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Investment Trust Portfolio: Maintaining investment discipline

John Baron reflects on 2021 and the importance of portfolio discipline given expected volatility

Private Investor's Diary: Heading into choppier waters

With an eye on potentially tougher times ahead, former City fund manager John Rosier has been tweaking his Private Investor's Diary portfolio

Investment trust portfolio: Elephants still don’t gallop

John Baron explains why now may be a particularly good time to be overweight UK smaller companies

Bearbull Income Portfolio: The great dividend re-set

UK company dividends are recovering, but may never be the same

Achieving good 'green' returns

John Baron describes his company’s investment approach to climate change

Bearbull Income Portfolio: a healthy dilemma

Bearbull is seeking new income candidates and has a choice to make between two healthcare property stocks

Private Investor's Diary: Long-term commodity trends offer growth potential

Former City fund manager John Rosier has enjoyed a solid month in October and is looking to long-term commodity trends to underpin his portfolio

Wanted: portfolio for inflation, stagflation and contagion

Tactical asset allocation choices are tough in a world beset by uncertainty.

The case for private equity

John Baron highlights the attractions of an unloved sector and reports on Q3 activity

Private Investor's Diary: A smarter way to manage risk in my portfolio

John Rosier outlines why and how he is tightening his criteria for judging higher-risk investments