Presentation overview 

Is your coffee right for you?

Like investing, coffee is simple, but the combinations are endless. Baillie Gifford has been brewing balance since 1987. Our Managed Fund range blends equities for strength with high-quality bonds for smoothness, sourcing from many “origins” across asset classes, regions and industries, so that no single flavour, or theme, dominates. In this session, we’ll show why, no matter your coffee order or risk profile, diversification is the key ingredient to navigating an increasingly uncertain world, how bonds lower volatility, and how to counter behavioural biases that tempt investors to ditch their morning brew. What matters most is finding the right cup for you.

Learning outcomes

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

One.
Explain and quantify the benefits of diversification by comparing a concentrated index versus a globally diversified portfolio.

Two.
Describe the role of bonds in diversification—distinguishing duration and credit drivers—and the role a fixed-income allocation can play in dampening volatility.

Three.
Identify key behavioural biases that surface in uncertainty (e.g., loss aversion, recency, herding)