最高の Baillie Gifford ポッドキャスト (2024)

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Read Smart: The 2024 Shortlist 11:12

5d ago11:12

11:12

Tune into the latest episode of The Read Smart Podcast, where host Georgina Godwin is joined by Heather Brooke, a member of this year's judging panel, to discuss the 2024 shortlist. Why did these six books stand out from the rest of the longlist? Listen now to hear all about it. The 2024 shortlist:- The Story of a Heart by Rachel Clarke- Question 7…

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Why growth investors can’t ignore China 24:58

16d ago24:58

24:58

China is transitioning from a property-led economy to one focused on advanced manufacturing. It already leads the world in electric car production and the batteries that power them. And it’s also a growing force in renewables, robotics and biotech. Investment manager Helen Xiong discusses some of the growth companies involved, why concerns about ov…

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Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust 54:55

19d ago54:55

54:55

This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions. We talk to Oakley Capital Investments’ Steven Tredget about tapping into private equity funds, while Gresham House’s Ken Wotton, fund manager of Strategic Equity Capital, explains…

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The good, bad and ugly of earnings season plus what to consider ahead of the US elections 44:43

14h ago44:43

44:43

On this episode of the AJ Bell money and markets podcast Danni Hewson is joined by Shares Magazine editor Tom Sieber to pick through the most interesting points of this earnings season so far. From the re-jig of the menu at Starbucks from the new man in charge as sales keep falling to a Netflix subscription slowdown, Tesla’s return to better form a…

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Why UK inflation is in good news territory and the future for weight-loss drug companies 1:00:47

8d ago1:00:47

1:00:47

On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to a large fall in UK inflation which has raised expectations that the Bank of England might cut rates twice before the end of the year. They’re joined by Tom Selby, AJ Bell’s director of public policy, to discuss ongoing Budget speculation wh…

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#197: Eleanor Moran, television producer and novelist 50:13

12d ago50:13

50:13

Rachel and Simon speak to Eleanor Moran, a television producer and novelist. Eleanor started her career at the BBC as a script editor before becoming an executive producer; she has worked on shows including "Watership Down", "The Girl Before" and "The Flatshare". She balances her work in television alongside writing fiction. Eleanor published her d…

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Google’s break-up threat and why US markets have performed badly for UK investors 55:11

15d ago55:11

55:11

On this week’s episode of the AJ Bell Money & Markets podcast Danni Hewson and Laith Khalaf discuss if Google could really be broken up. It’s something the US government has asked a court to consider over concerns over its dominance of the search space. They also discuss why our waning appetite for snacks has taken a bite out of PepsiCo’s sales and…

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Ep. 43: C.S. Venkatakrishnan on Reviving the UK’s Equity Culture 44:24

18d ago44:24

44:24

Sarah Williamson sits down with C.S. Venkatakrishnan, Group Chief Executive of Barclays, to gain his perspective on long-term opportunities for the UK economy, the importance of fostering a thriving investment culture, and the role of banks in the transition to net zero. Topics include: [00:02:08] Restoring investment culture in the UK: How the UK …

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The fight against scams, investing in Wetherspoons, and money still flooding into Cash ISAs 56:17

22d ago56:17

56:17

This week’s episode of the AJ Bell Money & Markets podcast discusses scams and how banks and big tech companies are working together to protect consumers and stop people losing money. Dan Coatsworth chats about the divergent fortunes for Nike and JD Sports as they issue their latest financial results. Laith Khalaf explains the big changes to energy…

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#196: Robert Harris, novelist 58:55

26d ago58:55

58:55

Simon and Rachel speak to Robert Harris, the bestselling historical novelist. Robert worked as a journalist, and wrote several non-fiction books, before his first novel, "Fatherland", which imagines a world in which Germany won the Second World War, was published in 1992. He has subsequently written 15 other novels: including the Cicero Trilogy - "…

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China leads share rally, tax traps for high earning parents and £1.4 billion in unclaimed child trust funds 54:21

29d ago54:21

54:21

On this week’s episode of the AJ Bell Money & Markets podcast: Dan Coatsworth looks at the market reaction to China’s stimulus package to boost growth and a six-times earnings mortgage announcement from Nationwide. Charlene Young talks us through a cliff-edge in the tax system that could lose high earning parents up to £20,000 in childcare support …

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Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark 46:48

1M ago46:48

46:48

On this week’s episode of the AJ Bell Money & Markets podcast: interest rates have dominated the news agenda so Danni Hewson unpacks what the big rate cuts in the US mean for investors around the world. Changes to rates now or potentially in the near future mean interest rates are also changing on cash savings. The podcast team take a look at the l…

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Read Smart: The 2024 Longlist 51:55

1M ago51:55

51:55

Tune into the latest episode of the Read Smart podcast, where two of our judges – Peter Hoskin and Chitra Ramaswamy – explore the 2024 longlist with our host, Georgina Godwin. Spanning the subjects of displacement, colonialism and nuclear war, this year's longlist unapologetically holds up a mirror to our contemporary world.Listen now to hear all a…

