Staying Focused on What is Important Since 1987.

Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen remains a fan. And he explains why, insisting this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.

Optimism is in short supply in these volatile times, but Baillie Gifford’s Iain McCombie believes the benefits of focusing on exciting opportunities far outweigh any negative news.

The opportunities in emerging markets and Asia are vast and varied. Andrew Stobart, portfolio manager of the Baillie Gifford Managed Fund, talks telecoms, semiconductors and ear implants.