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A quote from the renowned American investor and writer, Howard Marks, sets the tone for this month’s commentary: “The best response when seas are choppy is to focus on completing the long-term voyage and not think about whether the next wave is going to push the nose of the boat up or down.” Despite a […]
Category: Business, Thought pieces
Two of the most successful investors of recent times, Warren Buffett and Terry Smith, have recently published their annual investor letters. These letters are always worth reading for their insight into how a successful stock market investor thinks. Although we are dealing with different aims, objectives and risk criteria, Clarion use similar methodology as these […]
Category: Business, Thought pieces
Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.
Category: Business, Investment management, Thought pieces
It has long been claimed that markets are influenced by what is known as the ‘January effect
Category: Investment management, Thought pieces
A good sense of the change in market sentiment over the year can be gleaned from investor reaction to recent ‘news flow’. The Fed Chair Powell recently issued a slightly more dovish statement implying that interest rates were close to neutral and future moves would be data dependent rather than rigidly following the forward guidance.
Category: Thought pieces, Uncategorised
Investing in stocks and shares requires optimism about the future.
Category: Investment management, Thought pieces
With modern media reporting a multitude of economic statistics almost every day, it is easy to become statistic fatigued but it is worth reminding ourselves of what is surely the single most important economic statistic.
Category: Lifestyle, Thought pieces
The psychological nature of investing means that investors, being ever fearful of losing money, will always find something to worry about.
Category: Business, Investment management, Thought pieces
Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.
Category: Financial Planning, Investment management, Thought pieces