Inflation: Transitory or New Regime?

Inflation: Transitory or New Regime?

16 Nov 2021


After a decade of declining inflation, the past year has seen some spectacular increases in inflation in many economies. Long-term Inflation expectations have risen way beyond Central Bank targets. Have we entered a new regime of persistently higher and more volatile inflation and what does that mean for bonds, equities, currencies and commodities?

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Rajeev is the Managing Director of Deep Learning Investments where he advises Institutional clients and Family Offices on investment topics. He was the former CIO of Bank of Singapore and was earlier head of Asian Fixed Income and co-head of Emerging Markets at Schroders. Earlier, he held leadership roles at Western Asset Management, Pictet Asset Management and UBS. He started his career in markets in 1987.

Rajeev was conferred the IBF Fellow award in 2016 by the Institute of Banking and Finance Singapore (IBF).

Dhaval is currently BCA Research’s Chief Strategist, Counterpoint.

Previously, Dhaval held the role of BCA Research’s Chief Strategist, European Investment Strategy. Prior to joining BCA, he held positions as Chief Strategist at RAB Capital, and Global Strategist at Société Générale, where he received the Extel award for best new pan-European analyst in 2000. Dhaval spent the 1990s as an Investment Manager at JP Morgan Fleming where he managed $1 billion of global mandates, specializing in applied behavioral finance. Dhaval holds an MA from Cambridge University, England and is an Affiliate of the Institute of Actuaries.

Rob Samson jointly heads the Multi-Asset team at Nikko AM Asia with James Alexander, with direct oversight of the Singapore Multi Asset team to further that effort. Rob joined the Nikko AM business in 2004 developing and managing asset allocation products and then re-located to Singapore in 2014 to build out the Multi-Asset effort as a core investment function and product line for the firm.

Rob’s career focus has been directed to Asset Allocation since 1995 when he started as a tax lawyer in 1993 at Ernst & Young but moved on within the firm to start an investment and asset allocation advisory practice within the firm in 1995. He left Ernst & Young in 1999 to start a venture-funded firm that what would we be termed today as a robo-advisory company to drive retirement automated advisory services through the Internet.

He moved on to hone his skills incorporating hedge fund strategies into his asset allocation framework at Arden Asset management between 2001 and 2003 before joining Nikko in 2004.

Rob graduated with a BA in Economics from Middlebury College and a Juris Doctor from the Dickinson School of Law. He is a member of the New York Bar and is a CFA® charter holder.

David has built and successfully traded models that identify macroeconomic, societal and geopolitical trends based on demographic and volatility data for hedge funds, banks, insurers and investment managers over the past 25 years in Asia. He is currently helping guide and fund emerging companies that solve massive global problems with deep-tech solutions in diverse areas such as cold fusion, satellite delivery, photonic switches, mental health diagnostics and financial risk management.

His passion – demographics – arose from a research project for a market-leading medical device firm on the dynamics of kidney dialysis in Japan in 2008. Since then, he has expanded his population data analysis to over 100 countries in order to estimate future trends in real estate, stock markets, medical services, geopolitics, revolutions, interest rates and inflation.

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