Virtual roundtable   Virtual   
  Tue 27 Jul 2021 09:00 - 10:00

Market expectations for inflation are rising. As the Covid-19 vaccine rolls out, restrictions on activity are lifted and stimulus is enacted, those expectations are likely to continue to rise, with early data looking to confirm this. In many nations the next political discussion revolves around an infrastructure package and what would further spending packages do to inflation as we ebb towards recovery. Coupled with supply shortages and continued stickiness in the labour market some economists and investors begin to raise red flags. In this panel we discuss the effect and drivers of inflation, where these rises are likely to hit and the opportunities and challenges created from asset class to asset class.

Panellists:

Leanne Taylor website
Shrik
Mike Frith, Chief Economist, NZ Super Fund
Leanne Taylor
Head of Asset Allocation and Portfolio Construction
Cbus Super fund
Dr Srikanya Yathip
Secretary General
Government Pension Fund Thailand
Michael Frith
Chief Economist
New Zealand Superannuation Fund

Timings:
09:00-10:00 (London)
16:00-17:00 (Singapore)
04:00-05:00 (New York)

 

This meeting will be conducted under the OMFIF Rules.

 

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