Baillie Gifford, 7th October, Online
The future of growth investing: The more things change, the more they stay the same
Change is in the air. Geopolitical tensions rumble, economic uncertainty is elevated, and AI adoption is accelerating: these factors are combining to transform the world and the opportunity set for active managers. Meanwhile, the structure of markets is changing too, though more gradually beneath the surface.
This presentation will cover the opportunity that creates for those who can differentiate between the enduring and the evolving and stay ahead of change. The key questions answered are:
- Which companies will be the winners of the next decade?
- Why are different growth drivers key to navigating changing markets?
- Why is a long-term fundamental focus well-positioned for that change?
Learning Objectives:
- Explain how several factors are altering global markets: AI, geopolitical and economic uncertainty are combining to create new growth opportunities for the selective growth manager
- Understand the increased importance of portfolio construction: markets are more concentrated and more influenced by flows and narrative than ever before, which creates challenges for managing an equity portfolio
- Describe how Monks’ focus on fundamentals and broad growth is well-positioned: fundamental focus and long-term investment horizons are more important than ever to
Speaker: