Interactive Investor

Funds Fan: boost for income investors, Scottish Investment Trust

The team discuss increasing global and domestic optimism for dividends and interview Alasdair McKinnon.

4th June 2021 09:08

Kyle Caldwell from interactive investor

In this episode, the team discuss increasing global and domestic optimism for dividends. Later, Alasdair McKinnon of the Scottish Investment Trust (LSE:SCIN) joins the podcast. In the interview, the fund manager explains why he likes the outlook for gold, and why the trust is ignoring overlooked, over-hyped areas of the market. He also responds to this week's announcement of a review of the management arrangements for the trust.


00:37 Janus Henderson’s Global Dividends report: the key takeaways and findings.

01:58 Link’s Dividend Monitor report, which covers the UK market, on the outlook at home.

04:27 - fund managers’ high hopes for emerging markets have fallen flat. We explain why.

07:43 - Fund manager Alasdair McKinnon of the Scottish Investment Trust joins the programme.

07:50 - His response to the announcement of a review of management arrangements for the trust.

09:01 - the contrarian investment style explained.

16:01 - Gold is ‘the best hedge against inflation that exists.’

20:36 - The most unfashionable holding in the portfolio.

23:24 - Fund Spotlight: the PIMCO GIS Global Bond ESG fund, one of our ACE 40 investments.


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