Baillie Gifford, 11th February 2026, Online


Simply Balanced: Supporting Client Goals Through Growth and Diversification

Successful investing doesn’t need to be complicated, but it does need to be balanced. Since 1987, Baillie Gifford’s Managed Fund has combined equities for long-term growth with high-quality bonds for diversification, drawing on opportunities across asset classes, regions and industries, harnessing multiple themes to drive results. In this session, we’ll explore the role of the US in global equity markets, why diversification remains essential in an increasingly uncertain world, and how bonds can help smooth returns, particularly during periods of heightened volatility.

Learning Objectives

    • Explore the factors that have led to US dominance, especially in global equity markets
    • Understand the benefits of a globally diversified portfolio
    • Describe fixed income’s role in smoothing returns

    Speaker:

    Steven Hay, Head of Income Research, Baillie Gifford

    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.

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