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Tag: investment

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Clarion Investment Diary August 2023

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 […]

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Category: Investment management

Clarion Investment Diary July 2023

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 […]

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Category: Investment management

Clarion Investment Diary June 2023

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 […]

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Category: Investment management

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Clarion Investment Diary May 2023

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 […]

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Category: Investment management

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Clarion investment diary April 2023

The Clarion Investment Committee met on the 13th of April 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have also been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Stock Market Snapshot Economics Early estimates of activity in […]

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Category: Investment management

Clarion Investment Diary for March 2023

The Clarion Investment Committee met on the 9th March, 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have also been updated to include commentary on the recent turmoil in the banking sector and wider financial markets. Since the date of the Investment Committee meeting the UK Chancellor […]

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Category: Investment management

Clarion Investment Diary February 2023

The Clarion Investment Committee met on the 2nd of February 2023. The following notes summarise the main points of consideration in the investment Committee discussions. (These notes are as at the actual date of the Investment Committee since which time major central banks have continued with the theme of tightening monetary policy with further interest […]

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Category: Investment management

Clarion Investment Diary January 2023

The Clarion Investment Committee met on the 12th of January 2023. The following notes summarise the main points of consideration in the Investment Committee discussions. (These notes are as at the actual date of the Investment Committee, since which time major central banks have continued with the theme of tightening monetary policy with further interest […]

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Category: Investment management

Clarion Investment Diary December 2022

The Clarion Investment Committee met on the 5th December. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 5th of December. (These notes are as at the actual […]

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Category: Investment management

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