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Investment trust portfolio: Commercial property blues

John Baron takes a contrarian view of the sector

Private Investor's Diary: Commodities to the rescue but be wary of inflation

Former City fund manager John Rosier's exposure to commodities helped his portfolios enjoy a solid month, but he is concerned about inflation's corrosive effects on the wider economy

Investment trust portfolio: Shifting dials

John Baron explains the rationale behind the portfolios’ Q1 changes

Bearbull Income Fund: Vesuvius diverges

One constituent of the Income Fund has dipped - but is there an argument for holding on?

Private Investor's Diary: Commodities exposure cushions against chaos

Former City fund manager John Rosier's commodity exposure has tempered losses, but his next challenge is when to begin switching away

Investment Trust Portfolio: Still positive about commodities

John Baron explains why the portfolios are maintaining their overweight positions

Private Investor's Diary: Value back in vogue?

Former City fund manager John Rosier details his portfolio changes amid a rocky month for markets

Investment trust portfolio: Navigating turbulent waters

John Baron considers portfolio construction given further market volatility is expected

Bearbull Income Portfolio: A lesson from the future

Higher interest rates simply must mean lower value

Private Investor's Diary: Preparing for tougher times

After a mixed year in 2021, former City fund manager John Rosier is preparing for an uncertain year ahead