Trade tensions and digital dominance

What are the consequences of the division of online platform companies into US and Chinese spheres?

Could the US corporate titans lose some of their dynamism? Would it necessarily be a poor outcome for investors if Facebook et al are broken up? Can Tesla become the biggest company in the world?

 

In this interview with Bloomberg reporter Ed Hammond, James Anderson talks freely on these subjects and the importance of culture and size of opportunity in seeking the next winners.

Stuart Dunbar

Partner

Recent articles

Long-term thinking

Creating curiosity

How does a business create a culture of curiosity? Julia Angeles, investment manager, explains the steps Baillie Gifford has taken to encourage curiosity and creativity.

Governance and Sustainability

Adding the T to ESG: Trust and the social contract

Marianne Harper Gow, director of corporate governance at Baillie Gifford, highlights the need for companies to inspire trust in investors and society as a whole.

Governance and sustainability

Carbon reduction, not distraction

We can’t allow short-term offsets to distract from the need to reduce emissions at source. Caroline Cook, senior analyst, explains why.

Industry

The healthcare revolution

Will a rise in computing power and AI change the way we access healthcare? Marina Record, investment manager, explains why a health revolution could come sooner than we think.