True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

(Return to all News and Updates)

Notebook Clarion meeting minutes

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.

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

The Committee discussed an overview of the global economic environment the key elements of which as follows

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

The Committee agreed that all portfolios are managed in line with expectations and raised no concerns at this stage.

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

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

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 7th February

Relative VaR ratios for Meridian and Explorer were in line with expectations and the Committee made no further comments.

Continue reading...

Category: Business, Financial Planning

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

The world economy is currently enjoying a “Goldilocks” phase with growth that is not too hot to fan the flames of inflation but also not too cold to damage corporate profitability.

Continue reading...

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

Back to the top of this page