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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

After a mixed year in 2021, former City fund manager John Rosier is preparing for an uncertain year ahead

John Baron reflects on 2021 and the importance of portfolio discipline given expected volatility

With an eye on potentially tougher times ahead, former City fund manager John Rosier has been tweaking his Private Investor's Diary portfolio

John Baron explains why now may be a particularly good time to be overweight UK smaller companies

UK company dividends are recovering, but may never be the same