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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‘Navigator’ is the term used for someone who is responsible for the path or journey of a vessel or aircraft and the science around ensuring it gets from place to place, and to its eventual destination, safely. As such, Clarion’s new fund name fits well with the medium to long-term objective to provide a balance […]
Tags: investments, MGTS Clarion Navigator Portfolio, new fund
Category:
Investment management
Minutes of the Clarion Investment Committee held at 2pm on 21st May 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]
Tags: Explorer, funds, investment, Meridian, Prudence, stock market
Category:
Financial Planning,
Investment management
As always we sincerely hope that all our clients, their families and friends are keeping safe and well. On the other side of the windows out of which we now watch the world, spring is in full bloom and the first shoots of the plan to exit lockdown is gathering pace. Covid-19 has had catastrophic […]
Tags: COVID 19, debt risk, disruptive innovation, economic commentary, investments, markets
Category:
Investment management
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 […]
Tags: Coronavirus, dividends, global economy, investors, pandemic performance, risk, stock market
Category:
Investment management
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’ […]
Tags: adaptability, Coronavirus, COVID 19, economy, sales growth
Category:
Financial Planning,
Investment management
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 […]
Tags: Explorer, funds, investment, Meridian, Prudence
Category:
Financial Planning,
Investment management
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 […]
Tags: economic commentary, stock markets
Category:
Financial Planning,
Investment management,
Thought pieces
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 […]
Tags: Coronavirus, investment, markets
Category:
Financial Planning,
Investment management
Stock market and economic commentary: A realist adjusts the sails
“The Pessimist complains about the Wind; The Optimist expects it to change; The Realist adjusts the Sails.” William Arthur Ward, writer Despite the release of data showing the UK economy suffered a record contraction in activity in April and cautionary comments from the Chairman of the Federal Reserve Bank of America (Fed), the past few […]
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Tags: economic commentary, equity, investors, long-term, recovery, risk, stock market
Category: Investment management