True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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“The whole aim of practical politics is to keep the populace alarmed, and hence clamorous to be led to safety, by menacing it with an endless series of hobgoblins, all of them imaginary.” Henry Louis Mencken (1880-1956), American journalist, essayist, satirist, cultural critic, and scholar of American English. He commented widely on the social scene, […]
Tags: gas prices, inflation, investment strategy, recession, Ukraine
Category:
Investment management
The Clarion Investment Committee met on Thursday 14th July. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Developments The US economy added a much-greater-than-expected 372,000 jobs in June while the unemployment rate held steady at 3.6%. Bond yields rose on the news as investors judged that this strengthened […]
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
“Smart people learn from everything and everyone, average people from their experiences, stupid people already have all the answers.” Socrates Economic update I must admit that I found this a difficult newsletter to write. For much of the month, it has been hard to think of anything other than the astonishing goings-on in British politics. […]
Tags: America, China, COVID 19, inflation, supply chain
Category:
Investment management
The Clarion Investment Committee met on Thursday 16th June. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Developments The World Bank sharply lowered its forecast for global growth and highlighted the rising risk of recession in many countries. The OECD warned that global growth is set to be sharply […]
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
Crisis is derived from the Greek word “Krisis: a time of decision, with the possibility of both danger and opportunity”. The next few years of rolling crises look sure to offer plenty of both. Ukraine The Russian military, mired in a war with no end in sight, is attempting to resuscitate its sputtering offensive in […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
We are delighted to be able to feature this guest blog by Eleanor Moore, Director of Private Clients, at a partner organisation – Broadway Insurance Brokers. Here Eleanor talks about the art of insurance to ensure that you and your cultural keepsakes are covered. One of the foremost French artists of the 19th-century, Gustave Courbet, once remarked […]
Tags: financial planning, Paraplanner of the year, Paraplanning
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management,
Our team news
We are delighted to announce our fantastic team of Associate Financial Planners (AFPs) have been named the Paraplanning Team of the Year 2022. Our top team of AFPs were presented with the prestigious award at the Professional Paraplanner Awards ceremony in London. Head of Advice Delivery and former winner of the Paraplanner of the Year […]
Tags: financial planning, Paraplanner of the year, Paraplanning
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management,
Our team news
In the early stages of a new business venture, we often find that entrepreneurs are so focused on building and growing their new brand, that they neglect their personal finances. Here one of Clarion’s Chartered Financial Planner’s – Jacob Hartley – talks through how as a company we work with many young entrepreneurs and take on […]
Tags: clients, entrepreneurs, financial planning, future finance, personal wealth
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management
“Down cycles are not fun. But they form the basis for enormous future profitability.” – Steven A. Schwarzman. American billionaire businessman and philanthropist and Chairman of The Blackstone Group, a global private equity firm. Ukraine The war in Ukraine grinds on with tragedy around every corner but Russia is finding the going far more challenging than […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
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From the whole team at Clarion, merry Christmas and a happy new year.