Jackie Bowie on inflation and global risk in IFR
Summary
Jackie Bowie, Managing Director and Head of EMEA at Chatham Financial, was featured in International Financing Review (IFR) discussing how escalating geopolitical tensions, including the prospect of a prolonged Iran conflict, are fueling renewed inflation concerns across global markets.
International Financing Review (IFR) - March 6, 2026
Prospect of prolonged Iran conflict ignites inflation concerns
The article highlights how rising energy prices and geopolitical uncertainty are reshaping inflation expectations and influencing investor behavior. Against this backdrop, Bowie emphasized that clients actively managing inflation risk tend to take a long-term, strategic approach rather than reacting to short-term market movements.
“Those who are hedging inflation are typically doing so as part of a long-term strategy rather than in response to near-term volatility.”
-Jackie Bowie
She also noted that investors in real assets are more likely to embed inflation protection into transactions from the outset, rather than adjusting positions later.
“It’s about putting the right structures in place early, so you’re not trying to retrofit protection in a more volatile environment.”
-Jackie Bowie
Resilience and risk
Bowie’s perspective underscores a broader theme in today’s environment. As geopolitical risks and inflation pressures persist, organizations are increasingly prioritizing resilience and long-term risk management over short-term market timing.
Want to learn more?
Contact our team to discuss how Chatham can help with your treasury and risk management needs.
Contact usDisclaimers
Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA). For further information, please visit cf.com/legal-notices.
Transactions in over-the-counter derivatives have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you fully understand the terms and risks of the transaction, including the potential risk of loss. Chatham only provides services to Qualified Eligible Persons (QEP) under CFTC Regulation 4.7. All rights reserved.