True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Investment management

(Return to all News and Updates)

man reading newspaper on sunny day

Political Risk in Financial Markets

2018 has seen a sea change in the challenges facing the world. Political risk has overtaken financial and debt risk as the number one fear in Investors’ minds.

Continue reading...

Category: Business, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – July 2018

The key points discussed by the Committee were as follows:

Continue reading...

Category: Financial Planning, Investment management

volatile stock market graph

Trump, Trade Wars and Stock Markets

The psychological nature of investing means that investors, being ever fearful of losing money, will always find something to worry about.

Continue reading...

Category: Business, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – June 2018

The Committee discussed the current economic and market outlook and the following is a brief summary of the key points.

Continue reading...

Category: Financial Planning, Investment management

2018 diary and calendar

Half Yearly Economic & Market Commentary

Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.

Continue reading...

Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – May 2018

The Committee discussed in detail the current economic, political and investment climate, an overview of which is summarised below:

Continue reading...

Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee Meeting – Monday, 14th May

In view of the Stock Market volatility in February, March and the early part of April, the Clarion Investment Committee (IC) felt it appropriate to hold an unscheduled meeting to review the performance of the Portfolio Funds.

Continue reading...

Category: Financial Planning, Investment management

Man writing in notepad

Sell in May and Go Away!

At this time of year, investors are reminded of the old stock market adage “Sell in May and go away, come back again on St Leger day”

Continue reading...

Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – April 2018

The Committee discussed an overview of the global economic environment the key elements of which as follows

Continue reading...

Category: Business, Financial Planning, Investment management

Back to the top of this page