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John Baron suggests the conventional equity/bond portfolio’s time has passed
John Baron continues to favour opportunities in the UK
John Baron reflects on markets and the investment trust sector
John Baron takes a contrarian view of the sector
Former City fund manager John Rosier details his portfolio changes amid a rocky month for markets
John Baron considers portfolio construction given further market volatility is expected
John Baron reflects on 2021 and the importance of portfolio discipline given expected volatility
John Baron explains why now may be a particularly good time to be overweight UK smaller companies
John Baron describes his company’s investment approach to climate change
John Baron highlights the attractions of an unloved sector and reports on Q3 activity