John Baron

After the portfolios’ further outperformance last year and good start to this, John Baron highlights three undervalued themes

John Baron reports on a good 2017 and cautions against market predictions for 2018

John Baron reflects on aspects of the portfolios’ positioning after a good year

John Baron explains why the UK market looks good value regardless of a trade deal with the EU

John Baron explains how the portfolios reduce risk over time

John Baron explains the changes to the Growth portfolio during August, after further strong outperformance year-to-date from both portfolios

John Baron reminds readers of the importance of dividends to total returns and why diversification is therefore important

John Baron explains why the portfolios are ignoring the pessimists and remaining invested

John Baron reminds readers why smaller companies remain favoured by the portfolios

John Baron explains why he is increasing exposure to emerging markets - but gradually