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 rates have benefited portfolios….
Important Information
This video is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this video are those of Casterbridge at the time of recording and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.
