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.
Growth and Inflation: A Tale of Two Economies
Inflation may be falling fast in the US, but the UK story is less comforting. Rob Harris explores how differing inflation trends, equity performance, and investor sentiment are shaping opportunities - and challenges - for Financial Friends this summer.
Hope or Hesitation? Investing in an Uncertain World
As markets recover from political turmoil and economic uncertainty, investors face a familiar question - take a bold step forward or play it safe? Rob Harris explores how optimism and caution can both find their place in a balanced investment approach.
Short-Term Shifts, Long-Term Perspective
Markets have moved positively across many asset classes, with gold and natural resources leading the way. Rob Harris reviews short-term gains, explains why inflation-linked bonds are lagging, and reminds investors to stay focused on the longer view.
When the Banks Go Bust
Rob Harris reflects on the collapse of Silicon Valley Bank and Signature Bank, explaining what happened, how swift government action helped stabilise markets, and what it means for investors. He explores the knock-on effects for inflation-linked bonds, gold, and infrastructure funds, and why patience and diversification remain key in turbulent times.
Navigating Volatility: Opportunities in an Uncertain Market
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.
Finding Stability in Uncertain Times: Opportunities Amid Economic Turmoil
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.