Welcome to this first update on the new Boldwood portfolios. The Boldwood Portfolios are being managed by the experienced team at Casterbridge, working closely with input from Nathan, Olly and Theo. This note is to provide a short update on markets and talk about the changes we have made recently to the portfolios. Return of …
In the last few days Julian Menges and the team have rebalanced the Hardy Managed Portfolios and in this video Julian updates us on what’s been happening in the Managed Portfolios and how they’ve been positioned to deal with the months ahead. Important Information This video is for information only and does not constitute advice …
What is risk to you? Well, this is the question I have been asked more over the last twelve months than for a very long time. Largely because the sea change in relative security of assets caught several clients, professionals and commentators by surprise. Risk to me and our house view is that the portfolio …
Monthly Investment Briefing
‘What Is Risk To You?’ Read More »
What happened through December… Happy New Year! As we begin 2023, the month of December saw the stock market Grinch crown off a challenging year on the markets with no Santa rally in sight, as investors grappled with concerns for a recession in 2023. This was despite the positive news as inflation data finally came …
Monthly Investment Briefing
Is Bad News Good News? how to invest your cash Read More »
2022 has been another volatile year for global investment markets, and a bruising one for many investors. Yet despite these challenges, the Casterbridge Hardy Managed Portfolio range has continued to deliver outstanding relative returns. So we asked Portfolio Manager Julian Menges to share what he believes to be the main reasons that underpin Hardy’s success …
Calm returns to markets November saw good recoveries in bond and equity markets, further to the turmoil earlier in the autumn caused by rapid rise in interest rates on concern over soaring inflation. Every economic data point is being analysed to provide clues on the outlook for inflation and the likely peak in monetary policy. …
Watch our video for the latest update from Keith Edwards, CEO and Chief Investment Manager for Casterbridge, on the move to the new Investment Portal and how we’ve been managing the portfolios over the last few months. Important Information This video is for information only and does not constitute advice or recommendation and you should …
Key Events in October Just another manic Monday… I would like to caveat this commentary by saying this was written in the last week of October. Given the pace of news flow we’ve, I apologise for not including any subsequent political calamity/market altering news we may see in the subsequent days… We have now seen …
In his latest video up, Will de Baer looks at global markets, the economy, and our bespoke portfolios. In this short, client-friendly, video update (8:02) Will shares his views on a tumultuous few weeks in the markets, and how the bespoke team are positioned across portfolios.
Julian Menges gives us the latest update on what’s been happening with the Hardy Managed Portfolios during these increasingly volatile times, and how the portfolios are positioned to weather the storm. Important Information This video is for information only and does not constitute advice or recommendation and you should not make any investment decisions based …
