Category: Financial Planning

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Notebook Clarion meeting minutes

Interim Investment Committee Meeting – September

Interim Investment Committee Meeting – September An Interim Investment Committee Meeting was held at the Clarion Offices on the 3rd September. As there has been little change in the macro environment since the previous meeting, these minutes are a shorter missive than usual as we head into the Autumn. Share prices have been remarkably resilient […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – August 2018

Economic & Market Review.  The main discussion points were as follows: In the 3 months to end July the US S&P 500 Index returned 12% in sterling terms with 50% of this return being currency related due to the stronger US dollar against the Pound. The FTSE 100 returned c. 4% and Gilts returned c. […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – July 2018

Economic Outlook The key points discussed by the Committee were as follows: The UK Prime Minister’s Brexit stance has become super soft, which weakens the UK’s position in future negotiations. Under the new proposal the UK will not gain sovereignty, will lose its voice at the table and will continue contributing to the European budget. […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – June 2018

Economic Outlook The Committee discussed the current economic and market outlook and the following is a brief summary of the key points however, please refer to the Half Yearly Market and Economic Commentary published alongside these minutes for more detailed information. Many market participants evaluate the risk profiles of their portfolios based on the widely […]

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Category: Financial Planning, Investment management

2018 diary and calendar

Half Yearly Economic & Market Commentary

Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.

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Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee Meeting – Monday, 14th May

Minutes of the Clarion Investment Committee Meeting – Monday, 14th May In view of the Stock Market volatility in February, March and the early part of April, the Clarion Investment Committee (IC) felt it appropriate to hold an unscheduled meeting to review the performance of the Portfolio Funds with particular reference to the decisions taken at […]

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Category: Financial Planning, Investment management

Man writing in notepad

Sell in May and Go Away!

At this time of year, investors are reminded of the old stock market adage “Sell in May and go away, come back again on St Leger day”

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Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – April 2018

Economic Outlook  The Committee discussed an overview of the global economic environment the key elements of which as follows: The recent market volatility has continued to worry many investors as they struggle to assess the current economic backdrop. Perversely the February stock market falls followed good news. These falls were further exacerbated by the rising […]

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Category: Business, Financial Planning, Investment management

Financial crisis newspaper headlines

Goldilocks, Bears and Canaries

Lessons from History can often provide useful insights into how stock market investors might behave in the future. The turbulent period leading up to and including the financial crisis of 2007 to 2009 is a good example.

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Category: Financial Planning, Investment management, Thought pieces