Cyclical Inflation vs. Structural Deflation: Predicting the Winner

Supply chain disruptions, geopolitical flare-ups and ultra-accommodative monetary and fiscal policy coming out of the COVID lockdowns have been some of the factors sparking runaway inflation to levels not seen in nearly five decades.

However, many are classifying this as “cyclical inflation” and proclaiming that “structural deflationary” forces will prevail in the years ahead as globalization, technological advancements, overwhelming debt levels and worsening demographics will continue to put downward pressure on prices.

Many smart people are on both sides of the debate about whether we’ll have ongoing stubbornly high inflation or return to the deflationary environment we’ve experienced over the past few decades. More importantly, how do investors position themselves for these potential outcomes?

Listen to our panel of asset allocators and industry experts discuss how they’re structuring portfolios to navigate the uncertain inflationary outlook.

Let us handle the fresh hors d’oevres while you dive into your best business casual attire for this live, in-person event.

Format:

• In Person (see location details at bottom of page)

Learning Objectives 

1. Discuss Strategic Asset Allocation decisions based on inflation outlook
2. Examine which asset classes perform well in inflationary versus deflationary periods

Target Audience

• Portfolio Managers
• Wealth Managers
• Institutional, UHNW, HNW and Retail Investors

Speakers

 

Kathy Kriskey
Product Strategist, Commodities and Alternatives
Invesco

 

Colton Neff, CFA
Managing Director
RockCreek

 

Nils Overdahl, CFA
Principal and Senior Portfolio Manager
New Century Advisors

Moderator

 

Walt Nockett, CFA, CFP
Partner and Private Wealth Manager
Creative Planning

 

Qualifications:

• CFA Institute PL Credit Hours: 1 Credit
• CFA Institute Competency Framework Skill: Equity Investment, Fixed Income, Performance Measurement and Evaluation, Portfolio Management and Risk Management: 1 Credit

Registration

Member: $30

Non-member: $40

 

 

Registration closes November 23rd at 12pm.

 

 

Thank You To Our Event Sponsor