Last week, Julian Menges and the team rebalanced the Casterbridge Hardy and Boldwood Managed Portfolios. In his latest video update (3:54) Julian shares his tactical allocation changes and looks at how central banks are likely to keep interest rates ‘higher for longer’ and how our cautious view over inflation expectations and any subsequent falling interest …
If you were unable to catch Wednesday’s LIVE Casterbridge Portfolios In Focus webinar, don’t worry you catch up on all the action and detail below… Click on the button below to register for our next Portfolios in Focus webinar on 18th October 2023… Important Information This video is for information only and does not constitute …
Portfolios In Focus Webinar – catch up on demand. Read More »
A number of clients have been asking the question: ‘why should I stay invested when I can get around 5% on a fixed term savings account?’ James O’Hara, one of our Investment Managers looking after Bespoke portfolios penned the below response to one particular client who asked the question. I thought it to be a …
Why should I stay invested when cash is yielding 5%? Read More »
With increased media commentary about rising mortgage rates and their impact on consumers – how concerned should we be? Julian Menges, Head of Strategy at Casterbridge, offers a snapshot of his thoughts and reminds us to keep the media’s take on events in perspective. As our previous commentaries have referenced, for the past 18 months …
Last week, Julian Menges and the team rebalanced the Casterbridge Hardy Managed Portfolios. In his latest video update (4:13) Julian shares his new tactical allocation changes, including adding to income funds, maintaining a small underweight to equities and bonds and an overweight to alternatives. Julian also asks the important question that many are asking: is …
Key Points Global Political Risk is still tiring. Biden’s Pocketbook is leaking red ink. UK consumer is still spending, which isn’t great- buy less Rose wine, one less sausage on the barbecue – every little bit helps, please. The wrong people are paying the price. Debt Ceiling- the science bit of the commercial. Equity market …
Monthly Investment Briefing-‘Will Everybody Please Play Nice’ Read More »
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 »
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 …
What has happened through June… Warmer temperatures have finally arrived after a rain sodden and cold spring. Along with the emergence of summer, we lift our weary heads after a winter in lockdown, as finally the pubs, restaurants and shops have re-opened their doors. However, despite the strong vaccine drive, the ‘Delta Variant’ has taken …
As summer emerges, despite new variants, will our confidence emerge with it? Read More »
After wining the BEST Discretionary Fund Manager in the UK at the Money Marketing Awards 2020 we wanted to do something MASSIVE to celebrate!!! So we thought it would be a great idea to walk, run and cycle the length of the country – all virtually of course – to raise funds for the amazing …
The ‘Casterbridge Wanderers’ take on Lands End to John O’Groats virtual challenge Read More »
