Picking up targets at better prices… We thought we would update you on where we are in our decision making over the last few days and the days to come. Over the summer of last year we took advantage of the relative weakness of the US Dollar and invested in key long term company holdings […]
Picking up targets at better prices: Read More »
What’s been happening over the last quarter… The first quarter of 2025 has been a tale of two halves in terms of market returns. The first half through January and early February, markets were buoyed by the news that US President Trump would delay the imposition of tariffs on global trading partners where the US
Monthly Investment Briefing: From the Mag-7 to Lag-7! Read More »
At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. While some MPS providers adjust portfolios like clockwork – monthly or quarterly, regardless of market conditions – we take a more pragmatic approach. Right now, market volatility is high, and our portfolios are well-positioned. Rather than making changes on an arbitrary schedule,
Pragmatic, not dogmatic approach to rebalancing MPS! Read More »
A Tale of Two halves… February has been a tale of two halves in terms of market returns – the first half continued where January left off as the ‘Trump Bump’ thrust both the FTSE 100 and S&P 500 to all-time highs. There has been a reversal in trend over recent weeks, particularly the Mag-7
Monthly Investment Briefing: On The Defensive Read More »
Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in the summer of last year to be better exposed to US equities, and retained an enthusiastic belief that equity markets were still the place to be on a long term (Strategic) and a Short Term (Tactical) basis. We continue to
Monthly Investment Briefing: Lets not ‘Trumpet’ good performance, let’s steady the tempo Read More »
What has happened… Another year down and it has been yet another eventful close to the year economically and politically. On the economic side the most recent inflation data releases show western inflation rising again above the target 2% rate. The US economy appears to be in sound health with strong growth anticipated, posing a
Monthly Investment Briefing: Are We Heading Towards Stagflation? Read More »
In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at Casterbridge, looks at how the election of Trump as the new US President should be positive for global trade and the ability to control inflation. In addition, the size of the win, and the Republicans controlling both the Senate and
Managed Portfolios Tactical Allocation Update Video Read More »
We have recorded a selection of very short video tutorials to help introduce you to the new portal and get the best out of what it has to offer. The below videos show test clients and are an introduction to the different functions within the portal – should you need anything else please don’t hesitate
Casterbridge client portal: user tutorials Read More »
Thanks again to everyone who attended the client webinars and submitted questions in advance and during the live Q&A. We tried to get through as many questions as we could within the time we had, but as promised, here’s a full rundown of the FAQs. Frequently Asked Questions Why is my portfolio value less than
Client webinar: FAQ Read More »
What has happened over the last 3 months… The month of June 2024 proved to be a month of progress in terms of inflation cooling. Following the hotter than expected CPI prints earlier in the year, inflation has been trending lower, however, the central bankers remain cautious. The US had a cooler than expected reading
Monthly investment Briefing: Inflation hits the Target Read More »
