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John Baron's Investment Trusts Portfolio

September 16, 2021
Achieving diversification as the investment landscape evolves
John Baron explains his approach when seeking to protect past gains
August 17, 2021
Investment trust portfolios: Looking for healthier returns
John Baron explains why the portfolios鈥� healthcare exposure is being increased
July 14, 2021
Investment trust portfolio: Rebalancing defensively
John Baron highlights the reasoning behind some recent changes to his portfolios that give them a more defensive bent
June 14, 2021
Investment trust portfolio: Refining value exposure
John Baron explains how the portfolios are balancing their exposure as sentiment shifts
May 10, 2021
Could the UK be the trade of the decade?
John Baron suggests the combination of home-grown innovation and a shift in sentiment might make the UK a star performer
April 22, 2021
Investment trust portfolios: Continuing to rebalance
John Baron explains portfolio changes during the first quarter
March 05, 2021
Investment trust portfolio: Preparing for inflation
John Baron explains why government policy is contributing to rising inflation and the investment consequences
February 11, 2021
The future is small
John Baron highlights additional reasons why UK smaller companies should continue to outperform
January 07, 2021
Investment trust portfolio: Sticking with my growth mandate
John Baron reflects on another good year for the portfolios, suggests some pointers for 2021 and explains fourth-quarter changes
December 10, 2020
The great British bargain hunt
John Baron explains why the outcome of the EU trade negotiations may spark a market rerating

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