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True lifelong financial planning
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Category: Investment management

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Man reading business newspaper

Goldilocks and the Trump Bear

The year began with strong performances from global share markets and economies, although in more recent weeks share prices have fallen back to the lower levels of a few months, even a year ago.

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Category: Business, Investment management, Thought pieces

Clarion Portfolio Funds Reach Ten-Year Milestone

The Clarion Investment Management Portfolio Funds have reached a ten-year milestone after a decade of continued strong performance.
Find out more about the anniversary of our three funds.

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Category: Financial Planning, Investment management, Our team news

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

The world economy is currently enjoying a “Goldilocks” phase with growth that is not too hot to fan the flames of inflation but also not too cold to damage corporate profitability.

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Category: Business, Financial Planning, Investment management, Thought pieces

Financial crisis newspaper headlines

The Power of Hindsight and Foresight in Financial Markets

Forewarned is to be forearmed, or so they say, but prior knowledge of the political outcomes in recent years would have been almost useless to most investors.

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Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 10th January 2018

As this was the first Investment Committee Meeting of 2018, the Committee felt it would be useful to review the major global developments of 2017.

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Category: Financial Planning, Investment management

Empty notebook

Uncertainty Equals Opportunity

Brexit negotiations are in full swing and the British Government has now agreed to honour all of its financial obligations to the European Union (EU).

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Category: Investment management, Thought pieces

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.

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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.

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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.

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Category: Business, Investment management, Thought pieces

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