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.
The War Environment / Investing
The escalation of global conflicts is reshaping the economic outlook. Investors may want to consider reallocating portfolios towards sectors such as defence, energy, agriculture, healthcare, infrastructure, and safe-haven assets like gold.
The Big Divide
Markets may feel calm, but volatility always creates opportunities. Rob reflects on five years of asset performance, the lessons learned from past crises, and why some investors are now considering a shift towards specific assets rather than broad diversification. Which side of the “big divide” are you on?
Santa Has Bounced!
Santa it seems, enjoyed his Christmas and is now bouncing happily along into the New Year! Rob Harris reflects on the “Santa bounce” effect, the year’s investment performance, and what rising markets and hints of rate cuts could mean for investors heading into 2024.
Investing In Times Like These
Rob Harris reflects on how global conflicts and inflation pressures are shaping investment decisions. He explores defensive options, highlights sectors that could remain resilient, and reminds Financial Friends that informed, long-term strategy is key during uncertain times.
A Cheerful Outlook?
Rob Harris reflects on the September market uplift and questions whether it’s built on firm ground. He explores global inflation trends, interest rate pressures, and insights from economist Dr Peter Warburton, helping investors look two steps ahead with confidence and awareness.
Two Things and a Bit More!
Rob Harris highlights three key updates for investors - the return of attractive annuity rates, a potential tax trap from rising savings interest, and new insights on inflation-linked bonds. Clear, conversational, and designed to keep Financial Friends informed before markets shift in September.