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John Baron explains why the outcome of the EU trade negotiations may spark a market rerating
Things might seem gloomy again, but John Rosier can鈥檛 help feeling bullish as he pictures the collective mood a year from now
John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls
John Rosier on maintaining discipline in choppy markets, why he's eyeing value as his next move, and why doing nothing may sometimes be the best option
Momentum and defensive stocks have done well in recent weeks 鈥� as economic research suggests they do
John Rosier decides to revert back to his original target weightings for individual stocks, having reduced them earlier in the pandemic
John Baron reports on portfolio changes in the third quarter
John Baron sees through market volatility and reports on proposed investment trust regulation
John Rosier continues to position his portfolio in stocks that will benefit from the "new normal" and not in companies where the financial or operational risk is high
John Baron reminds investors of the rationale for sticking with good quality growth stocks and highlights attractive themes
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