Last week, Julian Menges and the team rebalanced the Casterbridge Hardy and Boldwood Managed Portfolios. In his latest video update (3:54) Julian shares his tactical allocation changes and looks at how central banks are likely to keep interest rates ‘higher for longer’ and how our cautious view over inflation expectations and any subsequent falling interest …
As Consumer Duty becomes live for firms with new and existing products and services Matt Austen speaks to Casterbridge’s Compliance Officer Claude Weston to discuss what consumers can expect in the future. He shares Casterbridge’s own compliance journey and how opportunities to further enhance client outcomes have been found. To hear the full podcast on …
What Impact Will Consumer Duty have For UK Financial Services? Read More »
Key Points What has happened over the last 12 months… This time last year the UK economy and markets were still reeling from the disastrous aftershocks of the Liz Truss ‘Mini-Budget,’ sending both UK equity and UK bond markets into a tailspin. At Casterbridge we had been more cautious throughout 2022 and during this period …
Monthly Investment Briefing
It’s Still Grey Out There Read More »
