Inflation & Its Implications for your Fund – The Good, the Bad & the Ugly

Date:

25 August 2022 10:30 to 16:30

Venue:

Operakallaren, Operahuset, Karl XII:s torg, 103 22 Stockholm, Sweden

Chairperson:

Marcus Svedberg, Chief Economist, Folksam

Details:

In the morning we will have a Special Presentation from Björn Jerdén, Director, Swedish National China Centre on China’s Current Domestic Situation and Foreign Relations. After lunch, the Main Seminar will start with a debate on inflation and then follow with presentations on some practical considerations for your portfolios:

Part I – The Ongoing Inflation Debate – What’s next: a Hard or Soft Landing?

Elevated inflation will likely come down in 2023 in most developed market countries – however, can the Fed and other central banks’ response and policy, engineer a hard or soft landing and what can pension funds do?
Can pension funds really take an active position on either outcome?
What are the tactical and/or strategic opportunities or is it just a case of managing the risks in markets as best you can?
What is the good, the bad and the ugly side of inflation?

Part II – Inflation – Practical Implications for Your Pension Fund & Portfolios

What is the impact of rising interest rates, especially at the long end of the curve?
What hedging or interest rate protection strategies should you put in place?
Is there a silver lining and will it reduce your pension fund liabilities?
How can you communicate the impact of inflation and its outcome on retirement income to members?
What is the case for real asset now and which ones should you be considering?

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.