All Episodes
Short Briefings on Long Term Thinking - Baillie Gifford — 61 episodes
The big squeeze: when bottlenecks work to your advantage
The active edge: the case for growth in uncertain times
China’s new growth leaders: inventing, not copying
Smarter models, sharper founders: growth investing in the AI era
Emerging market companies leapfrogging western rivals
Private companies: from Anthropic to Zetwerk – and other new investments
Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Skin in the game: the hidden power of persistence
The ‘invisible’ millions: banking’s new frontier
Emerging markets: the next engines of global growth
UK growth: opportunities amid tariff turbulence
European growth: unique brands, hidden champions
Quantum, space, fusion: 3 firms engineering the future
5 inevitable and investable growth drivers
‘Ordinary’ but exceptional: firms leading the US’s infrastructure renaissance
Private companies: backing tenacious trailblazers
Why growth investors can’t ignore China
Capitalising on change: Japan’s growth champions
The efficiency effect: how four companies shaped up for a new era
Why emerging markets have changed
The weight-loss drug with huge growth potential
The 3 characteristics of great growth companies
The Amazon way: mixing ones and zeros with nuts and bolts
Beyond China: south-east Asia’s next export stars
Japan: a new dawn for growth investing
The science and art of picking growth stocks
The power of Actual investing during changing times
From steam trains to AI vision: 150 years of investing
Investing in a sustainability revolution
Why small companies are big in Japan
What’s next for growth stocks?
Special Edition: How AI is transforming our industries
Meet the companies disrupting the world’s biggest killer
Why 'what if...' is the most vital question for investors
North stars: Why are Swedish companies world leaders?
How education escaped from the classroom
Why private companies matter more
Growth or value? It's not a black or white choice
Investing in Japan: What’s changed and what’s next
How Harnessing Chaos Can Make Companies More Nimble
Exploring Sustainable Growth - A New Approach To ESG
Breaking the Biotech Model
What I’ve Learned in Four Decades of Investing
Sustainable investing - Finding the innovative companies of the future
How Covid is changing the way we shop
The Great Divergence Between East and West
Living longer: Can we afford it
Tomorrow’s Income Aristocrats
The purpose of investing
Why this crisis favours growth stocks
Navigating a stock market crisis
Reasons to be optimistic about emerging markets
The beauty of Japanese cosmetics
Finding Europe’s hidden champions
Space: the final investment frontier
Will industrial biotech be the next manufacturing revolution?
Fashion Retailers – the impact of online shopping
Episode 3: The differences between bond and equity investing
Should income investors go global?
China Crisis. What Crisis?