Simply Balanced: Supporting Client Goals Through Growth and Diversification

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Webinar Overview

Successful investing doesn’t need to be complicated, but it does need to be balanced. Since 1987, Baillie Gifford’s Managed Fund has combined equities for long-term growth with high-quality bonds for diversification, drawing on opportunities across asset classes, regions and industries, harnessing multiple themes to drive results. In this session, we’ll explore 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.

Learning objectives:

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 returns

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

Steven Hay

Head of Income Research, Baillie Gifford

Steven is a joint manager on our flagship Managed Fund. He has been involved in running the Fixed Income portion of the Fund since 2012. Steven joined Baillie Gifford in 2004 and is head of the Income Research Team. Prior to joining Baillie Gifford, Steven was a Fixed Income Investment Manager with Scottish Widows. His experience includes seven years undertaking analysis and research for the Bank of England’s Monetary Policy Committee, and involvement in managing the UK’s foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.

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