Investment management - Clarion

Stock market and economic commentary February 2023

“Keep in mind that progress is not always linear. It takes constant course correcting and often a lot of zigzagging.” Buzz Aldrin: American former astronaut, engineer and fighter pilot. Born 20th January 1930. Economic Commentary “Government debt, hospital waiting lists, rail strikes, health workers on strike, slowing economy, inflation, public demonstrations, threat of energy rationing……” […]

Tags: energy, national debt, Quantitative easing, stock markets
Category: Investment management

Clarion Investment Diary January 2023

The Clarion Investment Committee met on the 12th of January 2023. The following notes summarise the main points of consideration in the Investment Committee discussions. (These notes are as at the actual date of the Investment Committee, since which time major central banks have continued with the theme of tightening monetary policy with further interest […]

Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category: Investment management

Stock market forecasts for 2023: Crystal ball in a desert setting with a sun setting over mountains behind it. The picture is intended to related to Keith Thompson's economic and stock market commentary about forecasting the future events over the next year.

Stock Market and Economic Commentary January 2023

“Prediction is very difficult, especially if it’s about the future!” Niels Bohr,1885-1962, Danish physicist, Nobel Laureate in Physics and Father of the atomic model and quantum theory. Forecasts, predictions and crystal balls January is often a month of dismal days and long dark nights, but it can also be the time for new beginnings, new […]

Tags: China, inflation, Japan, stock markets, US
Category: Investment management

Clarion Investment Diary December 2022

The Clarion Investment Committee met on the 5th December. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 5th of December. (These notes are as at the actual […]

Stock market and economic commentary December 2022

“Today’s headlines and history’s judgment are rarely the same.”- Condoleezza Rice. American diplomat and political scientist and current director of the Hoover Institution at Stanford University. Economic Update Financial pundits are intent on ignoring the micro, but very important, detail of corporate activity and company results, some of which have been surprisingly good recently. Media […]

Tags: inflation, interest rates, pivot, recession
Category: Investment management

Clarion Investment Diary November 2022

The Clarion Investment Committee met on the 10th November. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 10th of November. (These notes are as at the date […]

A mountain bluebird with with wings outstretched ready to take flight from a twig on a green background

Stock market and economic commentary November 2022

“In the midst of difficulty lies opportunity.” Albert Einstein (1879-1955). Theoretical physicist. Economic Update Two of the most googled words in recent months have been ‘recession’ and ‘pivot’. Recession for obvious reasons; pivot less so but both are interlinked. Economists tend to think in small incremental steps, missing big turns in the story, which helps […]

Tags: inflation, interest rates, pivot, recession
Category: Investment management

Stock market and economic commentary October 2022

“We cannot solve our problems with the same thinking we used when we created them.” Albert Einstein 1879-1955. World Renowned Theoretical Physicist. Economic snapshot China’s party congress has confirmed a third five-year term for President Xi Jinping, making him the country’s most powerful leader since Mao Zedong. The war in Ukraine has reached an even […]

Tags: bear market, inflation, mini Budget
Category: Investment management

Clarion Investment Diary October 2022

The Clarion Investment Committee met on Monday 17th October. The following notes summarise the main points of consideration in the investment Committee discussions. Economic snapshot and political snapshot (These notes are as at the date of the Investment Committee meeting on 17th October since which time the Prime Minister, Liz Truss, has resigned and we […]