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 […]
What’s better, Active or Passive? Read More »
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.
Happy Birthday messages from some friends 🎉🎉 Read More »
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 »
In his latest video log (vlog) Keith Edwards, CEO, shares his thoughts on what’s been happening in the office, or at the home office, and his views on the investment markets…. Important Information This update is for information only and does not constitute advice or a recommendation and you should not make any investment decisions
Keith Edwards vlog:
Welcome to Spring! Read More »
What has happened over the last 3 months… Finally! Having passed the 23rd of March anniversary of the first UK lockdown, we are nearing a return to normality as vaccines roll out and the Government has laid out plans for the gradual reopening. However, at the start of the year, having bade farewell to the
One year on from the first lockdown… Is COVID really in our rear view mirror? Read More »
Julian Menges, Head of Hardy Managed Portfolios We completed our latest rebalance of Hardy portfolios last week. In my pre-rebalance preview I highlighted we are increasingly concerned about the growing risk of inflation. It is what western central banks want but, once released, it can be a difficult beast to control and can have unintended
Hardy Managed Portfolios: Rebalance comment Read More »
Before giving a preview on our upcoming portfolio rebalance, a quick comment on the latest announcement from the US Fed on Wednesday evening. They expect the economy to grow around 7% this year and expect no increase in interest rates until 2023. At the same time we have continued quantitative easing and President Biden’s $1.9
Hardy Managed Portfolios – Rebalance PREVIEW Read More »
Inflation – should we be concerned? We have been wary of a fall in bond markets for many months and the last two months have finally started to see a significant sell-off unravel. The reason? The expected return of inflation. Should investors be concerned? Yes, but probably not yet. Expectations of rising prices have been
A look back at February 2021:
Inflation – should we be concerned? Read More »
