Growing through adversity

This week Guy Foster talks to Baillie Gifford Fund Manager, Gary Robinson who co-manages the Baillie Gifford American Fund and the Baillie Gifford US Growth Trust. Gary invests in high growth companies and so the discussion revolves around the companies poised to cause, and benefit from, technological disruption. That means e-retailers, autonomous car makers and even the space race. All of this discussion however remains grounded in the reality of a world suffering from a deadly and contagious pandemic and Gary describes some of the challenges faced by companies due to this challenge.