Macro-Economic, Long Term Inflation & Interest Rate Outlook – Implications for Pension Funds

Date:

10 March 2022 11:45 to 16:30

Venue:

Zunfthaus zur Zimmerleuten, Limmatquai 40, 8001 Zurich, Switzerland

Chairperson:

Elena Manola-Bonthond, Chief Investment Officer, CERN Pension Fund

Details:

We included the investment and wider implications of the current situation in Ukraine and Russia and consider how it is likely to change the macro outlook and just what this might mean your strategic asset allocation, rates/inflation expectation and market volatility and valuations.

Our speakers discussed:

How will recent geopolitical events and increased volatility impact the macro economic environment and hence returns and markets going forward.
Inflation and interest rate expectations now, what this might mean for your investment strategy and strategic asset allocation.
The outlook for credit markets and whether we will see a credit crunch anytime soon.
To what extent are investors updating their expectations for future returns now?
What does increased volatility mean for strategic and tactical asset allocation policy?
What governance challenges are posed by the current situation and how should scheme be managing expectations?
Should you be concerned about the implication on returns of the increased role of retail investors in equity markets?
Can alternatives play an effective role in your portfolios today?

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.