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John Rosier outlines how his portfolio ended July at an all-time month-end high and what might happen now central banks are cutting rates
John Rosier discusses his latest purchases and looks ahead to a period of political stability
Expert Portfolio: John Rosier believes the drivers are in place for stock valuations to keep on rising
Expert Portfolio: John Rosier explains why he is feeling positive about further gains to come
Expert Portfolio: John Rosier believes the outflow from UK equity funds will end, which could result in sharp increases in share prices
Expert Portfolio: After reducing his exposure to commodities last month, John Rosier has redistributed the proceeds in four new positions
John Rosier says it's time to reduce the focus on macro factors and pay more attention to interesting opportunities
John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year
John Rosier remains happy to be fully invested going into 2024
John Rosier adds another quality pick and thinks rate cuts may not be far off
