The coronavirus pandemic has taught investors that looking even six months ahead can be a challenge, so how can plan sponsors take a longer-term view? “The further ahead you look, the more variables there are and the more embarrassing your predictions might turn out to be,” said Ben Drury, client services director at Baillie Gifford, […]
Japanese Prime Minister Shinzō Abe’s economic policies, known as ‘Abenomics,’ have led to big improvements in corporate governance in the country, says Iain Campbell, a portfolio manager for the Baillie Gifford Overseas Fund. While there’s been a lot of discussion about whether Abenomics is working, the improvements in corporate governance are coming through in how […]
Investors must understand how disruption will impact their exposure to healthcare
Marshmallows can teach us all the benefits of long-term thinking.
Which political factors drive returns?
Creative destruction and the dangers of passive investing
There are plenty of other opportunities for emerging markets investors.
How innovation is rocking the investment world.
Investors taking a longer-term approach should look for signs that political trends may take a helpful direction.
Coverage of the 2011 Global Investment Conference.