Funds Fan: Scottish Mortgage, Lindsell Train and inflation-proofing
In the latest Funds Fan episode, the team discuss Scottish Mortgage’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 - at its current valuation. Later, we interview Charles Hamieh, co-manager of the Legg Mason IF 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…
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