Inside Active: Baillie Gifford’s Coutts, Burns Look Beyond US
Inside Active: Baillie Gifford’s Coutts, Burns Look Beyond US
While Europe and Japan are seeing a positive shift in their earnings trajectories, with projections indicating double-digit growth, the benefits are not evenly distributed. Upgrades are largely confined to the technology and energy sectors. Meanwhile, persistent inflation concerns may continue to exert downward pressure on valuations.
In this installment of Inside Active, Bloomberg Intelligence mutual fund and active management analyst David Cohne, alongside BI senior equity strategist Laurent Douillet, interviews Tom Coutts and Lawrence Burns. The two portfolio managers from Baillie Gifford, who also serve as subadvisers for the Vanguard I, discuss these global market dynamics.
Source: Bloomberg Generated at: 2026-06-02 16:57:14 UTC
