Date:
25 June 2026 15:00 to 17:30
Venue:
Barber-Surgeons’ Hall, Monkwell Square, Wood St, Barbican, London EC2Y 5BL
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Chairperson:
Michael Pratten, Chief Investment Officer, The Church of England Pensions Board
Details:
Macro-Economic, Inflation & Geopolitical Update – Asset Allocation Implications
Geopolitical tensions, asset class volatility and ongoing conflict have unsettled the macro landscape in 2026 — with inflation risks and stagflation firmly back in the conversation. At this Seminar, we cut through the noise with our half-yearly update: what’s driving markets, what it means for your portfolio, and where the risks and opportunities lie heading into the second half of 2026 and beyond.
Our speakers covered: the inflation cycle, credit markets and fixed income implications, and strategic asset allocation across equities, fixed income, and alternatives.