In this short update, Rob Harris reviews how his preferred defensive portfolio - including infrastructure funds, gold, and index-linked bonds - has continued to outperform traditional diversified investments. Despite inflation pressures and ongoing global uncertainty, Rob shares why staying steady and strategic remains the wisest approach.

As global tensions rise following Russia’s invasion of Ukraine, Rob Harris considers how such events can influence investment portfolios. In this commentary, he revisits his earlier defensive strategy - highlighting the continued importance of index-linked bonds, gold, and consumer staples as investors seek balance, protection, and stability during turbulent times.

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.

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.

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.

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.