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.
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Richard Kaye has been living in Japan for the past 30 years. In this podcast he tells us about the Silicon Valley of Japan; why there are more women as a percentage of the workforce than in the US; why the country has ‘cool’ brands wider Asia wants to buy; and explains that, as a nation with no natural resources, Japan also has a lower carbon...
From animal testing to weapons, tobacco to doorstep lending, there are many ‘unethical’ practices that Bryn Jones excludes from the Rathbone Ethical Bond fund. He talks to us about the companies the excludes and the positive traits he looks for, as well as the growing opportunities in renewable energy. He also explains his thinking about human...
Jason Pidcock describes casinos as “niche property companies: they charge very high rents for people to spend time there.” In this podcast, he talks to us about his casino holdings in Macau, Australia and Singapore, tells us why “flying is the new smoking”, reveals which tech stocks pay a dividend, and discusses the possible economic impact of the...