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John Rosier explains why he’s shifting away from the highly valued US market
Expert Portfolio: Our investment trust expert shares his thoughts on asset allocation in this changing world
Trump’s unpredictability rattles markets, but our columnist’s strategy is protected from the worst of it
Expert Portfolio: John Rosier continues his purge of US holdings
Expert Portfolio: John Baron explains the trusts he’s using to take advantage of the continent’s renaissance
Expert Portfolio: John Rosier explains where he’s moving his money after calling time on his American exposure
Our small-cap stockpicking expert looks back at his 2024 portfolio and provides updates on his eight calls
Our investment trust expert reflects on the sector’s outlook and Saba’s defeats
Our small-cap stockpicking expert selects eight companies with the potential to deliver material returns over the next 12 months
Expert Portfolio: John Rosier’s use of stop-losses has led to the clearout and the arrival of some promising new holdings