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Expert Portfolios

Expert PortfoliosJanuary 24, 2023
Private Investor鈥檚 Diary: Value has a good few years to go
John Rosier is planning for sticky inflation and a shift to renewable energy
Expert PortfoliosJanuary 18, 2023
Investment Trust Portfolio: Seeking the right equity strategy
John Baron reflects on 2022 and explains equity preferences going forward
Expert PortfoliosJanuary 03, 2023
Private Investor's Diary: Prepared for a bear market
John Rosier outlines why his portfolio should benefit regardless of the direction markets now take
Bearbull Income PortfolioDecember 29, 2022
Inflation oddity
Strange that UK inflation is higher than the yield on income funds
Bearbull Income PortfolioDecember 14, 2022
A Topps target
Here鈥檚 a new angle on activist investing
Expert PortfoliosDecember 13, 2022
Investment Trust Portfolio: Seeking the right balance
John Baron checks the portfolios鈥� inflation-readiness but first hails a regulation success
Expert PortfoliosNovember 29, 2022
Investment Trust Portfolio: Questioning inflation forecasts
John Baron again questions policymakers鈥� grasp of the economic situation
Expert PortfoliosNovember 21, 2022
Private Investor's Diary: A renewed commitment to commodities
John Rosier outlines the reasons for his extensive exposure to metals and mining
Expert PortfoliosOctober 18, 2022
Private Investor's Diary: Pivot hopes remain slim
September proved to be a tough month for the markets and hopes of a rapid recovery remain slim
Expert PortfoliosOctober 12, 2022
Investment Trust Portfolio: Continuing to be cautious
John Baron explains portfolio changes during Q3

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