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Category: Investment management

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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

Clarion Investment Diary – October 2023

The Clarion Investment Committee met on the 19th October 2023. 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 Yields on US 10-year treasuries reached 5% for […]

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Category: Financial Planning, Investment management

Stock market and economic commentary August 2023

“At all times, in all markets, in all parts of the world, the tiniest change in US interest rates changes the value of every financial asset.” Warren Buffett. American Business Magnate, renowned investor and philanthropist.   Economic update – assessing global growth Despite worries about activity in the US and Europe, the global economy has […]

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Category: Investment management

Clarion Investment Diary August 2023

The Clarion Investment Committee met on the 17th of August 2023. 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 slowed to 6.8% in July […]

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Category: Investment management

Clarion Investment Diary July 2023

The Clarion Investment Committee met on the 13th of July 2023. 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 headline inflation fell to 7.9% in […]

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Category: Investment management

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