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Monthly Investment Briefing: On The Defensive
March 4, 2025
A Tale of Two halves… February has been a tale of two halves in terms of market returns – the first half continued where January ...

Pragmatic, not dogmatic approach to rebalancing MPS!
March 12, 2025

Monthly Investment Briefing: On The Defensive
March 4, 2025

Pragmatic, not dogmatic approach to rebalancing MPS!
At Casterbridge, we don’t believe in rebalancing portfolios for the sake of it. While some ...
Monthly Investment Briefing: On The Defensive
A Tale of Two halves… February has been a tale of two halves in terms ...
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 ...
Monthly Investment Briefing: Are We Heading Towards Stagflation?
What has happened... Another year down and it has been yet another eventful close to ...
Managed Portfolios Tactical Allocation Update Video
In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at ...
Managed Portfolios – Rebalance heads-up
Over the next few days Julian Menges, Head of MPS at Casterbridge, and the team ...
“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