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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 ...
Mar04

Monthly Investment Briefing: On The Defensive

A Tale of Two halves… February has been a tale of two halves in terms ...
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Feb07

Monthly Investment Briefing: Lets not ‘Trumpet’ good performance lets steady the tempo.

Lets not ‘Trumpet’ good performance. let’s steady the tempo… We made some positive decisions in ...
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Jan03

Monthly Investment Briefing: Are we Heading Towards Stagflation?

What has happened... Another year down and it has been yet another eventful close to ...
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Jun26

Managed portfolios Tactical Allocation Update:

This month Julian Menges and the team rebalanced the Casterbridge Managed Portfolios. In his latest ...
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Sep01

Monthly Investment Briefing:
Is it a bullwhip or the ripples on a pond?

Key Points: We have had a swift recovery in the markets since June, we were ...
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Aug01

Monthly Investment Briefing:
Inflation, Ukraine & Recession

Key Points. The two biggest uncertainties facing global markets remain inflation and the war in ...
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"Our in-house research team constantly feed ideas into both formal and informal debates with our Investment managers to help identify potential market opportunities and risks. Combined with our Investment Manager’s experience and flexibility, Casterbridge Wealth offers you a truly independent, adaptive and agile process to meet your client’s financial aspirations”
Jon Smith
Head of research
Regulatory Information
Casterbridge and Casterbridge Wealth are trading names of Casterbridge Wealth Limited which is authorised and regulated by the Financial Conduct Authority (FCA): Reference Number 727583. See our FCA details here FCA website
Casterbridge Wealth Limited is a limited company registered in England: Company registration number: 09466507
Registered address: Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, England, SP1 2AP

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