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True lifelong financial planning
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Category: Investment management

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Notebook Clarion meeting minutes

Interim Investment Committee Meeting – September

An Interim Investment Committee Meeting was held at the Clarion Offices on the 3rd September.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – August 2018

Long term performance of the Clarion Portfolio funds remains strong and is comfortably ahead of the relative sector average.

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Category: Financial Planning, Investment management

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.

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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:

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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.

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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.

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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.

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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:

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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.

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Category: Financial Planning, Investment management

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