This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios.
In his latest video (5:59) Julian shares his tactical allocation changes and our excitement on the opportunities in equities, on the back of a strong job market, low unemployment and a stable housing market whilst remaining cautious on how much risk we can take at present due to uncertainty around inflation and continued geo-political unrest.
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.
