Register now: Upfront | Baillie Gifford

Does the traditional 60/40 portfolio still have a place, and where are tomorrow's growth opportunities emerging?

Join host Cherry Reynard, Investment Specialist Lucy Haddow and Head of Global Discovery Douglas Brodie for a 30-minute Upfront discussion exploring portfolio construction and the search for exceptional growth businesses.

They will discuss:

The case for 60/40: Lucy considers whether the traditional approach remains relevant for investors today.
Three future-focused stocks: why MercadoLibre, TSMC and Tencent are helping shape the future of emerging markets.
Finding exeptional growth: Douglas shares where Global Discovery is uncovering opportunities around the world.

As with any investment, your capital is at risk.

Register now

Our speakers

Cherry Reynard

Financial Journalist

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.

Matthew Brett

Investment Manager, Partner

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.

Lucy Haddow

Investment Specialist Director

Lucy is an investment specialist in our Clients Department, and is also a Managed Fund Product Specialist. Before joining Baillie Gifford in 2013, Lucy spent four years at Ernst and Young in their Assurance and Transaction Support departments. In 2012 she qualified as a Chartered Accountant. Lucy graduated BA (Hons) in Politics from the University of Durham in 2009.

Douglas Brodie

Head of Global Discovery

Douglas is head of the Discovery Team and has led the strategy since its inception. He is a member of the Discovery Portfolio Construction Groups and also a co-manager of the Edinburgh Worldwide Investment Trust. He joined Baillie Gifford in 2001 and became a partner in 2015. He graduated with a BSc in Molecular Biology and Biochemistry from the University of Durham in 1997 and attained a DPhil in Molecular Immunology from the University of Oxford in 2001.