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 …
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. …
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 »
As someone who spends a lot of time on the road (albeit virtually over the last year) talking to Financial Planners and Paraplanners, the question that comes up most often when looking at solutions for clients is that of ‘Active vs Passive’ Investment. It’s a massive subject and one where the cost ‘tail’ often wags …
Our very own Jonathan Smith, Head of Research and the Casterbridge Sustainable Impact Portfolios talks to Ian Horne of Wealth Manager in part three of their ESG & Me series. Jon looks at where some fund managers could do better in their approach to ESG fund offerings and the importance of avoiding knee-jerk reactions. Jon …
Video Interview:
Our Jonathan Smith talks to
Wealth Manager ESG & Me series 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 first three months of 2021 and look further out at the opportunities for the rest of the year and beyond… Important Information This update …
Watch Again:
Spring Investment Briefing:
Here comes the Sun! Read More »
As part of our 5th Birthday celebrations, some of our friends and partners left us some very kind Birthday messages… Enjoy.
As part of our ongoing commitment to promote the Physical & Mental Wellbeing of our Team, Clients, Friends & Family during lockdown and beyond, we are very excited to continue our ‘Casterbridge Yoga’ sessions with a new time – 8.15am Friday mornings. Why Yoga? The new Casterbridge Yoga sessions are focused on developing core strength, …
Promoting your Physical & Mental Wellbeing with Casterbridge Yoga: New Session time! Read More »
