Inflation Expectations Rise Again: Diversifiers and the Case for Real Assets & Commodities

Date:

9 June 2026 15:30 to 20:00

Venue:

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

Chairperson:

Michel Wester, Product Strategy and Investment Solutions, MN

Details:

Inflation Expectations Rise Again: Diversifiers and the Case for Real Assets & Commodities

• A macro and micro-outlook of inflation (and interest rates) and its implications for Assets and Liabilities
• How to invest in a persistent inflationary environment?
• Given the uncertainty on inflation, can exposure to real assets provide any protection against rising inflation?
• What spectrum of real assets, private markets and alternatives including commodities should Schemes consider now and which offer the best value?
• Diversification challenges in portfolios
• What hedging or inflation protection strategies should schemes put in place and what is the likely impact on any LDI strategy?
• New Pensions Contract and implications for the protection portfolio and return portfolios going forward

Belgium Forum.

DC Pensions Forum.

Institutional Investor Marketing Forum.

Institutional Investors Circle.

International Seminar.

Irish Pension Fund Investment Forum.

Nordic Forum.

Pensioen Bestuurstafel Forum.

Pensioen Investment Forum.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.