Professional Adviser Working Lunch
with Baillie Gifford
9th March 2022 | 13:00 - 14:00 | Live Online
Income investing in a changing environment: the Baillie Gifford approach
Fund: Baillie Gifford Global Income Growth
With growing concern about inflation and market volatility, Ross Mathison, portfolio manager of the Baillie Gifford Global Income Growth Fund, will explain how a focus on long-term income growth best positions the Fund to face these challenges.
1. Develop an understanding of the importance of a growth mindset when building portfolios for a client’s long-term income needs.
2. Understand the building blocks of resilience in an equity income portfolio.
3. Review where some of the most interesting income investment opportunities over the next decade are likely to be.
4. Understand how a long-term investment horizon affects the approach to sustainability and engagement
Ross Mathison, Investment Manager
Ross joined Baillie Gifford in 2019 as an Investment Manager in the Global Income Growth Team. Previously, he had spent a year at Aviva Investors and prior to that 9 years at Standard Life Investments as an Investment Manager, first in the European Equity team and latterly in the Global Equity team. Ross is a CFA Charterholder and graduated MA (Hons) in Business & Finance from Heriot-Watt University in 2008. Ross also sits on the Board of Directors at Aberlour, a Scottish Children’s charity.