45. Japan: robots, politics and internet investing

Manager Matthew Brett talks to us about how improvements in machine vision and artificial intelligence have led to robots being used more widely, tells us how Japanese strength in component manufacturing is benefiting from these advances, and explains why a Chinese internet giant and Japan’s second richest man, are both making a software company more exciting.
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Baillie Gifford Japanese fund and Baillie Gifford Japan Trust were both launch in the 1980s. They are both run by the same team, in the same style – seeking out growing Japanese businesses that deliver consistently strong returns to shareholders. Both products can invest in companies of any size, but have a natural bias towards mid-caps.

Read more about Baillie Gifford Japanese fund and Baillie Gifford Japan Trust

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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