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John Baron

  • Patience is usually a virtue
    October 10, 2019

    Patience is usually a virtue

    John Baron makes the case for emerging markets and explains why they look good value right now
  • Time to profit from no-deal hysteria
    September 05, 2019

    Time to profit from no-deal hysteria

    John Baron suggests now is the time to overweight the cheapest market in the developed world – while stocks last
  • Retaining faith in technology
    August 08, 2019

    Retaining faith in technology

    John Baron suggests the latest technology revolution is still in its early stages
  • Japan – anything but quiet
    July 04, 2019

    Japan – anything but quiet

    John Baron explains why now may be a good time to increase exposure
  • Diversification and correlation
    June 06, 2019

    Diversification and correlation

    John Baron explains the portfolios’ change in sector view when seeking diversification
  • Do not sell in May
    May 09, 2019

    Do not sell in May

    John Baron cautions against this old stock market adage for a number of reasons
  • Post-Brexit opportunities
    April 11, 2019

    Post-Brexit opportunities

    John Baron suggests Brexit uncertainty is creating a compelling buying opportunity
  • Putting the spotlight on commercial property and KIDs
    March 07, 2019

    Putting the spotlight on commercial property and KIDs

    John Baron reminds investors of the merits of an unloved sector and of the perils of poor regulation
  • Where are our pioneering giants?
    February 07, 2019

    Where are our pioneering giants?

    John Baron highlights a corporate and financial malaise that has investment implications
  • Reflecting on our portfolios’ 10th anniversary
    January 10, 2019

    Reflecting on our portfolios’ 10th anniversary

    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
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