Markets remain volatile as 2023 begins, but volatility can bring opportunity. Rob Harris explores how investors can position themselves wisely - from inflation-linked bonds and infrastructure funds to gold and monthly equity investments - to balance risk and reward in a changing global economy.

Despite political upheaval, rising inflation, and fears of recession, Rob Harris highlights why opportunities still exist for thoughtful investors. From infrastructure funds and inflation-linked bonds to gold and the FTSE 100, he explains how diversification and patience can help navigate turbulent markets.

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.