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Asset Allocation Bias, Variants & Where To Find Under Owned Inflation Protection.
This exclusive event brings together, for the first time on an ERI-C webinar, two strategists which while having different investment approaches, are both known for their original thinking and insights: alternative asset allocation specialist Dylan Grice & Macro thematic strategist Russell Napier.

In order to hold their high conviction views up to scrutiny, stress test, and provide insight into the key tenets supporting them, both speakers will debate and answer attendee questions on the key areas of difference in their multi-asset views focused on their silhouetted equity, commodity, FX, and rates market chosen biases, having briefly outlined at the outset where they broadly converge.

Whether in order to express a high conviction view - in either direction - or merely hedge portfolios against a perceived tail risk scenario, the discussion will also discuss methods of inflation protection, including insight into some of the more esoteric under-owned sources of it, which given his expertise, and analysis of them, alt-specialist Dylan Grice, in particular, is well placed to provide.

Jul 8, 2021 03:00 PM in London

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