Baillie Gifford Japan Trust - June 2012

The investment trust industry is changing: Routes to market are becoming more effective, and platforms more receptive; charging structures are improving; discount mechanisms are modernising; and the structures of trusts themselves are changing. We talk about some of the innovations in the sector, analyse new launches and show how it is meeting the needs of investors.

Panel:
- Cherry Reynard (moderator)
- Hugo Thorman, Ascentric
- James Saunders Watson, J.P. Morgan
- Annabel Brodie-Smith, The AIC

The investment trust industry is changing: Routes to market are becoming more effective, and platforms more receptive; charging structures are improving; discount mechanisms are modernising; and the structures of trusts themselves are changing. We talk about some of the innovations in the sector, analyse new launches and show how it is meeting the needs of investors.

Panel:
- Cherry Reynard (moderator)
- Hugo Thorman, Ascentric
- James Saunders Watson, J.P. Morgan
- Annabel Brodie-Smith, The AIC

Andrei Gorodilov, Portfolio Manager for FF European High Yield will give his current outlook and comment on the performance and positioning of his portfolio

Asset Allocation Director, Trevor Greetham provides his latest views on global markets, what this indicates for the investment clock model and how this is impacting his positioning across asset classes and regions.

VIDEO - In search of good quality companies

Nick Price, Portfolio Manager for the FF/FIF EMEA Fund will be giving an update on recent performance, his views on Emerging Europe, Middle East & Africa (EMEA) equities and how he has positioned the portfolio

Nick Price, Portfolio Manager for the FF/FIF EMEA Fund will be giving an update on recent performance, his views on Emerging Europe, Middle East & Africa (EMEA) equities and how he has positioned the portfolio.

“ Abenomics” has clearly changed short-term sentiment and reflationary expectations are starting to brew. Alex will discuss the timely topic of “Abenomics” and its implications to Japan’s growth potential both at macro and micro levels.

His presentation covers the following four themes:
-Three arrows of Abenomics
oMonetary policy: Is 2% CPI target attainable? How significant is the switch from deflation to inflation?
oFiscal/tax policy: Short-term stimulus spending vs long-term fiscal deficit
oGrowth policy: Realistically how much can be achieved?
-Do demographics matter?
-What are valuations in Japan factoring in? Is the current excitement justified?
-Thoughts on the future of corporate Japan

“ Abenomics” has clearly changed short-term sentiment and reflationary expectations are starting to brew. Alex will discuss the timely topic of “Abenomics” and its implications to Japan’s growth potential both at macro and micro levels.

His presentation covers the following four themes:
-Three arrows of Abenomics
oMonetary policy: Is 2% CPI target attainable? How significant is the switch from deflation to inflation?
oFiscal/tax policy: Short-term stimulus spending vs long-term fiscal deficit
oGrowth policy: Realistically how much can be achieved?
-Do demographics matter?
-What are valuations in Japan factoring in? Is the current excitement justified?
-Thoughts on the future of corporate Japan

Conference ID: 54140942

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