Watch Professional Adviser's Working Lunch with Baillie Gifford - Unlocking Opportunities Beyond the US: Why now for the Baillie Gifford Managed Fund

Catch up on the discussion

clock • 1 min read

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

 

More on Investment

What does a new PM and chancellor mean for investments?

What does a new PM and chancellor mean for investments?

'What is important is what happens over the long term'

Jasper Thornton Boelman
clock 23 July 2026 • 4 min read
SJP rebrands global equity income fund and reduces charges

SJP rebrands global equity income fund and reduces charges

Appoints Acadian as investment adviser

Patrick Brusnahan
clock 22 July 2026 • 1 min read
Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

Will Dickson
clock 09 July 2026 • 4 min read

In-depth

Rise of the money coach

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

Sophia Panayi
clock 30 June 2026 • 9 min read
'Bolder moves on taxation' likely if Burnham takes prime minister role

'Bolder moves on taxation' likely if Burnham takes prime minister role

Changes to CGT would have ‘clear implications for wealth planning’

Sophia Panayi
clock 22 June 2026 • 4 min read
IHT on pensions: Advisers on a new way of working

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
clock 10 June 2026 • 8 min read