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Category: Investment management

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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

A mountain bluebird with with wings outstretched ready to take flight from a twig on a green background

Stock market and economic commentary November 2022

“In the midst of difficulty lies opportunity.” Albert Einstein (1879-1955). Theoretical physicist. Economic Update Two of the most googled words in recent months have been ‘recession’ and ‘pivot’. Recession for obvious reasons; pivot less so but both are interlinked. Economists tend to think in small incremental steps, missing big turns in the story, which helps […]

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Category: Investment management

Stock market and economic commentary October 2022

“We cannot solve our problems with the same thinking we used when we created them.” Albert Einstein 1879-1955. World Renowned Theoretical Physicist. Economic snapshot China’s party congress has confirmed a third five-year term for President Xi Jinping, making him the country’s most powerful leader since Mao Zedong. The war in Ukraine has reached an even […]

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Category: Investment management

Clarion Investment Diary October 2022

The Clarion Investment Committee met on Monday 17th October. The following notes summarise the main points of consideration in the investment Committee discussions. Economic snapshot and political snapshot (These notes are as at the date of the Investment Committee meeting on 17th October since which time the Prime Minister, Liz Truss, has resigned and we […]

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Category: Investment management

Clarion Investment Diary September 2022

The Clarion Investment Committee met on Wednesday 14th September. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic Snapshot The UK’s energy support package announced earlier this month is a huge response to the cost-of-living crisis, costing roughly twice as much as the COVID furlough scheme. Supporters see it […]

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Category: Investment management

Stock market and economic commentary September 2022

 “The farther back you can look, the further forward you are likely to see” Winston Churchill Her Majesty Queen Elizabeth 11 (1926-2022) The death of Her Majesty the Queen has been a timely opportunity to take stock of our nation and to re-examine what kind of place we have become. Contrary to the miserable musings […]

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Category: Investment management

The Bank of England

Clarion Investment Diary August 2022

The Clarion Investment Committee met on Thursday 18th August 2022. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Snapshot European gas prices hit new record highs as fears of a shortfall over the winter continued to grow. A zinc smelter in the Netherlands and an aluminium smelter in […]

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Category: Investment management

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