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Managed Portfolios Tactical Allocation Changes Video

April 16, 2025
We communicated recently that Julian Menges and the team had decided to hold off from rebalancing our Managed Portfolios in March in anticipation of a ...
Apr07

Picking up targets at better prices:

Picking up targets at better prices… We thought we would update you on where we ...
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Apr02

Monthly Investment Briefing: From the Mag-7 to Lag-7!

What’s been happening over the last quarter… The first quarter of 2025 has been a ...
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Mar12

Pragmatic, not dogmatic approach to rebalancing MPS!

At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. While some ...
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Mar04

Monthly Investment Briefing: On The Defensive

A Tale of Two halves… February has been a tale of two halves in terms ...
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Feb07

Monthly Investment Briefing: Lets not ‘Trumpet’ good performance, let’s steady the tempo

Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in ...
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Jan03

Monthly Investment Briefing: Are We Heading Towards Stagflation?

What has happened... Another year down and it has been yet another eventful close to ...
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“We believe that a truly valuable investment is one that helps the world become sustainable and so a wide range of environmental, social, and governance themes are considered when selecting investments. From minimising our own carbon footprint to investing in the technologies required for a sustainable transition, Casterbridge is committed to making a difference.”
Anna Saunders
Equity Analyst
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Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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