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.
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 […]
Category: Business, Thought pieces
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management
Meet Sharon Sutherland What is your role at Clarion? I am an ‘Adviser Client Support’, providing administration assistance to the adviser and paraplanner along with some additional duties. How did you take your first steps in to Financial Planning? In South Africa I started off in banking and worked there for around nine years. I […]
Category: Our team news
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 […]
Category: Business, Thought pieces
Meet Adam Wareing What is your role at Clarion? Head of Operations. It’s my job to manage change and ensure we’re working efficiently to benefit our clients. How did you take your first steps in to Financial Planning? I fell into it! The reason I moved back to Manchester following my undergraduate degree in Sheffield […]
Category: Our team news
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 […]
Category: Business, Thought pieces
The Clarion Investment Committee met last month to discuss the performance and composition of the Clarion Portfolio Funds.
Category: Financial Planning, Investment management
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management
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 […]
Category: Business, Thought pieces