Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
Shift will result in a decrease in corporate bonds and alternative assets
11,000 investors lost over £237m between 2014 and 2019
With the FSCS receiving claims related to investment and secured bonds
They tend to be more highly correlated with equities and high yield bonds
This follows the regulator publishing an engagement paper on non-equity securities
‘There is hope that 2023 will be a better year for investors’
Rising rates are ‘ushering in a new era’ for the debt market with ‘more attractive’ returns
Ability for them ‘to meet clients’ needs for investment and later life financial planning is particularly powerful’
But Rathbones will maintain watchful eye on prices and may look to sell before maturity
Despite the products traditionally being popular with those close to retirement or looking to mitigate IHT
They are now allowed to buy and sell government bonds through country’s financial regulator
But Latin America investments suffered biggest losses in September