Welcome to The 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 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, John Baron and John Hughman talk value investing, and why the portfolios are being repositioned in favour of value stocks and markets in anticipation of tougher times ahead, before tackling one of the biggest questions of the day – is capitalism broken, what can be done to fix it, and what does capitalism’s current malaise mean for investors.