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
Boldwood Portfolios investment update Read More »
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
Advisory Portfolios – What are advisers saying? Read More »
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,
Hardy MPS
Rebalance heads-up Read More »
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
Hardy Managed Portfolios
Investment Update Read More »
2022 has been another volatile year for global investment markets, and a bruising one for many investors. Yet despite these challenges, the Casterbridge Hardy Managed Portfolio range has continued to deliver outstanding relative returns. So we asked Portfolio Manager Julian Menges to share what he believes to be the main reasons that underpin Hardy’s success
Reasons to be cheerful… Read More »
Calm returns to markets November saw good recoveries in bond and equity markets, further to the turmoil earlier in the autumn caused by rapid rise in interest rates on concern over soaring inflation. Every economic data point is being analysed to provide clues on the outlook for inflation and the likely peak in monetary policy.
A degree of calm returns.
December 2022 Read More »
As part of our new series of bitesize : topical : videos called Casterbridge ‘Shorts’, Will de Baer takes a closer look at Bespoke Portfolios through the third quarter… play the video below (5m 24secs) Important Information This video update is for information only and does not constitute advice or a recommendation and you should
Casterbridge ‘Shorts’
Bespoke Portfolios Q3 update – Never in a straight line! Read More »
The first in our new series called Casterbridge ‘Shorts’ Julian Menges takes a closer look at his view on inflation, from coffee beans to microchips – how global supply chains are effecting inflation… Important Information This video update is for information only and does not constitute advice or a recommendation and you should not make
NEW: Casterbridge ‘Shorts’
bitesize : topical : videos Read More »
If you were unable to catch our latest LIVE STREAM Casterbridge Investment Briefing, don’t worry you catch up on all the action below. The Casterbridge Investment Team update clients on the year so far and look further out at the opportunities for the rest of the year and beyond… Important Information This video update is
Watch On Demand:
Autumn Investment Briefing:
Time to refocus on our Mega Trends Read More »
