During this webinar Gavekal’s founding partner and Chief Economist Anatole Kaletsky and Invesco’s Chief Global Market Strategist Kristina Hooper give their view on the outlook for inflation and asset class implications. The moderator is Han de Jong.
Anatole Kaletsky will discuss the impact of Russia’s invasion of Ukraine which has transformed global economic conditions in ways that will continue to resonate for many years ahead, even after the war is over. But what is uniquely dangerous is that this war has hit the world economy as it exits the Covid pandemic and undertakes an enormous energy transition, with inflationary pressures already at generational highs. (Wikipedia)
Kristina Hooper will give a historical perspective on inflation and where we are in the business cycle. She will dive into her base case scenario for inflation of peaking mid-2022 but also the risk scenarios of inflation proving transitory in the short term and persistent without cooling. And what are the implications for asset allocation, sectors and tilts and regions in these different scenarios. (LinkedIn)
Han de Jong is the founder of Crystal Clear Economics, a small economic research outfit. His portfolio of activities include being the in-house economist at BNR radio, the Dutch commercial business news radio station. He is also an investment advisor to several family offices, an insurance company and a religious foundation. Han also writes columns and economic commentary. Until the end of 2019 Han was Chief Economist at ABN AMRO, a position he held for 14 years. (LinkedIn)
Location and time
This event will be hosted online. 25 April, 15:30 - 17:00
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