With increased media commentary about rising mortgage rates and their impact on consumers – how concerned should we be? Julian Menges, Head of Strategy at Casterbridge, offers a snapshot of his thoughts and reminds us to keep the media’s take on events in perspective. As our previous commentaries have referenced, for the past 18 months …
Last week, Julian Menges and the team rebalanced the Casterbridge Hardy Managed Portfolios. In his latest video update (4:13) Julian shares his new tactical allocation changes, including adding to income funds, maintaining a small underweight to equities and bonds and an overweight to alternatives. Julian also asks the important question that many are asking: is …
Key Points Global Political Risk is still tiring. Biden’s Pocketbook is leaking red ink. UK consumer is still spending, which isn’t great- buy less Rose wine, one less sausage on the barbecue – every little bit helps, please. The wrong people are paying the price. Debt Ceiling- the science bit of the commercial. Equity market …
Monthly Investment Briefing-‘Will Everybody Please Play Nice’ Read More »
