Rob Harris reflects on the challenges of a year defined by inflation, rising interest rates, and global uncertainty - but reminds Financial Friends that opportunity often arises from volatility. From infrastructure and inflation-linked bonds to gold and consumer staples, he shares why staying the course can still lead to calmer waters and long-term growth.

Rob Harris revisits the defensive portfolio strategy outlined in earlier commentaries - and explains why it continues to stand firm in uncertain times. From infrastructure and inflation-linked bonds to consumer staples and the FTSE 100, he shares insights on how these assets are performing and where investors might find stability amid global tensions and market volatility.

In this market update, Rob Harris reflects on his inflation forecast from a year ago - and how accurately it predicted today’s economic challenges. With global stocks reacting to rising interest rates and inflation continuing to climb, Rob discusses the importance of defensive positioning and why patience and strategic investing remain key as markets shift through this “Turning Point.”

In times of uncertainty, conviction matters. Rob Harris explores how inflation, global debt, and geopolitical tensions are shaping investor behaviour - and why defensive assets like gold, infrastructure, and inflation-linked bonds could still offer opportunity amid volatility.

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.