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Capitalising on change: Japan’s growth champions

jeudi 29 août 2024 • Durée 29:49

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 population

Brett 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

Kohei Saito: Slow Down – How Degrowth Communism Can Save The Earth

Companies mentioned include:

Timecodes:

00:00 Introduction

1:45 From psychology to investment

2:25 Changing Japan

3:15 Japan’s distinguishing market characteristics

4:15 Visiting companies and other equities research

6:00 Performance versus the TOPIX

8:00 Defining digitalisation

8:30 Leaving paper behind

10:15 Rakuten’s online enterprise

10:50 The advantage of QR barcode payments

11:30 Rakuten’s loyalty points scheme

12:25 Accelerating automation and industrial robots

13:30 DMG Mori’s precision machines

14:40 Keyence and robotic vision

16:40 China’s chance of catch-up

17:40 Rising wealth of Japan’s Asian neighbours

19:00 Shiseido’s skincare advantage

20:10 Unmet healthcare needs of an ageing population

21:30 Testing further uses for Eisai’s Alzheimer’s drug

23:30 PeptiDream’s synthetic peptides

24:00 Using AI to put peptides to use

25:10 Calbee’s continued innovation

26:00 Book choice

28:50 Conclusion

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The efficiency effect: how four companies shaped up for a new era

jeudi 4 juillet 2024 • Durée 34:30

Sometimes, you have to take a step back to leap forward. Over the past couple of years, Meta, Amazon, Block and Shopify are among the growth companies to have made efficiency cuts following the pandemic. Gary Robinson, an investor in Baillie Gifford’s US Equity Team, says that’s made them more agile and resilient – qualities that will let them take advantage of artificial intelligence and other opportunities to drive long-term growth.

Background:

Gary Robinson is joint manager of the Baillie Gifford US Growth Trust, a manager of the American Fund and a partner in our firm. In this episode of Short Briefings on Long Term Thinking, he explores how four leading internet-focused firms have streamlined their operations and reallocated resources to become more adaptable during a period of rapid change.

Robinson draws a parallel with companies that made cutbacks after the global financial crisis to suggest that the markets may have underestimated how much growth can be unlocked by leaders taking a hard look at their firm’s spending, organisational structure and business priorities.

Robinson suggests that recent efficiency drives will help Shopify, Meta and Amazon pursue AI-related opportunities that could meaningfully increase their earnings. And at Block, efforts to bring two products closer together could help the firm challenge Visa, Mastercard and American Express.

Resources:

Behind The Tech: Tobi Lütke: CEO and Founder, Shopify

Dwarkesh Podcast: Mark Zuckerberg – Llama 3, Open Sourcing $10b Models & Caesar Augustus

Bent Flyvberg: How Big Things Get Done

Cyril Northcote Parkinson: Parkinson’s Law, and Other Studies in Administration

From steam trains to AI vision: 150 years of investing

vendredi 26 mai 2023 • Durée 27:30

To mark the pioneering Trust’s anniversary, James Dow delves into SAINTS’ origins and explains how he helped reinvigorate it for a new age.

Background:

The Scottish American Investment Company (SAINTS) made its debut in 1873, introducing the first trust to prevent shareholders from facing ruin if a business they backed failed. This groundbreaking approach instilled confidence, paving the way for the public to invest in a vital US railway among other enticing overseas opportunities.

Nearly 20 years ago, Baillie Gifford took over the Trust’s management. Joint manager James Dow helped revitalise SAINTS by focusing on exceptional income-driven global companies. As he tells podcast host Malcolm Borthwick, their activities range from making AI-enhanced factory cameras to creating some of the world’s most sought-after cosmetics.

Resources:

The Scottish American Investment Trust Company

Order a copy of the SAINTS: 150 Years book

SAINTS Manager Insights video, April 2023

The SAINTS approach webinar video, March 2023

Shoemaker by Reebok founder Joe Foster

My Years at Volkswagen by Carl Hahn

Investing in a sustainability revolution

vendredi 14 avril 2023 • Durée 17:25

Keystone Positive Change’s Kate Fox on thinking about the world in 2050 to spot opportunities today.

