In this mid-year update, Rob Harris revisits the concept of the “turning point” - when shifting market forces could make defensive moves essential. He explains why inflation-linked bonds, global diversification, and infrastructure investments may offer resilience as inflation rises. With inflation-linked gilts already outperforming traditional assets, Rob discusses why staying alert and prepared is key to financial confidence.

In this Financial Friends update, Rob Harris explores the rising risks of inflation and the potential “turning point” when interest rates could begin to climb. He explains how inflation-linked bonds, infrastructure funds, and gold can offer protection and opportunity as markets adjust - and why staying informed and ready to act ahead of the curve remains vital for investors.

In this update, Rob Harris discusses the global economic recovery and the impact of major stimulus measures such as Joe Biden’s American Rescue Plan. With inflation on the rise and markets still in “intensive care,” Rob explains what investors should expect as interest rates begin to shift - and how being two steps ahead can reveal key opportunities in equities, gold, and inflation-linked bonds.

In this update, Rob Harris highlights short-term dips across major assets and explains how inflation fears are shaking markets. With index-linked bonds showing resilience and equity markets poised for recovery, Rob examines what could happen next as governments continue to inject support into the economy - and warns that the “turning point” may be approaching.

As vaccine hope boosts markets and Brexit uncertainty continues to sway investor confidence, Rob Harris explores how equities, gilts, infrastructure, and global funds are reacting to one of the most unpredictable periods in modern financial history. This update breaks down November’s sharp rises, the bull–bear divide, and how volatility can create opportunities for those investing with strategy and patience.

A reflection on late-2020 market conditions, exploring whether a bullish or bearish stance can be justified during ongoing pandemic uncertainty, Brexit pressures, and global economic strain. The commentary considers diversification, conviction investing, inflation risk, ethical funds, and the importance of staying alert to major turning points ahead.