Investment management Archives - Page 2 of 19

Clarion Investment Diary – October 2023

The Clarion Investment Committee met on the 19th October 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics Yields on US 10-year treasuries reached 5% for […]

Category: Financial Planning, Investment management

Stock market and economic commentary August 2023

“At all times, in all markets, in all parts of the world, the tiniest change in US interest rates changes the value of every financial asset.” Warren Buffett. American Business Magnate, renowned investor and philanthropist. Economic update – assessing global growth Despite worries about activity in the US and Europe, the global economy has […]

Tags: growth, inflation, interest rates
Category: Investment management

Clarion Investment Diary August 2023

The Clarion Investment Committee met on the 17th of August 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics UK inflation slowed to 6.8% in July […]

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

Clarion Investment Diary July 2023

The Clarion Investment Committee met on the 13th of July 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, political and business snapshot Economics UK headline inflation fell to 7.9% in […]

Stock market and economic commentary July 2023

“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” Bill Gates; American Business magnate, philanthropist, investor and co-founder of Microsoft. Economic update – the inflation conundrum Economic booms tend not to end well. Strong growth generates inflation, which in turn causes central banks to raise […]

Tags: growth, inflation, interest rates
Category: Investment management

Jacob Hartley, Clarion Wealth Chartered Financial Planner is wearing a blue suit and a lighter blue tie in Clarion's offices

Unveiling the hidden potential of gilts

Clarion Chartered Financial Planner Jacob Hartley explains the surprising appeal of gilts in the current economic environment: Inflation and rising interest rates have become prevalent topics in today’s news. The dramatic increase in interest rates to try to dampen down on runaway inflation since the start of 2022 has caused UK government bonds, known as […]

Tags: gilts, high interest rates, inflation
Category: Investment management

Clarion Investment Diary June 2023

The Clarion Investment Committee met on the 15th of June 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, political and business snapshot Economics The Bank of England raised interest […]

Stock market and economic commentary June 2023

“I can calculate the motion of heavenly bodies, but not the madness of people.” Isaac Newton 1642-1726; Mathematician, physicist, astronomer, alchemist & theologian. The godfather of physics. Economic Update Advances in Technology The release of generative AI models, loosely defined as problem solving using computers and big datasets, like ChatGPT has caused huge excitement and generated […]

Tags: AI, chip, Nvidia, stock markets, tech
Category: Investment management

One person standing, one sitting pointing at a screen with a graph on

Clarion Investment Diary May 2023

The Clarion Investment Committee met on the 10th of May 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Stock Market Snapshot Economics US treasury secretary Janet Yellen said […]