Category: Thought pieces

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Market and Economic Commentary: “Every cloud has a silver lining”

Politics continues to dominate both stock market and general economic sentiment. In particular, the continuing trade dispute between the USA and China is a focus of concern for investors, as higher import tariffs start to come into effect. Sentiment has also been impacted in the technology sector by the US targeting Chinese telecoms giant Huawei, […]

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Category: Business, Thought pieces

volatile stock market graph

China-US trade war—threat or opportunity?

CHINA-US TRADE WAR—THREAT OR OPPORTUNITY? In recent years, many financial commentators have been predicting the end of globalisation and a move into a multi-polar world order, with disenchantment over widening income and wealth distribution driving a changed environment. The US trade war with China is an obvious recent example. In this commentary, we consider the […]

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Category: Business, Thought pieces

Woodford equity income fund

WOODFORD EQUITY INCOME FUND Clients will no doubt have seen some of the extensive press comments on the recent dealing restrictions placed on this fund by the Fund Manager. This Clarion commentary on the events leading up to the dealing suspension might be of interest and provide reassurance to our clients. Clarion considered investing in […]

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Category: Business, Thought pieces

meeting room

Market Economic Commentary: Lower for Longer

One of the world’s most important economic indicators has gone into reverse in recent months. In this commentary we look at the implications for investors and clients of Clarion. What has changed is the outlook for American interest rates. These rates are, in effect, “the global price of money” and set the risk-free rate for […]

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Category: Business, Thought pieces

Economic & Market Commentary – Choppy Waters, Doctor Copper And Technological Revolution

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 […]

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Category: Business, Thought pieces

Words Of Wisdom

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 […]

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Category: Business, Thought pieces

man reading newspaper on sunny day

Stock Market and Economic Outlook 2019

Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.

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Category: Business, Investment management, Thought pieces

Stock market graph decreasing

Stock Markets and the January Effect

It has long been claimed that markets are influenced by what is known as the ‘January effect

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Category: Investment management, Thought pieces

pile of newspapers

Economic & Market Commentary 2018

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.

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Category: Business, Thought pieces