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.
You Might Be Surprised!
Amidst the uncertainty of late 2021, Rob Harris shares a refreshing dose of optimism - revealing that students of the Money Awareness Course achieved strong average returns, even during turbulent times. With thoughtful reflection on inflation, interest rates, and the long-anticipated “turning point”, Rob outlines a calm, diversified approach to investing through changing economic conditions.
Breaking News! Your Portfolio
In this edition, Rob Harris unpacks key developments in interest rates, inflation, and government policy - and what they mean for investors. With inflation climbing faster than expected and markets shifting ahead of official announcements, Rob highlights the importance of strategic, defensive positioning and diversification. Gold, inflation-linked gilts, and awareness of “The Turning Point” remain central to navigating these uncertain times.
Financial Friend Update
In this update, Rob Harris reassures readers during a period of market turbulence, emphasising that short-term dips can be part of natural market movement. With volatility surrounding events like China’s Evergrande crisis and rising UK inflation, Rob urges investors to “keep calm and carry on” - maintaining conviction in diversified, balanced portfolios including inflation-linked bonds, infrastructure, and gold.
Touching Base
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.
Please Take Note: Early Warning and Opportunity
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.
So What’s Going On?
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.