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Investment trusts to ride out choppy waters

John Baron focuses on two pockets of value as he increases the portfolios’ equity exposure

Private Investor’s Diary: Two new high-quality bargain stocks

John Rosier has found two new holdings that meet key quality and value requirements

The UK companies most attractive to private equity investors

Bearbull: Here's how to find out which portfolio holdings have the best characteristics

Why I'm buying equity investment trusts

John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk

The stocks benefiting from America's infrastructure boom

Trillions must be spent to replace unsafe bridges, old dams and mediocre roads

Private Investor’s Diary: Commodities caused damage – but I won't sell

The holdings had worked well over the prior 18 months, but are now a hindrance

Falling inflation creates investment trust bargains

Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes

Private Investor’s Diary: Evidence supports the commodities supercycle

With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction

Using trusts to invest in themes

John Baron explains how he's investing in themes of the future

Private Investor's Diary: It's time for value and strong balance sheets

John Rosier expects 2023 to be another strong year of dividend income for the JIC Portfolio