Join hosts Cherry Reynard and David Rolland on 18 June, as they chat with investment manager Spencer Adair in a 30-minute live show packed with up-to-date insights.
The 30-minute episode will include:
- Growth vs Value – have the lines become blurred?
- Luke Ward looks at Psi Quantum: how quantum computing could solve our biggest problems
- The glitz and grit of Monks Investment Trust, followed by a live Q&A
Please note, as with any investment capital is at risk.
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Our speakers
Spencer is an investment manager in the Global Alpha Team. He joined Baillie Gifford in 2000 and became a partner in 2013. He has been an investment manager in the Global Alpha Team since its inception in 2005 and Monks Investment Trust since 2015. He became an investment manager in the International Concentrated Growth Strategy in 2021. Spencer has also spent time working in the Fixed Income, Japanese, European, Emerging Markets and UK Equities teams. He graduated BSc in Medicine from the University of St Andrews in 1997.
Matthew is an investment manager in the Japanese Equities Team. He joined Baillie Gifford in 2003 and became a partner in 2018. He is manager of the Japanese Fund (and related All Cap Strategy segregated accounts), manager of the Baillie Gifford Japan Trust and co-manager of the Japanese Income Growth Fund. Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from the University of Bristol.
David joined Baillie Gifford in 2022 with responsibility for intermediary client relationships (specifically UK Advisers) in the UK. He spent 12 years working on the ‘buy side’, joining Williams De Broe in 2010, which became Investec in 2012. David began his career as a portfolio manager, then as a discretionary fund manager for the next 8 years (4 of which were spent in the Channel Islands). David graduated from the University of Aberdeen, before completing a postgraduate degree at Edinburgh Napier University. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute of Securities and Investment.
Cherry has over 20 years’ experience working for a range of national, consumer and trade titles including The Times, the Financial Times, Telegraph, Independent, Interactive Investor, Forbes and the Investors Chronicle. She has co-authored a book on investing in emerging markets and is six-time winner of the Investment Management Association’s freelance journalist of the year award and eight-time winner of the AIC Freelance journalist of the year award. She began her career as a tax accountant for PricewaterhouseCoopers, before moving to investment bank J.P. Morgan.