Investment Update: June 2019

We have made some changes to our House View on equities within portfolios. Further to the commentary in the media about manager Mr Neil Woodford, we confirm Casterbridge Wealth have no money invested in the Woodford group of funds, nor have we ever. We are positive about...

New Year’s Message

The news flow is understandably dominated by the hindsight that 2018 was the worst year for a decade, and the volatility gave us some record setting falls in risk assets. The last few days have given us a set of results in markets that are...

Winter Investment Review

Winter has finally arrived in Wiltshire and it’s now dark for 5:00PM, but the wood is ordered for the log burner and seeing friends and family over the festive season will be fun, we wish everyone a merry, cosy and calorific yule tide. Obviously, recent times...

Summer Investment Review

Markets and Global Economy The weather has brought smiles to people’s faces and a beard to mine (my wife likes it, what are you to do?). No doubt the national pastime of frustration with the weather will give us all something to chat about in the...

Spring Investment Review

Thank you for your continued support which has helped us to become even more widely recognised in recent months. Not only have we recently appeared on the cover of Wealth Manager, a well read and highly respected industry magazine, but we were also delighted to...

WINTER INVESTMENT REVIEW

The annual debate as to whether we’ll be showered with snow and our country will be brought to a standstill, for three days, will soon be upon us. We could have snow ploughs and services akin to the Scandinavians and Swiss but I think the...

Summer Investment Review

The summer is often a time of low volumes but sharp price moves which can give us the odd opportunity. However, sometimes stocks are cheap for a reason; the value trap seems to have returned to haunt some larger investment funds. We added Capita after...

Election Investment

So, I lost a 50p bet with my wife, Alison. When they announced the election, I thought the Conservatives would retain their majority but make little progress. Alison thought there would be another hung parliament as the Liberal Democrats would recover strongly. Neither of us...

Market Commentary Spring Review

Having spent some downtime in Cornwall with my Cornish wife and the mid-century generation (a new phrase to me) attending the Daphne du Maurier literary festival, for all the noise and fuss, it seems life moves forward. The election only peaks my professional interest in...

MARKET COMMENTARY FEBRUARY 2017

Well we’re passing the darkest time of year, the annual shocking snow storm will no doubt mar many people’s February half term plans, as a father of a 24 year old girl, I have other concerns. The log burner is still happily eating its way...