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Insights
Upfront: episode nine

Video

Upfront: episode nine

Name: Upfront: episode nine
Uploaded: 2024-12-09
Duration: 31 min
Description: We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

December 2024 / 31 min

Speaker

Gary Robinson, Joint manager, US Growth Trust

Overview

Financial journalist Cherry Reynard and investment manager Gary Robinson delve into the post-election rally in US markets, assess the continuing momentum of AI, and discuss the Baillie Gifford US Growth Trust’s private holdings.

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Gary is a Partner and investment manager in the US Equities team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity teams before moving to the US Equities team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary is also a member of the Global Stewardship Portfolio Construction Group.

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