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

 

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