Category: Investment management

(Return to all News and Updates)

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 […]

Continue reading...

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”

Continue reading...

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 […]

Continue reading...

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.

Continue reading...

Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – March 2018

Review Risk Management, Eligibility and Investment and Borrowing Powers The Committee reviewed risk management, eligibility and investment & borrowing powers reports and confirmed that these were in order and no action was required. The relative VAR ratio for Prudence was 130 which is above the higher threshold of 120, however it is still significantly below […]

Continue reading...

Category: Business, Financial Planning, Investment management

Laptop Showing Stock Market Performance

Economic Outlook – March 2018

The Committee discussed the current economic and market environment and the following is a brief summary of the Committees views

Continue reading...

Category: Financial Planning, Investment management, Thought pieces

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.

Continue reading...

Category: Business, Investment management, Thought pieces

Clarion Portfolio Funds Reach Ten-Year Milestone

The Clarion Investment Management Portfolio Funds have reached a ten-year milestone after a decade of continued strong performance.
Find out more about the anniversary of our three funds.

Continue reading...

Category: Financial Planning, Investment management, Our team news

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

In the late 1970s inflation in the US was well into double figures and prompted Ronald Reagan to declare that “Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man”. Interest rates were also uncomfortably into double figures and this unhappy state of affairs continued […]

Continue reading...

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