All posts by lavg01

Event update: May 2022

Upcoming events this month which will not feature in any IFoA updates, but which may be of interest from an economic perspective:

Demographics Unravelled by Amlan Roy: 31 May, 16:00-17:00 Hrs (UK time)

Abstract:

Amlan provides a conclusive demonstration of the widespread relevance of demographics in macroeconomics, investments, policy, and sustainability. He shows how demographics extend beyond age to include gender, race, migrant status, family background, and education and how they are reflected in psychology and behaviour. Based on the research for his recent book called – Demographics Unravelled – he covers both the long-term effects on markets, economics, and policy driven by demographic trends, and also the short- and medium-term effects with significant consequences for investors and economic actors.

MIG Event Update: April ’22

Upcoming events this month which is featured in IFoA’s thought leadership programme: Long-term Investments in a Net-Zero World

Registration link: Net-Zero World

Date/Time: Tuesday 12 April, 10:00 am – 11:30 am (UK time)

Abstract:

“At the beginning of a tectonic shift of capital, investors have moved their money into sustainable investments at an increasingly rapid rate, with assets globally now totaling $35.3 trillion across all ESG categories. Long-term investors must consider the implications on their portfolios of both physical climate risk and the transition to net zero in the real economy, and by taking these factors into account, they can more effectively manage risk, seize new investment opportunities, and achieve better long-term returns.

We as actuaries are uniquely placed to consider the long-term impact of changes to our investment landscapes. One of the co-chairs of the Economics Member Interest Group will come together with an investment manager and representation from the academic research community, to explore the potential impacts of our societal shift to net-zero emissions on long-term investment returns.

Events Update: April 2022

Upcoming events this month which will not feature in any IFoA updates, but which may be of interest from an economic perspective:

NAEC Seminar on New Approaches to Understanding and Managing Inflation

Meeting Link: “New Approaches to Understanding and Managing Inflation”.

Date/Time: Tuesday 5 April, 3:00 p.m.- 4:30 p.m. (CET)

Abstract:

Price inflation, so low for so long in the OECD economies, has accelerated sharply in the wake of the pandemic, as global demand has recovered more rapidly than supply, which has been restrained by health-related restrictions and attendant disruptions to intricate global supply chains. Inflation had been expected to moderate over the course of 2022 and beyond, as central banks pull back rapid monetary growth and disruptions to supply chains and shortages in key sectors were addressed. However, inflation is now getting a further impulse from sharp increases in global energy prices and the prospect of disruptions to key food staples resulting from Russia’s war against Ukraine. This seminar will discuss the prospects for inflation given current economic and geopolitical dynamics and what it tells us about how well we understand the macro-economy.