Centralised investment propositions (CIPs) are a core part of most advice propositions. In theory, having set, repeatable processes for client investment selection means firms can ensure consistency of advice across all their advisers, create business efficiencies, and deliver better client outcomes. Join us for a morning of learning where the experts will showcase their knowledge on all things CIPs.
Navigating 2025: investment strategies and insights – PIMCO
In this session, PIMCO will explore the evolving landscape of investment strategies for 2025, focusing on Centralised Investment Propositions (CIP). As we enter the new year, investors are faced with critical questions regarding interest rates, inflation, market dynamics, and asset allocation. PIMCO will provide insights into the anticipated direction of rate changes, the potential impact of political events on inflation and markets, and strategies for navigating tight credit spreads and equity market volatility. They will also discuss the merits of active versus passive management in fixed income and present investment ideas to refresh portfolios for the year ahead.
Key points to be covered:
- Interest rate outlook for 2025
• Analysis of economic indicators influencing rate changes.
• Predictions for the direction and magnitude of interest rate adjustments. - Political influence on markets
•Examination of Trump’s potential impact on inflation and broader market conditions. - Navigating tight credit spreads
• Strategies for investing in credit markets in 2025.
• Understanding the implications of tight credit spreads for asset allocation. - Equity market analysis
•Assessment of current equity market conditions: overheating vs. continued rally.
•Key indicators to watch for equity market trends. - Cash and short-term gilts
•Review of recent performance and future outlook for cash and short-term gilts. - Active vs. passive management in fixed income
•Pros and cons of active versus passive investment strategies in fixed income. - Refreshing your portfolio
•Innovative fixed-income investment ideas for 2025.
•Strategies for portfolio diversification and risk management.
Learning objectives
- Understand the economic landscape: By the end of this presentation, delegates will be able to articulate PIMCO’s role in the investment landscape and analyse the current macroeconomic environment, including key indicators that influence investment strategies and decision-making processes.
- Evaluate market dynamics: Delegates will learn to assess the impact of political events on inflation and market performance, enabling informed investment decisions.
- Develop strategic asset allocation skills: Delegates will explore various asset classes, including fixed income and equities, and learn how to refresh their portfolios with innovative investment ideas for the upcoming year.
Unlock the Potential of Your Business with a Scalable CIP – Aspen
Join us for an engaging and informative session tailored for advisers looking to enhance or establish a scalable Centralised Investment Proposition (CIP) that aligns seamlessly with clients’ needs and objectives. The expert team at Aspen will walk you through the crucial steps of developing a scalable CIP, from identifying your target market and crafting your investment philosophy to selecting the best solutions for your clients. You’ll also delve into a real-world case study, gaining valuable insights to refine your financial planning and investment selection process.
What you’ll learn:
- Building your CIP from scratch: Learn how to define your target market, set your CIP goals, and explore the options available.
- Managed Portfolio Solutions (MPS): Understand what to look for in an MPS to enhance your CIP and meet diverse client needs and circumstances.
- Case study: Discover how a well-constructed CIP can elevate the adviser-client experience and ensure all client needs are met.
This session is packed with actionable insights that you can implement immediately to drive your business forward.
