John Baron's Investment Trust Portfolios

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

John Baron suggests Brexit uncertainty is creating a compelling buying opportunity

John Baron reminds investors of the merits of an unloved sector and of the perils of poor regulation

John Baron highlights a corporate and financial malaise that has investment implications

John Baron’s column has been reporting on the portfolios’ progress since 1 January 2009 – both since having strongly outperformed their benchmarks. He remains positive about the future

John Baron reminds readers why this discipline suggests the UK market offers compelling value

John Baron reminds readers of the importance of appropriate diversification

John Baron explains why he is defying the sceptics and increasing the portfolios’ exposure to smaller companies

John Baron explains why the portfolios are adding to their domestic equity exposure

Why the portfolios have been adding to their Japanese exposure