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Balanced Investing: Requiem or Resurgence?

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In an investment world where sentiment changes with the wind, the ‘balanced’ investment strategy has endured for decades. Yet, once again, many are calling the death of this tried and tested approach. So called ‘product innovation’ has often been to investors’ detriment, exposing expensive, underperforming fads. But, while fashion changes, style remains. Join Philip Scott, Managed Fund specialist at Baillie Gifford, to hear why the simple yet elegant balanced approach has as bright a future as ever.

Learning objectives:

Outline the key tenets of a balanced investment approach (explain the approach
Explain the influence of style on stock and bond selection in balanced portfolios
Explain the broad appeal of a balanced one-stop shop for this market environment

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Philip Scott

Investment Specialist Manager, Baillie Gifford

Philip is a investment specialist in the Balanced Team. He joined Baillie Gifford in 2014 on the investment operations graduate programme and moved to the Clients Department after a brief spell with the firm’s Performance Analysis Team. Philip graduated MA (Hons) in Business and Finance from Heriot-Watt University in 2014.

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