At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. While some MPS providers adjust portfolios like clockwork – monthly or quarterly, regardless of market conditions – we take a more pragmatic approach. Right now, market volatility is high, and our portfolios are well-positioned. Rather than making changes on an arbitrary schedule, […]
Pragmatic, not dogmatic approach to rebalancing MPS! Read More »
In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at Casterbridge, looks at how the election of Trump as the new US President should be positive for global trade and the ability to control inflation. In addition, the size of the win, and the Republicans controlling both the Senate and
Managed Portfolios Tactical Allocation Update Video Read More »
Over the next few days Julian Menges, Head of MPS at Casterbridge, and the team will be making some tactical investment changes (commonly known as a rebalance) to the Managed Portfolio range. Below is a summary of the headline changes and the rationale driving the decisions. Summary of portfolio changes Increasing equities now that some
Managed Portfolios – Rebalance heads-up Read More »
We have recorded a selection of very short video tutorials to help introduce you to the new portal and get the best out of what it has to offer. The below videos show test clients and are an introduction to the different functions within the portal – should you need anything else please don’t hesitate
Casterbridge client portal: user tutorials Read More »
Thanks again to everyone who attended the client webinars and submitted questions in advance and during the live Q&A. We tried to get through as many questions as we could within the time we had, but as promised, here’s a full rundown of the FAQs. Frequently Asked Questions Why is my portfolio value less than
Client webinar: FAQ Read More »
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
Managed Portfolios Tactical Allocation Update Read More »
If you were unable to catch Wednesday’s LIVE Casterbridge Portfolios In Focus webinar, don’t worry you catch up on all the action and detail below… Click on the button below to register for our next Portfolios in Focus webinar on 18th October 2023… Important Information This video is for information only and does not constitute
Portfolios In Focus Webinar – catch up on demand. Read More »
A number of clients have been asking the question: ‘why should I stay invested when I can get around 5% on a fixed term savings account?’ James O’Hara, one of our Investment Managers looking after Bespoke portfolios penned the below response to one particular client who asked the question. I thought it to be a
Why should I stay invested when cash is yielding 5%? Read More »
With increased media commentary about rising mortgage rates and their impact on consumers – how concerned should we be? Julian Menges, Head of Strategy at Casterbridge, offers a snapshot of his thoughts and reminds us to keep the media’s take on events in perspective. As our previous commentaries have referenced, for the past 18 months
Mortgage rate headlines – our thoughts Read More »
Last week, Julian Menges and the team rebalanced the Casterbridge Hardy Managed Portfolios. In his latest video update (4:13) Julian shares his new tactical allocation changes, including adding to income funds, maintaining a small underweight to equities and bonds and an overweight to alternatives. Julian also asks the important question that many are asking: is
Hardy Managed Portfolios Rebalance video Read More »
