CPD

Event Details - IAPF Investment Seminar - IAPF Outlook 2026 - Politics Framing the Macro Environment and Implications for Investment Strategies

When: 21/01/2026 for 4.30pm Sharp followed by Drinks and Canapes at 5.30pm
Where: The Leinster Hotel, 7 Mount Street Lower, Dublin 2, D02 WK33
Cost: Members: Free of Charge,

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Introduction

IAPF Investment Seminar | 21 January 2026 | The Leinster Hotel | 4.30pm to 5.30pm followed by drinks reception | BOOK HERE
 
IAPF Outlook 2026 - Politics Framing the Macro Environment and Implications for Investment Strategies

How are political developments shaping your investment strategy for 2026? Join us for a timely and thought-provoking seminar exploring how global political shifts are influencing the macroeconomic outlook and feeding directly into asset allocation decisions.
 
We’ll dive into:
• Asset Allocation: Has the political environment reshaped how we look at asset allocation?  How have asset allocations developed across DB and DC Schemes?
• Equity portfolios: Navigating exposure to the US tech sector and exploring alternative strategies
• European Bond Dynamics: How Dutch pension reforms and France’s sovereign downgrades are reshaping bond matching portfolios. With Germany exiting inflation-linked bond issuance, what alternatives are available? Perspectives on Spain and Italy’s political and economic trajectory.
•  Exploring currency hedging: is the dollar loosing its safe haven status
 
Expect rich discussion, practical insights, and peer exchange—essential for trustees, asset managers, and pension professionals preparing for 2026 and beyond.
 

Meet Our Expert Panel

  • Lizzy Galbraith – Senior Political Economist, Aberdeen A leading voice on European political risk, Lizzy will share insights on how political developments are influencing economic policy and market sentiment.
  • Garvan McCarthy – Chief Investment Officer for EMEA & Asia, Mercer With a global investment lens, Garvan will explore how political dynamics are feeding into asset allocation and risk management across regions.
  • Ger Fitzgerald – Head of Investment Strategy, Unio & Chair, IAPF Investment Committee Ger brings a trustee-focused perspective, examining how political and economic shifts are impacting DB and DC schemes, and what it means for long-term strategy.
  • Moderator: Patrick McKenna – Senior Director, Global Pensions, Pfizer Patrick will guide the conversation, drawing out practical implications for trustees and pension professionals navigating an increasingly complex macro landscape.

 

CPD

This event will be allocated CPD hours by the IAPF for on-going trustee training requirements. We will apply for CPD from the relevant bodies. 

Agenda

 

4.15pm

Registration 

4.30pm

 Introduction  
 


Presentations
Speakers

 


Q&A and further discussion
5.30pm

Ends followed by wine and canape reception

 

Speakers

click on image for biography Patrick McKenna
Pfizer Corporate Treasury Group
click on image for biography Ger Fitzgerald
IAPF Investment Committee / Unio Wealth Management
click on image for biography Lizzy Galbraith
Aberdeen Investments
click on image for biography Garvan McCarthy
Mercer

Booking

IAPF Member: Free of Charge
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