Webinar: Panorama - the Inflation Challenge

What is causing inflation in 2022? How can investors best position their portfolios for this changing investment landscape? �۶��Ƶ Asset Management’s Barry Gill and Evan Brown discuss their outlook.

Panorama 01 Jul 2022 42 min watch

Authors

Barry Gill Evan Brown

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Key highlights

With change can come great opportunities, but it is going to require asset managers to be more dynamic, more flexible in how they’re thinking about how they allocate capital.
How can investors defend their portfolios from a higher inflation environment? What asset classes typically have a more positive correlation with inflation?
Are we on the cusp of a structural change in the stock-bond correlation moving from negative to positive?
Why should investors consider an allocation to commodities? What about exposure to real assets such as real estate, infrastructure and farmland?
What role can hedge funds play in a higher rate, higher inflation environment?

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Mid-year outlook 2022

With inflation reaching multi-decade highs in many parts of the world, how can investors position their portfolios for this changing investment landscape?

Rising to the challengeRead full version

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About the authors

Barry Gill
Head of Investments
Barry Gill, Head of Investments at �۶��Ƶ Asset Management since Nov. 2019. Previously, he was Head of Active Equities at �۶��Ƶ AM. Barry joined O'Connor in 2012, overseeing long/short strategy. Prior to that, he led �۶��Ƶ IB's Fundamental Investment Group (Americas). In 2000, Barry relocated to the US, rebuilding Equities' long/short efforts post-O'Connor. He held leadership roles in London, including co-heading Pan-European Sector Trading. Barry started his career as a graduate trainee at SBC in '95.
Evan Brown
Head of Multi-Asset Strategy, �۶��Ƶ Asset Management
Evan Brown, CFA is Head of Multi-Asset Strategy in the Investment Solutions team at �۶��Ƶ Asset Management. In this role, Evan drives macro research and tactical asset allocation investment process for over USD100 billion in client portfolios. Additionally, he is responsible for advising �۶��Ƶ Asset Management’s global institutional and private wealth client base on the macroeconomic outlook and asset allocation.