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The Clarion Investment Committee met on the 10th November. 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 10th of November. (These notes are as at the date […]
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Investment management
The Clarion Investment Committee met on Monday 17th October. The following notes summarise the main points of consideration in the investment Committee discussions. Economic snapshot and political snapshot (These notes are as at the date of the Investment Committee meeting on 17th October since which time the Prime Minister, Liz Truss, has resigned and we […]
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Investment management
The Clarion Investment Committee met on Wednesday 14th September. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic Snapshot The UK’s energy support package announced earlier this month is a huge response to the cost-of-living crisis, costing roughly twice as much as the COVID furlough scheme. Supporters see it […]
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Investment management
The Clarion Investment Committee met on Thursday 18th August 2022. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Snapshot European gas prices hit new record highs as fears of a shortfall over the winter continued to grow. A zinc smelter in the Netherlands and an aluminium smelter in […]
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Investment management
The Clarion Investment Committee met on Thursday 14th July. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Developments The US economy added a much-greater-than-expected 372,000 jobs in June while the unemployment rate held steady at 3.6%. Bond yields rose on the news as investors judged that this strengthened […]
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Investment management
The Clarion Investment Committee met on Thursday 16th June. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Developments The World Bank sharply lowered its forecast for global growth and highlighted the rising risk of recession in many countries. The OECD warned that global growth is set to be sharply […]
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Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (11th May 2022) 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 Clarion Investment Committee met on Wednesday 11th May with thoughts dominated by […]
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Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (7th April 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. China is experiencing its worst COVID outbreak since the first wave 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
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Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (10th March 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Since the full-scale military attack on Ukraine, launched by Russia on Thursday 24th […]
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