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Category: Investment management

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Clarion Investment Diary for March 2023

The Clarion Investment Committee met on the 9th March, 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have also been updated to include commentary on the recent turmoil in the banking sector and wider financial markets. Since the date of the Investment Committee meeting the UK Chancellor […]

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Category: Investment management

Credit Suisse sign in white hanging from an white brick arch at an entrance to a building

Stock market and economic commentary March 2023

“You need to keep learning if you want to become a great investor. When the world changes, you must change.” Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Fear is engendered not so much by the danger in plain sight but by what we cannot see or understand. The […]

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Category: Investment management

Clarion Investment Diary February 2023

The Clarion Investment Committee met on the 2nd of February 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 […]

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Category: Investment management

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……” […]

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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 […]

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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 […]

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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 […]

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Category: Investment management

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 […]

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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 […]

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Category: Investment management

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