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In his latest video Julian Menges, covers his thoughts on the markets and the recent changes to the Hardy Managed Portfolios, focusing on two main areas of concern, the return of inflation and rising geopolitical tensions. Important Information This video is for information only and does not constitute advice or recommendation and you should not …

Casterbridge ‘Shorts’:
Tactical Asset Allocation Update Read More »

Key Points: We have had a swift recovery in the markets since June, we were fully invested for that recovery, but it was effervescent and US central bankers are warning it’s not over yet. The consumer and employment market around the world is still strong but less excitable. The rising costs of living curbing aggressive …

Monthly Investment Briefing:
Is it a bullwhip or the ripples on a pond? Read More »

Key Points. The two biggest uncertainties facing global markets remain inflation and the war in Ukraine with the inflation likely to be over 10% in the UK by the end of the year. Markets are forward looking, so when inflation peaks, markets should start to recover. Most commodity prices are easing, wheat and corn are …

Monthly Investment Briefing:
Inflation, Ukraine & Recession Read More »

Key Points. Underlying concerns rumble on as the war continues to rage in Ukraine, sanctions against Russia continuing to put upward pressure on oil and gas prices which are affecting the cost-of-living. Incessant negativity proves detrimental for equities and markets remain volatile. The short-term outlook remains clouded, but there are signs that inflation is peaking …

Monthly Investment Briefing:
Inflation, the new norm in a post-pandemic world? Read More »

Welcome to our Special Spring Investment Briefing with guest speaker from our charity partner Lucy Thorpe, Head Gardener at Horatio’s Garden Southwest in Salisbury. In addition to the investment update from your Casterbridge team, Lucy holds a seasonal Q & A offering ‘top tips’ for all keen gardeners and her advice on what you should …

Watch Again: Casterbridge Special Spring Investment Briefing Read More »

Key Points: The discipline of our portfolio construction is providing real support to fund values. If you build something properly it will be durable in ways you didn’t expect. We’ve planned for an environment of rising interest rates increasing our government bonds whilst reducing our exposure to corporate bonds. We have also added higher yield …

Monthly Investment Briefing:
Shovel Technology, Health Care & Emerging Markets Read More »

As part of our new series of bitesize : topical : videos called Casterbridge ‘Shorts’, Will de Baer takes a closer look at Bespoke Portfolios through the third quarter… play the video below (5m 24secs) Important Information This video update is for information only and does not constitute advice or a recommendation and you should …

Casterbridge ‘Shorts’
Bespoke Portfolios Q3 update – Never in a straight line! Read More »

The first in our new series called Casterbridge ‘Shorts’ Julian Menges takes a closer look at his view on inflation, from coffee beans to microchips – how global supply chains are effecting inflation… Important Information This video update is for information only and does not constitute advice or a recommendation and you should not make …

NEW: Casterbridge ‘Shorts’
bitesize : topical : videos Read More »

What has happened over the last month… The transition from summer to autumn can typically be a more volatile period for global markets and the close of September certainly saw some market jitters. The final week of this month has been fraught with concerns as broken supply chains in the UK, due to a shortage …

Monthly Investment Briefing
Despite market jitters, are there reasons to remain positive? Read More »