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#195: Carissa Broadbent, novelist 58:32

1M ago58:32

58:32

Rachel and Simon speak to Carissa Broadbent, author of the "Crowns of Nyaxia" and "War of Lost Hearts" series. Before turning to writing, Carissa worked in marketing. Her early books were self-published and became a sensation on social media, particularly TikTok, where videos about her work attract millions of views. "The Serpent and the Wings of N…

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State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches 49:20

1M ago49:20

49:20

This week’s AJ Bell Money & Markets podcast debates big news for people in retirement. Charlene Young reveals by how much the state pension will rise and who is eligible for the full uplift. Dan Coatsworth chats about Apple’s new version of its iPhone and how its share price has moved on average before and after previous upgrades to its flagship pr…

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Market wobbles, Nvidia concerns, Nick Train on Rightmove’s takeover interest, and your pension questions answered 44:58

2M ago44:58

44:58

The AJ Bell Money & Markets podcast is back with a bumper episode looking at the market wobbles at the beginning of August and September amid fears about the strength of the US economy and a slowing of Nvidia’s AI growth story. Danni Hewson and Laura Suter also discuss the potential path of interest rate cuts as well as discussing some interesting …

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Ep. 42: Raphael Arndt on Building Resilient Sovereign Wealth Funds 35:25

2M ago35:25

35:25

Sarah Williamson interviews Raphael Arndt, the Chief Executive Officer of the Future Fund, Australia’s sovereign wealth fund managing A$285 billion on behalf of the Commonwealth of Australia. Arndt shares insights into the Future Fund's culture and investment approach, emphasizing the importance of a collaborative, whole-portfolio strategy. He disc…

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#194: Kevin Barry, novelist and short-story writer 57:07

2M ago57:07

57:07

Simon and Rachel speak to Kevin Barry, a novelist and short-story writer. Kevin is the author of four novels and three story collections. His awards include the IMPAC Dublin Literary Award, the Goldsmiths Prize, the Sunday Times EFG Short Story Award and the Rooney Prize for Irish Literature. His stories and essays have appeared in the New Yorker, …

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Investment Trust show #7: The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i Group 1:01:22

2M ago1:01:22

1:01:22

Lots of investors are increasingly turning to cheap tracker funds which means the pressure is on investment trusts to not only outperform the market and prove their worth, but also make their charges more competitive. Dan Coatsworth talks to Annabel Brodie-Smith from the Association of Investment Companies about this topic and to find out which tru…

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Read Smart: Real Lives, Real Minds - Mental Health Within Non 25:33

2M ago25:33

25:33

Tune in to the next episode of The Read Smart Podcast, where Georgina Godwin speaks to Christina Lamb and Catrina Davies about the complex and delicate matter of exploring mental health and private contemplation on the public literary stage. Listen now to hear all about it. This podcast is generously supported by the Blavatnik Family Foundation. To…

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Capitalising on change: Japan’s growth champions 29:49

2M ago29:49

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. Bac…

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#193: Abi Morgan, screenwriter and playwright 1:02:37

2M ago1:02:37

1:02:37

Rachel and Simon speak to Abi Morgan, a screenwriter and playwright. Abi earned her first professional stage credit in 1998 with "Skinned"; since then she has written plays including "Tender", "Fugee", "27" and "The Mistress Contract", which have been performed at the Hampstead Theatre, the National Theatre, the National Theatre of Scotland and the…

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Ep. 41: Ashby Monk on the Next Generation of Institutional Investing 55:55

3M ago55:55

55:55

Sarah Williamson interviews Ashby Monk, the executive and research director of the Stanford Research Initiative on Long Term Investing (SLTI). Ashby shares insights from his 20+ years of experience studying and advising investment organizations. He discusses the origins of the SLTI, their new fellowship initiative aimed at creating a new pipeline f…

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#192: Harlan Coben, novelist 1:00:44

3M ago1:00:44

1:00:44

Simon and Rachel speak to the novelist Harlan Coben. Harlan's suspense novels are published in 46 languages and have been number-one bestsellers in more than a dozen countries, with 80 million books in print worldwide. His Myron Bolitar series, centred on a basketball player turned agent, has earned the Edgar, Shamus and Anthony Awards. Several of …

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Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt 56:49

3M ago56:49

56:49

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven’ club members Tesla and Alphabet. They discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick.…

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#191: Anna Funder, non-fiction author and novelist 1:03:39

3M ago1:03:39

1:03:39

Rachel and Simon speak to the non-fiction author and novelist Anna Funder. After training as an international human-rights lawyer in Australia, Anna moved to Germany and published "Stasiland: Stories from Behind the Berlin Wall" in 2003; the book won the Samuel Johnson Prize (now known as the Baillie Gifford Prize for Non-Fiction). Her debut novel,…

