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True lifelong financial planning
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Category: Investment management

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Notebook Clarion meeting minutes

Clarion Investment Committee – June 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 18th July 2019. Committee Members in attendance: – Ron Walker (RW) Director Jonnie Whittle (JW) Director Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Clarion Investment Diary – May 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Man writing in notepad

Clarion Investment Diary – April 2018

The Clarion Investment Committee met last month to discuss the performance and composition of the Clarion Portfolio Funds.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – March 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – February 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

man reading newspaper on sunny day

Stock Market and Economic Outlook 2019

Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.

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Category: Business, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – January 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – December 2018

The Committee debated the current macroeconomic situation and recent market volatility as 2018 drew to a close.

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Category: Financial Planning, Investment management

Stock market graph decreasing

Stock Markets and the January Effect

It has long been claimed that markets are influenced by what is known as the ‘January effect

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Category: Investment management, Thought pieces

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