True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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The Clarion Investment Committee met on 19 March at the offices of Margetts Fund Management in Birmingham. 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. Please click to access our March Stock […]
Category: Financial Planning, Investment management
The Clarion Investment Committee convened an ad hoc meeting on the 3rd March 2026 to discuss the conflict in the Middle East, the potential ramifications and whether the situation warranted any portfolio action. Current situation Heightened tensions in Iran have reintroduced geopolitical uncertainty to global markets. Investors had anticipated potential strikes on Iran, but the […]
Category: Financial Planning, Investment management, Thought pieces
The Clarion Investment Committee met on 23 February 2026. 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. Please click here to access our February Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
UPDATE: This latest commentary was written before this weekend, and we will shortly send an update regarding the unfolding events in the Middle East. “The times I have been most wrong are the times I thought I was most right.” – Peter L Bernstein (1919-2009), American financial historian, economist, and investment manager, and one of […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 20 January 2026. 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. Please click here to access our January Stock Market & Economic Commentary written by Clarion […]
Category: Investment management
“It is not the strongest of the species that survives, nor the most intelligent; it is the one that is most adaptable to change” – Charles Darwin (1809-1882), Naturalist and biologist, famous for developing the theory of evolution by natural selection. “Trump tamatigut qunutittarpoq” 2026 has started with something of a bang, with US President […]
Category: Investment management
The Clarion Investment Committee met on 11 December 2025. 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. Please click here to access our December Stock Market & Economic Commentary written by Clarion […]
Category: Investment management
The market will fluctuate It’s here again – the time of year when financial commentators pretend to know what is going to happen in the year ahead, and we pretend to believe them. As the tumultuous year that was 2025 fades into history, this well-worn ritual is underway, and pundits are issuing solemn forecasts for […]
Category: Investment management
Several important financial changes are on the horizon in the year ahead, and planning for them now can help ensure you remain efficient and well prepared. While tax rates, allowances, and regulations will always change, your long-term goals are likely to stay the same, with a few adjustments as your circumstances evolve. Financial planning is […]
Category: Financial Planning, Investment management