Charlotte Watkins

Back in 2018, Baillie Gifford promoted the actual investors proposition to re-define active investment so that its true benefits could be properly understood and taken advantage of. We still see it as a clear articulation of a conversation that we’ve been having with our clients for decades. This continues to hold true and this latest paper from Stuart Dunbar highlights the merits of active management, and what helps to differentiate us. If you’d like to know more read the paper below or visit our website. https://lnkd.in/ee6cp-NX #ActualInvestors #BaillieGifford

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#ActualInvestors build relationships, not just portfolios: https://lnkd.in/eVx2E3Nq Being a quality investor is about sharing a vision of how to deploy capital for growth says Baillie Gifford partner Stuart Dunbar.

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🎧📺 Listen/Watch now: Linktr.ee/BaillieGifford We’re closer to 2050 than the year 2000. Andrew Keiller joins our podcast to explore how trends we’re seeing in emerging markets could shift the balance of trade over the coming 25 years. #ActualInvestors

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Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset: https://ow.ly/1H3W50W3QhX Investment involves risk. #AberdeenInvestments #Income #EM

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🧑‍💻 Artificial Intelligence is rapidly reshaping the global economy, dominated by seemingly unrivalled supremacy in the US. In the latest edition of the Long View, Tom Slater considers the cultural shift that could reward scale, ambition and adaptability like never before. #ActualInvestors

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High yield spreads may be tight, but opportunity is still on the table for investors who know where to look. DWS Group Xtrackers’ Ben Spalding shows where and how in this latest edition of "Ask the Manager." 👉Read here: https://lnkd.in/eZbW2TNb

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“I try to bias myself to what can go right and be very open-minded.” - how Kyle McEnery searches for AI opportunities. Listen to our latest podcast: https://bit.ly/3BKV3a8. #ActualInvestors

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Please check out this podcast from Leo Kelion and Baillie Gifford. Whether you invest already or have no idea what investing is, Short Briefings on Long Term Thinking is worth your time. It opens up the world of investing in a way that’s clear, human, and genuinely interesting. This latest episode, “Skin in the Game: The Hidden Power of Persistence”, looks at why long-term leadership, from founders to families to firms with real values, can lead to better outcomes. When I started working in this industry, I knew very little about investing. Over time, I’ve built enough understanding to feel informed and able to make good choices for my future. That knowledge matters. And more of us deserve access to it. Not financial advice, just a signpost, because I know how important a way in can be.

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“Disruption is where a business model is really upending the way things have been done traditionally by existing players.” Paul Markham, Investment Director, Global Equities, discusses all things disruptive growth with GAM Investments’ Head of UK Distribution Steven Williams. They cover topics including how technology is an enabler of that disruption, the fact disruption occurs across all sectors and industries, and how Paul thinks about risk and diversification. Watch the interview here: https://ow.ly/cTSn30sLUxY Marketing Communication | Capital at Risk #Disruption #Video #DisruptiveGrowth #AssetManagement #Equities

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A really insightful breakdown of why AAA CLOs have been gaining so much attention from investors looking for stability and floating‑rate income.

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Great insights here from Kathryn on how advisers can support clients approaching retirement in such a challenging market backdrop. A really clear explanation of how a three‑pot approach and strong foundations in fixed income and alternatives can help deliver stability when it’s needed most. 👇 Worth a watch.

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A great read here for anyone trying to understand where global markets are at and our take on navigating uncertainty.

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Last year, firms launched a record-breaking number of fixed income ETFs. Steve Laipply, BlackRock’s Global Co-Head of iShares Fixed Income ETFs, unpacks this trend and explores how iShares is driving innovation across the space: https://ishars.com/4maS1hJ #BLKBottomLine

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Uncertainty in the markets heightens the need for an active approach to managing fixed income portfolios. In our case, that means relying on the experience and curiosity of our analysts and the power of our deep, global research platforms. Hear from Rob Larkins, head of Qualitative Portfolio Management in our fixed income division, who outlines how our investment professionals operate with agility and precision to seek better returns, even in volatile markets.

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Earlier this week, we had the pleasure of hosting clients in Bournemouth and Brockenhurst for an insightful session with PIMCO’s Senior UK Adviser, Rupert Harrison. Rupert shared PIMCO’s perspective on the global fixed income landscape and key investment themes ahead of the UK Autumn Budget. 🔍 Summary Highlights: Global central banks now have more flexibility to cut rates compared to five years ago, even as government debt levels remain elevated in a fragmented, multipolar world. 📈 Investment Outlook: Take a humble, long-term approach to global bond markets. With elevated yields available, focus on separating signal from short-term noise and seek high-quality, globally diversified fixed income solutions. A huge thank you to all our delegates for their support across venues—and to Kyle Barwell at Liontrust Asset Management for his valued collaboration.

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