Inflation now looks to be anything but transitory. Several waves of shocks to global supply chains coupled with pent-up consumer demand have created an inflationary environment that credit investors will have to contend with for a while. What factors should asset managers consider when choosing their portfolio allocations in the current environment? Is there a consensus on what the Fed will do to balance inflation and growth? Is there a risk of overacting in this climate? Join a timely discussion on the credit outlook in a time of high inflation.

Moderator

Tracy Alloway
Executive Editor, Bloomberg Markets

Speakers

Richard Hunter
Chief Credit Officer, Fitch Ratings

Carl Meyer
CEO and Chief Investment Officer, Silver Rock Financial LP

Purnima Puri
Governing Partner and Portfolio Manager, Public Credit Strategies, HPS Investment Partners

Justin Slatky
Chief Investment Officer, Shenkman Capital Management, Inc.

Christian Stracke
Managing Director and Global Head of Credit Research, PIMCO