Just as economic forecasts began to improve, global events abruptly changed the outlook. Rob reflects on how quickly markets can shift, what recent movements in key assets reveal, and why investors may need to think two steps ahead in an uncertain and rapidly changing economic landscape.

In a period of rising geopolitical tension, market volatility and economic uncertainty, Rob explores how investors are responding. From fragile bond markets to the growing appeal of specific assets such as gold, infrastructure and defence, he examines what the changing global landscape may mean for investors and where opportunities could still emerge.

As global uncertainty deepens – from geopolitics and war to inflation and fragile bond markets – Rob explores how investors are responding, why specific assets are gaining favour, and what recent short-term returns may be telling us about risk, opportunity, and the choices ahead.

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.

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.

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.