Background:

Kate’s conversation with Malcolm Borthwick covers her work with the Deep Transitions Futures project, coordinated by the University of Sussex and Utrecht University and supported by Baillie Gifford.

The project aims to identify patterns and insights from past ‘deep transitions’, such as the Industrial Revolution, to inform and guide our approach to identifying solutions to present and future challenges. These include climate change, social inequality, and biodiversity loss. The initiative seeks to develop strategies for fostering radical innovation. It engages investors, policymakers and researchers, among other stakeholders, to promote a transformative investment philosophy and drive systemic change.

Resources:

The second deep transition: Johan Schot’s theory of radical change

Deep Transitions Futures project

Previous Short Briefings on Long Term Thinking episodes

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Why small companies are big in Japan

vendredi 24 février 2023 • Durée 21:21

Meet the lesser-known niche players thriving in the shadow of the country’s big brands

Think of Japanese companies and chances are giants such as Sony, Hitachi and Mitsubishi come to mind. You probably don't think of Shima Seiki - a maker of automated knitting machines, Descente, which owns licences to use brands such as Le Coq Sportif and Umbro, or Shoei, a maker of handmade motorcycle helmets. But these kinds of companies are the beating heart of its economy. Japan’s three and a half million small and medium-sized businesses (SMEs) employ about seven in 10 private sector workers. These firms are sometimes overlooked by investors in Japan, but not by Praveen Kumar, manager of Baillie Gifford Shin Nippon, who explains why they provide ample opportunities for growth investors.

Praveen Kumar is manager of the Baillie Gifford Shin Nippon and Baillie Gifford Japan Trust. You can read more about his and his colleagues’ thoughts about the positive outlook for Japan’s most inventive and disruptive companies at our Japan Forum: Steering through rough seas. For the thoughts of his colleague Donald Farquharson, Head of Japanese Equities, on the country’s post-Covid return to normality, go to Investing in Japan: Distance lends perspective. And to find out more about how Praveen and his team get to hear about exciting SMEs, watch Investing in Japan: Insights with our Japan researchers.

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What’s next for growth stocks?

lundi 23 janvier 2023 • Durée 22:51

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Special Edition: How AI is transforming our industries

vendredi 16 décembre 2022 • Durée 28:03

Kirsty Gibson and Julia Angeles on how technology is changing the way we do business.

Meet the companies disrupting the world’s biggest killer

jeudi 24 novembre 2022 • Durée 23:33

Rose Nguyen on the companies seeking to overcome the scourge of heart disease.

Why 'what if...' is the most vital question for investors

vendredi 28 octobre 2022 • Durée 15:54

Today’s outsized growth rarely follows a steady or predictable path, according to Kirsty Gibson of Baillie Gifford’s US Equities Team.

Why emerging markets have changed

lundi 15 avril 2024 • Durée 28:14

Emerging markets have sometimes promised more than they have delivered, but circumstances may be tipping in growth investors’ favour. Will Sutcliffe, head of our Emerging Markets Team, explains why it’s an opportune time to invest in the asset class.

Background:

Will Sutcliffe is the head of Baillie Gifford’s Emerging Markets Team and co-manager of our Emerging Markets Leading Companies Fund. In this episode of Short Briefings on Long Term Thinking, he brings his 23 years of experience in the field to explain what makes the specialism different from other types of growth investing.

He makes the case that finding exceptional growth companies at attractive valuations is only part of the equation. Investors must be mindful of the broader macroeconomic environment, he explains, to avoid getting caught out by currency swings or spiralling debt costs. This leads him to conclude that recent resilience in emerging market economies could point to a favourable outlook for the asset class’s growth stocks.

All this only matters to our portfolios if there are exceptional businesses to invest in, and Sutcliffe argues that the emerging markets are home to an increasing number of world-class companies. They range from the Taiwanese chip maker TSMC to the energy, retail and telecoms conglomerate Reliance Industries.

Resources:

Emerging markets: why bother?

Stock story: Pinduoduo

South-east Asia’s rising export stars

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Short Briefings on Long Term Thinking - Baillie Gifford – Détails, épisodes et analyse

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