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John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk
Trillions must be spent to replace unsafe bridges, old dams and mediocre roads
The holdings had worked well over the prior 18 months, but are now a hindrance
Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes
With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction
John Baron explains how he's investing in themes of the future
John Rosier expects 2023 to be another strong year of dividend income for the JIC Portfolio
A potential soft landing and lower energy prices are breathing life into venerable businesses
Introducing the IC All-Weather Portfolio; the ultimate buy-and-hold strategy
John Rosier is planning for sticky inflation and a shift to renewable energy
