John Baron's Investment Trusts Portfolio

May 10, 2023
Why I'm buying equity investment trusts
John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk
April 18, 2023
Investment trust discounts are about to turn a corner
John Baron highlights the investments that are ready to rebound
March 28, 2023
Falling inflation creates investment trust bargains
Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes
March 01, 2023
Using trusts to invest in themes
John Baron explains how he's investing in themes of the future
January 18, 2023
Investment Trust Portfolio: Seeking the right equity strategy
John Baron reflects on 2022 and explains equity preferences going forward
December 13, 2022
Investment Trust Portfolio: Seeking the right balance
John Baron checks the portfolios’ inflation-readiness but first hails a regulation success
November 29, 2022
Investment Trust Portfolio: Questioning inflation forecasts
John Baron again questions policymakers’ grasp of the economic situation
September 20, 2022
Investment Trust Portfolio: The ending of an era
John Baron suggests the conventional equity/bond portfolio’s time has passed
July 26, 2022
Investment Trust Portfolio: Taking the long view
John Baron continues to favour opportunities in the UK
June 22, 2022
Investment trust portfolio: Crises and opportunities
John Baron reflects on markets and the investment trust sector

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