Day 2 - Tuesday, 16th March 2010
0830 Registration and coffee
09.00 THE CHANGING AUD CPI BOND MARKET - 6 MONTHS AFTER SYNDICATION
• Has the market delivered? Has AOFM delivered?
• The global relevance of AUDi
• Impact of issuance on liquidity for CPI bonds and CPI swaps.
• Real vs BEI vs Offshore. The drivers of Demand vs Supply
• The crowding out of credit issuance
• The Fearless Outlook
Christian Alibert
Inflation Trading
ROYAL BANK OF SCOTLAND
10.30 Morning break
11.00 THE ROLE OF INFLATION LINKED EXPOSURES IN PORTFOLIOS
• Why is inflation a risk to investors? A historical perspective and a
forward looking perspective
• Dealing with inflation risk in LDI and traditional portfolios through
portfolio construction - what to do and what not to do
• Appropriate benchmarks for portfolios - market benchmarks, competitors or CPI?
Stuart Dear
Portfolio Manager
Justin Tyler
Portfolio Manager, Fixed Income
ABERDEEN ASSET MANAGEMENT
12.30 Lunch
13.30 Managing inflation risks within a liability driven investment framework
• The evolution of inflation risk management in the LDI model
• Inflation as an unrewarded risk
• Hedging considerations
• Implementation – the theory as well as the facts
• Building efficient risk management tools for extreme inflation events
(inflation, deflation, credit crunch)
• Practical issues of managing an AUD inflation portfolio
Andrew Banbury, Director, Global Rates,
Head of Inflation & non linear rates trading, Australia and New Zealand,
Joseph Hamilton,
Head, Global Pensions strategy group,
DEUTSCHE BANK
15.00 Afternoon break
15.30 AN ASSET CONSULTANTS PERSPECTIVE
What drives the allocation to inflation
– are DC and DB funds really different?
• Asset allocation trends
• Key advantages and disadvantages of CPI
Bonds
• When is it appropriate to allocate to
offshore CPI
• Inflation swaps: Useful or pain in the ...
• What will asset allocations look like in the
future?
Timothy Unger
Head of Strategic Research
WATSON WYATT
17.00 End of course
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