The future of growth investing: The more things change, the more they stay the same

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Webinar Overview

Change is in the air. Geopolitical tensions rumble, economic uncertainty is elevated, and AI adoption is accelerating: these factors are combining to transform the world and the opportunity set for active managers. Meanwhile, the structure of markets is changing too, though more gradually beneath the surface.

This presentation will cover the opportunity that creates for those who can differentiate between the enduring and the evolving and stay ahead of change. The key questions answered are:

Which companies will be the winners of the next decade?
Why are different growth drivers key to navigating changing markets?
Why is a long-term fundamental focus well-positioned for that change?

Learning objectives:

Explain how several factors are altering global markets: AI, geopolitical and economic uncertainty are combining to create new growth opportunities for the selective growth manager
Understand the increased importance of portfolio construction: markets are more concentrated and more influenced by flows and narrative than ever before, which creates challenges for managing an equity portfolio
Describe how Monks’ focus on fundamentals and broad growth is well-positioned: fundamental focus and long-term investment horizons are more important than ever to outperform

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

Richie Vernon

Investment Specialist

Baillie Gifford

Richie is an investment specialist in the Clients Department. Prior to joining Baillie Gifford, Richie was a professional rugby player, representing Scotland at the 2011 and 2015 Rugby World Cups. Richie started his career in investment management in 2018, working as an ESG specialist for Abrdn. Richie graduated BA (Hons) in Business and Economics from the Open University.

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