A growth manager's view of global markets

May 17, 2013
 
 

A conversation with James Anderson of Baillie Gifford

In a recent video interview, James Anderson of Baillie Gifford Overseas Ltd., which manages nearly half of the assets in Vanguard International Growth Fund, discusses his views on global markets and how he's positioning his portfolio in the current environment.

Notes:

  • All investments, including a portfolio's current and future holdings are subject to risks, which may result in the possible loss of the money you invest.
  • Past performance is not a guarantee of future results.
  • Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. Stocks of companies based in emerging markets are subject to national and regional political and economic risks and to the risk of currency fluctuations. These risks are especially high in emerging markets.
  • Funds that concentrate on a relatively narrow market sector face the risk of higher share-price volatility.