John Baron's Investment Trusts Portfolio

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
November 12, 2020
Time to reassess and be contrarian
John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls
October 08, 2020
Consistent themes and special situations
John Baron reports on portfolio changes in the third quarter
September 10, 2020
Of testing markets and troublesome KIDs
John Baron sees through market volatility and reports on proposed investment trust regulation

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