The Baillie Gifford Managed Fund has delivered impressive long-term returns through keeping it simple and maintaining exposure across core asset classes – equities, bonds, and cash.
In today’s environment of concentrated markets, persistent inflation, and heightened correlations, achieving genuine diversification is more challenging than ever. However, it’s far from impossible…
Scott Woods, portfolio manager in the global equities team at Columbia Threadneedle Investments, shares his insights on the trends shaping the small caps investment space