Category: Investment management

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Clarion Fund Selection Process

Following on from our recent article on the Neil Woodford Funds and the reasons why we did not include these Funds in the Clarion Portfolios, we thought it might be helpful for our clients to understand the process followed by the Clarion Investment Committee and Fund Analyst when selecting and recommending Investment Funds. Of course, […]

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Category: Investment management

Notebook Clarion meeting minutes

Clarion Investment Committee – June 2019

Minutes of the Investment Committee Meeting held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ on 20thJune 2019.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Clarion Investment Diary – May 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Man writing in notepad

Clarion Investment Diary – April 2018

The Clarion Investment Committee met last month to discuss the performance and composition of the Clarion Portfolio Funds.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – March 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – February 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

man reading newspaper on sunny day

Stock Market and Economic Outlook 2019

Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.

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Category: Business, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – January 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – December 2018

The Committee debated the current macroeconomic situation and recent market volatility as 2018 drew to a close.

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Category: Financial Planning, Investment management

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