COVID has magnified infrastructure gaps and ratcheted up environmental debates, while deepening geopolitical tensions and their impact on supply chains. To illustrate, we look at China as a case study.
The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many fundamental active managers who need to generate outperformance to justify their higher fees.
Vanguard Australia speaks with Ben Drury about Baillie Gifford's perspective on growth opportunities, the four profiles Baillie Gifford uses to categorise growth stocks, and how some of these growth stocks fared in 2020.
29 Oct 2020
read time7 min
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