Baillie Gifford

FUND MANAGER FOCUS

Corporate bonds offer stockpicking managers attractive opportunities

Baillie Gifford's Mike Gush has increased exposure to India in the £119m Pacific Horizon investment trust after becoming bullish on the country's economic growth prospects.

Baillie Gifford Global Income fund manager Dominic Neary believes emerging markets will grow in importance for income investors as the UK domestic market faces significant headwinds.

Baillie Gifford has increased its global equity capabilities with the launch of the Global Alpha Growth fund.

The re-emergence of China remains one of the most important and exciting investment themes of our time.

Baillie Gifford has converted its Income fund to a new globally-focused product.

As a country, Japan's rocky ride through the global downturn has led some commentators to question the country's future, while the long-term returns from the market have been variously disappointing or unimpressive for nearly two decades.

Peter Hollis, head of the European equity team and a partner at Baillie Gifford, is leaving the company in April 2011.

Investec Asset Management is coming up for its 19th anniversary and, before too much longer, its founding chief executive Hendrik du Toit explains how he aims to take the firm from "good to great"