In this episode, Chloe Wong, analyst at Edison Group, provides an overview of Baillie Gifford’s recent two-day Investment Trust Conference, entitled “The Next Chapter.” She begins by setting the macroeconomic context before highlighting Baillie Gifford’s continued commitment to its long-term, high-conviction investment approach, despite market volatility. Chloe then explores six key themes that emerged across the firm’s twelve listed trusts, including the importance of backing a small number of transformational winners, how organisational culture plays a role in identifying long-term leaders, and the growing relevance of private market exposure. She also discusses the firm’s contrarian optimism on Asia and Japan, and the role of diversification and dividend resilience in portfolio construction.***********************************************************About ‘Uncovering Trusts’'Uncovering Trusts': is a podcast run by Edison analysts released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.About Edison:Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

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