Wednesday 3rd July
12:00 - 12:30 Registration and Networking
12:30 - 13:20 Starter, Main Course and Baillie Gifford's Presentation
13:30 - 14:20 Dessert, Coffee and First State's Presentation
14:20 - 14:30 Editor's wrap up and close
First State Investments
Amalia Nunez, Investment Director, Fixed Income and Multi-Asset Solutions
Fund: Diversified Growth
Fixed allocations to equity and bonds leave investors at the mercy of global markets dynamics where the role of luck tends to be underestimated; especially in the short term. In a continually changing political and economic environment where the amount of global debt is at an all-time high, what happens if interest rates and borrowing costs increase? If equities catch a cold, are sovereign bonds going to provide the cough medicine?
Fund: Baillie Gifford Managed Fund
For more than three decades, the Managed Fund has provided one-stop, good value, access to Baillie Gifford's best investment ideas. Typically, 75% is invested in equities, with bonds and cash adding balance. The simplicity of the Managed Fund has stood the test of time, demonstrating that a one stop shop can be a highly effective way to meet your investment needs. Through an unyielding focus on long-term, active, growth investing, the Fund has generated excellent multi-decade returns, net of fees, for those clients patient enough to have remained invested since 1987.
It's a tried and tested proposition which exemplifies that sometimes the simplest solutions can be the most successful.