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.
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.
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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.
Early last month the £2.5 billion M&G Property Portfolio Fund was forced to stop investors from taking cash withdrawals from the fund. This is an open-ended fund where sales of units by investors can result in the manager being forced to sell some investments to realise cash to meet those redemptions. The fund had seen […]
Category: Business, Thought pieces
Stock markets don’t care about what is happening today. They are a forward-looking discounting machine and are more concerned about the future. This can create a disconnect between prevailing news headlines and stock market performance. The last 12 months have been a case in point when it was easy to find lots of things to […]
Category: Business, Thought pieces
It is now more than ten years since the global financial crisis, a key trigger of which was a downturn in the US property market. Indeed, property has been associated with financial crises and recessions many times throughout history. Why then does the property market have the potential to have such an important bearing on […]
Category: Business, Thought pieces
Minutes of the Clarion Investment Committee held on 20th November 2019 at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00. Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) […]
Category: Financial Planning, Investment management
Nothing goes on forever in financial markets. For all the noise and industry fashions; whether it’s the importance of geographical weightings, economic statistics or portfolio risk measurement driven by index construction, they all come and go, reverting to the mean and overshooting in the other direction. The one thing an investor can rely on is […]
Category: Business, Thought pieces
Bond investors are living in a topsy turvy world. The global financial crisis presented central banks with unprecedented challenges which were met with extraordinary actions. A decade on, we can now see that these measures saved the global economy from deflation and economic depression. However, the unintended consequence of these extraordinary measures was that they […]
Category: Business, Thought pieces
“Old Age is like everything else. To make a success of it, you have to start young”. These words of wisdom from former US President Theodore Roosevelt may resonate with many of us as we face retirement—especially as that timeframe is getting longer. When the first UK state pension came into effect in January 1909, […]
Category: Business, Financial Planning, Investment management, Thought pieces
Minutes of the Clarion Investment Committee held on 16th October at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00. Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam […]
Category: Financial Planning, Investment management
As Autumn sets in there is a notably cooler breeze whistling through the economy and financial markets. Current economic activity data which has been flashing amber weather warnings in manufacturing for some months has more recently lowered expectations for the larger services sector. Investors could be forgiven for expecting a perfect storm and as we […]
Category: Business, Thought pieces