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John Baron explains why government policy is contributing to rising inflation and the investment consequences
John Rosier explains why he is staying fully invested and why commodities remain a dominant theme in his portfolio
John Baron highlights additional reasons why UK smaller companies should continue to outperform
Simon Thompson reveals his Bargain Shares for 2021.
Simon Thompson reveals how his 2020 Bargain Share Portfolio beat the market, and updates all 10 companies
2020 continued the great long-run performance of defensive and momentum investing
John Rosier explains why he thinks resources, healthcare and technology will continue to benefit his portfolio
John Baron reflects on another good year for the portfolios, suggests some pointers for 2021 and explains fourth-quarter changes
Investing in UK equities increasingly looks like a losers’ game
John Rosier reflects on a year in the markets and why he remains in bullish mode