Expert Portfolios

Expert portfolio: John Baron suggests reasons to be positive, including in relation to the issue of cost disclosure

John Baron, our investment trust expert, explains why his portfolios have increased their exposure to Japan

Our investment trust expert picks out funds to add global small caps to his portfolio

John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector

John Baron explains why he favours the sector and discusses recent purchases

John Baron reflects on the gloom engulfing investment trust investors but offers hope for those willing to be patient

John Baron is increasing his exposure to emerging markets

Reality is proving negative forecasters wrong, writes our investment trust expert

John Baron updates his green portfolios finding opportunities and challenges from rising temperatures

John Baron focuses on two pockets of value as he increases the portfolios’ equity exposure