Latest news
Managed Portfolios Tactical Allocation Update
February 27, 2024
This February Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest video update (3:56) Julian shares his tactical allocation changes and ...
Managed Portfolios Tactical Allocation Update
February 27, 2024
Monthly Investment Briefing:
Patient Markets
February 6, 2024
Monthly Investment Briefing:
Themes of ’23 and Targets of ’24
January 3, 2024
Managed Portfolios Tactical Allocation Update
This February Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
Read More →
Monthly Investment Briefing:
Patient Markets
We have been working hard across the group to review our strategic asset allocation (SAA), ...
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Monthly Investment Briefing:
Themes of ’23 and Targets of ’24
What has happened over the last 12 months… As we bid farewell to 2023, we ...
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Managed Portfolios Tactical Allocation Update
Last week, Julian Menges and the team rebalanced the Casterbridge Hardy and Boldwood Managed Portfolios. ...
Read More →
Monthly Investment Briefing
It’s Still Grey Out There
Key Points What has happened over the last 12 months… This time last year the ...
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Monthly Investment Briefing:
Higher for Longer
Key Points Last 12 Months We understand that this last few years have been difficult ...
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“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