Inflation & Duration: Outlook, Tools, and Investment Strategies
- Bloomberg Intelligence's Ira Jersey will provide a briefing on the state of the U.S. economy, evolving inflation trends, and the latest monetary policy - highlighting the key implications for fixed income markets.
- Bloomberg's Vikas Jain and Mark Spindel, Senior Advisor for F/m investments, will dive into the tools investors can use to address inflation risks. Topics include the strategic role of TIPS and inflation-focused ETFs, and a breakdown of key index methodologies.
Whether you're a portfolio manager, analyst, or advisor, this webinar will equip you with actionable insights for navigating today's inflationary challenges.
Speakers
Vikas Jain
Senior Quantitative Researcher
Bloomberg
Vikas is a senior quantitative researcher for Bloomberg Index and portfolio research team. His research focuses on quantitative strategies and portfolio allocation in Fixed Income. Prior to joining Bloomberg in 2023, he was leading the Fixed income structuring team at Deutsche Bank's QIS desk. Vikas holds a masters and bachelor's degree in computer science from Indian Institute of Technology(IIT) Delhi.
Ira Jersey
Chief U.S. Interest Rate Strategist
Bloomberg Intelligence
Ira Jersey is the chief U.S. interest rate strategist at Bloomberg Intelligence. He provides both top-down and bottom-up perspectives on U.S. Treasury, money markets and related derivative products. Before joining Bloomberg, he was a strategist for the taxable fixed income teams at Oppenheimer Funds. He spent more than decade in fixed income research at Credit Suisse Securities, most recently as the head of U.S. interest rate strategy, and RBC Capital Markets. Early in his career he held positions at Morgan Stanley Dean Witter and the Vanguard Group.
Mark Spindel
Founder and Chief Investment Officer
Potomac River Capital LLC
In 2007, Mr. Spindel launched Potomac River Capital LLC, a Washington-based, registered investment adviser. His firm specialized in managing global macro hedge funds with a specific focus on the intersection of macro-economics, central bank policy and capital markets. The firm’s assets peaked near $800m and after a decade has been wound down to focus on personal investments, economic policy and political analysis. Prior to launching Potomac River, Mr. Spindel spent nearly ten years at the World Bank where he was Deputy Treasurer and CIO of the International Finance Corporation managing $15bn in reserves. Mr. Spindel was simultaneously a member of the Board of Trustees of the World Bank’s $14bn pension fund where he helped oversee strategic asset allocation across all investment classes. Before the World Bank, Mr. Spindel helped establish ABN AMRO’s UK Asset Management company and prior to that, began his career at Salomon Brothers where he was ultimately a senior portfolio manager in their asset management subsidiary. Mr. Spindel continues to advise pension funds, financial institutions, hedge funds and central banks on a variety of investment, asset-liability and quantitative risk management issues. He is among the most experienced investors in inflation-linked bonds and speaks regularly on portfolio management issues. His research on the Federal Reserve has culminated in his award-winning book with Professor Sarah Binder (George Washington University / Brookings) about the relationship between Congress and the Fed (The Myth of Independence, Princeton University Press, 2017). He received his BS degree from Cornell University in Operations Research and Industrial Engineering (1987).