What happened: Last week Silicon Valley Bank (SVB) collapsed sending the financial markets into a frenzy of worry as concerns of a repeat of the global financial crisis began to emerge; after all, this was the largest bank failure since the 2007-08 financial crisis. Thankfully, over the weekend the US government and related agencies stepped […]
A perfect storm for SVB… What happened at the bank? Read More »
The landscape is always changing… ‘Thank **** you’re managing my advisory portfolios now’ Sussex IFA That quote came from the founder of a Sussex based IFA business. We asked how they were coping with the challenges of volatile markets, persistently higher inflation and the tougher regulatory landscape. He went on to say ‘If I was
Advisory Portfolios – What are advisers saying? Read More »
Over the next few days Julian and the team will be making some tactical investment changes (commonly known as a rebalance) to the Hardy Managed Portfolio range. What are they doing and why? In Summary, Julian is adding to Fixed Income following our recent house view decision to increase exposure to this asset class. However,
Hardy MPS
Rebalance heads-up Read More »
As we rapidly approach the new year, we thought it would be useful to highlight the portfolio activity over the last couple of months following the migration to the new Asura platform, as we took advantage of the market volatility. In the first tranche of purchases in early November we bought back into Emerging market
Strategic and Tactical Trading Update: Read More »
Last week Julian and the team rebalanced the Hardy Managed Portfolios – In this latest video update Julian gives us the lowdown on what’s been happening in the Hardy Managed Portfolios and how the portfolios are positioned to enter the New Year…. Important Information This video is for information only and does not constitute advice
Hardy Managed Portfolios
Investment Update Read More »
Key Points: Through 2022 markets have been grappling with inflation, global monetary policies and geopolitics, UK fiscal policy has added to this roster of concerns. Market reaction to the emergency budget was swift and violent, sterling plunging to all-time lows. Gilt market reaction was unprecedented for the speed with which government yields rocketed higher, plunging
Monthly Investment Briefing:
A week is a long time in global markets as well as politics Read More »
Julian Menges, Head of Strategy and Head of Hardy Managed Portfolios gives an update on what’s been happening with the Hardy Managed Portfolios over the last two months amidst rising inflation and the continuing conflict in Ukraine. Important Information This video is for information only and does not constitute advice or recommendation and you should
Casterbridge ‘Shorts’:
Tactical Asset Allocation Update 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
What’s better, Active or Passive? 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
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 »
