On 5 November, Baillie Gifford's Steven Hay, head of income research discussed why the last decade has been dominated by low inflation, strong dollar dynamics, and US mega-cap concentration.
Tune in to this interactive session to hear directly from the Managed Fund's portfolio manager and discover why a geographically balanced asset allocation could be the key to supporting your clients in today's environment.
The session covered:
- Why balanced asset allocation is critical today, as fiscal policy, trade, and currency dynamics increase US risks
- How the Managed Fund is improving portfolio resilience through careful positioning and adaptability
- How new avenues for growth are being created by regional champions and strong company cultures
