Macro-Economic, Long Term Inflation and Interest Rate Outlook – Implications For Pension Funds

Date:

8 March 2022 16:00 to 18:30

Venue:

Het Slot Zeist, Zinzendorflaan 1, 3703 CE Zeist, Netherlands

Chairperson:

Jaap van Dam, Director of Strategy, PGGM and member of EPFIF Benelux Advisory Committee

Details:

Outline Programme

The medium and long-term economic and geopolitical outlook and the impact of the deficit on returns and markets going forward.
Inflation and interest rate expectations and what this might mean for pension funds, your investment strategy and strategic asset allocation.
The outlook for credit markets and whether we will see a credit crunch anytime soon.
How some stock markets can be back to pre-Covid levels and what equity markets levels today tell us about future risk premia?
Mega trends and implications for interest rates and inflation, eg Climate, Tech, Demography, Energy Transition etc.