John Baron's Investment Trust Portfolios

John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls

John Baron reports on portfolio changes in the third quarter

John Baron sees through market volatility and reports on proposed investment trust regulation

John Baron reminds investors of the rationale for sticking with good quality growth stocks and highlights attractive themes

John Baron backs an unpopular sector and explains portfolio changes during the second quarter

John Baron highlights the scale of the challenge and suggests opportunities

John Baron suggests ways of increasing portfolio resilience

John Baron comments on markets and explains portfolio changes during Q1

John Baron examines the implications for investors of important research highlighting the composition of market returns

John Baron highlights some favoured investment strategies

John Baron reports on the portfolios’ strong outperformance over the year and comments on the outlook for markets

John Baron highlights the sector’s attractions and those investment trusts set to benefit from the expected outperformance

​​​​​​​John Baron explains why he is remaining committed to small-caps despite their recent underperformance

John Baron makes the case for emerging markets and explains why they look good value right now

John Baron suggests now is the time to overweight the cheapest market in the developed world – while stocks last

John Baron suggests the latest technology revolution is still in its early stages

John Baron explains why now may be a good time to increase exposure

John Baron explains the portfolios’ change in sector view when seeking diversification

John Baron cautions against this old stock market adage for a number of reasons