We communicated recently that Julian Menges and the team had decided to hold off from rebalancing our Managed Portfolios in March in anticipation of a better entry point to add risk into portfolios. This duly arrived over the last 10 days with the volatility caused by President Trump’s announcements of tariffs. All portfolios were rebalanced last week at the height of the volatility, with the team adding exposure to US equities and Technology. Watch the latest Tactical Allocation video (7:27) to find out more…
Important Information
This video is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this video are those of Casterbridge at the time of recording and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.
