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March 2021

TRUE NORTH: STEADY AS SHE GOES

Actual Income is where we share our latest investing insights. Our income fund managers explore prominent topics and provide a deeper understanding of our research process and how we approach investing.

In this month’s email, we take a look at how true north, in this case, a long-held approach to cycle investing, provides a fixed point to steer by in uncertain times. Will companies that have burned through cash and increased their borrowings in order to keep the lights on be able to grow sufficiently quickly to manage their debt commitments?
Read the article
 

“IT’S THE ROLE OF OUR FUND MANAGERS TO SET OUR PORTFOLIOS UP TO WEATHER WHATEVER COMES THEIR WAY. THE TEAM SEEK TO DELIVER A SUSTAINABLE, LONG-TERM INCOME FOR CLIENTS, NOT SHORT-TERM YIELD.”
 

For financial advisers only, not retail investors.
Past performance is not a guide to future returns.
As with any investment, your clients' capital is at risk.
Visit Actual Income for our latest insights

Yours sincerely

Grant

GRANT WALKER - HEAD OF INTERMEDIARY SALES
Baillie Gifford & Co
Calton Square, 1 Greenside Row, Edinburgh EH1 3AN
Direct: +44 (0)131 275 3200
Email: Grant.Walker@bailliegifford.com
 

0800 917 2112

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