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The great British bargain hunt

John Baron explains why the outcome of the EU trade negotiations may spark a market rerating

Spoilt for choice even in lockdown

Things might seem gloomy again, but John Rosier can’t help feeling bullish as he pictures the collective mood a year from now

Time to reassess and be contrarian

John Baron reminds readers of the importance of portfolio rebalancing and highlights some contrarian calls

The Alpha Podcast: John Rosier

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

Momentum triumphs again

Momentum and defensive stocks have done well in recent weeks – as economic research suggests they do

Turning risk back on

John Rosier decides to revert back to his original target weightings for individual stocks, having reduced them earlier in the pandemic

Consistent themes and special situations

John Baron reports on portfolio changes in the third quarter

Of testing markets and troublesome KIDs

John Baron sees through market volatility and reports on proposed investment trust regulation

Sticking with equities and gold

John Rosier continues to position his portfolio in stocks that will benefit from the "new normal" and not in companies where the financial or operational risk is high

Remaining focused on the long term

John Baron reminds investors of the rationale for sticking with good quality growth stocks and highlights attractive themes