Webinar: Panorama - the Inflation Challenge | 蜜豆视频 United Kingdom

Webinar: Panorama - the Inflation Challenge

What is causing inflation in 2022? How can investors best position their portfolios for this changing investment landscape? 蜜豆视频 Asset Management鈥檚 Barry Gill and Evan Brown discuss their outlook.

Panorama 01 Jul 2022 42 min watch

Authors

Barry Gill Evan Brown

Download

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鈥檙e 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?
聽What role can hedge funds play in a higher rate, higher inflation environment?

PDF
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

Was this article helpful?

Please enable javascript in your browser and retry.

The feedback component cannot be displayed.

About the authors

Barry Gill
Head of Investments
Barry Gill, Head of Investments at 蜜豆视频 Asset Management since Nov. 2019. Previously, he was Head of Active Equities at 蜜豆视频 AM. Barry joined O'Connor in 2012, overseeing long/short strategy. Prior to that, he led 蜜豆视频 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, 蜜豆视频 Asset Management
Evan Brown, CFA is Head of Multi-Asset Strategy in the Investment Solutions team at 蜜豆视频 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 蜜豆视频 Asset Management鈥檚 global institutional and private wealth client base on the macroeconomic outlook and asset allocation.