<p>Welcome to The Two Johns, the investment trust podcast brought to you by the website <a href="http://www.johnbaronportfolios.co.uk/" target="_blank">www.johnbaronportfolios.co.uk</a>. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.</p>
<p>In this episode, they follow up last month's discussion of stickier than expected inflation by explaining how the website's portfolios are positioned to navigate this economic backdrop, before turning to chapter 7 of John's book (The Financial Times Guide to Investment Trusts) to look at the AIC's Dividend Heroes, and how investment trusts are uniquely positioned to deliver such unblemished income histories.</p>