Short Briefings on Long Term Thinking - Baillie Gifford

  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.  

  China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.  

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.  

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.

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.

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

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