Short Briefings on Long Term Thinking - Baillie Gifford
Baillie Gifford
55 episodes
2 weeks ago
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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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
Short Briefings on Long Term Thinking - Baillie Gifford
29 minutes 49 seconds
1 year ago
Capitalising on change: Japan’s growth champions
Upheaval can create opportunity. Baillie Gifford’s Japan Team seeks out companies that will derive the greatest long-term benefit from transformational forces impacting business and broader society. In this podcast, investment manager Matthew Brett identifies four ‘structural growth’ drivers and the portfolio companies taking advantage of them. Background:Matthew Brett is the investment manager of The Baillie Gifford Japan Trust and our Japanese Fund, as well as co-manager of the Japanese Income Growth Fund. In this episode of Short Briefings on Long Term Thinking he discusses four forces creating long-term growth opportunities: - Japan’s late embrace of digitalisation- the rising spending power of its Asian neighbours- the accelerated adoption of industrial automation- the unmet health needs of an ageing populationBrett also names some of the Japanese companies driving these changes or otherwise gaining advantage, including ecommerce conglomerate Rakuten, skincare beauty firm Shiseido, machine vision specialist Keyence and Alzheimer’s drug developer Eisai. Resources:Japan: the next opportunity (https://www.bailliegifford.com/insights/?page=1&search-term=japan%3A+the+next+opportunity)Kohei Saito: Slow Down – How Degrowth Communism Can Save The Earth Companies mentioned include:Calbee (https://www.calbee.co.jp/en/)DMG Mori (https://www.dmgmori.co.jp/en/)Eisai (https://www.eisai.com/index.html)Keyence (https://www.keyence.co.uk/)KOSÉ (https://corp.kose.co.jp/en/global/)PeptiDream (https://www.peptidream.com/en/)Rakuten (https://global.rakuten.com/corp/)Shiseido (https://corp.shiseido.com/en/)SoftBank (https://group.softbank/en) Timecodes:00:00 Introduction1:45 From psychology to investment2:25 Changing Japan3:15 Japan’s distinguishing market characteristics4:15 Visiting companies and other equities research6:00 Performance versus the TOPIX8:00 Defining digitalisation8:30 Leaving paper behind10:15 Rakuten’s online enterprise10:50 The advantage of QR barcode payments11:30 Rakuten’s loyalty points scheme12:25 Accelerating automation and industrial robots
Short Briefings on Long Term Thinking - Baillie Gifford
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
