Blog

3 August 2023Broadleaf_Admininstration

Sell-off in bond markets another blow to 60/40 portfolio

By Jean-Baptiste Andrieux 27th October 2022 1:20 pm Bonds falling even further than shares this year shows that the traditional 60/40 portfolio does not fulfil its purpose anymore. This is the view of digital asset manager Collidr. Its investment...
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2 August 2023Broadleaf_Admininstration

Are retail bonds ready for a revival? City watchdog plots rules shake-up to boost market that saw big names like Tesco pay small investors 5%-plus

The financial regulator has taken a major step towards reviving the retail bond market for Britain’s small investors. The Financial Conduct Authority (FCA) is consulting on removing barriers to participation in bonds, also known as...
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12 July 2023Broadleaf_Admininstration

Are high yield bonds really more risky than equities?

Over the last 25 years, global high yield bonds have produced materially better risk-adjusted returns than equities. Jack Holmes, manager of Artemis’ high yield bond strategies, addresses some of the misconceptions about the market. FOR...
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14 June 2023Broadleaf_Admininstration

Clients may have to wait a year to get Sipp assets from Hartley

ByAmy Austin Clients may have to wait more than a year before they can transfer their Sipp assets from Hartley to another provider, administrators have admitted. FTAdviser has spoken with advisers and clients who have complained...
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31 May 2023Broadleaf_Admininstration

FCA: £81mn ‘potential shortfall’ of Wealthtek client money

ByJane Matthews The Financial Conduct Authority has frozen the assets of WealthTek’s principal partner and launched a criminal investigation after a potential shortfall of £81.4mn in client money was identified. The move follows the announcement...
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18 May 2023Broadleaf_Admininstration

Your view: the role of corporate bonds in a 60/40 portfolio

ByIma Jackson-Obot The role of corporate bonds in a 60/40 portfolio is a challenge for investors, according to the latest FTAdviser poll for Talking Point. When asked “what role do you see for corporate bonds in...
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