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Rising Inflation & Opportunities and Threats for Dutch Pension Funds

Recorded: 10 May 2021 | 57 mins

Audience: Institutional

In partnership with Pensioen Pro, Gerard Fitzpatrick, Head of Fixed Income and Jaap Hoek, Director Investment Strategy & Solutions discuss:

  • About ´good´ and ´bad´ inflation
  • How to capture the inflation risk premium
  • About mister Taleb´s Thanksgiving turkey
  • How the ECB decisions might impact the inflation expectation
  • How inflation has impact on both the matching and the return portfolio
  • An investors view on inflation related investment opportunities combined with a Fiduciary view on inflation for pension funds
good guys snow to how welcome to this pension pro partner we have to my name is men of a mountain to a guy content manager of pension pro and the mud eater of this webinar third spanish by russell investments from the part involved in allocation inflation off that here soflo inflation and even concerns about the flash and be no single like a home science over shop wise in a bottle central banks continuously the flap to do with liquidity and their they genomically covert depiction on a spike inflation is a bit of art slot for pension fantastic something the punishment that each you awake at night of beachgolf on maybe how it will be a classroom inflation know week I have a wheel pensions out chance they veluwe using purchasing power of your timing come and inflation can also have a major impact on the edge revenue portfolio's therefore and reversals in the global inflation trend is a potential game changer who wants the jets these challenges ah to go it your expats jaguar fitzpatrick header fixed income it was already investments and lia broek director investments whether she and solutions also of was an investments doing this webinar you can also questions and soul with this can be done where the chat function feel free to go mood dutch how you loose lesson to questions members one for you the audience ah hi lex suffering pain one so yes what a your loved ones see you welcome maybe there will be a good start h2a the reviews on your responsibilities exchange investments and how inflation fits into these may be what you can see you can start just carafe now we have think maria sara char speed camera tow truck perfect shank him and suddenly was with samurai singapore foil manager professional very important for two main reasons it surprised fixed income portfolio's inflation chipie read drone increase scare a camel must use the price of commentary is already a herd of flash and knows more social rolls so the gas back movements in granada set so is want I am I focus on looking a flash and is to be inspected by they bathe a bottle what the imam hasan treasury and company as a hobby and pike we have lang crèches thank you up fights more just my name is jan hoek inflation for outlines have to a spin now station in incident he caught us more office gifts that in my ear and Joep a client a bottle of force is we heard the live band and chair inflation targets as thick as the challenge for money or peeing in a bottle awl in and then course the counter and lies you often take lines hearingin bashing to give and expression can members sorry inflation for love a client is okay Jared it is just new at involved bolts inflation shopping it for many years now some investors have even perforated Koziol the enormous tsunami of cheap money floating toe what markets lately that seems to be a sense of mooi agency can you explain why absolutely learn and he was needed early this year check that of the us with an increasing flash and expectations and we associate bags an increase in treasury sales trainee was driven from a few give actors was the Muriel Pringles economy following improvements relating to the expectation a vaccination and that will a central bank to erase mammograms share the word salad tomorrow bottle will the global maker Iljitsj on needed that wrong and the wall ints 10 pointers what snacks lead heavy that's how you know computer jared out and inflation it is increasingly important for investors absolutely something on crochet shirts have it the start it's all about purchasing power of of youtube prices and prices logical and now it was the portfolio we are a busier and then it is time issue is a watch point now very your partnership team manager m self investment portfolios okay thank you so much point on youtube slot white institute and kleins on it is he studio job I three link there what can your brushes then the due to the as box auditory intern at c jurgen you think becomes of daniel the bionic men's glasses talking about 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trustees will be what she know what should i take home what stupid as impotent message you want to glamour the muslim point i do whatever have you want to and milling jared all star family assen titan anneke impact members ultimately dog ​​coat outside your goal by touching a portfolio with the treaty muslim doorsteps and greensight experiences portfolio shoot had current specific location culture is a credit risk to construct inge with special it filled be very skilled fall in managing country expose pc linux rust entrance have talked to manage engine choo choo for the rest but none of us opportunities you can access santing distinct of that the data that love guy regions geoffrey madge and if the portfolio in the US or a bottle wall is side ladder aims and opportunities of the fields so yes yes so keeps you warm info desk in us our baths popular tywin flashy and a mountain michael patient polite in meat must comeback to the ex libie her so in dutch or starting point them and they look at juffertjes in enschede location of the solution a new action new york in station farm the the camping matching portfolio what the our case be ourselves in the let him portfolio james poverty your mouth brings forward to the to not just they know is on well just 14 you choose a great choice of the contract on want to work the very big dome on because I was that hans there since this morning could that you moodle hence that I you now already the cold lockers xlii and loving some not working for sure you matching portfolio the economy keywords she makes and that is best could so den franssens take time willy van the cents process really understand we chose jugée with which king and keep their impact on other cities i a set okay thank you bye my love quasi forward josh Josh coming from the audience ho chili chili two and weiss inconmoded je pfizer sunshine for an at check-in inflation in these residents framework is a solid in the spotlight the building stories the sunset lounge rising price energy aspects such as social component for a dish inflation and promotion in journal of economic pink such as channel wire a place some companies to solingen high priced individual tensions with digitizer i will the razr x panther prices yes sorry is a in the spotlight he is matteo niantic wilders the many many devil eyes to tackle the sun thistles right to my point naphtha measuring a bottle with quinoa salad easy and this harmonized reflection neighborhood nh central bank your sponsor that is with the isis john data there a divine tanks those credit card details marty prices the price of packets first of all it is orange mosaic ferry der van build up your flash musk and now center eyeshadow sponsor and armor portfolios jacket p set up for success photo this challenge qualitätswein aspect but something the finances wall okay yep yep yep thank you very much for joining a thank you for your time on the soul kissing m&co tanks so house at the end of this webinar and alec you think you are formed a surprise questions ah you guys help us gain some new insights and this podcast the kanye west anna m website pension well tumor and and jossie they also some information on future what we to sziget again thank you so much for your nice h stay safe and style via a season where

