Acting your age – when growing up pays off

As the AI revolution spreads throughout the economy, geopolitical relations become increasingly fractious, and tariff uncertainty begins to fuel inflation, a portfolio of durable compounders can be a compelling proposition. These firms can participate in rising markets and protect in falling ones, offering their owners a dependable solution for the heart of their allocation to growth equities. Please join Investment Specialist Alasdair McHugh for a practical deep-dive into Baillie Gifford's approach to selecting only the best of these compounders for the Responsible Global Equity Income strategy.

Develop an appreciation of the merits of quality growth investing

Understand how consistent dividend growth can signal compounder potential

Learn how durability may become a prized trait in future market environments

Speaker

Alasdair McHugh, Investment Specialist, Ballie Gifford

Alasdair is an investment specialist on our Sustainable Growth Strategy. He joined Baillie Gifford in 2008 as a graduate trainee and initially focussed on the UK market and our longest-standing pooled vehicle, The Baillie Gifford Managed Fund. In 2015 Alasdair became a founding member of our Sustainable Growth Team where he now chairs the strategy’s Product Group. Since joining the firm, he has also been involved with internal environmental sustainability groups, looking at the firm’s own climate credentials and considering strategic positioning in an increasingly complex field. Alasdair previously trained as a Chartered Management Accountant after graduating from the University of Dundee in 2006.