Expert PortfoliosBacking BritainJohn Baron explains why the portfolios are increasing their exposure to UK equities, while taking profits in the Far EastSave9 February 2017
Expert PortfoliosThe year aheadJohn Baron reports on 2016, reminds readers of the portfolios鈥� investment principles, and reviews strategy for 2017Save13 January 2017
Expert PortfoliosPrivate investor's diary: Onwards and upwardsFormer City fund manager John Rosier says 2016 was a good year for equity markets, but not, alas, for his portfolioSave13 January 2017
Expert PortfoliosLow-risk outperformanceMomentum and defensive stocks beat the market while taking surprisingly little risk.Save11 January 2017
Expert PortfoliosTactical Asset Allocation PortfoliosA selection of tactical asset allocation portfoliosSave10 January 2017
Expert PortfoliosThe triumph of value stocks2016 was a great year for value investors - but defensives and momentum also did wellSave2 January 2017
Expert PortfoliosPrivate investor鈥檚 diary: the year that wasFormer City fund manager John Rosier says this year has proved just how difficult it is to predict poll results, let alone the ramificationsSave16 December 2016
Expert PortfoliosPrivate investor's diary: turning to the USFormer City fund manager John Rosier says markets see a Trump presidency as good for growth and likely to lead to higher inflationSave18 November 2016
Expert PortfoliosThe power of simplicitySimple defensive and value investing have done better than most fund managers in the past 12 monthsSave21 October 2016
Expert PortfoliosBrexit boost to defensives and losersBrexit has caused defensives and previously poorly performing stocks to do wellSave8 July 2016
