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.
(Return to all News and Updates)
The US election on 5 November is fast approaching, and many analysts are predicting it will be one of the closest presidential contests in American history. Markets are typically averse to uncertainty, and short-term volatility is common in the build-up to elections as investors react to potential policy shifts. However, once the outcome of the […]
Category: Financial Planning
The Clarion Investment Committee met on 15 August 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics US inflation dropped to 2.9% in the […]
Category: Financial Planning
“If you’re not grateful, you’re not rich, no matter how much you have.” – Sir John Marks Templeton – 1912-2008, American born British investor, banker, fund manager and philanthropist. Economic Update The UK economic outlook has brightened in recent months. Growth has come back more quickly than expected, inflation is running at a third of […]
Category: Financial Planning
Offering a suite of benefits can be the difference between attracting top talent and losing out to competitors, retaining valuable employees or facing high turnover, and passing as an average business or flourishing into an industry leader. Research by Avado found that 70% of employees are more likely to stay with a company that offers […]
Category: Financial Planning
On Monday, 5 August, global markets tumbled amid mounting fears of a US recession. While indices worldwide experienced significant declines, the Nikkei 225 in Japan stood out with its steepest drop in nearly four decades, highlighting the severity of the market’s reaction in Japan compared to other regions. However, rather than precipitating an even bigger […]
Category: Financial Planning
The Clarion Investment Committee met on 18 July 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics An IT outage hit organisations around the world, disrupting […]
Category: Financial Planning, Investment management
“Don’t follow the crowd, let the crowd follow you.” Margaret Thatcher 1925-2013. British stateswoman, conservative politician, and Prime Minister 1979-1990. Economic Update As inflation has fallen, central banks have started to reduce interest rates. Switzerland led the way, cutting rates in March and again in June. Sweden moved in May with the Euro area and […]
Category: Financial Planning
As a parent or grandparent, you want to give your child or grandchild the best chance of success in life. Helping them financially is one way you can support your children as they transition into adulthood and start their careers. You may be considering opening the so-called “Bank of Family” to help your adult children […]
Category: Financial Planning, Investment management
If you’ve been following the 2024 Paris Olympic Games, you’ll likely have been enthralled by the incredible feats of athleticism on display. But, as you’ll know, the work of an Olympian starts many months and years before the Games. Winning a medal requires preparation, mental fortitude, and patience – attributes that are also useful when […]
Category: Financial Planning