Potential ‘Surge on Inflation’ – Medium/Long Term Outlook on Inflation and Implications for Portfolios

Date:

16 June 2021 13:00 to 14:30

Venue:

Virtual Forum Seminar

Chairperson:

Diego Liechti, Head of Investments & Chief Investment Officer, Nest Sammelstiftung

Details:

Our virtual seminar looked at the outlook for inflation and interest rates in the short, medium and long term and the resultant implications for Pension Funds. Our speakers will focus on:

Examining the likely impact of an inflation surge and, if so, would it produce a ‘real’ rates shock on portfolios and would it be transitory or a long-term problem?
Why has there not been higher inflation as might have been expected from academic theory?
What is the possibility of rising interest rates, especially at the long end of the curve?
What does any inflation move mean for risk assets and will it continue to create ‘asset bubbles’?
Explaining how asset allocation and strategy will be impacted
Discussing the potential positive impacts from a rise in inflation on portfolios and the balance sheet of a pension fund
What hedging or interest rate protection strategies should you put in place?
Advising which assets or strategies you can invest in, to provide a good hedge against inflation today.

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.