Investors had the chance to join private chat rooms with speakers and their peers to discuss the themes of the conference including the fallout of the US election and what their outlook is for 2021. Using special networking technology this dedicated session allowed for interactivity among delegates to discuss key themes. The “rooms” or “tables” were hosted by leading investors from around the world.[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Jaap%20van%20Dam%22%2C%22job_role%22%3A%22Principal%20director%2C%20investment%20strategy%2C%20PGGM%20(The%20Netherlands)%22%2C%22content%22%3A%22Van%20Dam%20is%20an%20experienced%20and%20innovative%20director%20of%20strategy.%20He%20is%20the%20investment%20director%20responsible%20for%20developing%20and%20benchmarking%20PGGM%E2%80%99s%20investment%20practice%20in%20order%20to%20stay%20best%20practice.%20He%20is%20currently%20working%20on%20PFZW%E2%80%99s%20investment%20strategy%202025.%20Van%20Dam%20has%20broad%20knowledge%20and%20experience%20on%20strategy%2C%20investment%20policy%20formulation%2C%20asset%20allocation%20and%20value%20chain%20design.%20In%202013%20he%20was%20voted%20CIO%20%2F%20%E2%80%9CInvestment%20Head%20of%20the%20Year%E2%80%9D%20by%20aiCIO.%20Current%20other%20activities%20include%20being%20chair%20of%20the%20VBDO%2C%20the%20Dutch%20Association%20of%20Investors%20for%20Sustainable%20Development%2C%20Chairman%20of%20the%20European%20Chapter%20of%20the%20300%20Club%20and%20member%20of%20the%20research%20committee%20at%20the%20International%20Centre%20for%20Pension%20Management%20(ICPM).%20Together%20with%20Kees%20Koedijk%20and%20Alfred%20Slager%20he%20authored%20%E2%80%9CAchieving%20Investment%20Excellence%3A%20A%20Practical%20Guide%20for%20Trustees%20of%20Pension%20Funds%2C%20Endowments%20and%20Foundations.%E2%80%9D%5CnHe%20holds%20a%20Master%E2%80%99s%20Degree%20in%20Finance%20from%20the%20Erasmus%20University%20Rotterdam.%22%2C%22image%22%3A%2235347%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjaap-van-dam%2F%3ForiginalSubdomain%3Dnl%22%7D%2C%7B%22name%22%3A%22Mark%20Walker%22%2C%22job_role%22%3A%22Chief%20investment%20officer%2C%20Coal%20Pension%20Trustees%20(United%20Kingdom)%22%2C%22content%22%3A%22Walker%20is%20responsible%20for%20the%20investments%20of%20the%20Mineworkers%E2%80%99%20Pension%20Scheme%20and%20the%20British%20Coal%20Staff%20Superannuation%20Scheme.%20Prior%20to%20joining%20CPT%2C%20he%20was%20managing%20director%20and%20global%20chief%20investment%20officer%20of%20the%20Univest%20Company%2C%20Unilever%E2%80%99s%20internal%20investment%20group.%20He%20joined%20Unilever%20from%20Mercer%2C%20where%20he%20was%20a%20partner%20and%20head%20of%20the%20London%20Investment%20Consulting%20Unit.%20Walker%20has%20more%20than%2020%20years%20of%20experience%20in%20actuarial%2C%20pensions%20and%20investment%20work.%20He%20is%20a%20fellow%20of%20the%20Institute%20of%20Actuaries%20and%20a%20member%20of%20the%20300%20Club.%22%2C%22image%22%3A%2235348%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fmark-walker-9b115a42%2F%3ForiginalSubdomain%3Duk%22%7D%2C%7B%22name%22%3A%22Richard%20Williams%22%2C%22job_role%22%3A%22Chief%20investment%20officer%2C%20Railpen%20(United%20Kingdom)%22%2C%22content%22%3A%22Williams%20joined%20RPMI%20Railpen%20in%202014%20and%20became%20CIO%20is%202018.%20Previously%20he%20held%20senior%20portfolio%20management%20positions%20at%20BlueCrest%20Capital%20Management%20(UK)%20LLP%20and%20at%20Fischer%20Francis%20Trees%20%26%20Watts.%20At%20both%20firms%20he%20managed%20global%20fixed%20income%20portfolios%20for%20Railpen.%20He%20began%20his%20career%20as%20a%20consulting%20actuary%20and%20is%20a%20Fellow%20of%20the%20Institute%20and%20Faculty%20of%20Actuaries.%20Williams%20is%20also%20an%20experienced%20non-executive%20director%20and%20adviser.%20He%20is%20currently%20chairman%20of%20the%20Nestl%C3%A9%20UK%20Pension%20Fund%20investment%20committee%2C%20a%20member%20of%20The%20Health%20Foundation%E2%80%99s%20investment%20committee%20and%20a%20trustee%20of%20Lincoln%20College%20Oxford%202027%20Trust.%22%2C%22image%22%3A%2235349%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Frichard-bradbury-williams%2F%3ForiginalSubdomain%3Duk%22%7D%5D” title=”Moderator” el_class=””][vc_empty_space height=”10px”]
APG's CIO Peter Branner explains how the pandemic has accelerated key trends already underway around digitization, central bank policy and action to combat climate change. It all points to fierce competition for private assets.
Protected by furlough schemes and mortgage holidays and saving money working from home, many consumers have come through the pandemic in better financial health than they were before. It could pose an exciting investment opportunity, say a panel of FIS 2020 Digital experts.
Three investors reflect on the what lies ahead highlighting a buoyant 2021 but challenges beyond. Their suggestions include allocations to real assets and diversifying out of traditional fixed income as they navigate portfolio construction considerations in a new investment paradigm.
Rebecca Patterson, Bridgewater's director of investment research, says MP3 is the new backdrop that will influence all outcomes in 2021 with the medium term characterised by low interest rates and the possibility of higher inflation.
PGIM's chief economist and head of global macroeconomic research, Nathan Sheets, outlines what Biden's priorities will be and how his key appointees will lead their departments. He also explains why he believes inflation will remain low and that investors will increasingly move into risk assets.
Asset owners from 23 countries are reacting differently to inflation expectations, with almost half already hedging their portfolios but 20 per cent consider inflation is unlikely.
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