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 […]
Managed Portfolios Tactical Allocation Changes Video Read More »
Picking up targets at better prices… We thought we would update you on where we are in our decision making over the last few days and the days to come. Over the summer of last year we took advantage of the relative weakness of the US Dollar and invested in key long term company holdings
Picking up targets at better prices: Read More »
What’s been happening over the last quarter… The first quarter of 2025 has been a tale of two halves in terms of market returns. The first half through January and early February, markets were buoyed by the news that US President Trump would delay the imposition of tariffs on global trading partners where the US
Monthly Investment Briefing: From the Mag-7 to Lag-7! Read More »
A Tale of Two halves… February has been a tale of two halves in terms of market returns – the first half continued where January left off as the ‘Trump Bump’ thrust both the FTSE 100 and S&P 500 to all-time highs. There has been a reversal in trend over recent weeks, particularly the Mag-7
Monthly Investment Briefing: On The Defensive Read More »
Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in the summer of last year to be better exposed to US equities, and retained an enthusiastic belief that equity markets were still the place to be on a long term (Strategic) and a Short Term (Tactical) basis. We continue to
Monthly Investment Briefing: Lets not ‘Trumpet’ good performance, let’s steady the tempo Read More »
What has happened… Another year down and it has been yet another eventful close to the year economically and politically. On the economic side the most recent inflation data releases show western inflation rising again above the target 2% rate. The US economy appears to be in sound health with strong growth anticipated, posing a
Monthly Investment Briefing: Are We Heading Towards Stagflation? Read More »
What has happened over the last 3 months… The month of June 2024 proved to be a month of progress in terms of inflation cooling. Following the hotter than expected CPI prints earlier in the year, inflation has been trending lower, however, the central bankers remain cautious. The US had a cooler than expected reading
Monthly investment Briefing: Inflation hits the Target Read More »
This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest video (5:59) Julian shares his tactical allocation changes and our excitement on the opportunities in equities, on the back of a strong job market, low unemployment and a stable housing market whilst remaining cautious on how much risk we can
Managed Portfolios Tactical Allocation Update: Read More »
Upgrades to the Casterbridge Hardy Managed portfolios: Like all high-performance teams, we have been conducting a review of our Hardy Managed Portfolios to see where we can fine-tune what is already recognised as an outstanding range for investors. As part of this review, we critically assessed how we manage the investments from several different viewpoints.
Upgrades to the Casterbridge Hardy Managed Portfolios: Read More »
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
Managed Portfolios Tactical Allocation Update Read More »
