Category: Investment management

(Return to all News and Updates)

Staying active: the stock picking opportunity provided by coronavirus

In recent weeks we have debated at length the impact that the ongoing coronavirus crisis is having on the global economy and financial markets. One of its more noteworthy effects has been the contrast between businesses that are relatively well sheltered or perhaps stand to benefit from the long-term impact of the outbreak and those […]

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Category: Investment management

Covid-19 update: navigating a path through lockdown

As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]

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Category: Financial Planning, Investment management

Minutes of the Clarion Investment Committee April 2020

Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]

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Category: Financial Planning, Investment management

Keith Thompson

Market and economic commentary: Time to reflect

As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]

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Category: Financial Planning, Investment management, Thought pieces

Keith Thompson arms folded in Clarion offices

Our chairman’s Easter coronavirus update

As the coronavirus crisis continues, our chairman Keith Thompson shares his insight on the news and markets from around the globe: On behalf of myself, Ron Walker and all of the team at Clarion, I hope this pre-Easter update finds you and all your family and friends in good health. The human tragedy that is […]

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Category: Financial Planning, Investment management

Video conference call on laptop in office

Minutes of the Clarion Investment Committee March 2020

Minutes of the Clarion Investment Committee held at 2pm on March 26, 2020 by video link. Committee members in attendance: –  Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing […]

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Category: Financial Planning, Investment management

Illustration of effect of coronavirus on stock market

Market and economic commentary: March coronavirus crisis

Markets have seen a significant and rapid sell-off during the past four weeks as Covid-19 has moved from a distant threat to a local concern, causing growing fear and panic. The key points are summarised below and expanded later within this commentary by our chairman Keith Thompson. It is likely that markets have overreacted to […]

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Category: Business, Investment management, Thought pieces

Woman with a face mask in front of a world map

Coronavirus, panic and stock markets

We can’t pretend to have anything new to say about the coronavirus except that we hope our clients and their families are keeping safe and well and free from the disease. Also, like everyone else we hope the pain and suffering of those people affected by the virus will soon dissipate. In these difficult days […]

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Category: Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee February 2020

Minutes of the Clarion Investment Committee held at 1pm on February 13, 2020 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing (AW) Director of Operations (Clarion […]

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Category: Financial Planning, Investment management

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