PIMCO: Tariffs, Technology, and Transition – The three t’s for client conversation

PIMCO’s latest Cyclical Forum convenes leading global investment professionals to look beyond the short-term noise and focus on the structural forces shaping the global economy and financial markets over the next year. As the world’s largest active fixed income manager, PIMCO leverages its unparalleled scale, deep research capabilities, and global perspective to help investors navigate a period of sweeping change and heightened uncertainty.

Our latest findings, “Tariffs, Technology, and Transition,” explores the powerful institutional shifts and growing frictions that are redefining the investment landscape. Three dominant themes emerged from the discussions:

• Trade Frictions and Tariffs
• Technology Investment Boom
• Institutional Transitions

In this shifting landscape, PIMCO’s forum underscores the enduring opportunities available to active managers with global reach and deep resources. Locking in today’s attractive starting bond yields is seen as a compelling strategy, with bonds expected to outperform cash-like investments as central bank policy rates decline. The forum’s insights are designed to help investors cut through volatility, identify the new macroeconomic order’s winners and losers, and position portfolios for both resilience and growth in the year ahead.

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Quilter: Pensions & inheritance tax - planning for change and protecting client outcomes

Join Quilter’s retirement specialist, Jamie Clark, as he explores the IHT changes to pensions, and how to drive good client outcomes.

This session will delve into the intricacies of the policy change and equip you with the essential insights and strategies to navigate this new landscape.

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Jamie will help you rethink what good advice looks like and cover:

• The real impact of pensions entering the IHT net – three key client problem statements.
• New estate planning alternatives for pensions.
• Gifting and wealth transfer strategies for future generations.
• How Quilter can help.

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Evelyn Partners: Cyber Security for IFA’s –Fast fixes for a rising risk

As cyber threats grow more sophisticated, IFAs are increasingly in the firing line—handling sensitive client data, relying on digital platforms, and often working in small firms with limited IT support. This session explores the top cybersecurity risks facing today’s advisers, including AI-powered phishing scams, ransomware-as-a-service, and social engineering tactics that exploit human error.

We’ll break down how these threats are evolving, what regulators like the FCA expect in terms of cyber resilience, and why clients are starting to factor digital security into their trust decisions. Most importantly, we’ll share five practical, low-cost steps that every advice firm can take immediately to strengthen their defences.

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