All topics

EPFIF are hosting their Macro-Economic, Long Term Inflation and Interest Rate Outlook – Implications For Pension Funds meeting this February 8th in Zeist.

Topics on the agenda include:

  • The medium and long-term economic and geopolitical outlook and the impact of the deficit on returns and markets going forward.
  • Inflation and interest rate expectations and what this might mean for pension funds, your investment strategy and strategic asset allocation.
  • The outlook for credit markets and whether we will see a credit crunch anytime soon.
  • How some stock markets can be back to pre-Covid levels and what equity markets levels today tell us about future risk premia?
  • Mega trends and implications for interest rates and inflation, eg Climate, Tech, Demography, Energy Transition etc.