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.
You may well have owned your business for decades, so you’ll no doubt have given it a great deal of thought before deciding to sell it and move on. Conversely, you may be looking to sell up after just a few years of running the firm because you feel the time is right to move […]
Tags: selling your business
Category:
Business
With Inheritance Tax (IHT) receipts reaching record highs in the 2022/23 tax year, you’ve perhaps never been more likely to leave your loved ones with a bill when you pass away. IHT is a tax on the estate, including possessions, money, property, and some lifetime transfers, of someone who has died. Yet, despite an increasing […]
Tags: estate planning, Inheritance tax
Category:
Financial Planning
“At all times, in all markets, in all parts of the world, the tiniest change in US interest rates changes the value of every financial asset.” Warren Buffett. American Business Magnate, renowned investor and philanthropist. Economic update – assessing global growth Despite worries about activity in the US and Europe, the global economy has […]
Tags: growth, inflation, interest rates
Category:
Investment management
The Clarion Investment Committee met on the 17th of August 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics UK inflation slowed to 6.8% in July […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
The Clarion Investment Committee met on the 13th of July 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, political and business snapshot Economics UK headline inflation fell to 7.9% in […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” Bill Gates; American Business magnate, philanthropist, investor and co-founder of Microsoft. Economic update – the inflation conundrum Economic booms tend not to end well. Strong growth generates inflation, which in turn causes central banks to raise […]
Tags: growth, inflation, interest rates
Category:
Investment management
Clarion Chartered Financial Planner Jacob Hartley explains the surprising appeal of gilts in the current economic environment: Inflation and rising interest rates have become prevalent topics in today’s news. The dramatic increase in interest rates to try to dampen down on runaway inflation since the start of 2022 has caused UK government bonds, known as […]
Tags: gilts, high interest rates, inflation
Category:
Investment management
The Clarion Investment Committee met on the 15th of June 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, political and business snapshot Economics The Bank of England raised interest […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“I can calculate the motion of heavenly bodies, but not the madness of people.” Isaac Newton 1642-1726; Mathematician, physicist, astronomer, alchemist & theologian. The godfather of physics. Economic Update Advances in Technology The release of generative AI models, loosely defined as problem solving using computers and big datasets, like ChatGPT has caused huge excitement and generated […]
Tags: AI, chip, Nvidia, stock markets, tech
Category:
Investment management