October 2022

Casterbridge ‘Shorts’
Market Update

In his latest video up, Will de Baer looks at global markets, the economy, and our bespoke portfolios. In this short, client-friendly, video update (8:02) Will shares his views on a tumultuous few weeks in the markets, and how the bespoke team are positioned across portfolios.

Casterbridge ‘Shorts’:
Tactical Asset Allocation Update

In his latest video Julian Menges, covers his thoughts on the markets and the recent changes to the Hardy Managed Portfolios, focusing on two main areas of concern, the return of inflation and rising geopolitical tensions. Important Information This video is for information only and does not constitute advice or recommendation and you should not …

Casterbridge ‘Shorts’:
Tactical Asset Allocation Update
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Monthly Investment Briefing:
A week is a long time in global markets as well as politics

Key Points: Through 2022 markets have been grappling with inflation, global monetary policies and geopolitics, UK fiscal policy has added to this roster of concerns. Market reaction to the emergency budget was swift and violent, sterling plunging to all-time lows. Gilt market reaction was unprecedented for the speed with which government yields rocketed higher, plunging …

Monthly Investment Briefing:
A week is a long time in global markets as well as politics
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