Potential ‘Surge on Inflation’ – Medium/Long Term Outlook on Inflation and Implications for Portfolios

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Date: 
September 29, 2021

Venue: 

Bayes Business School

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Delegate Fee:

Free to Trustees and Pension Executives

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Purpose: 

We will look at the outlook for inflation and interest rates in the short, medium and long-term and the resultant implications for pension funds. With the recent inflation figures being higher than expected, will this be transitory as many have suggested, or are we seeing a structural shift to towards rising inflation for the medium/long-term?

We are delighted to have our Keynote speaker as Manoj Pradhan, Chief Economist, Talking Heads and Co-Author of The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival discussing the issues of inflation with particular links to demographics. 

Our speakers will focus on:

• Examining the likely impact of an inflation surge and, if so, would it produce a 'real' rates shock on portfolios and would it be transitory or a long-term problem?

• Why has there not been higher inflation as might have been expected from academic theory?

• What is the possibility of rising interest rates, especially at the long end of the curve?

• What does any inflation move mean for risk assets and will it continue to create ‘asset bubbles’?

• What hedging or interest rate protection strategies should you put in place?

• Advising which assets or strategies you can invest in, to provide a good hedge against inflation today.

• Look at Demographics/longevity and implications on inflation

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Key Speakers so far: