Category: Business

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Political Risk in Financial Markets

2018 has seen a sea change in the challenges facing the world. Political risk has overtaken financial and debt risk as the number one fear in Investors’ minds.

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Category: Business, Investment management

volatile stock market graph

Trump, Trade Wars and Stock Markets

The psychological nature of investing means that investors, being ever fearful of losing money, will always find something to worry about.

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Category: Business, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – April 2018

The Committee discussed an overview of the global economic environment the key elements of which as follows

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Category: Business, Financial Planning, Investment management

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – March 2018

The Committee agreed that all portfolios are managed in line with expectations and raised no concerns at this stage.

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Category: Business, Financial Planning, Investment management

Man reading business newspaper

Goldilocks and the Trump Bear

The year began with strong performances from global share markets and economies, although in more recent weeks share prices have fallen back to the lower levels of a few months, even a year ago.

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Category: Business, Investment management, Thought pieces

Laptop Showing Stock Market Performance

Economic & Stock Market Commentary – February 2018

Stock markets fell sharply in late January after US wage inflation hit its highest level since 2009, triggering fears that the US Federal Reserve (Fed) will need to raise interest rates more rapidly than expected.

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 7th February

Relative VaR ratios for Meridian and Explorer were in line with expectations and the Committee made no further comments.

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Category: Business, Financial Planning

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

The world economy is currently enjoying a “Goldilocks” phase with growth that is not too hot to fan the flames of inflation but also not too cold to damage corporate profitability.

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Category: Business, Financial Planning, Investment management, Thought pieces

Will it be worth it?

Jonnie Whittle reflects on sharp suits and the process of taking expert advice.

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Category: Business, Thought pieces