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Category: Investment management

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Stock market and economic commentary September 2022

 “The farther back you can look, the further forward you are likely to see” Winston Churchill Her Majesty Queen Elizabeth 11 (1926-2022) The death of Her Majesty the Queen has been a timely opportunity to take stock of our nation and to re-examine what kind of place we have become. Contrary to the miserable musings […]

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Category: Investment management

The Bank of England

Clarion Investment Diary August 2022

The Clarion Investment Committee met on Thursday 18th August 2022. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Snapshot European gas prices hit new record highs as fears of a shortfall over the winter continued to grow. A zinc smelter in the Netherlands and an aluminium smelter in […]

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Category: Investment management

Traders at work in an office

Stock market and economic commentary August 2022

“The whole aim of practical politics is to keep the populace alarmed, and hence clamorous to be led to safety, by menacing it with an endless series of hobgoblins, all of them imaginary.” Henry Louis Mencken (1880-1956), American journalist, essayist, satirist, cultural critic, and scholar of American English. He commented widely on the social scene, […]

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Category: Investment management

investment meeting

Clarion Investment Diary July 2022

The Clarion Investment Committee met on Thursday 14th July. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Developments The US economy added a much-greater-than-expected 372,000 jobs in June while the unemployment rate held steady at 3.6%. Bond yields rose on the news as investors judged that this strengthened […]

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Category: Investment management

Beijing skyline

Stock market and economic commentary – July 2022

“Smart people learn from everything and everyone, average people from their experiences, stupid people already have all the answers.” Socrates Economic update I must admit that I found this a difficult newsletter to write. For much of the month, it has been hard to think of anything other than the astonishing goings-on in British politics. […]

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Category: Investment management

Clarion Investment Diary – June 2022

The Clarion Investment Committee met on Thursday 16th June. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Developments The World Bank sharply lowered its forecast for global growth and highlighted the rising risk of recession in many countries. The OECD warned that global growth is set to be sharply […]

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Category: Investment management

Stock market and economic commentary June 2022

Crisis is derived from the Greek word “Krisis: a time of decision, with the possibility of both danger and opportunity”. The next few years of rolling crises look sure to offer plenty of both. Ukraine The Russian military, mired in a war with no end in sight, is attempting to resuscitate its sputtering offensive in […]

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Category: Investment management

GUEST BLOG: Broadway Insurance Brokers – The Art of Insurance

We are delighted to be able to feature this guest blog by Eleanor Moore, Director of Private Clients, at a partner organisation – Broadway Insurance Brokers. Here Eleanor talks about the art of insurance to ensure that you and your cultural keepsakes are covered. One of the foremost French artists of the 19th-century, Gustave Courbet, once remarked […]

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Category: Business, Creating Better Lives, Financial Planning, Investment management, Our team news

Congratulations to our colleagues: Paraplanning Team of the Year 2022

We are delighted to announce our fantastic team of Associate Financial Planners (AFPs) have been named the Paraplanning Team of the Year 2022. Our top team of AFPs were presented with the prestigious award at the Professional Paraplanner Awards ceremony in London. Head of Advice Delivery and former winner of the Paraplanner of the Year […]

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Category: Business, Creating Better Lives, Financial Planning, Investment management, Our team news

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