True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Investment management

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Clarion Investment Diary – September 2024

The Clarion Investment Committee met on 12 September 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 The US Federal Reserve lowered its benchmark interest rate […]

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Category: Financial Planning, Investment management

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Clarion Investment Diary: July 2024

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 […]

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Category: Financial Planning, Investment management

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5 crucial considerations to make before you commit to opening the Bank of Family

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 […]

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Category: Financial Planning, Investment management

A man looks at a chart on a laptop screen.

Clarion Investment Diary: June 2024

The Clarion Investment Committee met on 13 June 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 consumer confidence rose in May following three months […]

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Category: Financial Planning, Investment management

Clarion Investment Diary – April 2024

The Clarion Investment Committee met on 18 April 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 UK inflation fell to 3.2% in the 12 months […]

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Category: Financial Planning, Investment management, Our team news

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Celebrating the work of Daniel Kahneman: What his “loss aversion” theory can teach you about investing

It was with sadness that many in the academic and economic worlds learned of the passing of influential psychologist and economist Daniel Kahneman in March 2024. Kahneman, who was perhaps most widely known for his best-selling book Thinking, Fast and Slow, had enjoyed nearly 70 years in academia. In that time he made several significant […]

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Category: Financial Planning, Investment management

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Why investing when markets are high may not be as risky as you think

Buy low, sell high. As an investor, you’ve probably heard this maxim before and, on paper, it seems to make a lot of sense. If you buy an investment product at a low price and sell it at a high price, you should make a nice profit. However, it is almost impossible to “time the […]

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Category: Investment management

Clarion Investment Diary – February 2024.

The Clarion Investment Committee met on 22 February 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 FT analysis of OECD data suggests that the downturn […]

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Category: Financial Planning, Investment management

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Why it may pay to be cautious when investing in the Magnificent Seven

Based on legendary Japanese director Akira Kurosawa’s 1954 film Seven Samurai, The Magnificent Seven – released in 1960 and directed by John Sturges – has become one of the most iconic westerns of all time. However, in recent months, you may have heard the term “Magnificent Seven” used in a different context. First coined by Bank […]

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Category: Financial Planning, Investment management

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