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John Baron's Investment Trust Portfolio
June 19, 2024
John Baron: The trusts I'm using to ride the stock market rally
Expert Portfolio: Our investment trust expert explains why he expects the recent rise in markets to keep on going, and which areas to back
May 15, 2024
John Baron: The case for commodities and common sense
Expert Portfolio: John Baron explains the portfolios’ increased exposure to this asset class – and highlights an important shareholder vote
April 03, 2024
John Baron: I'm buying bonds but being picky
Expert Portfolio: Our investment trust expert explains his rationale for dipping back into bonds and unveils which funds he's backing
March 20, 2024
John Baron: It's time to buy infrastructure trusts
Expert portfolio: John Baron suggests reasons to be positive, including in relation to the issue of cost disclosure
February 21, 2024
Three trusts to take advantage of the rising Japanese market
John Baron, our investment trust expert, explains why his portfolios have increased their exposure to Japan
January 17, 2024
John Baron: Why I'm buying smaller companies
Our investment trust expert picks out funds to add global small caps to his portfolio
December 20, 2023
When is a cost not a cost?
John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector
November 15, 2023
Why renewable investment trust doom and gloom is overdone
John Baron explains why he favours the sector and discusses recent purchases
October 11, 2023
Attractive investment trusts despite the deluge of bad news
John Baron reflects on the gloom engulfing investment trust investors but offers hope for those willing to be patient
September 06, 2023
Three trusts that are ripe for a re-rating
John Baron is increasing his exposure to emerging markets
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