Join host Cherry Reynard as she engages in lively conversations with investment specialist manager Sarah Clark and investment manager Stephen Paice.
- European equities, back in fashion?
- TSMC - small chips, big impact
- The drivers behind Japan's resurgence
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Our speakers
Stephen Paice Investment Manager, Partner Stephen is head of the European Equity Team. He joined Baillie Gifford in 2005, and became a partner of the firm in 2024. Stephen has been involved in running the European portion of the Global Core Strategy and Managed Strategy since 2019, as well as a member of the International All Cap Portfolio Construction Group. Prior to joining the team he spent time in the US, UK Smaller Companies and Japanese equities teams. Stephen graduated with a BSc (Hons) in Financial Mathematics in 2005.
Matthew is an investment manager in the Japanese Equities Team. He joined Baillie Gifford in 2003 and became a partner in 2018. He is manager of the Japanese Fund (and related All Cap Strategy segregated accounts), manager of the Baillie Gifford Japan Trust and co-manager of the Japanese Income Growth Fund. Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from the University of Bristol.
Sarah is an investment specialist in our Japanese Equities Team. She is a member of the Japan Product Group, and Chair of the Developed Asia Product Group. Sarah maintains a close relationship with the Japanese Investment Team, participating in stock discussions and portfolio meetings, as part of her investment specialist role. Prior to joining the Japan Team, Sarah spent four years with the Long Term Global Growth Team, responsible for existing clients. She joined Ballie Gifford in 2010. Sarah graduated BA (Hons) in Business Studies from Edinburgh Napier University in 2007.
Cherry has over 20 years’ experience working for a range of national, consumer and trade titles including The Times, the Financial Times, Telegraph, Independent, Interactive Investor, Forbes and the Investors Chronicle. She has co-authored a book on investing in emerging markets and is six-time winner of the Investment Management Association’s freelance journalist of the year award and eight-time winner of the AIC Freelance journalist of the year award. She began her career as a tax accountant for PricewaterhouseCoopers, before moving to investment bank J.P. Morgan.