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.
(Return to all News and Updates)
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. US equity markets suffered continued selloffs throughout the last few weeks with the futures market […]
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 corrections, although painful at the time, are actually a very healthy part of the whole mechanism, because there are always speculative excesses that develop, particularly during a long bull market.” Rob Chernow; American writer, journalist, historian and biographer Stock Markets Two things happened in financial markets in the first few days of 2022 […]
Tags: inflation, interest rates
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The Omicron variant continues to dominate market sentiment, resulting in volatile equity and bond markets. […]
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
“Predicting rain doesn’t count, building an Ark does.” Warren Buffett, American business magnate, investor, and philanthropist. Economic Update “Same procedure as last year? Same procedure as every year!” The classic sketch “Dinner for One” is a New Year’s tradition in Germany and much of Northern Europe. Miss Sophie’s 90th birthday party and her famous reply […]
Tags: equities, growth, inflation, stock markets
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The COP26 conference in Glasgow ended with a whimper as opposed to a bang, due […]
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
“The hardest arithmetic to master is that which enables us to count our blessings.” – Eric Hoffer, American philosopher and author. Economic Update At J.P. Morgan’s recent third quarter results presentation, Jamie Dimon, Chairman and CEO, was asked about comments he had made regarding the supply chain problems and what he had been hearing from […]
Tags: house prices, new variant, supply chain, workforce
Category:
Investment management
On one of Stephen’s first visits to the region since COVID-19, Sam Petts of the Clarion Investment Committee caught up with him over lunch in Manchester. Blue Whale represents one of the core global positions within the Clarion Investment Portfolios. Peter Hargreaves and Stephen Yiu set up the investment business Blue Whale Capital in 2017 […]
Tags: Amazon, confidence to invest, Meet the manager, Microsoft, sell-off
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The strongest IA sector performers during September were IA Japan (4.58%), IA Japanese Smaller Companies […]
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
“October: This is just one of the peculiarly dangerous months to speculate in stocks & shares. The others are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain Economic update Doom sells. Whether stock markets and economies are rosy or wobbly, making predictions of impending disaster is something of […]
Tags: bears, diversified investment, inflation, stock markets
Category:
Investment management