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PORTFOLIOS:
John Baron's Investment Trust
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Half year payout reflects a tougher market and prompts search for fresh income opportunities
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The combination of historically high inflation and a now activist Federal Reserve are causing havoc for US stock market investors
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UK equities may escape a total beating
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Former City fund manager John Rosier's underexposure to large caps is affecting returns, but the focus remains on energy positions for now
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Offers to refuse
Recommended offers aren’t necessarily acceptable offers
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