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May 2022

Casterbridge ‘Shorts’:
Tactical Asset Allocation Update

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Julian Menges, Head of Strategy and Head of Hardy Managed Portfolios gives an update on what’s been happening with the Hardy Managed Portfolios over the last two months amidst rising inflation and the continuing conflict in Ukraine. Important Information This video is for information only and does not constitute advice or recommendation and you should …

Casterbridge ‘Shorts’:
Tactical Asset Allocation Update Read More »

Watch Again: Casterbridge Special Spring Investment Briefing

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Welcome to our Special Spring Investment Briefing with guest speaker from our charity partner Lucy Thorpe, Head Gardener at Horatio’s Garden Southwest in Salisbury. In addition to the investment update from your Casterbridge team, Lucy holds a seasonal Q & A offering ‘top tips’ for all keen gardeners and her advice on what you should …

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Monthly Investment Briefing:
Shovel Technology, Health Care & Emerging Markets

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Key Points: The discipline of our portfolio construction is providing real support to fund values. If you build something properly it will be durable in ways you didn’t expect. We’ve planned for an environment of rising interest rates increasing our government bonds whilst reducing our exposure to corporate bonds. We have also added higher yield …

Monthly Investment Briefing:
Shovel Technology, Health Care & Emerging Markets Read More »

Regulatory Information
Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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