Advisors

Monthly Investment Briefing:
A week is a long time in global markets as well as politics

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
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Casterbridge ‘Shorts’:
Tactical Asset Allocation Update

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 »

Video Interview:
Our Jonathan Smith talks to
Wealth Manager ESG & Me series

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 »

Promoting your Physical & Mental Wellbeing with Casterbridge Yoga: New Session time!

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 »

Our Approach to investing new cash during these volatile markets:

As we outlined at our Three Hurdles Investment Conference, we are currently navigating a volatile period where the outcomes of the US Election, Covid-19 and Brexit are binary matters meaning this will impact the markets one way or the other over the short term. This is important for new clients looking to invest cash now. The …

Our Approach to investing new cash during these volatile markets: Read More »

Watch the ‘Casterbridge Investment Briefing’ – On Demand

If you were unable to join us for the first Casterbridge Investment Briefing, don’t worry, you can watch below as our investment team discuss the main drivers behind current markets and how they are positioning client portfolios accordingly…. Important Information This video is for information only and does not constitute advice or a recommendation and …

Watch the ‘Casterbridge Investment Briefing’ – On Demand Read More »

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