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 …
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 …
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 …
What happened: Last week Silicon Valley Bank (SVB) collapsed sending the financial markets into a frenzy of worry as concerns of a repeat of the global financial crisis began to emerge; after all, this was the largest bank failure since the 2007-08 financial crisis. Thankfully, over the weekend the US government and related agencies stepped …
A perfect storm for SVB… What happened at the bank? Read More »
Welcome to this first update on the new Boldwood portfolios. The Boldwood Portfolios are being managed by the experienced team at Casterbridge, working closely with input from Nathan, Olly and Theo. This note is to provide a short update on markets and talk about the changes we have made recently to the portfolios. Return of …
The landscape is always changing… ‘Thank **** you’re managing my advisory portfolios now’ Sussex IFA That quote came from the founder of a Sussex based IFA business. We asked how they were coping with the challenges of volatile markets, persistently higher inflation and the tougher regulatory landscape. He went on to say ‘If I was …
Over the next few days Julian and the team will be making some tactical investment changes (commonly known as a rebalance) to the Hardy Managed Portfolio range. What are they doing and why? In Summary, Julian is adding to Fixed Income following our recent house view decision to increase exposure to this asset class. However, …
Last week Julian and the team rebalanced the Hardy Managed Portfolios – In this latest video update Julian gives us the lowdown on what’s been happening in the Hardy Managed Portfolios and how the portfolios are positioned to enter the New Year…. Important Information This video is for information only and does not constitute advice …
