We communicated recently that Julian Menges and the team had decided to hold off from rebalancing our Managed Portfolios in March in anticipation of a better entry point to add risk into portfolios. This duly arrived over the last 10 days with the volatility caused by President Trump’s announcements of tariffs. All portfolios were rebalanced […]
Managed Portfolios Tactical Allocation Changes Video Read More »
Over the next few days Julian Menges, Head of MPS at Casterbridge, and the team will be making some tactical investment changes (commonly known as a rebalance) to the Managed Portfolio range. Below is a summary of the headline changes and the rationale driving the decisions. Summary of portfolio changes Increasing equities now that some
Managed Portfolios – Rebalance heads-up Read More »
Upgrades to the Casterbridge Hardy Managed portfolios: Like all high-performance teams, we have been conducting a review of our Hardy Managed Portfolios to see where we can fine-tune what is already recognised as an outstanding range for investors. As part of this review, we critically assessed how we manage the investments from several different viewpoints.
Upgrades to the Casterbridge Hardy Managed Portfolios: Read More »
Last week, Julian Menges and the team rebalanced the Casterbridge Hardy and Boldwood Managed Portfolios. In his latest video update (3:54) Julian shares his tactical allocation changes and looks at how central banks are likely to keep interest rates ‘higher for longer’ and how our cautious view over inflation expectations and any subsequent falling interest
Managed Portfolios Tactical Allocation Update Read More »
As Consumer Duty becomes live for firms with new and existing products and services Matt Austen speaks to Casterbridge’s Compliance Officer Claude Weston to discuss what consumers can expect in the future. He shares Casterbridge’s own compliance journey and how opportunities to further enhance client outcomes have been found. To hear the full podcast on
What Impact Will Consumer Duty have For UK Financial Services? Read More »
If you were unable to catch Wednesday’s LIVE Casterbridge Portfolios In Focus webinar, don’t worry you catch up on all the action and detail below… Click on the button below to register for our next Portfolios in Focus webinar on 18th October 2023… Important Information This video is for information only and does not constitute
Portfolios In Focus Webinar – catch up on demand. Read More »
A number of clients have been asking the question: ‘why should I stay invested when I can get around 5% on a fixed term savings account?’ James O’Hara, one of our Investment Managers looking after Bespoke portfolios penned the below response to one particular client who asked the question. I thought it to be a
Why should I stay invested when cash is yielding 5%? Read More »
With increased media commentary about rising mortgage rates and their impact on consumers – how concerned should we be? Julian Menges, Head of Strategy at Casterbridge, offers a snapshot of his thoughts and reminds us to keep the media’s take on events in perspective. As our previous commentaries have referenced, for the past 18 months
Mortgage rate headlines – our thoughts Read More »
Last week, Julian Menges and the team rebalanced the Casterbridge Hardy Managed Portfolios. In his latest video update (4:13) Julian shares his new tactical allocation changes, including adding to income funds, maintaining a small underweight to equities and bonds and an overweight to alternatives. Julian also asks the important question that many are asking: is
Hardy Managed Portfolios Rebalance video Read More »
Key Points Global Political Risk is still tiring. Biden’s Pocketbook is leaking red ink. UK consumer is still spending, which isn’t great- buy less Rose wine, one less sausage on the barbecue – every little bit helps, please. The wrong people are paying the price. Debt Ceiling- the science bit of the commercial. Equity market
Monthly Investment Briefing-‘Will Everybody Please Play Nice’ Read More »
