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Unlocking Opportunities Beyond the US: Why Now for the Baillie Gifford Managed Fund

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After a decade dominated by low inflation, strong dollar dynamics, and US mega-cap concentration, global markets are shifting. Clients are asking, is US exceptionalism coming to an end? Or is the opportunity set broader than ever? Join Baillie Gifford for an exclusive Professional Adviser webinar 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.

In this interactive session, you will learn:

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

Gain actionable insights to update your client conversations and see how the Baillie Gifford Managed Fund can help you deliver diversified, long-term value.

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

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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