Macro-Economic, Inflation & Geopolitical Update 2024/2025 – Asset Allocation Implications

Date:

25 January 2024 12:00 to 14:30

Venue:

Saddlers’ Hall, 40 Gutter Lane, London EC2V 6BR

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Chairperson:

David Adkins, Chief Investment Officer, LBG Pensions, Lloyds Banking Group & Member of the PFIF Advisory Committee.

Details:

Amongst other topical issues at the start of the New Year, our speakers discussed:

Update on latest macro environment, especially with peak interest rates and inflation cycles now here in many economies.
Key Geopolitical issues driving the global agenda into 2024 and beyond – wars/conflicts in Ukraine/Russia & Middle East and US Election 2024 as well as fallout (or not) from COP28
Inflation and interest rate themes and their impact on assets and liabilities.
Fixed income portfolio and what next?
Risks and opportunities.
Strategic Asset Allocation – considerations across asset classes.