News
Hot off our investment desk, here you'll find the latest market news and updates

One year on from the first lockdown… Is COVID really in our rear view mirror?
What has happened over the last 3 months… Finally! Having passed the 23rd of March anniversary of the first UK lockdown, we are nearing a

Hardy Managed Portfolios: Rebalance comment
Julian Menges, Head of Hardy Managed Portfolios We completed our latest rebalance of Hardy portfolios last week. In my pre-rebalance preview I highlighted we are

Hardy Managed Portfolios – Rebalance PREVIEW
Before giving a preview on our upcoming portfolio rebalance, a quick comment on the latest announcement from the US Fed on Wednesday evening. They expect

A look back at February 2021:
Inflation – should we be concerned?
Inflation – should we be concerned? We have been wary of a fall in bond markets for many months and the last two months have

Casterbridge Spring Investment Briefing:
Here comes the sun!!!
Join the Casterbridge crew for our Quarterly Investment Briefing where members of our team will be addressing the hottest investment topics from around the globe.

A look back at January 2021:
Robin Hood, hero or villain?
We wish you extremely belated best wishes for the New Year. We are not immune to the pressures of lockdown III but we continue to

New opportunity on our team:
Client Services Manager (FTC)
We are are looking for a Client Services Manager to join our growing team on a six month Fixed Term Contract (FTC) basis. Please see

Promoting your Physical & Mental Wellbeing with Casterbridge Yoga
As part of our ongoing commitment to promote the Physical & Mental Wellbeing of our Team, Clients, Friends & Family during lockdown and beyond, we

Watch Again:
Casterbridge Investment Briefing
If you were unable to catch last night’s LIVE STREAM Casterbridge Investment Briefing, don’t worry you catch up on all the action below. The Investment

A look back at December 2020:
A dose of Christmas cheer to finish the year…
What happened through December… HAPPY NEW YEAR! As we now bid farewell to a turbulent and difficult 2020, the last month of the year delivered

Seasons Greetings &
Christmas video message
From all of us at Casterbridge Wealth we wish you and your family a Very Merry Christmas and all the very best for the New

How to bake a Multi Award-Winning DFM Business:
Part 4: What no ‘Group Think’…
In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are sharing the

How to bake a Multi Award-Winning DFM Business:
Part 3: Not just any old experience…
In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to

How to bake a Multi Award-Winning DFM Business:
Part 2: Energy & Relationships
In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to

How to bake a Multi Award-Winning DFM Business:
Part 1: Ingredients & Method
In July, Casterbridge Wealth won the highly-coveted ‘Best Discretionary Fund Manager’ honours at the 2020 Money Marketing Awards. All this week we are going to

Monthly Market Review:
More Biden, Less Trump and a dose of Brexit!
November has been a quiet month for a nation under lockdown but results of highly anticipated events has created a tumultuous news feed. At the time

Casterbridge and the ‘Twelve Days of Christmas’
This has been an incredibly difficult year for everyone and we feel it’s important for us as a business to support our local community in

The story of Biden, Trump and a vaccine!
It’s been an exhilarating week on global stock markets!! In our latest video Will de Baer, Bespoke Senior Investment Manager offers an update on what’s

Monthly Market Review
uncertainty in the US Presidential Election race.
Growing uncertainty Growing uncertainty surrounding the impact of COVID-19 on the global economy led to weakness in most risk assets in October, which accelerated in the last week of the month. UK

Our Approach to investing new cash during these volatile markets:
As we outlined at our Three Hurdles Investment Conference, we are currently navigating a volatile period where the outcomes of the US Election, Covid-19 and