On 11 February, Baillie Gifford head of income research Steven Hay shared his insights on why successful investing doesn’t need to be complicated, but it does need to be balanced
In this digital event, Hay explored the role of the US in global equity markets, why diversification remains essential in an increasingly uncertain world, and how bonds can help smooth returns, particularly during periods of heightened volatility.
The session covered:
- Explore the factors that have led to US dominance, especially in global equity markets
- Understand the benefits of a globally diversified portfolio
- Describe fixed income's role in smoothing return







