Short Briefings on Long Term Thinking - Baillie Gifford
Today: #131 in Business, South Africa on our combined chart.
Chart positions today · New Zealand
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
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Ranking history · New Zealand
Latest episodes
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Emerging markets: when the crowd gets it wrong
September 28, 2026 · 27 minThe biggest car-carrying ships on the planet. A chip-testing rig that weighs as much as a small elephant. Investment manager Alex Summers takes us inside some of emerging markets’ least-watched growth companies to explain how his team sees…
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Greek loans, Polish denim, German cookers: the new shape of European growth
August 31, 2026 · 31 min“Europe looks more like emerging markets than it does North America,” Joe Faraday, Baillie Gifford’s new head of European equities, suggests in this conversation. He means that growth takes many forms across the continent, creating an…
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SpaceX: past, present, future – and finding the next world-changers
August 4, 2026 · 36 minBaillie Gifford first invested in SpaceX in 2018, nearly eight years before its record-setting stock market listing. Investment manager Luke Ward, who championed the holding, discusses what first drew him to the business, why Starship is…
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Tokenisation: a better way to own what you own
June 23, 2026 · 32 minTokenisation represents an “operating system upgrade” for the investment industry, says Theo Golden, Baillie Gifford’s new head of digital assets. In this episode, they explain what it involves and how it should deliver a better…
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Why American culture feels so chaotic – and how investors can benefit
June 1, 2026 · 37 minThe US public’s tastes and habits are fragmenting, leading to new consumer behaviours. The shift from a handful of TV networks to an endless supply of streamed shows and social media clips is just one of many causes. Investment manager…
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The big squeeze: when bottlenecks work to your advantage
May 4, 2026 · 35 minBottlenecks often act as constraints on growth, but companies that create funnels through them can gain pricing power and capture long-term value. Investment manager Mike Taylor reveals some of the companies he thinks achieve this best and…
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The active edge: the case for growth in uncertain times
March 16, 2026 · 39 minA series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Gifford partner Stuart Dunbar in this latest episode, suggesting that patient…
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China’s new growth leaders: inventing, not copying
February 13, 2026 · 32 minFrom new cancer drugs to batteries and robotics – China’s top-tier growth companies are forging paths of their own rather than following in the west’s footsteps. Investment manager Sophie Earnshaw names companies that have caught her eye…
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Smarter models, sharper founders: growth investing in the AI era
January 14, 2026 · 36 minWith developments in generative AI progressing at such a furious pace, how can investors cut through the noise to identify the companies that will really matter? Baillie Gifford’s Kyle McEnery shares his approach to meeting the…
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Emerging market companies leapfrogging western rivals
December 16, 2025 · 28 minFrom Pony.ai launching a robo-taxi service during a Shanghai storm to E Ink revolutionising the way supermarkets label their shelves – emerging market companies are in many cases leapfrogging western counterparts. In this episode…
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Private companies: from Anthropic to Zetwerk – and other new investments
December 1, 2025 · 32 minAI lab Anthropic, digital bank Revolut, Chinese social network Xiaohongshu and supply chain specialist Zetwerk count among Baillie Gifford’s most recent private growth company investments. These bold pioneers are part of an expanding asset…
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Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
October 23, 2025 · 32 minFrom using AI to create better weather forecasts to helping people with disabilities get their dream job, Japan’s small companies are a disruptive force.