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)

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 6th December

There is a sense of a continuation of the goldilocks scenario as investors look forward to 2018. Growth momentum that has built over the course of 2017 is expected to continue across most economies, providing a supportive backdrop for risk assets.

Continue reading...

Category: Investment management

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 8th November

The Clarion Investment Committee (IC) met on 8 November 2017 to review the performance and composition of the Clarion Portfolio Funds.

Continue reading...

Category: Investment management

Stock market graph decreasing

30 Years on since Black Monday

In stock market terms, Black Monday refers to 19th October 1987 when stock markets around the world crashed losing huge value in a very short space of time.

Continue reading...

Category: Business, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 4th October

The Clarion Investment Committee (IC) met on 04 October 2017 to review the performance and composition of the Clarion Portfolio Funds. A summary of the Committee’s deliberations is detailed below. Economic Outlook The Committee discussed an overview of the global economic environment the key elements of which were as follows: The ‘Goldilocks’ economy—not too hot […]

Continue reading...

Category: Investment management

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes

The Clarion Investment Committee (IC) met on 13 September 2017 to review the performance and composition of the Clarion Portfolio Funds. A summary of the Committee’s deliberations is detailed below.  Economic Outlook  The Committee discussed an overview of the global economic environment the key elements of which were as follows; Previous committee comments regarding the Trump infrastructure […]

Continue reading...

Category: Investment management

Interesting times…

Interesting times… “Like it or not we live in interesting times. These are times of danger and uncertainty, but they are also more open to the creative energy of men than any other time in history.” These are the words of President John F Kennedy in a speech more than 50 years ago, yet they […]

Continue reading...

Category: Business, Investment management, Thought pieces

Highs… and even more highs.

Highs… and even more highs UK Stock Markets have been hitting a series of all-time highs in recent months. It’s a similar story in both European and US markets. Reports in the financial press have often been euphoric. Stock Market highs shouldn’t really be newsworthy at all because by their very nature stock markets generally […]

Continue reading...

Category: Business, Investment management, Thought pieces

Financial crisis newspaper headlines

A decade on from the global financial crisis…

A decade on from the global financial crisis… When two hedge funds backed by Bear Stearns collapsed in July 2007 because of their exposure to US subprime mortgages, only a handful of people realised this was ‘a dead canary in the coal mine’ event that would lead to a full blown international banking crisis, a […]

Continue reading...

Category: Investment management, Thought pieces

Active or Passive Investing.

Passive investing… or active investment management? Index buying, or passive management, means portfolios mirror the components of a market index. It is the opposite of active management where a fund’s manager(s) attempt to beat the market with various investing strategies and buying/selling decisions of a portfolio’s securities. Index buying, has enjoyed a period of prolonged […]

Continue reading...

Category: Investment management, Thought pieces

Back to the top of this page