In the latest Funds Fan episode, the team discuss Scottish Mortgage (LSE:SMT)’s recent share price performance, the brightening outlook for global dividends, and a rare case of a fund manager (Michael Lindsell) warning investors to think carefully about buying the investment trust he manages - Lindsell Train (LSE:LTI) - at its current valuation.
Later, we interview Charles Hamieh, co-manager of the FTF ClearBridge Global Infrastructure Income fund, which is a member of interactive investor’s Super 60 list. Hamieh makes the case for listed infrastructure, including why it is a hedge against rising inflation.
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