From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the ...
‘Ordinary’ but exceptional: firms leading the US’s infrastructure renaissance
16 Dec 2024
Contributed by Lukas
The US’s transformational upgrade of its drainage, power and road networks is a long-term investment opportunity hiding in plain sight. In this podc...
Private companies: backing tenacious trailblazers
09 Dec 2024
Contributed by Lukas
Many of the world’s most exciting, high-growth and disruptive companies are private. Moreover, the entrepreneurs running them are typically keeping ...
Why growth investors can’t ignore China
10 Oct 2024
Contributed by Lukas
China is transitioning from a property-led economy to one focused on advanced manufacturing. It already leads the world in electric car production and...
Capitalising on change: Japan’s growth champions
29 Aug 2024
Contributed by Lukas
Upheaval can create opportunity. Baillie Gifford’s Japan Team seeks out companies that will derive the greatest long-term benefit from transformatio...
The efficiency effect: how four companies shaped up for a new era
04 Jul 2024
Contributed by Lukas
Sometimes, you have to take a step back to leap forward. Over the past couple of years, Meta, Amazon, Block and Shopify are among the growth companies...
Why emerging markets have changed
15 Apr 2024
Contributed by Lukas
Emerging markets have sometimes promised more than they have delivered, but circumstances may be tipping in growth investors’ favour. Will Sutcliffe...
The weight-loss drug with huge growth potential
07 Feb 2024
Contributed by Lukas
A new medicine that can help patients lose 15 per cent of their body weight could have far-reaching consequences for healthcare. Wegovy mimics a hormo...
The 3 characteristics of great growth companies
12 Jan 2024
Contributed by Lukas
What distinguishes companies that will thrive from those that will perish? In this episode, we explore three traits that mark out the companies set to...
The Amazon way: mixing ones and zeros with nuts and bolts
15 Dec 2023
Contributed by Lukas
Show notesAmazon and DoorDash take different approaches to bridging the physical and digital worlds. Amazon has built an extensive infrastructure of w...
Beyond China: south-east Asia’s next export stars
01 Dec 2023
Contributed by Lukas
China became known as the world’s factory thanks to it offering companies a way to manufacture all kinds of goods at a high quality and relatively l...
Japan: a new dawn for growth investing
08 Nov 2023
Contributed by Lukas
Is the time ripe for Japanese growth stocks? Donald Farquharson is Baillie Gifford’s head of Japanese equities and knows the market better than most...
The science and art of picking growth stocks
09 Aug 2023
Contributed by Lukas
What counts as a growth stock is ever-changing. Mark Urquhart shares lessons from 27 years of investing to explain how he decides what to buy and how ...
The power of Actual investing during changing times
15 Jun 2023
Contributed by Lukas
Stuart Dunbar explains why a long-term investment approach suits the new types of growth companies that are emerging.Background:It’s been five years...
From steam trains to AI vision: 150 years of investing
26 May 2023
Contributed by Lukas
To mark the pioneering Trust’s anniversary, James Dow delves into SAINTS’ origins and explains how he helped reinvigorate it for a new age.Backgro...
Investing in a sustainability revolution
14 Apr 2023
Contributed by Lukas
Keystone Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.Background:Kate’s conversation with Malcolm Bo...
Why small companies are big in Japan
24 Feb 2023
Contributed by Lukas
Meet the lesser-known niche players thriving in the shadow of the country’s big brands Think of Japanese companies and chances are giants such as ...
What’s next for growth stocks?
23 Jan 2023
Contributed by Lukas
As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.
Special Edition: How AI is transforming our industries
16 Dec 2022
Contributed by Lukas
Kirsty Gibson and Julia Angeles on how technology is changing the way we do business.
Meet the companies disrupting the world’s biggest killer
24 Nov 2022
Contributed by Lukas
Rose Nguyen on the companies seeking to overcome the scourge of heart disease.
Why 'what if...' is the most vital question for investors
28 Oct 2022
Contributed by Lukas
Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.
North stars: Why are Swedish companies world leaders?
12 Jul 2022
Contributed by Lukas
It’s a small country with a large number of businesses that can keep innovating and growing for decades. Stephen Paice explores what’s so great ab...
