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John Rosier on maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option

Momentum and defensive stocks have done well in recent weeks – as economic research suggests they do

John Rosier decides to revert back to his original target weightings for individual stocks, having reduced them earlier in the pandemic

John Baron reports on portfolio changes in the third quarter

John Baron sees through market volatility and reports on proposed investment trust regulation

John Rosier continues to position his portfolio in stocks that will benefit from the "new normal" and not in companies where the financial or operational risk is high

John Baron reminds investors of the rationale for sticking with good quality growth stocks and highlights attractive themes

John Rosier explains the thinking behind his new Funds portfolio and the sectors he is most drawn to

High beta and recovery stocks have done well recently. But these are not good long-term investments.

John Baron backs an unpopular sector and explains portfolio changes during the second quarter