Funds Fan: three megatrends, Scottish Mortgage tech sales and ACE 40
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, before they are joined by global fund manager Zehrid Osmani, who runs several unconstrained funds for Legg Mason Martin Currie and is lead manager of the Martin Currie Global Portfolio Trust. 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…
The skinny
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