True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Tag: Defender Portfolio

(Return to all News and Updates)

Clarion Investment Diary – February 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Please note our meeting took place prior to the events in Ukraine last week and the commentary reflects that. Economic commentary and market outlook The following notes summarise the main points discussed […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

meeting with graphs on table

Clarion Investment Diary January 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. US equity markets suffered continued selloffs throughout the last few weeks with the futures market […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Clarion Investment Diary December 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The Omicron variant continues to dominate market sentiment, resulting in volatile equity and bond markets. […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Hands on table pointing at graphs

Clarion Investment Diary November 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The COP26 conference in Glasgow ended with a whimper as opposed to a bang, due […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Clarion Investment Diary October 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The strongest IA sector performers during September were IA Japan (4.58%), IA Japanese Smaller Companies […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Clarion Investment Diary September 2021

This article provides a brief overview of the topics discussed in the recent Investment Committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Investors with a long-term view have historically grown their portfolios more successfully than those with […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Clarion Investment Diary August 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Covid-19 stimulus exceeds $18 trillion or 21% of global GDP in 2020/21. Vaccine strategy provides […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Clarion Wealth. Image of two people with sheets of paper discussing financial matters

Clarion Investment Diary July 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. BoE is buying c.£4bn worth of bonds each week and currently owns around 31% of […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

Back to the top of this page