US Equities: The Case for Growth 

We’ll examine what drives corporate growth and consider why stock markets tend to underappreciate the value of businesses with the most appealing growth opportunities. We’ll give our perspective on the prospects for growth in a more challenging economic environment and will set out our views on where the next decade’s brightest return opportunities in US equities might lie.

Learning Objectives By the end of the session, delegates will be able to:

  • Explain the structure of stock market returns and relationship with corporate fundamentals
  • Understand the definition and explanation of expansion, disruption and replacement as drivers of corporate growth 
  • Understand a exploration of the information technology revolution


Fraser Thomson Client Service Director

Fraser is a Client Service Director in the Clients Department. He joined Baillie Gifford in 2012. Prior to his current role, he spent six years at Arup as a consultant engineer designing a range of structures and spent time supervising projects in Tripoli, Libya. Fraser graduated MEng in Engineering from the University of Cambridge in 2006 and in 2010 he qualified as a Chartered Engineer.