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Recommended offers aren’t necessarily acceptable offers

John Baron takes a contrarian view of the sector

Former City fund manager John Rosier's exposure to commodities helped his portfolios enjoy a solid month, but he is concerned about inflation's corrosive effects on the wider economy

John Baron explains the rationale behind the portfolios’ Q1 changes

One constituent of the Income Fund has dipped - but is there an argument for holding on?

Former City fund manager John Rosier's commodity exposure has tempered losses, but his next challenge is when to begin switching away

John Baron explains why the portfolios are maintaining their overweight positions

Former City fund manager John Rosier details his portfolio changes amid a rocky month for markets

John Baron considers portfolio construction given further market volatility is expected

Higher interest rates simply must mean lower value