The rapid restart, supply chain disruption and scramble for gas is creating an inflationary Big Squeeze... whatever next and how to adapt? Whilst we would like to think inflation will be transitory rather than persistent, events are making that thinking look wishful. Our market update webinar will take stock of what's happening and why, and how to position portfolios from an asset allocation perspective.
To join the discussion on macro and market outlook, we are delighted to welcome Karim Chedid, CAIA, Director and Head of Investment Strategy for iShares EMEA.
1. What's driving "The Big Squeeze" - rapid restart, pent-up demand and supply shortfalls: how does this play out?
2. We assess the outlook against the "triangle" of growth, inflation and interest rates
3. We look at market regime, and portfolio resilience and vulnerabilities in an inflationary world
Please join us on Wed 27 Oct at 1030am