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.
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
We are delighted to announce the arrival at Clarion of Bradley Peet, who has joined our team as an associate financial planner. He has been recruited to take up a role which became available following an internal promotion. Bradley has joined Clarion after more than three years at Carpenter Rees, which is based in south […]
Tags: Associate financial planner, team news
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Our team news,
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The Clarion Investment Committee met on the 10th of May 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 Stock Market Snapshot Economics US treasury secretary Janet Yellen said […]
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 world is full of foolish gamblers, and they will not do as well as the patient investor”. Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Reasons to be cheerful Part 1… the UK consumer In the last 18 months, UK consumers have faced the worst energy crisis in […]
Tags: China, consumer, inflation, invest, UK
Category:
Investment management
We are delighted to announce that our team has been enhanced with the appointment of Christine Martins as Adviser Client Support. Christine said: “I am enjoying this busy role, supporting the financial planners with the day-to-day administration involved in servicing our clients. With new business, there is always a lot of preparation, and a large and […]
Tags: ACS, adviser client support, new staff
Category:
Our team news