News
Hot off our investment desk, here you'll find the latest market news and updates
Client Portfolio Positioning
This has been an extraordinary year to date, and there are likely more short-term bumps as we near the close of 2020 with Covid, Brexit
Keith Edwards Video Update: Back to school
In our latest video update Keith Edwards our CEO and lead investment manager, takes a closer look at how we are returning to work in
Cutting, Cancelling and Suspending! What’s next for company dividends?
What has been happening… Portfolio income is an important component of investing for both those investors with income requirements and those relying on compounding total returns. Since the start of the Covid-19
Market Review July 2020
Will de Baer, Bespoke senior investment manager takes a look at the markets. What happened through July… July marked the first negative month for the
Guide to ESG investing – Part 3: How to meet clients’ ESG objectives
Jon Smith, portfolio manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at how advisers can meet client ESG objectives… Who are the
Guide to ESG investing – Part 2: Are you aware of the new ESG regulations?
Jon Smith, Manager of the Casterbridge Sustainable Impact Portfolios, takes a closer look at the changing regulations around Environmental, Social and Governance (ESG) investing and
The ‘Casterbridge Wanderers’ take on Lands End to John O’Groats virtual challenge
After wining the BEST Discretionary Fund Manager in the UK at the Money Marketing Awards 2020 we wanted to do something MASSIVE to celebrate!!! So
Guide to ESG investing – Part 1: Does an ESG portfolio have to be riskier than a traditional portfolio?
As part of the three-year birthday celebrations for our Sustainable Impact Portfolio, we’ve created a three-part guide to Environmental, Social & Governance (ESG) investing. The
Casterbridge scoops ‘BEST Discretionary Fund Manager’ at last night’s Money Marketing 2020 Awards
We are delighted to have won the BEST DFM award at The Money Marketing 2020 Awards that took place virtually last night. Commenting on the
Hardy Managed Portfolios: Portfolio Activity Update
In their latest rebalance Julian Menges and the team have made a number of changes to the underlying funds held across the Hardy Managed Portfolio
Casterbridge Wealth Sustainable Impact Portfolios – 3 years old today!
We are delighted to be celebrating the 3rd Birthday of our Sustainable Impact portfolios. This is an exciting and interesting area of investment world to
Market insights: A closer look and cash and equity weights
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
Market Update: All eyes on a vaccine…
This past month saw the Covid-19 infection and fatality numbers dramatically drop through Europe and parts of the United States, as the combinations of the
Keith Edwards Video Update: a return to normal?
Following our recent video updates describing the moves we have taken on investment portfolios and our office working practices to manage the Covid-19 lockdown, please
Sector Focus: Where now for commercial property?
In this first of our ‘sector focus’ features Annie Borg, Research Analyst on the Casterbridge Research Team, answers some topical questions surrounding the commercial property
Market Update: Situation Improving?
Situation improving… Over the past few weeks we saw the Covid-19 data begin to improve globally. Last night the UK Government-enforced lockdown remains in place;
Matt Cheek: Why I joined Casterbridge.
In the short video below, recorded just before lock down arrived, I describe the thought process behind my difficult decision to leave Henderson, where I
How have we been managing your investments through the recent rises in stock markets?
What’s been happening on markets? Global stock markets have staged a swift and strong run since the lows hit on 23rd March 2020. At the
Interview with Julian Menges – Head of Hardy Managed Portfolios
In this interview we chat to Julian Menges, Head of Hardy Managed Portfolios at Casterbridge Wealth, about the start of the year and how it
Light at the end of the tunnel?!?!
In his latest update article, Casterbridge Wealth investment manager, Will de Baer, shares his thoughts on the recent market strength, what investors are focusing on
