Inflation: Is it here to stay? 

Coming out of the COVID pandemic, several forces including an economic recovery, fiscal stimulus, supply chain issues and labor market dynamics have impacted actual and expected inflation. 2021 so far has seen spikes in year-over-year inflation prints as well as higher long-term inflation being priced in. Is higher inflation here to stay, both in Canada and globally, or is it just transitory? What will be the driving forces in Canada and globally that will affect inflation outcomes? And what does it mean for different asset classes in Canadian investors' portfolios?

Tuesday, December 14, 2021

12:00pm to 1:30pm

Virtual Presentation & Discussion

CFA Society Atlantic Canada Welcomes

Anujeet Sareen, CFA, Brandywine Global &

 Vinayak Seshasayee, MBA, PIMCO 

with host moderator, Dan Hudgin, CFA

Anujeet Sareen, CFA

Anujeet Sareen is a portfolio manager for the Brandywine Global’s Global Fixed Income and related strategies. Prior to joining the Brandywine Global in 2016, Anujeet was a managing director of global fixed income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston. Over his 22-year career at Wellington (1994-2016), he held a variety of roles while cultivating extensive fixed income and currency management experience. Anujeet is a CFA® charterholder and earned a B.A. in Computer Science from Brown University.

Vinayak Seshasayee, MBA

Mr. Seshasayee is an executive vice president and generalist portfolio manager in PIMCO’s New York office, leading Canadian portfolio management. He is a member of PIMCO’s Americas portfolio committee. Previously, he was a portfolio manager on the MBS and investment grade credit desks and a member of PIMCO’s diversified income portfolio management team. Prior to joining PIMCO in 2013, he was a member of the fixed income research group at Morgan Stanley. He has 12 years of investment experience and holds an MBA from the University of Chicago Booth School Of Business. He received an undergraduate degree from the Indian Institute of Technology, Mumbai.