Investment management Archives - Page 3 of 19

Stock market and economic commentary May 2023

“The world is full of foolish gamblers, and they will not do as well as the patient investor”. Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Reasons to be cheerful Part 1… the UK consumer In the last 18 months, UK consumers have faced the worst energy crisis in […]

Tags: China, consumer, inflation, invest, UK
Category: Investment management

Image of computer screen with stock market trades

Clarion investment diary April 2023

The Clarion Investment Committee met on the 13th of April 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have also been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Stock Market Snapshot Economics Early estimates of activity in […]

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

Stock market and economic commentary April 2023

“Good Judgement comes from experience and experience comes from bad judgement.” Samuel Langhorne Clemens, aka Mark Twain (1835-1910) American humourist, author, entrepreneur, publisher, and lecturer. Economic Update Riding the economic cycle Global economic activity is proving more resilient than expected. Lower gas prices, an easing of inflation pressures and a rebound in China’s economy have […]

Tags: investors
Category: Investment management

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 […]

Tags: Adventurer Portfolio, banking, Credit Suisse, 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, Spring Budget, SVB, Voyager Portfolio
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 […]

Tags: bank failure, banks, inflation
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 […]

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……” […]

Tags: energy, national debt, Quantitative easing, stock markets
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 […]

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 […]

Tags: China, inflation, Japan, stock markets, US
Category: Investment management