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Investing in gold, tech sector sell-off, and a fund manager’s take on housebuilders, EasyJet and ITV 37:32

3M ago37:32

37:32

With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon. We’ve seen some big movements…

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Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters 41:52

4M ago41:52

41:52

In this episode of the AJ Bell Money and Markets podcast, Laura Suter and Tom Sieber dive into the latest consumer spending trends from Barclays, revealing how economic pressures are shaping our financial habits, and they discover how saving money can improve your sleep and mental health. They also deliver the latest updates on housebuilders Vistry…

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#190: Toby Mundy, literary agent and executive director of the Baillie Gifford Prize 1:00:13

4M ago1:00:13

1:00:13

In this episode Simon and Rachel speak with Toby Mundy, the CEO of the UK office of the international literary agency Aevitas Creative Management, and executive director of the Baillie Gifford Prize for non-fiction. Toby has worked in the publishing industry for more than three decades. After starting his career at HarperCollins he founded Atlantic…

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UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble 51:43

4M ago51:43

51:43

On this week’s episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Laura Suter assess the market reaction to a Labour landslide. Charlene Young and Danni Hewson discuss how the Fed comments and new economic data has driven a new rally in US and Asian markets amid hopes of interest rate cuts. They look back on the big investing themes …

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The efficiency effect: how four companies shaped up for a new era 34:30

4M ago34:30

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…

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Investment Trust show #6: Tech sector, activist investors and the outlook for property 47:52

4M ago47:52

47:52

This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment. Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the w…

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A-Z of pensions, Nvidia and big tech’s rollercoaster week, Shein IPO and investing in Asia 50:51

4M ago50:51

50:51

This week’s AJ Bell Money & Markets podcast goes big on pensions. Charlene Young, Tom Selby and Laith Khalaf discuss some of the key issues you need to understand, whatever age you are. Dan Coatsworth and Danni Hewson discuss what’s been a volatile week for tech stocks with AI chipmaker Nvidia losing billions of dollars off its market value, and Mi…

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Read Smart: We Need To Talk About... 40:11

4M ago40:11

40:11

Tune in to the next episode of the Read Smart Podcast, where 2022 Baillie Gifford Prize judge, Georgina Godwin, speaks to 2023 winner John Vaillant, social geographer Danny Dorling and writer and award-winning journalist Jennifer Nadel about the crucial topics which are often overlooked by mainstream media. Which topic do you think is neglected mos…

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#189: Naomi Klein, non-fiction author 57:17

4M ago57:17

57:17

Rachel and Simon speak with the non-fiction author Naomi Klein. Her debut book, "No Logo: Taking Aim at the Brand Bullies", sold more than 1m copies after its publication in 1999; her follow-up, "The Shock Doctrine: The Rise of Disaster Capitalism" (2007), also reached the top of the New York Times bestseller charts. She has written extensively abo…

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Ep. 40: EY's Carmine Di Sibio on Building a Better Working World 39:01

4M ago39:01

39:01

In this episode Going Long, Sarah Williamson sits down with Carmine Di Sibio, Global Chairman and CEO of EY. They delve into the importance of long-term strategy in today's fast-paced business environment, discussing EY's Vision 2020 and Next Wave strategies, which emphasize growth, innovation, and long-term value creation. Di Sibio shares insights…

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Inflation hits target, Nvidia’s market surge, political promises unveiled, and making UK markets more attractive 51:00

4M ago51:00

51:00

In the latest AJ Bell Money and Markets podcast, Dan and Laura begin with the UK inflation rate reaching the Bank of England's 2% target, exploring its implications for interest rates. They also discuss Nvidia's remarkable rise to become the world’s most valuable company, and shifts in market shares among supermarkets. Laura brings some analysis of…

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What the election manifestos mean for your money, Apple Intelligence and Raspberry Pi’s IPO pop 43:47

5M ago43:47

43:47

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Tom Selby dig through the general election manifestos and assess what the measures might mean for your money. From further cuts to National Insurance and the pension “Quad-lock” proposed by the Conservatives to Labour’s decision not to bring back the lifetime allowance and the…

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#188: Hugo Rifkind, journalist and novelist 1:00:41

5M ago1:00:41

1:00:41

Simon and Rachel speak with Hugo Rifkind, a journalist who has just published his second novel, "Rabbits". Born and raised in Edinburgh, Hugo studied philosophy at university. He has formerly been a columnist for the Spectator, GQ and the Herald, and is now a columnist, critic and leader writer for the Times and a presenter on Times Radio, as well …

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Deferring the state pension, retail sector recovery and the art of investing in smaller companies 1:00:40

5M ago1:00:40

1:00:40

Have you ever thought about delaying the point at which you start collecting the state pension? If so, don’t miss this episode of the AJ Bell Money & Markets podcast as Rachel Vahey chats about the pros and cons of going down this route. Danni Hewson and Dan Coatsworth discuss a plethora of good news from the retail sector including updates from Za…

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