Beyond gilts: the new rules of fixed income in retirement
After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:
- Describe how to combine different fixed income assets to support income and manage risk in retirement portfolios
- Identify approaches to building resilient portfolios that balance income generation with capital preservation
- Identify how duration and credit risk impact drawdown outcomes
- Describe how to combine different fixed income assets to support income and manage risk in retirement portfolios
- Identify approaches to building resilient portfolios that balance income generation with capital preservation
- Identify how duration and credit risk impact drawdown outcomes
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Fixed income needs to be used more deliberately and dynamically in retirement portfolios than in the past.
And after years of low yields, bonds are no longer just a defensive afterthought.
In this discussion, Rupert Harrison, a senior adviser at Pimco, and Iain Barnes, a chief investment officer at NetWealth, talk about how bonds can now provide meaningful income, diversification, and downside protection.
But that value only comes through thoughtful construction.
Meanwhile, advisers need to move beyond simple allocations.
The discussion also highlighted that trade-offs in investment objectives matter more than ever.
Watch the video and answer the six questions below to bank your CPD.
