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John Baron explains his approach when seeking to protect past gains
John Baron explains why the portfolios’ healthcare exposure is being increased
John Baron highlights the reasoning behind some recent changes to his portfolios that give them a more defensive bent
John Baron explains how the portfolios are balancing their exposure as sentiment shifts
John Baron suggests the combination of home-grown innovation and a shift in sentiment might make the UK a star performer
John Baron explains portfolio changes during the first quarter
John Baron explains why government policy is contributing to rising inflation and the investment consequences
John Baron highlights additional reasons why UK smaller companies should continue to outperform
John Baron reflects on another good year for the portfolios, suggests some pointers for 2021 and explains fourth-quarter changes
John Baron explains why the outcome of the EU trade negotiations may spark a market rerating