In this latest Working Lunch from Professional Adviser, Iain McCombie, Head of UK Equity at Baillie Gifford, discusses why investors face mounting uncertainty in an increasingly volatile global landscape. In this working lunch we explore how long-term growth investors can navigate such challenges with discipline, perspective, and a focus on enduring opportunities.
During this digital event recorded on 23 July, Baillie Gifford's Iain McCombie delivered his presentation - A compelling opportunity: The UK is on offer.
He explained why the UK is overlooked for growth and innovation, but it is home to world-leading companies priced at a discount to their international peers.
In this session we covered:
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Dispelled the myth that the UK market was incompatible with growth, looking beyond the largest index constituents to demonstrate that growth investing in the UK worked
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Discussed where the hidden gems were lurking, giving insights into some highly innovative companies run by exceptional management teams
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Demonstrated why our distinct approach to UK investing unlocked the vast potential on offer