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)
Minutes of the Clarion Investment Committee held at 1pm on 8th April 2021 by Video Link. Committee Members in attendance: – Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Ron Walker (RW) Managing Director (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley […]
Tags: funds, Investment committee, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 11th March 2021 by video link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion Ron […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“Prediction is very difficult, especially if it’s about the future” – Niels Bohr, Nobel Laureate in Physics. Stock markets can often be likened to spoiled and obstreperous toddlers and the role of central bankers to that of the harassed parent. As a parent you must inculcate sufficient discipline whilst also making sure the youngsters can […]
Tags: bonds, central banks, equities, inflation, stock markets
Category:
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 11th February 2021 by Video Link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“Tomorrow will be a Good Day” Captain Sir Tom Moore. Every crisis brings forward a hero and many have been born out of the coronavirus pandemic. Scientists, healthcare professionals, teachers and ordinary people on the ‘frontline’ of the pandemic. All helping directly to battle the virus and indirectly to keep as many of us in […]
Tags: diversified investment, liquidity, recovery, stock markets
Category:
Investment management
Bitcoin has started 2021 with something of a bang and Clarion is receiving increased interest in our position on the cryptocurrency from our clients. Here our Investment Committee chairman Sam Petts analyses the pros and the cons. Bitcoin has come a long way since the first transaction, a purchase of two Papa John’s pizzas for 10,000 […]
Tags: Bitcoin, cryptocurrency, investments
Category:
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 14th January 2021 by Video Link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
With disruption and violence in the political capital of the US and rampant new variants of the coronavirus causing havoc in the UK and Europe, the first couple of weeks of the New Year seem every bit as depressing, if not worse, than the last few months of 2020. But with a new US President and […]
Tags: cashflow plan, financial advice, financial planning, investment risk
Category:
Financial Planning,
Investment management
Our opening hours are as follows:
From the whole team at Clarion, merry Christmas and a happy new year.
Stock market and economic commentary April 2021
“A stumbling block to the pessimist is a stepping-stone to the optimist.” – Eleanor Roosevelt, Former First Lady of the United States of America It seems appropriate that April’s commentary coincides with Spring and a sense of new beginnings, as we begin to emerge from lockdown. No doubt there will be many challenges as society […]
Continue reading...
Tags: economic commentary, economic recovery, investment
Category: Investment management