Category: Investment management

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Clarion Investment Diary October 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 strongest IA sector performers during September were IA Japan (4.58%), IA Japanese Smaller Companies […]

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Category: Investment management

Stock market and economic commentary October 2021

“October: This is just one of the peculiarly dangerous months to speculate in stocks & shares. The others are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain Economic update Doom sells. Whether stock markets and economies are rosy or wobbly, making predictions of impending disaster is something of […]

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Category: Investment management

Clarion Investment Diary September 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. Investors with a long-term view have historically grown their portfolios more successfully than those with […]

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Category: Investment management

Stock market and economic commentary – Sept 2021

“An idiot with a plan can beat a genius without a plan.” Warren Buffett, billionaire business magnate and philanthropist Economic update The early 2020s may be remembered forever more as the time of the Covid pandemic but a subsidiary label might be that of the shortage years. The dislocation between supply and demand created by […]

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Category: Investment management

Clarion Investment Diary August 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. Covid-19 stimulus exceeds $18 trillion or 21% of global GDP in 2020/21. Vaccine strategy provides […]

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Category: Investment management

Stock market and economic commentary – August 2021

“Only Government can take perfectly good paper, cover it with perfectly good ink and make the combination worthless.” Milton Friedman, American economist and statistician. Economic update Economists have been compared to monkeys throwing darts, often coming off worst in prediction competitions. Regime changes usually take a while to fully register with investors. Making forecasts at […]

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Category: Investment management

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Clarion Investment Diary July 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. BoE is buying c.£4bn worth of bonds each week and currently owns around 31% of […]

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Category: Investment management

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Stock market and economic commentary July 2021 

“There are as many atoms in a single molecule of your DNA as there are stars in the typical galaxy.  We are, each of us, a little universe.” Neil deGrasse Tyson, American astrophysicist, planetary scientist, and author Coronavirus update The pandemic has been the main determinant of economic activity in the last 18 months. Rising […]

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Category: Investment management

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Clarion Investment Diary June 2021

Minutes of the Clarion Investment Committee held at 1pm on 11TH June 2021 by video link. Committee Members in attendance:   Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley (JH) Associate Financial Planner (Clarion Wealth Planning) Dmitry […]

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Category: Investment management

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