Baillie Gifford, 5th November 2025, Online

Unlocking Opportunities Beyond the US: Why Now for the Baillie Gifford Managed Fund

After a decade dominated by low inflation, strong dollar dynamics, and US mega-cap concentration, global markets are shifting. Clients are asking, is US exceptionalism coming to an end? Or is the opportunity set broader than ever? Join Baillie Gifford for an exclusive Professional Adviser webinar to hear directly from the Managed Fund’s portfolio manager and discover why a geographically balanced asset allocation could be the key to supporting your clients in today’s environment.

Learning Objectives:

    • Why balanced asset allocation is critical today, as fiscal policy, trade, and currency dynamics increase US risks
    • How the Managed Fund is improving portfolio resilience through careful positioning and adaptability
    • How new avenues for growth are being created by regional champions and strong company cultures

    Speaker:

    Steven Hay

    Steven is a joint manager on our flagship Managed Fund. He has been involved in running the Fixed Income portion of the Fund since 2012. Steven joined Baillie Gifford in 2004 and is Head of the Income Research Team. Prior to joining Baillie Gifford, Steven was a Fixed Income Investment Manager with Scottish Widows. His experience includes seven years undertaking analysis and research for the Bank of England’s Monetary Policy Committee, and involvement in managing the UK’s foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.

    REGISTER HERE