The Two Johns - JohnBaronPortfolios.co.uk

What this episode covers

Welcome to The Two Johns, the investment trust podcastbrought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.In this episode 13, the two Johns discuss the portfolios' large contrarian bet on the healthcare sector, and how the triple tailwinds of ageing populations, accelerated innovation, and greater political clarity have been overlooked by the market. They also dissect the recent Autumn budget to assess its implication for investors, and where the opportunities may lie as economic growth continues to evade the Chancellor.

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Frequently Asked Questions

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

This episode is 47 minutes long.

When was this JohnBaronPortfolios.co.uk episode published?

This episode was published on December 12, 2025.

What is this episode about?

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

Can I download this JohnBaronPortfolios.co.uk episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.