What happened: Last week Silicon Valley Bank (SVB) collapsed sending the financial markets into a frenzy of worry as concerns of a repeat of the global financial crisis began to emerge; after all, this was the largest bank failure since the 2007-08 financial crisis. Thankfully, over the weekend the US government and related agencies stepped …
A perfect storm for SVB… What happened at the bank? Read More »
Welcome to this first update on the new Boldwood portfolios. The Boldwood Portfolios are being managed by the experienced team at Casterbridge, working closely with input from Nathan, Olly and Theo. This note is to provide a short update on markets and talk about the changes we have made recently to the portfolios. Return of …
The landscape is always changing… ‘Thank **** you’re managing my advisory portfolios now’ Sussex IFA That quote came from the founder of a Sussex based IFA business. We asked how they were coping with the challenges of volatile markets, persistently higher inflation and the tougher regulatory landscape. He went on to say ‘If I was …
In the last few days Julian Menges and the team have rebalanced the Hardy Managed Portfolios and in this video Julian updates us on what’s been happening in the Managed Portfolios and how they’ve been positioned to deal with the months ahead. Important Information This video is for information only and does not constitute advice …
