February 2024

This February Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest video update (3:56) Julian shares his tactical allocation changes and our positivity on the opportunities in equities on the back of strong employment and wages whilst still being prudent on how much risk we can take at present given the […]

We have been working hard across the group to review our strategic asset allocation (SAA), the investment decisions we make on a two- to five-year view that are core to our investment process. Since the winter of 2022, we have been at a historically low allocation to fixed interest (bonds) investments, particularly versus our peers,