How education escaped from the classroom
27 May 2022
Contributed by Lukas
Apps and online courses have upended the economics of education, making learning more accessible, fun and relevant. Positive Change’s Thaiha Nguyen ...
Why private companies matter more
07 Apr 2022
Contributed by Lukas
For Peter Singlehurst, head of the Private Companies Team, the difference between investing in a private company and a public company is that private ...
Growth or value? It's not a black or white choice
25 Feb 2022
Contributed by Lukas
‘Growth or value’ has framed many investment narratives. But Monks’ Malcolm MacColl explains the two aren’t at odds.
Investing in Japan: What’s changed and what’s next
26 Nov 2021
Contributed by Lukas
Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggl...
How Harnessing Chaos Can Make Companies More Nimble
02 Aug 2021
Contributed by Lukas
Chaos is often associated with a failure of leadership. Gary Robinson, manager of Baillie Gifford US Growth Trust, argues that the best bosses don’t...
Exploring Sustainable Growth - A New Approach To ESG
31 May 2021
Contributed by Lukas
Are your investments as good for the environment and society as you think they are? Stuart Dunbar, partner at Baillie Gifford, explains why too many p...
Breaking the Biotech Model
16 Apr 2021
Contributed by Lukas
Messenger RNA vaccines could provide a solution not just to Covid, but to cancer, and other diseases. Julia Angeles, co-manager of Baillie Gifford’s...
What I’ve Learned in Four Decades of Investing
26 Mar 2021
Contributed by Lukas
Karma Chameleon topped the charts, Mrs Thatcher won a landslide and Monks’ manager Charles Plowden joined Baillie Gifford. 1983 was a year to rememb...
Sustainable investing - Finding the innovative companies of the future
25 Jan 2021
Contributed by Lukas
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...
How Covid is changing the way we shop
14 Dec 2020
Contributed by Lukas
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 Bai...
The Great Divergence Between East and West
26 Oct 2020
Contributed by Lukas
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
Living longer: Can we afford it
21 Sep 2020
Contributed by Lukas
More of us are living longer, staying healthier for longer and working for longer. What are the implications for investing and financing this longer l...
Tomorrow’s Income Aristocrats
31 Jul 2020
Contributed by Lukas
Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager J...
The purpose of investing
11 Jun 2020
Contributed by Lukas
Over the last decade the investment industry has become increasingly short term and increasingly complex. Stuart Dunbar talks to Malcolm Borthwick abo...
Why this crisis favours growth stocks
04 May 2020
Contributed by Lukas
Growth stocks have been more resilient during the coronavirus downturn. Tom Slater discusses why now is not the time to hunt for value stocks and acce...
Navigating a stock market crisis
26 Mar 2020
Contributed by Lukas
These are turbulent times for investors. Scott Nisbet shares what he has learnt from previous crises and talks about why now’s the time to read Albe...
Reasons to be optimistic about emerging markets
19 Feb 2020
Contributed by Lukas
Investing in emerging markets is like marmite. It divides opinion. Charles Plowden explains why he’s one of the optimists.
The beauty of Japanese cosmetics
18 Nov 2019
Contributed by Lukas
Investment manager, Praveen Kumar explains why the Japanese cosmetics industry is in a period of rapid growth and how it could be set to continue for ...
Finding Europe’s hidden champions
06 Sep 2019
Contributed by Lukas
Stephen Paice looks beyond the negative economic headlines to explore the exciting investment opportunities that are still to be found in Europe.
Space: the final investment frontier
25 Jul 2019
Contributed by Lukas
From disrupting global telecoms to colonies on Mars, space enthusiast and investment manager Luke Ward looks at the potential prizes in the commercial...
Will industrial biotech be the next manufacturing revolution?
11 Jun 2019
Contributed by Lukas
From synthetic spider silk clothes to plant-based burgers that taste like meat, Kirsty Gibson is fascinated by how industrial biotech could transform ...
Fashion Retailers – the impact of online shopping
02 May 2019
Contributed by Lukas
Episode 3: The differences between bond and equity investing
25 Mar 2019
Contributed by Lukas
Lucy Isles, who’s been both a bond and an equity investor, looks at the differences and the similarities between the two.
Should income investors go global?
19 Feb 2019
Contributed by Lukas
China Crisis. What Crisis?
21 Jan 2019
Contributed by Lukas