True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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One of the world’s most important economic indicators has gone into reverse in recent months. In this commentary we look at the implications for investors and clients of Clarion. What has changed is the outlook for American interest rates. These rates are, in effect, “the global price of money” and set the risk-free rate for […]
Category: Business, Thought pieces
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 […]
Category: Business, Thought pieces
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 […]
Category: Business, Thought pieces
Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.
Category: Business, Investment management, Thought pieces
A good sense of the change in market sentiment over the year can be gleaned from investor reaction to recent ‘news flow’. The Fed Chair Powell recently issued a slightly more dovish statement implying that interest rates were close to neutral and future moves would be data dependent rather than rigidly following the forward guidance.
Category: Business, Thought pieces
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.
Category: Business, Investment management
The psychological nature of investing means that investors, being ever fearful of losing money, will always find something to worry about.
Category: Business, Investment management, Thought pieces
The Committee discussed an overview of the global economic environment the key elements of which as follows
Category: Business, Financial Planning, Investment management
The Committee agreed that all portfolios are managed in line with expectations and raised no concerns at this stage.
Category: Business, Financial Planning, Investment management