Macro-Economic Outlook & Preview for 2022/2023

Date:

27 January 2022 12:00 to 14:30

Venue:

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

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Chairperson:

Ian McKinlay, Chief Investment Officer – LGB Pensions, Lloyds Banking Group and Chair of the PFIF Advisory Committee

Details:

How should pension funds be considering their future asset allocation and investment strategy for 2022 and beyond?

Our speakers discussed:

The short, medium and long-term economic and geopolitical outlook, the impact of the deficit and the arrival of the new Covid-19 variant on returns and markets going forward.
Inflation and interest rate expectations for medium/long term and what this might mean for pension funds and your investment strategy.
The outlook for credit markets and whether we will see a credit Crunch anytime soon?
What equity market levels today tell us about future risk premia?
Considering strategic asset allocation and where to invest in the current environment.
What is the outlook for investing in Emerging markets?