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European Inflation Update
Positioning Portfolios for a Variety of Inflation Scenarios

Positioning Portfolios for a Variety of Inflation Scenarios

Positioning Portfolios for a Variety of Inflation Scenarios

With inflation beginning its much-anticipated rise, forecasters and policy makers have been quick to repeat expectations for a leveling off later this year. It’s worth considering whether longer-term risks could be tilted higher and how portfolios can prepare for different outcomes.

Inflation Numbers Rise in Europe, But Expectations Remain Low

Lorenzo Pagani

Head of European Government Bond Portfolio Management

Dr. Pagani is a managing director and portfolio manager in the London office. He is head of the European rates desk and a member of the global bond and real return portfolio management teams, and responsible for European and UK liability-driven investing (LDI) portfolio management. Additionally, he is a member of the European Portfolio Committee, the Counterparty Risk Committee, and the Best Execution Committee. He also serves as head of talent management for portfolio management outside of the U.S. Dr. Pagani is also a director of PIMCO Europe Ltd. Prior to joining PIMCO in 2004, he was with the nuclear engineering department at the Massachusetts Institute of Technology (MIT) and with Procter & Gamble in Italy. He has 19 years of investment experience and holds a Ph.D. in nuclear engineering from MIT. He graduated from the Financial Technology Option program of MIT/Sloan Business School and holds a joint master of science degree from the Politecnico di Milano in Italy and the Ecole Centrale de Paris in France.