Presentation 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 outcomes

By the end of this presentation, you’ll be able to:

One.
Identify the factors that have led to US dominance in global equity markets

Two.
Evaluate the benefits of a globally diversified portfolio.

Three.
Describe fixed income’s role in smoothing returns.