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Investment Trust Portfolio: Seeking the right equity strategy

John Baron reflects on 2022 and explains equity preferences going forward
January 18, 2023

It is fair to say that last year proved challenging – particularly for investment trust investors. However, the year provided much to reflect on and perhaps threw up straws in the wind as to what the coming years may have in hand. Last month’s column focused on alternative assets and diversification. As we enter 2023, it is worth highlighting the portfolios’ equity positioning and some of the reasoning both by way of region and theme.

 

A challenging year

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