Event name

Real Return XII: The Inflation-Linked Products Conference 2018

05 September 2018
New York, United States

Sponsors

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Lead Sponsor

Bank of America Merrill Lynch
UBS

Co-Sponsor

BNP Paribas
Goldman Sachs International
Societe Generale

Associate Sponsor

Jefferies

Event Overview

Keynote speakers confirmed

Nicholas Steele, Deputy Director, Office of Debt Management, US Department of the Treasury

James Bullard, President and Chief Executive Officer, Federal Reserve Bank of St Louis 

 

Inflation is back! And it is returning with a vengeance. According to the US Department of Commerce, annual headline inflation hit 2.1%, surprising the market with a higher rate than expected for the second month in a row. Rising inflation is a sign of a strengthening economy - which is surely a positive thing - so why is there cause for concern?

The rise in inflation has been attributed to a number of factors, firstly being President Trump’s US tax overhaul – cutting corporate and personal income tax rates which in turn is sparking an increase in consumer spending. Secondly, rising commodity prices are adding fuel to the fire. And finally, the weakening of the US dollar. 

These higher than expected figures are leading to expectations that the Fed will tighten monetary policy much more quickly than first thought. In 2017 the Fed raised rates three times, and we expect more rises in 2018 under the order of the new Fed Chair, Jerome Powell.

Markets are nervous, but volatility is remaining low. With long dormant inflation on the rise and the changes in the way the Bureau of Labor Statistics measures data, investors are likely to see this change. Is it a sign of the economy going crazy? Or just a case of signal vs noise?

Nevertheless, it is important investors protect themselves from the risk of inflation. TIPS and inflation-linked bonds issued by sovereign governments such as the US and the UK are indexed to inflation, and therefore interest rate payments follow the rise and fall. Approaches can vary depending on an investor’s tolerance to volatility, providing favourable diversification for investors. 

Whilst markets are still relatively calm, it is important to think long term. If CPI growth keeps driving the break-even rate higher, it could be a sign that the market is taking action. So, how will you hedge against the risk of rising inflation in 2018?

On Wednesday 5 September, Euromoney Conferences will be back in New York for the annual Real Return Inflation-Linked Products Conference to discuss the US economy, global inflationary expectations, TIPS and the alternatives, inflation protection, and much more. 
 

Speakers

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Keynote Speaker

Nicholas Steele

Deputy Director, Office Of Debt Management
US Department of the Treasury

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Keynote Speaker

James Bullard

President
Federal Reserve Bank of St Louis

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Keynote Speaker

Michelle Meyer

Head Of Us Economics
Bank of America Merrill Lynch

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Keynote Speaker

Seth Carpenter

Us Chief Economist
UBS

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Keynote Speaker

David Mericle

Managing Director, US Economics Research
Goldman Sachs

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Michael Ashton

Managing Principal
Enduring Investments

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Ivan Busharov

Director, US Inflation Trading
UBS

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Mark Capleton

Head Of Inflation And Uk Rates Strategy
Bank of America Merrill Lynch

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Charlie Corbett

Editorial Director
Euromoney Conferences

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Joaquin de Soto

Vice President, Inflation Trading
Goldman Sachs

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Alan Detmeister

US Senior Economist
UBS

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Bricklin Dwyer

Senior Economist – North America
BNP Paribas

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Jorge Garayo

Global Head Of Inflation Strategy
Societe Generale

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Joseph Kalish

Chief Global Macro Strategist
Ned Davis Research

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Shahid Ladha

Head Of G10 Rates Strategy, Americas
BNP Paribas

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Thomas McManus

Managing Director, Portfolio Manager and Analyst
Lazard Assset Management

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Christopher McReynolds

Head Of Us Rates
Jefferies LLC

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David Mehl

Us Inflation Trader
Bank of America Merrill Lynch

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Chirag Mirani

Executive Director, Us Rates Strategist
UBS

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Olumide Owolabi

Senior Vice President, Portfolio Manager
Neuberger Berman

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Lindsay Politi

Head Of Inflation Strategies
One River Asset Management

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Amar Reganti

Fixed Income Investment Director
Wellington

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Joseph Sayegh

Portfolio Manager
New York State Insurance Fund

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Omair Sharif

Senior Us Economist
Societe Generale

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Joseph Song

Senior Us Economist
Bank of America Merrill Lynch

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Bari Spielfogel

Managing Director, Head Of Usd Inflation Trading
UBS

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Stewart Taylor

Vice President And Portfolio Manager
Eaton Vance

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Moritz Westhoff

Head Of Inflation Trading
Bank of America Merrill Lynch

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Paul Wynn

Founder
Inflated Opinions

Full Profile

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