Matt Cheek

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! Read More »

In this first of our ‘fund in focus’, Annie Borg, Research Analyst on the Casterbridge Research Team, gives some background to one of the new funds purchased within the Sustainable Impact portfolio; explaining why Annie believes the fund will be a core holding and what it offers investors. WHEB Sustainability – A leader within ESG …

Fund in Focus: WHEB Sustainability – A leader in ESG Read More »

In our latest video update Keith Edwards our CEO and lead investment manager, takes a closer look at how we are returning to work in our Salisbury office whilst also embracing the flexibility and efficiencies of remote working. Keith also highlights some of our future plans as a business and how we aim to achieve …

Keith Edwards Video Update: Back to school Read More »

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 »

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 »

After wining the BEST Discretionary Fund Manager in the UK at the Money Marketing Awards 2020 we wanted to do something MASSIVE to celebrate!!! So we thought it would be a great idea to walk, run and cycle the length of the country – all virtually of course – to raise funds for the amazing …

The ‘Casterbridge Wanderers’ take on Lands End to John O’Groats virtual challenge Read More »

As part of the three-year birthday celebrations for our Sustainable Impact Portfolio, we’ve created a three-part guide to Environmental, Social & Governance (ESG) investing. The series looks at the key areas around ESG investing, including how new regulations are driving interest in the ESG arena, how advisers can meet clients’ ESG objectives, and much more. Jon …

Guide to ESG investing – Part 1: Does an ESG portfolio have to be riskier than a traditional portfolio? Read More »