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 […]
Managed Portfolios Tactical Allocation Update Read More »
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
Monthly Investment Briefing:
Higher for Longer Read More »
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
Casterbridge Funds In Focus: 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 »
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
Hardy Managed Portfolios Rebalance video Read More »
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 »
Points of Interest Markets have settled down after the rollercoaster seen in mid-February and early March after the collapse of three US banks, which prompted concerns about another global financial crisis. Meanwhile, in Europe, problems at Credit Suisse led to its takeover by Swiss rival UBS. Despite this, equities continued their recovery from late March
Monthly Investment Briefing
The Age Of Uncertainty 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 »
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
Hardy Managed Portfolios
Rebalance Read More »
