This February Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest video update (3:56) Julian shares his tactical allocation changes and our positivity on the opportunities in equities on the back of strong employment and wages whilst still being prudent on how much risk we can take at present given the …
We have been working hard across the group to review our strategic asset allocation (SAA), the investment decisions we make on a two- to five-year view that are core to our investment process. Since the winter of 2022, we have been at a historically low allocation to fixed interest (bonds) investments, particularly versus our peers, …
What has happened over the last 12 months… As we bid farewell to 2023, we take stock of another year packed full of geopolitical, macroeconomic and market surprises. War in Ukraine continued to rage through 2023 and a new threat to global stability broke out between Israel and Hamas following the terrorist atrocities in October. …
Monthly Investment Briefing:
Themes of ’23 and Targets of ’24 Read More »
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 …
Key Points What has happened over the last 12 months… This time last year the UK economy and markets were still reeling from the disastrous aftershocks of the Liz Truss ‘Mini-Budget,’ sending both UK equity and UK bond markets into a tailspin. At Casterbridge we had been more cautious throughout 2022 and during this period …
Monthly Investment Briefing
It’s Still Grey Out There Read More »
Key Points Last 12 Months We understand that this last few years have been difficult for clients, the volatility brought on by the pandemic, Russian invasion of Ukraine, the breaking down of supply chains and the high levels on debt taken on by the globe to fund the pandemic fight , that then drove inflation …
Ever wondered what funds your portfolio holds? Why they are there? And what they do? Our new ‘Casterbridge Funds in Focus’ is a selection of short video interviews, asking your most pressing client and adviser questions to leading Fund Managers. Important Information This video is for information only and does not constitute advice or recommendation …
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 »
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 »
