Virtual Forum Seminar: Inflation Surge and ‘Knock on’ Impact on Interest Rates – Implications for Pension Funds

Date:

25 March 2021 12:00 to 14:00

Venue:

Virtual Forum Seminar

Chairperson:

John Chilman, Chief Executive Officer, Railways Pension Trustee Co. Ltd. (RPMI) and Member of the PFIF Advisory Committee

Details:

What is the outlook for inflation and interest rate in the short, medium and long term and what are the implications for pension funds?

Our speakers will focus on:

What is the likely impact of an inflation surge and if so would it produce a ‘real’ rates shock on portfolios?
What is the possibility of rising interest rates at the long end of the curve?
What does any inflation move mean for risk assets?
How will asset allocation and strategy be impacted?
What hedging or interest rate protection strategies should schemes put in place and what is the likely impact on any LDI and/or CDI strategy?
Which assets or strategies can schemes invest in to provide a good hedge against inflation today?
What is the impact on collateral in any hedging programmes schemes have in place?
What are the implications for currency markets?