Leading Icelandic economist, Erna Björg Sverrisdóttir, joins IPE's Pirkko Juntunen, to discuss among others:

• Inflation and interest rates
• Wage agreements and their effect on asset markets
• The sustainability of pension funds

In this session, global macro-economics and demographics expert, Amlan Roy, takes a close look at current trends affecting the global economy, including;

• Growth
• Inflation
• The energy crisis
• Supply chain
• Demographics
• The pensions investment landscape

The EU Taxonomy is a milestone for responsible investment and an important building block for financing Europe’s climate and energy transition to net zero emissions by 2050. At its core, it clarifies what exactly should be considered as ‘sustainable’, in particular in the ecological sense, to prevent the risk of ‘greenwashing’. This session deals with the Taxonomy principles, its sustainability and investment criteria, and its implication for investors.

This keynote presentation focuses on the transition from ESG to real impact outcomes and from an unsustainable to a sustainable economy.

A discussion followed by a Q&A

Member communication and engagement take centre stage in this session, with the discussion centred on current innovation and potential challenges, while comparing the Icelandic approach with international standards.

Timberland and farmland are increasingly attractive investment propositions for institutional investors. With established performance track records, they offer portfolio diversification benefits that could potentially help enhance risk-adjusted returns and preserve capital, while generating positive impacts for society and the environment.

Increasing yields, higher inflation and potentially a global recession are all hot topics in financial markets. The effect on prices of financial assets – from government bonds and corporate credit to equities – has been significant. But how should we expect “alternatives” to respond to this new world order?

The fallacy of member engagement communication: “what you want, when you need it!” This session looks at communication in DC arrangements and asks if investment choices are a red herring. In addition, it considers the dilemmas influencing future investing. 

The Mercer CFA Institute Global Pension Index ranks Iceland’s retirement income system as the world’s best. Can it get even better? That is the question this session addresses.

In this keynote address, renowned Russian geopolitical specialist, Jason Corcoran, shares his view on what is driving Putin in his war with Ukraine and why Putin seems willing to destroy decades of economic gains and freedoms made by Russia. He will also reflect on when it might be palatable to invest in Russia again and the lessons learnt from the past.