Matt Cheek

Invitation:
Casterbridge Investment Briefing –
The Three Hurdles to 2021

Join us at the first virtual Casterbridge Investment Briefing – A quick fire investment seminar designed to bring you up to speed on all things investment! Members of the Casterbridge investment team will be running you through 2020 so far and how they have been managing Bespoke and Managed Portfolios for your clients. The team …

Invitation:
Casterbridge Investment Briefing –
The Three Hurdles to 2021
Read More »

Monthly Market Review:
Not all plain sailing for Big Tech!

September’s Second Wave? News of renewed localised lockdowns and quarantined university students has painted a rather grim outlook as we head towards the winter months. Boris Johnson’s ‘rule of six’ order and mandatory closure of pubs and restaurants at 10pm came into force earlier in September with further measures imposed through Scotland, Wales and Northern …

Monthly Market Review:
Not all plain sailing for Big Tech!
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Cutting, Cancelling and Suspending! What’s next for company dividends?

What has been happening… Portfolio income is an important component of investing for both those investors with income requirements and those relying on compounding total returns.  Since the start of the Covid-19 crisis in March, companies have been cutting, cancelling, or suspending their dividends. Whilst painful for investors, these decisions have been the right course of action, ensuring companies can maintain their business models through the current economic malaise and uncertainty regarding the speed of the recovery. Company cash has helped maintain …

Cutting, Cancelling and Suspending! What’s next for company dividends? Read More »

Guide to ESG investing – Part 3: How to meet clients’ ESG objectives

Jon Smith, portfolio manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at how Financial Advisers can work with investors to meet your ESG objectives… Are our Sustainable Impact Portfolios suitable for you? In our previous two articles Does an ESG portfolio have to be riskier than a traditional portfolio? and Are you …

Guide to ESG investing – Part 3: How to meet clients’ ESG objectives Read More »

Guide to ESG investing – Part 3: How to meet clients’ ESG objectives

Jon Smith, portfolio manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at how advisers can meet client ESG objectives… Who are the Sustainable Impact Portfolios suitable for? In our previous two articles Does an ESG portfolio have to be riskier than a traditional portfolio? and Are you aware of the new ESG …

Guide to ESG investing – Part 3: How to meet clients’ ESG objectives Read More »

Guide to ESG investing – Part 2: Are you aware of the new ESG regulations?

Jon Smith, Manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at the changing regulations around Environmental, Social and Governance (ESG) investing and how we can help you embed ESG into your investment process… What are the regulations? Regulatory changes due to be implemented in 2020 mean financial advisers need to be much …

Guide to ESG investing – Part 2: Are you aware of the new ESG regulations? Read More »

Guide to ESG investing – Part 2: Are you aware of the new ESG regulations?

Jon Smith, Manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at the changing regulations around Environmental, Social and Governance (ESG) investing and how we can help you embed ESG into your investment process… What are the regulations? Regulatory changes due to be implemented in 2020 mean financial advisers need to be much …

Guide to ESG investing – Part 2: Are you aware of the new ESG regulations? Read More »