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 director Colin Leggett warned that the continued sell-off in bonds is the latest evidence that the 60/40 portfolio for retail...Read More

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 fixed income, which could see the regulator bring an end to onerous disclosure requirements that effectively bar everyday investors from...Read More

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 PROFESSIONAL INVESTORS AND/OR QUALIFIED INVESTORS AND/OR FINANCIAL INTERMEDIARIES ONLY. NOT FOR USE WITH OR BY PRIVATE INVESTORS. CAPITAL AT RISK....Read More

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 to Hartley Pensions and their administrators UHY Hacker Young after having difficulties moving assets held within their Hartley Sipps. One adviser said...Read More

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 in April that the FCA had ordered WealthTek to cease operations. The regulator is currently carrying out a regulatory and criminal...Read More

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 a  60/40 portfolio?”, 44.2 per cent of advisers said they saw no change in the role of corporate bonds, whereas 39.6...Read More

BySally Hickey The Financial Conduct Authority will require 20,000 regulated companies to begin reporting on their financial resilience as part of its plan to minimise harm to customers. In its business plan for 2023/24, published today (April 5), the regulator said in the next year it will introduce a new “regulatory return” requiring solo-regulated financial services firms...Read More

BySally Hickey Clients of a failed self-invested personal pension operator have been warned about a scam. The Financial Conduct Authority last week (March 24) said it is aware of letters and emails circulating to clients of Rowanmoor Personal Pensions Limited, claiming to be from the Chartered Trading Standards Institute. Rowanmoor’s administrators, Evelyn Partners, told the...Read More

The Financial Services Compensation Scheme (FSCS) declared Optimise Wealth Management, FP Consulting Limited, Northern Provident Investments Limited and RSS&L Limited in default on 24 February 2023.   Since the start of the year, 19 advice firms have failed – with one company under investigation with the FSCS. The most recent firms declared in default were WGL Altrincham Limited, Bailey Richards Wealth Management and...Read More

Published by: Natixis Investment Managers ‘Greenium’ is shorthand for ‘green premium’. When applied to fixed income investments, like bonds, the ‘greenium’ describes the difference between the yield of a ‘green bond’ – the ‘yield’ being a measure of the income returned, or earned, on the investment – and the yield of a conventional, non-green bond...Read More