In this episode, interactive investor experts Kyle Caldwell and Tom Bailey discuss the fund sector facing an ISA ban and portfolio activity for the Scottish Mortgage Investment Trust (LSE:SMT), before they are joined by global fund manager Zehrid Osmani, who runs the Legg Mason Martin Currie Global Long-Term Unconstrained fund and is lead manager of the Martin Currie Global Portfolio (LSE:MNP).
Osmani talks megatrends of the future and investment themes within those trends, and why he doesn’t rely on the FAANG stocks. Finally, the focus shifts to the Baillie Gifford Positive Change fund, a new addition to interactive investor’s ACE 40 list of ethical investments.
03:44 Scottish Mortgage investment trust, one of ii’s Super 60 choices, has announced changes to its holdings.
05:46 Fund manager Zehrid Osmani joins the podcast.
10:28 “We have identified three megatrends: demographic changes, the future of technology and resource scarcity,” explains Zehrid.
14:02 Why the fund and trust are sizeably underweight US equities compared to peers.
16:59 Investing in globally focused businesses in Europe.
18:58 Baillie Gifford Positive Change fund: objectives, top holdings, performance and more.
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