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Focusing on sectors that will prosper

John Rosier explains the thinking behind his new Funds portfolio and the sectors he is most drawn to

Defensives and momentum still win

High beta and recovery stocks have done well recently. But these are not good long-term investments.

The case for commodities

John Baron backs an unpopular sector and explains portfolio changes during the second quarter

Taking a bullish cue from history

John Rosier addresses his underexposure to the US and explains his change of heart over where markets go next

Seeking sustainable dividends

John Baron highlights the scale of the challenge and suggests opportunities

The Roosevelt moment

Is the developed world heading for a Roosevelt moment? Could be

Skewed towards survivors

Active management and focusing on companies that should benefit from the current crisis have reaped rewards for John Rosier

Reappraising diversification

John Baron suggests ways of increasing portfolio resilience

Looking beyond the mayhem

John Rosier explains why focusing on where companies will be in a year’s time has led him to increase his market exposure

Keep calm and carry on

John Baron comments on markets and explains portfolio changes during Q1