As markets become more concentrated and leadership narrows—against a backdrop of geopolitical tensions, renewed inflation concerns and shifting interest rate expectations—the challenge for clients is clear: how can portfolios deliver resilient growth without relying on a single source of returns?
- How market concentration and narrowing leadership are reshaping portfolio risk.
- Why resilient growth depends on multiple, independent drivers of return.
- How our Managed strategies are positioned to navigate a more fragmented and uncertain environment.
The webinar will last approximately 45 minutes, including time for Q&A. If you are unable to attend but would like to receive a recording, please still complete the registration. You can submit your questions in advance of the event in the registration form below.
Please note, as with any investment, capital is at risk.
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Iain is the co-head of our UK Equity Team and co-manager of the UK Core Strategy. He is also the joint manager on our flagship Managed Strategy, which he has been involved in since 2000. Iain joined Baillie Gifford in 1994 and became a partner of the firm in 2005. He has previously spent time on the US Equities Team. Iain graduated MA in Accountancy from the University of Aberdeen and subsequently qualified as a Chartered Accountant.
