The Two Johns - JohnBaronPortfolios.co.uk

What this episode covers

Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk.Each month, John Baron joins former Investors' Chronicle editor John Hughman todiscuss the big themes dominating the investment landscape and the importantissues affecting the sector, while explaining how these are influencing the waythe website's ten live investment trust portfolios are being managed. In episode16, they suggest emerging markets deserve renewed attention because ofattractive valuations, stronger demographics, structural reforms, risingdomestic consumption, and improving economic credibility. They also examine theIran conflict, warning that it could go on for longer than some expect, whileadvocating the importance of staying invested even if underweight equityexposure and overweight other assets such as corporate bonds, infrastructure,precious metals, commodities and cash.

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Frequently Asked Questions

How long is this episode of JohnBaronPortfolios.co.uk?

This episode is 46 minutes long.

When was this JohnBaronPortfolios.co.uk episode published?

This episode was published on March 20, 2026.

What is this episode about?

Welcome toThe Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk.Each month, John Baron joins former Investors' Chronicle editor John Hughman todiscuss the big themes dominating the investment...

Can I download this JohnBaronPortfolios.co.uk episode?

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