Expert Portfolios

Expert Portfolio: John Rosier believes the outflow from UK equity funds will end, which could result in sharp increases in share prices

I am treating my new position as a free hit on UK value

Expert Portfolio: Our investment trust expert explains his rationale for dipping back into bonds and unveils which funds he's backing

Expert Portfolio: After reducing his exposure to commodities last month, John Rosier has redistributed the proceeds in four new positions

Expert portfolio: John Baron suggests reasons to be positive, including in relation to the issue of cost disclosure

John Rosier says it's time to reduce the focus on macro factors and pay more attention to interesting opportunities

John Baron, our investment trust expert, explains why his portfolios have increased their exposure to Japan

The Bearbull income portfolio failed to beat its benchmark for the second year in a row – but is poised to bounce back

John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year