Short Briefings On Long Term Thinking - Baillie Gifford

UK growth: opportunities amid tariff turbulence

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Sinopsis

Prime Minister Sir Keir Starmer has pledged to "turbocharge" Britain's growth strategy in response to new US tariffs. His government is prioritising key sectors poised to drive prosperity, including advanced manufacturing, AI and the creative industries. Baillie Gifford's head of UK equity, Iain McCombie, discusses some of the companies already excelling in these sectors how they can prosper over the long term despite the current uncertainty.