Short Briefings on Long Term Thinking - Baillie Gifford

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Baillie Gifford
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1.7K - 2.9K listeners Neutral 4.8 rating 116 reviews 50 episodes United Kingdom
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Baillie Gifford’s Short Briefings on Long Term Thinking bring valuable insights into the benefits of taking the long view. You’ll hear frank, thought-provoking opinions from our team in Edinburgh and experts around the world. These podcasts do not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. They are provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Our podcasts have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. For further details please see our legal information at www.bailliegifford.com

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  • en***@bailliegifford.com

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Recent Hosts, Guests & Topics

Previous Guests

Iain McCombie
Iain McCombie is the head of UK equity at Baillie Gifford, a leading investment management firm based in Edinburgh. He has extensive experience in equity investment and analysis, focusing on identifying growth opportunities within the UK market. Iain is known for his insights into market trends and his ability to navigate complex economic environments, particularly in sectors such as advanced manufacturing and technology.
Stephen Paice
Stephen Paice is an investment manager with expertise in European markets. He has a strong background in analyzing growth-focused stocks and identifying undervalued companies. With years of experience in the investment industry, he provides insights into market trends and investment opportunities, particularly in the context of European equities.

Topics Discussed

UK growth tariffs advanced manufacturing AI creative industries long term prosperity European stocks growth-focused stocks undervalued companies investment manager sentiment shifts quantum computing reusable rockets nuclear fusion private companies human progress

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Channel Info

Baillie Gifford
@BaillieGifford

Channel Stats

Subscribers: 622
Total Videos: 84
Total Views: 469,007
Joined: Nov 21, 2014
Location: United Kingdom

Description

Baillie Gifford was established as an investment management partnership over 100 years ago. Much has changed since then. Seeking superior, long-term investment returns for our clients has not.

The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. It is provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment.

Our films have been compiled with considerable care to ensure their accuracy at the date of publication. No representation or warranty, express or implied, is made to their accuracy or completeness. Nothing in this information shall exclude, limit or restrict our duties and liabilities to you under the Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with.

For further details please visit: www.bailliegifford.com/legal/important-information

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Episodes

Here's the recent few episodes on Short Briefings on Long Term Thinking - Baillie Gifford.

0:00 31:12

UK growth: opportunities amid tariff turbulence

Guests
Iain McCombie
Keywords
UK growth tariffs advanced manufacturing AI creative industries long term prosperity
Prime Minister Sir Keir Starmer has pledged to "turbocharge" Britain's growth strategy in response to new US tariffs. His government is prioritising key sectors poised to drive prosperity, including advanced manufacturing, AI and the creative industries. Baillie Gifford's head of UK equity, Iain McCombie, discusses some of the companies already excelling in these sectors how they can prosper over the long term despite the current uncertainty.
0:00 34:46

European growth: unique brands, hidden champions

Guests
Stephen Paice
Keywords
European stocks growth-focused stocks undervalued companies investment manager sentiment shifts
Are European stocks coming back into favour? After years of underperformance, many of the continent’s companies appear undervalued when compared to their historical prices and US counterparts. Investment manager Stephen Paice suggests that a group of growth-focused stocks could be among the biggest winners if sentiment shifts, and he identifies a handful of places they are thriving.
0:00 29:45

Quantum, space, fusion: 3 firms engineering the future

Keywords
quantum computing reusable rockets nuclear fusion private companies human progress
Three technologies – quantum computing, reusable rockets and nuclear fusion – could change the trajectory of human progress. Find out how a trio of private companies is bringing them closer to fruition.

Ratings

Global:
4.8 rating 116 reviews

UK

4.8 ratings 96 reviews

USA

5.0 ratings 10 reviews

Australia

5.0 ratings 4 reviews

Ireland

5.0 ratings 2 reviews

New Zealand

5.0 ratings 2 reviews

Canada

5.0 ratings 1 reviews

Singapore

5.0 ratings 1 reviews

South Africa

0.0 ratings 0 reviews