Pension Scheme Evolution Educational Workshop

Recorded: 8 October 2020 | 90 mins

Audience: Institutional

Owen Davies, Associate Director, UK Institutional, Russell Investments, Dan Wooder, Associate, Investment Consultant, Barnett Waddingham, Melanie Cusack, Independent Trustee, PTLUK and Martin Kellaway, Executive Director, OPDU discuss:

  • How to do it all: manage liabilities, match cashflows and generate returns
  • The new de-risking paradigm
  • How private markets can play a role
  • The importance of transparency
  • How trustees / employers can manage legal implications that could arise in the new environment

Value of an adviser: Bulls vs. bears

Recorded: 01 July 2020 | 32 min

Audience: Financial Professionals

Historically bull markets have lasted longer than bear markets and have more than made up for any losses. In this webinar we discuss the lessons learned from previous market cycles and how you can use these to help your clients today.

Value of an adviser: Behavioural finance

Recorded: 24 June 2020 | 34 mins

Audience: Financial Professionals

Staying the course during market volatility is often difficult for many investors. In this webinar we explore some of the common mistakes investors make and deliver some practical tools to help advisers protect their clients in difficult markets.

Value of an adviser: Sequential risk

Recorded: 10 June 2020 | 29 mins

Audience: Financial Professionals

Clients are more sensitive to market volatility as they approach retirement, but many still need to take some risk if they are to achieve their objectives.

In this webinar we discuss how you can help your clients navigate through sequential risk.

ESG - The what, the why and the how

Held: Wednesday , May 13, 2020
50 minutes

Jihan Diolosa, Director, Strategic Client Solutions and Head of ESG EMEA and Michael Woodmore, Independent Trustee discuss:

  • What should your investment managers be doing?
  • How do Trustees effectively engage with companies on ESG matters?
  • What new investment opportunities are now available under the ESG banner?
  • Just what are the Sustainable Development Goals (SDGs) and why do they matter?

Suitability - providing value in exceptional times

Recorded: 23 April 2020 | 25 mins

Audience: Financial Professionals

Mark Hayhoe, Regional Sales Director and Damian Davies, founder of Timebank discuss how best to approach the Suitability issue, including tips on what to avoid and what is valued most by clients.

The value of an adviser

Held: Tuesday, April 7, 2020
29 minutes

Recent market volatility has evoked all kinds of lizard-brain emotions among clients (and maybe also advisers). In this webinar, Mark Hayhoe, Director of UK Regional Sales and Sophie Gilbert, Head of North America Business Solutions, will look at techniques advisers can use to help protect their clients from themselves.

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