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John Rosier explains the thinking behind his new Funds portfolio and the sectors he is most drawn to
High beta and recovery stocks have done well recently. But these are not good long-term investments.
John Baron backs an unpopular sector and explains portfolio changes during the second quarter
John Rosier addresses his underexposure to the US and explains his change of heart over where markets go next
John Baron highlights the scale of the challenge and suggests opportunities
Is the developed world heading for a Roosevelt moment? Could be
Active management and focusing on companies that should benefit from the current crisis have reaped rewards for John Rosier
John Baron suggests ways of increasing portfolio resilience
John Rosier explains why focusing on where companies will be in a year鈥檚 time has led him to increase his market exposure
John Baron comments on markets and explains portfolio changes during Q1
