Portfolio positioning and favoured theme…
As usual at this time of year, there is no shortage of forecasts as to expected returns from markets and stocks. The portfolios tend to plough their own furrow relative […]
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The Investment Trusts Handbook 2026 – …
Image source: Harriman House Adjusting to stagflation Having been positive about equities in recent years, the following chapter by John Baron in ‘The Investment Trusts Handbook 2026’ explains why and […]
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Continue to profit from the great Britis…
Investors sometimes forget that a country’s economy and its stock market can often move in different directions. That has certainly been the case with the UK market this year, which […]
Portfolio positioning and favoured themes for 2026
As usual at this time of year, there is no shortage of forecasts as to expected returns from markets and stocks. The portfolios tend to plough their own furrow relative […]
29/01/26
Read MoreThe Investment Trusts Handbook 2026 – John Baron’s Chapter
Image source: Harriman House Adjusting to stagflation Having been positive about equities in recent years, the following chapter by John Baron in ‘The Investment Trusts Handbook 2026’ explains why and […]
14/01/26
Read MoreContinue to profit from the great British sell-off
Investors sometimes forget that a country’s economy and its stock market can often move in different directions. That has certainly been the case with the UK market this year, which […]
18/12/25
Read MoreHealthy prospects
The healthcare sector has long been one of our favoured themes, and it has rewarded over time courtesy of various long-term tailwinds. However, the sector sometimes drifts into the orbit […]
27/11/25
Read MoreCould gold become the new global reserve asset?
Gold and silver, together with precious metals and mining stocks in general, have put in a strong performance and the temptation for some may be to take profits – if […]
29/10/25
Read MoreSecuring value
Sometimes it is difficult to see the wood for the trees. Investment is no different. Periods come and go when a theme sweeps all before it and resistance is futile, […]
25/09/25
Read MorePositioned for higher inflation
My column last month, ‘Preparing for inflation 2.0’ (16 July 2025), revisited the reasons for remaining of the view that consensus forecasts are underestimating the level of inflation going forward, […]
20/08/25
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