Welcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining 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 our first episode, we'll be setting the scene about the thinking behind the website's portfolios and how they can help private investors achieve their financial goals; asking why Investment Trusts; and discussing the importance of diversification relative to remit; before focusing on the outlook for smaller companies and precious metals (and commodities in general).