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Short Briefings on Long Term Thinking - Baillie Gifford

Baillie Gifford
Emerging Markets
Spacex
China
Amazon
Private Companies
Shopify
Extended Range Electric Vehicles
U.S. Infrastructure
Quantum Computing
Vietnam
Artificial Intelligence
Japanese Economy
Japanese Equities
Electric Vehicles
Indonesia
Malaysia
Climate Change
Adaptive Business Models
Obesity
Brazil

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 onl... more

PublishesMonthlyEpisodes54Founded7 years ago
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Artwork for Short Briefings on Long Term Thinking

Latest Episodes

“If you’re trying to find the very best growth businesses on the planet – a benchmark isn’t a sensible place to start.” Baillie Gifford’s chief executive Tim Campbell explains the advantages of our style of active investing, the importance of long-te... more

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Inside ownership can give companies an advantage when it comes to long-term growth. That includes having a leader or family with a substantial stake in the business. And it also covers firms with farsighted backers, such as philanthropic foundations,... more

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From microloans for farmers to free savings accounts for the ‘unbanked’ to customised insurance for gig workers to a cheaper, faster way for migrants to send money to loved ones: a growing range of services is helping many of the world’s least advant... more

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Emerging markets are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. These include surging demand for commodities, exploding middle-class spending power and booming inter-regional trade.

Inve... more

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Recent Guests

Jenny Davis
Baillie Gifford Partner and Investment Manager in International Alpha Strategy
Baillie Gifford
Episode: Skin in the game: the hidden power of persistence
Ed Whitten
Impact Director on Baillie Gifford's Positive Change Strategy
Baillie Gifford
Episode: The ‘invisible’ millions: banking’s new frontier
Andrew Keiller
Baillie Gifford partner and investment specialist in Emerging Markets
Baillie Gifford
Episode: Emerging markets: the next engines of global growth
Ian McCombie
Head of the UK equity team and joint manager of the Baillie Gifford UK Growth Trust
Baillie Gifford
Episode: UK growth: opportunities amid tariff turbulence
Ben Durrant
Investment Manager in the Pacific Fund and the emerging markets equity team.
Baillie Gifford
Episode: Beyond China: south-east Asia’s next export stars

Host

Leo Kellyanne
Host of Short Briefings on Long Term Thinking

Reviews

4.9 out of 5 stars from 147 ratings
  • Welcome back

    So glad these podcasts have resumed. Keep them coming!

    Apple Podcasts
    5
    PWMCK22
    United Kingdom4 years ago
  • Profound thinking

    Great views, ideas and insights.

    Apple Podcasts
    5
    Dr Michio
    United Kingdom4 years ago
  • Insightful

    One of the most insightful podcasts that I’ve heard. I always come away with a nugget or two that causes me to rethink my view on investing opportunities

    Apple Podcasts
    5
    AlastrJS
    United Kingdom5 years ago
  • Great content

    Really enjoy listening to the thoughts behind what is surely one of the best investment companies in the UK

    Apple Podcasts
    5
    tezzalate
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The expertise of the hosts and their guests is frequently highlighted as a strong point.
Many find the content to be thought-provoking and valuable for understanding complex investment strategies.
Engaging narratives and real-world examples enhance the accessibility of investment concepts.
Listeners appreciate the insightful discussions and the long-term investment perspectives shared.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Q: What would you want the takeaway from this conversation to be?
Campbell hopes listeners develop enthusiasm for Baillie Gifford's core mission, highlighting the importance of genuine long-term investment strategy.
Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Q: How does that actually translate into what our investment teams are doing?
He explains the volatility inherent in their investment approach and highlights the importance of focusing on long-term growth despite short-term fluctuations.
Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Q: Do you think our clients need to share the characteristic of being long-term and patient?
Campbell emphasizes that mutual understanding and long-term tenure are essential for investment success at Baillie Gifford.
Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Q: How much change happened over your 26 years at Baillie Gifford?
Campbell explains that Baillie Gifford needed to rethink its approach to investment, moving away from a herding mentality towards benchmarks to focus on finding the best growth businesses.
Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Q: Can you tell us a bit about how you first came into the investment world and specifically Baillie Gifford?
Tim Campbell shares his background in history and political science, his initial jobs including teaching music, and how he ended up at Baillie Gifford after moving to Edinburgh for personal reasons.

Audience Metrics

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Frequently Asked Questions About Short Briefings on Long Term Thinking

What is Short Briefings on Long Term Thinking about and what kind of topics does it cover?

A collection of thought-provoking discussions exploring the philosophy and strategy underlying long-term investing. The episodes feature conversations with industry experts and investment professionals who share insights into transformative investment opportunities and the importance of sustainable growth strategies. Topics frequently discussed include investment management, financial inclusion, the dynamics of emerging markets, and innovative technologies like quantum computing and nuclear fusion. Unique perspectives on economic shifts, client relationships, and the balance between optimism and caution in investing make this series particularly appealing for those interested in finance and investment principles.

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Which podcasts are similar to Short Briefings on Long Term Thinking?

These podcasts share a similar audience with Short Briefings on Long Term Thinking:

1. Investors' Chronicle
2. On The Money
3. Merryn Talks Money
4. AJ Bell Money & Markets
5. Money Maze Podcast

How many episodes of Short Briefings on Long Term Thinking are there?

Short Briefings on Long Term Thinking launched 7 years ago and published 54 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Short Briefings on Long Term Thinking?

Recent guests on Short Briefings on Long Term Thinking include:

1. Jenny Davis
2. Ed Whitten
3. Andrew Keiller
4. Ian McCombie
5. Ben Durrant

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