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John Rosier explains why he remains optimistic on the market outlook
John Rosier has an eye on inflation, but is staying fully invested for now.
John Rosier’s portfolio is back to its market-beating ways so he’s not making any changes – for the first time in nine years
John Rosier has been tweaking his portfolio in anticipation of a post-pandemic spending boom
John Rosier explains why he believes asset prices will remain robust going forward
John Rosier explains why he is staying fully invested and why commodities remain a dominant theme in his portfolio
John Rosier explains why he thinks resources, healthcare and technology will continue to benefit his portfolio
John Rosier reflects on a year in the markets and why he remains in bullish mode
Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now
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