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 to discuss thebig themes dominating the investment landscape and the important issuesaffecting the sector, while explaining how these are influencing the way thewebsite's ten live investment trust portfolios are being managed.
In episode14, they look at economic pessimism in the UK, how the UK market isoutperforming despite the gloom and why it’s disconnected from the domesticeconomy. They look at why value investing is back in favour and how historicvaluation discounts are creating real value, before putting all together toexplain how the portfolios are achieving diversification in a potentiallystagflation world.
