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 …
We are delighted to have won the BEST DFM award at The Money Marketing 2020 Awards that took place virtually last night. Commenting on the win, Matt Cheek, Head of Distribution at Casterbridge Wealth, said “We are over the moon to have won the BEST DFM category as we were up against very strong competition. …
In their latest rebalance Julian Menges and the team have made a number of changes to the underlying funds held across the Hardy Managed Portfolio range. Here Julian takes a closer looks at the economic environment and describes the rationale behind the changes… Investors are still mulling over the progression of the coronavirus, the impact …
Hardy Managed Portfolios: Portfolio Activity Update Read More »
We are delighted to be celebrating the 3rd Birthday of our Sustainable Impact portfolios. This is an exciting and interesting area of investment world to be fully involved within. The investment profession has seen a large amount of investor capital flow into what is becoming more mainstream year-on-year. Long gone are the days where investors …
Casterbridge Wealth Sustainable Impact Portfolios – 3 years old today! Read More »
In our latest ‘Market insights’ video update Will de Baer, Investment Manager on the Casterbridge Wealth Bespoke Portfolio Service team, takes a closer look at portfolio positioning. Focusing on cash and equity weights Will illustrates how the team adjusted their asset allocation as they navigated through the Covid-19 market volatility of the last few months …
Market insights: A closer look and cash and equity weights Read More »
This past month saw the Covid-19 infection and fatality numbers dramatically drop through Europe and parts of the United States, as the combinations of the lockdowns and the warmer weather seemingly has progressed the situation past the worst; for now. During the month there was further positive news on vaccine testing as the world’s top …
Following our recent video updates describing the moves we have taken on investment portfolios and our office working practices to manage the Covid-19 lockdown, please see our latest video update by Keith Edwards, CEO & Lead Investment Manager at Casterbridge Wealth – explaining our thinking behind the proposed steps we will be taking to return …
In this first of our ‘sector focus’ features Annie Borg, Research Analyst on the Casterbridge Research Team, answers some topical questions surrounding the commercial property market; why hold it in a portfolio? What does it offer investors? What are the liquidity risks? Commercial property – Where do we go from here? Well, despite finding funds that …
Sector Focus: Where now for commercial property? Read More »
Situation improving… Over the past few weeks we saw the Covid-19 data begin to improve globally. Last night the UK Government-enforced lockdown remains in place; however, as hopes grew for an eventual medical breakthrough, recent dialogue has shifted to one of when and how to reduce lockdown restrictions. We are not there yet, but the …
In the short video below, recorded just before lock down arrived, I describe the thought process behind my difficult decision to leave Henderson, where I had enjoyed 12 amazing years, to join the small, but mighty, Casterbridge Wealth.
