Short Briefings On Long Term Thinking - Baillie Gifford

For Peter Singlehurst, head of the Private Companies Team, the difference between investing in a private company and a public company is that private companies choose their shareholders. So, why choose Baillie Gifford?

‘Growth or value’ has framed many investment narratives. But Monks’ Malcolm MacColl explains the two aren’t at odds.

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 struggled with debt and deflation. Matthew Brett, manager of The Baillie Gifford Japan Trust, discusses what’s next.

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 resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.

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 people have been lulled into a false sense of security by metrics-based approaches to ESG that don’t support the transition to a more sustainable society.

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 Health Innovation Fund, discusses how.

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.

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.

  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.  

Income investing has been shaken by the coronavirus, but how will this affect the divided payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.

Over the last decade the investment industry has become increasingly short term and increasingly complex. Stuart Dunbar talks to Malcolm Borthwick about whether the industry has lost its way.

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 accelerated digital disruption.

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 Albert Camus.

Investing in emerging markets is like marmite. It divides opinion. Charles Plowden explains why he’s one of the optimists.

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 the long term.

Stephen Paice looks beyond the negative economic headlines to explore the exciting investment opportunities that are still to be found in Europe.

From disrupting global telecoms to colonies on Mars, space enthusiast and investment manager Luke Ward looks at the potential prizes in the commercial race for space.

From synthetic spider silk clothes to plant-based burgers that taste like meat, Kirsty Gibson is fascinated by how industrial biotech could transform nearly every aspect of our lives.

Milena Mileva on how profound changes in consumer behaviour are changing the retail landscape both online and in bricks-and-mortar stores.

Lucy Isles, who’s been both a bond and an equity investor, looks at the differences and the similarities between the two.