Short Briefings on Long Term Thinking - Baillie Gifford

51 Episodes

1. Emerging markets: the next engines of global growth

   Published: 03/06/2025
2. UK growth: opportunities amid tariff turbulence

   Published: 14/04/2025
3. European growth: unique brands, hidden champions

   Published: 18/03/2025
4. Quantum, space, fusion: 3 firms engineering the future

   Published: 03/02/2025
5. 5 inevitable and investable growth drivers

   Published: 13/01/2025
6. ‘Ordinary’ but exceptional: firms leading the US’s infrastructure renaissance

   Published: 16/12/2024
7. Private companies: backing tenacious trailblazers

   Published: 09/12/2024
8. Why growth investors can’t ignore China

   Published: 10/10/2024
9. Capitalising on change: Japan’s growth champions

   Published: 29/08/2024
10. The efficiency effect: how four companies shaped up for a new era

    Published: 04/07/2024
11. Why emerging markets have changed

    Published: 15/04/2024
12. The weight-loss drug with huge growth potential

    Published: 07/02/2024
13. The 3 characteristics of great growth companies

    Published: 12/01/2024
14. The Amazon way: mixing ones and zeros with nuts and bolts

    Published: 15/12/2023
15. Beyond China: south-east Asia’s next export stars

    Published: 01/12/2023
16. Japan: a new dawn for growth investing

    Published: 08/11/2023
17. The science and art of picking growth stocks

    Published: 09/08/2023
18. The power of Actual investing during changing times

    Published: 15/06/2023
19. From steam trains to AI vision: 150 years of investing

    Published: 26/05/2023
20. Investing in a sustainability revolution

    Published: 14/04/2023