Category: Business

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Economic & Market Commentary – Choppy Waters, Doctor Copper And Technological Revolution

A quote from the renowned American investor and writer, Howard Marks, sets the tone for this month’s commentary: “The best response when seas are choppy is to focus on completing the long-term voyage and not think about whether the next wave is going to push the nose of the boat up or down.” Despite a […]

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Category: Business, Thought pieces

Words Of Wisdom

Two of the most successful investors of recent times, Warren Buffett and Terry Smith, have recently published their annual investor letters. These letters are always worth reading for their insight into how a successful stock market investor thinks. Although we are dealing with different aims, objectives and risk criteria, Clarion use similar methodology as these […]

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Category: Business, Thought pieces

man reading newspaper on sunny day

Stock Market and Economic Outlook 2019

Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.

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Category: Business, Investment management, Thought pieces

man reading newspaper on sunny day

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