Real Return: The European Inflation Conference | Euromoney Institutional Investor | 20 September 2018 |

In London in September Euromoney will bring together pension funds, insurance companies, asset managers, hedge funds, DMOs and intermediaries to discuss the direction of inflation and rates in the UK and Europe and how bond holders should be positioning themselves for what’s to come.

Euromoney has a long tradition of delivering high-quality conferences for the fixed-income market, and in particular covering linkers. The Inflation-linked bond conference in NY is in its 12th year, with 2018 set to be the biggest conference in years, as inflation expectations grow and investors look to the TIPS market for protection.

Our European Inflation Conference last met in Paris in 2015. Back then, top of everyone’s worry list was consistently low inflation and the very real possibility of deflation in Europe. Fast forward to 2018 and the prospect of rising inflation is firmly back on the agenda. February’s market jitters were in part driven by fears of higher inflation.

What’s changed? Synchronised global growth, tightening central banks and nervous bond markets. But is inflation really back? And, if it is, do we need to be worried? Is European growth sustainable or will it be tripped up by a rate hike too far? Just how can you formulate a durable inflation-linked strategy against this backdrop?

Real Return: The European Inflation, Duration and Rates Conference will bring the market together to answer these questions and more.