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The Clarion: our news and updates.

We have a wealth of expertise with plenty of financial guidance, opinions, thought pieces, news on business and personal finances and updates on what’s happening at Clarion. We add to these as much as we can so it’s worth a regular visit to this page to read the latest from our financial journal – The Clarion.

Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact RMS on +44 (0)161 927 3131 or clarion@thisisrms.co.uk.

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

sam petts financial planner at clarion wealth management

Meet the Clarion Family

This month we meet Financial Planner, Sam Petts, to find out how he took his first steps into financial planning, what inspires him and what he thinks makes Clarion so unique.

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Category: Our team news

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

Janet Crewe, Adviser Client Support at Clarion Wealth Management

Meet the Clarion Family

This month we meet our Adviser Client Support, Janet Crewe, to find out how she took her first steps into financial planning, what inspires her and what she thinks makes Clarion so unique.

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Category: Uncategorised

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 […]

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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

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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.

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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.

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Category: Financial Planning, Investment management, Our team news

Laptop Showing Stock Market Performance

Economic & Stock Market Commentary – February 2018

Economic & Stock Market Outlook, 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. The sell-off was exacerbated by the frothy level of investor bullishness. The severity […]

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Category: Business, Thought pieces