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Sanguine, not second guessing

John Rosier continues to ensure he is well diversified geographically and from a currency perspective during the Brexit process

When good strategies turn bad

After years of great performance, defensive and momentum investing has done badly recently. This might be only temporary

Post-Brexit opportunities

John Baron suggests Brexit uncertainty is creating a compelling buying opportunity

Bursting with Rock 'n' Rose energy

John Rosier is hoping for great things from one particular holding – energy production company RockRose and its potentially transformational deal

Putting the spotlight on commercial property and KIDs

John Baron reminds investors of the merits of an unloved sector and of the perils of poor regulation

Three new quality additions

John Rosier takes the plunge with a trio of high expectation shares

Where are our pioneering giants?

John Baron highlights a corporate and financial malaise that has investment implications

When stockpicking fails

Momentum and defensive investing did badly last year – as did lots of stockpicking strategies

Fully invested and optimistic

John Rosier reviews the lessons learnt in 2018 and explains why he is comfortable starting the new year fully invested

Reflecting on our portfolios’ 10th anniversary

John Baron’s column has been reporting on the portfolios’ progress since 1 January 2009 – both since having strongly outperformed their benchmarks. He remains positive about the future