What are we talking about?

As retirement planning evolves, securing and optimising sustainable income streams remains paramount for financial advisors supporting clients through retirement. In this seminar, PIMCO UK will provide a comprehensive outlook on the key economic, political, and market factors shaping financial markets in 2025 and beyond. We will explore the interest rate environment, credit market conditions, equity themes alongside strategic insights into active versus passive fixed income management.

Leveraging PIMCO’s expertise, we will highlight innovative fixed income solutions designed to enhance retirement portfolios, focusing on sustainable income generation, capital preservation and diversification. Attendees will gain actionable strategies to help clients maintain their standard of living through reliable income streams, supported by compelling data and real-world fund examples such as the PIMCO GIS Income Fund.

‍

LEARNING OBJECTIVES

‍

By the end of this session, attendees will be able to:

1. Understand the 2025 interest rate outlook
   
   • Analyse key economic indicators influencing interest rate movements.
   • Anticipate the direction and scale of rate changes and their impact on fixed income investments
2. Assess political and market influences
   
   • Evaluate the potential effects of political developments, including US policy shifts (Tariffs!) on inflation and market conditions.
   • Interpret the implications of tight credit spreads for asset allocation and risk management.
3. Navigate fixed income and equity markets
   
   • Identify current trends in equity and fixed income markets and key indicators signaling market direction.
   • Review the performance and outlook for cash and short-term gilts in a changing rate environment.
4. Compare active vs. passive fixed income strategies
   
   • Weigh the benefits and drawbacks of active versus passive management approaches in fixed income portfolios.
5. Implement innovative retirement income solutions
   
   • Explore multi-sector fixed income strategies that offer attractive yields and consistent monthly income.
   • Understand how to balance income generation with capital preservation and portfolio diversification.
6. Apply PIMCO’s expertise to client portfolios
   
   • Leverage insights from the PIMCO GIS Income Fund to enhance retirement income strategies.
   • Use historical yield data and forward return correlations to inform investment decisions.
   • Q&A

‍