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On Thursday 8 September, the 10th instalment of Real Return: The Euromoney Inflation-Linked Products Conference took place in New York, gathering over 170 inflation-linked issuers, investors and financiers to debate and discuss the challenges and opportunities in a time of historically low inflation rates.
In one of the largest agendas yet in terms of content, five keynote addresses, four panel discussions, three sponsor workshops and a new roundtable session all took place throughout the day. Once again the conference was supported by The US Treasury, with James Clark, Deputy Assistant Secretary for Federal Finance opening the event with a keynote address discussing the Treasury’s debt management policies.
Michelle Meyer, Head of US Economics at Bank of America Merrill Lynch followed with an engaging presentation exploring the health of the US economy and the labour market, linking back to wage growth and ultimately inflation. Michala Marcussen, Chief Economist at Societe Generale Corporate & Investment Banking delivered the third keynote address of the morning discussing China and the pressure to devalue the Renminbi, excess capacity and global commodity prices, and Chinese demand for US Treasuries.
The first panel discussion of the day hosted investors and strategists from Enduring Investments, Macro Allocation Inc and Ned Davis Research and explored where US inflation is going next. Full employment, wage inflation, China and the election outcome were just some of the topics discussed between the panellists. Carrying on through the day, workshops hosted by Societe Generale Corporate & Investment Banking, Bank of America Merrill Lynch and Goldman Sachs all provided comprehensive presentations looking at topics including: the US inflation market, secular stagnation, lowflation, pension tension and inflation and real rates in the context of a lower neutral rate.
Two keynote addresses from Mihir Worah, CIO Asset Allocation and Real Return at PIMCO and Andrea Tambalotti, Assistant Vice President and Function Head, Macroeconomic and Monetary Studies Function at the Federal Reserve Bank of New York followed an engaging networking lunch. As the day continued, our new roundtable session followed allowing investors to have their say on nine topics pertinent to the inflation-linked products market. Spokespeople summaries drew the session to an end giving all participants the opportunity to hear the overall conclusion of each roundtable discussion.
The day came to a close with two final panel discussions welcoming investors from Eaton Vance, SEI Investments, the State of New Jersey and Signature Global Asset Management. Looking at the pros and cons of TIPS and derivatives and the next frontiers of inflation, the discussions delved deep into the issues affecting inflation-linked investors in the current market.
Euromoney Conferences would like to thank all our sponsors, speakers and delegates, without whom the event would not be possible. We look forward to re-convening again next year and welcoming you all there.