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Category: Investment management

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Clarion Investment Diary – April 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting (7th April 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. China is experiencing its worst COVID outbreak since the first wave in […]

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Category: Investment management

changeable weather over countryside

Stock market and economic commentary April 2022

“In many ways, the stock market is like the weather in that if you don’t like the current conditions, all you have to do is wait a while.”  Louis A Simpson, CEO and President of US Government Employees Insurance Company and close friend, confidante and adviser to Warren Buffett of Berkshire Hathaway.   Ukraine-Russia Conflict […]

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Category: Investment management

Clarion Investment Diary – March 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting (10th March 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Since the full-scale military attack on Ukraine, launched by Russia on Thursday 24th […]

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Category: Investment management

Stock market and economic commentary March 2022

“Be happy for this moment. This moment is your life.” Omar Khayyam (1048-1131). Persian astronomer, historian, philosopher and poet. The Russia-Ukraine Conflict Russia’s invasion of Ukraine is first and foremost a humanitarian tragedy and we hope for a peaceful solution although the prospects are finely balanced. It is difficult to imagine what a ‘fair’ peace […]

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Category: Investment management

Clarion Investment Diary – February 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Please note our meeting took place prior to the events in Ukraine last week and the commentary reflects that. Economic commentary and market outlook The following notes summarise the main points discussed […]

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Category: Investment management

Kyiv, Ukraine

Stock market and economic commentary – February 2022

“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” Winston Churchill (1874-1965), British Statesman and former Prime Minister   Economic Update The first few days of February had distinct echoes of January with the contrasting fortunes of two prominent American technology companies taking centre stage. Facebook The month had only […]

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Category: Investment management

meeting with graphs on table

Clarion Investment Diary January 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. US equity markets suffered continued selloffs throughout the last few weeks with the futures market […]

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Category: Investment management

A wind turbine on lonely moor under unsettled skies

Stock market and economic commentary January 22

“Stock market corrections, although painful at the time, are actually a very healthy part of the whole mechanism, because there are always speculative excesses that develop, particularly during a long bull market.” Rob Chernow; American writer, journalist, historian and biographer Stock Markets Two things happened in financial markets in the first few days of 2022 […]

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Category: Investment management

Clarion Investment Diary December 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The Omicron variant continues to dominate market sentiment, resulting in volatile equity and bond markets. […]

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Category: Investment management

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