Wednesday 2nd October
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
Andrew Harman, Portfolio Manager
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 Multi Asset Growth Fund
Actual Investing for Real-World Outcomes
At Baillie Gifford we have a long history of managing successful multi-asset strategies. With curiosity and open minds, we build robust, forward-looking portfolios, which target attractive returns with low volatility. In this presentation we will investigate the roles of the diverse array of investments in our portfolios and how we combine these to achieve real-world outcomes. We will also share our current top investment ideas - where we see the best return opportunities in the next years ahead.