Ever wondered what funds your portfolio holds? Why they are there? And what they do? Our new ‘Casterbridge Funds in Focus’ is a selection of short video interviews, asking your most pressing client and adviser questions to leading Fund Managers. Important Information This video is for information only and does not constitute advice or recommendation …
If you were unable to catch Wednesday’s LIVE Casterbridge Portfolios In Focus webinar, don’t worry you catch up on all the action and detail below… Click on the button below to register for our next Portfolios in Focus webinar on 18th October 2023… Important Information This video is for information only and does not constitute …
Portfolios In Focus Webinar – catch up on demand. Read More »
A number of clients have been asking the question: ‘why should I stay invested when I can get around 5% on a fixed term savings account?’ James O’Hara, one of our Investment Managers looking after Bespoke portfolios penned the below response to one particular client who asked the question. I thought it to be a …
Why should I stay invested when cash is yielding 5%? Read More »
Key Points The US bull market continued, as markets reacted positively to any good news they could find, along with high hopes for the transformative power of Artificial Intelligence (AI). Inflation continued to be elevated although the trajectory in the US appears to be downwards. The FED “skipped” a rate hike this month, although insisted …
Monthly Investment Briefing- Shepherd Boy has cried Wolf Read More »
