Expert Portfolios

John Rosier explains why he is staying fully invested and why commodities remain a dominant theme in his portfolio

John Rosier explains why he thinks resources, healthcare and technology will continue to benefit his portfolio

John Rosier reflects on a year in the markets and why he remains in bullish mode

Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now

John Rosier on maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option

John Rosier decides to revert back to his original target weightings for individual stocks, having reduced them earlier in the pandemic