Baillie Gifford
Long-term growth-equity insights from Baillie Gifford.
United Kingdom5 articlesLast published 4 Jun 2019
Equities
Research
Baillie GiffordThematic
Will industrial biotech be the next manufacturing revolution | Baillie Gifford
Baillie Gifford investor Kirsty Gibson discusses the investment potential of industrial biotechnology, covering current applications such as synthetic spider silk and plant-based meat as well as speculative future capabilities like yeast-derived timber. The podcast argues that industrial biotech represents a significant long-term investment opportunity analogous to past manufacturing revolutions.
4 Jun 2019
Baillie GiffordEquities
Fashion retailers: the impact of online shopping | Baillie Gifford
In this archived Baillie Gifford podcast episode, analysts Malcolm Borthwick and Milena Mileva examine how profound shifts in consumer behaviour are reshaping the retail landscape across both online and physical store formats. The discussion explores structural disruption facing fashion retailers as e-commerce continues to challenge traditional bricks-and-mortar business models.
3 May 2019
Baillie GiffordFixed Income
The differences between bond and equity Investing | Baillie Gifford
In this archived podcast episode from Baillie Gifford's "Short Briefings on Long Term Thinking" series, Lucy Isles, joint manager of the High Yield Bond Fund, outlines the three key factors for selecting resilient high yield bonds. The discussion also covers how investor engagement with companies differs between bond and equity investing.
7 Mar 2019
Baillie GiffordEquities
Should income investors go global? | Baillie Gifford
This archived Baillie Gifford podcast episode features James Dow challenging the conventional wisdom that income investors should concentrate on blue-chip UK equities, exploring the merits and risks of global income investing. The discussion is framed around the Scottish American Investment Company (SAINTS), which pursues income growth through a globally diversified portfolio of equities, bonds, and property.
7 Feb 2019
Baillie GiffordEquities
Why China? | Baillie Gifford
Baillie Gifford Investment Manager Roddy Snell speaks with Malcolm Borthwick to look beyond recent negative headlines and examine the underlying realities of the Chinese economy. The podcast is archived and associated with Baillie Gifford's Pacific Fund, which focuses on Asia ex-Japan equities.
3 Jan 2019