Interactive Investor

Funds Fan: Scottish Mortgage, Lindsell Train and inflation-proofing

3rd September 2021 09:01

Kyle Caldwell from interactive investor

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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.

  • Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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