Rob’s Financial Commentaries
Commentaries that you read in the financial press or on this website are not advice. Commentaries seek to provide accurate information and offer comparative insights. Our commentaries clarify and make you aware of your options and choices. What you could do, not what you should do. Information and guidance allows you to come to your own conclusions.
Budget Come. Budget Go.
Two weeks after the Budget, Rob reflects on what might have gone wrong – and what thankfully went right. With relief that the bond market held firm, and renewed confidence in specific assets such as gold, infrastructure and defence, he considers where investors may find steadier ground amid uncertainty and seasonal optimism.
A Bothersome Budget
With the Budget just days away, Rob explores what could lie ahead for taxpayers and investors alike. From talk of a 2p tax rise to the potential freezing of allowances, he considers how market reactions could hinge on investor confidence - and what options DIY investors might weigh as uncertainty builds.
Consider This Commentary
Rob revisits his earlier commentary The Best Investments in light of the upcoming Rachel Reeves budget, warning that it could disrupt the usual balance between bonds and equities. He explores how investor confidence, borrowing, and spending decisions may shape market stability - and why diversification across specific assets remains crucial.
A Conversation
Major markets are at record highs - but why? Rob explores what’s driving this growth, from global currency effects and investor psychology to geopolitical tensions and inflation. A reflective look at how awareness, diversification, and staying two steps ahead remain key in today’s volatile world.
The Best Investments?
Knowledge is the best investment you can make. Rob Harris shares why traditional diversification may no longer be enough, explains the risk of negative correlation failing, and highlights specific assets to consider - from defence and infrastructure to gold, silver, and AI-focused technology funds.
FTSE 100 Breakthrough. Why Now?
The FTSE 100 hit a record high. Rob explains what’s really driving the move, why some sectors are leading, and how to think about positioning and diversification.