In our latest ‘Market insights’ video update Will de Baer, Investment Manager on the Casterbridge Wealth Bespoke Portfolio Service team, takes a closer look at portfolio positioning. Focusing on cash and equity weights Will illustrates how the team adjusted their asset allocation as they navigated through the Covid-19 market volatility of the last few months and how they are poised for the future…
Important Information
This update is for information only and does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it. The views and opinions within this document are those of Casterbridge Wealth at time of writing and may change without notice. They should not be viewed as indicating any guarantee of return from an investment managed by Casterbridge Wealth nor as advice of any nature. Past performance is not a guide to the future. 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.
