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

Date:

28 July 2022 12:00 to 14:30

Venue:

Barber-Surgeons’ Hall, Monkwell Square, Wood St, Barbican, London EC2Y 5BL

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Chairperson:

Jenny Buck, Chief Investment Officer, Tesco Pension Investment Fund Managers

Details:

Programme

Update on latest macro environment, specially now with risk of recession and monetary tightening well underway across most developed markets.
Inflation theme and its impact on assets and liabilities.
Risks and opportunities.
What are the implications for funding levels of rising inflation and should schemes be considering locking in any gains/improvements?
Does the Marco environment help or hinder the Government’s levelling-up agenda and encouraging pension fund investment in infrastructure, in particular?
Do infrastructure or other real assets with their more inflation linked cash flows, now have a bigger role to play in pension fund portfolios?
Strategic Asset Allocation – Equities, Fixed Income and other Assets

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