The Clarion: our news and updates.

We have a wealth of expertise with plenty of financial guidance, opinions, thought pieces, news on business and personal finances and updates on what’s happening at Clarion. We add to these as much as we can so it’s worth a regular visit to this page to read the latest from our financial journal – The Clarion.

Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact Kirsty Day at Yellow Jigsaw on +44 (0)7941 605 925 or kirsty@yellowjigsaw.co.uk.

Where stated, any investment performance figures referred to relate to past performance which is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy.  The value of investments, and the income arising from them, can go down as well as up and is not guaranteed, which means that you may not get back what you invested.  Unless indicated otherwise, performance figures are stated in British Pounds.  Where performance figures are stated in other currencies, changes in exchange rates may also cause an investment to fluctuate in value.

 

screen with numbers and graphs indicating market activity

Clarion Investment Diary for March 2021

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 […]

Continue reading...

Tags: , , , , ,
Category: Investment management

child standing with back to camera in front of angry mum and dad on sofa

Stock market and economic commentary March 2021

“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 […]

Continue reading...

Tags: , , , ,
Category: Investment management

Clarion Investment Diary for February 2021

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 […]

Continue reading...

Tags: , , , , ,
Category: Investment management

Light at the end of the tunnel

Stock market and economic commentary February 2021

“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 […]

Continue reading...

Tags: , , ,
Category: Investment management

John Winstanley and Keith Thompson in suits in the Clarion Wealth Planning offices

Building strong relationships with clients, the Clarion way

Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]

Continue reading...

Tags: , , ,
Category: Financial Planning, Our team news

a bitcoin standing on its side among a pile of other bitcoin

Bitcoin boom – is it a bust for investors

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 […]

Continue reading...

Tags: , ,
Category: Investment management

Clarion Investment Diary for January 2021

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 […]

Continue reading...

Tags: , , , , ,
Category: Investment management

Rainbow and rain over a calm sea

Stock market and economic commentary – January 2021

“The way I see it, if you want the rainbow, you’ve got to put up with the rain.” Dolly Parton, American singer and songwriter Just over 12 months ago the World Health Organisation issued a warning that the Chinese authorities had alerted it to an outbreak of “pneumonia of unknown cause” in Wuhan, until then […]

Continue reading...

Tags: , , , ,
Category: Financial Planning

New year – what’s the (financial) plan?

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 […]

Continue reading...

Tags: , , ,
Category: Financial Planning, Investment management

1 2 3 21