Value Rotation in Emerging Markets Emerging Markets, Equities, Webinars It currently appears that we have a bubble in technology stocks, as in 2001. But this time round, it is combined with a deep global recession and a heightened focus on sustainability. Read More
Climate Transition: Beyond Low Carbon Investing Equities, ESG, Webinars In partnership with Aviva Investors, [i3] convened a webinar to discuss the implications of climate transition to investors’ portfolios. With combined backgrounds in Environmental Biology, Environmental Technology and Finance, Rick Stathers and Jaime Ramos Martin shared their perspectives on how investors can go beyond low carbon investing to build resilience into portfolios. Key issues included: The […] Read More
Investing in Global Champions Equities, Innovation, Webinars How can investors navigate global equity markets during this volatile period? What does this mean for globalisation and for long-term investors? Jonathan Knowles shared his perspectives on medical innovation in the context of COVID-19. Read More
Experimenting with Uncertainty Editorial In this editorial, Teik Heng Tan explains the decisions made for [i3] during the pandemic and plans for the second half of the year. Read More
Why a Crisis need not be a Tragedy Editorial, Risk and Regulation Tragedies happen, not when one thing goes wrong, but when many things go wrong at the same time. Can we learn lessons from the sinking of the Titanic and apply them to our portfolios as the pandemic wreaks havoc? Teik Heng Tan explores this issue. Read More
Antifragility in Real Estate Opinion, Real Estate In times of crisis, can real estate add an element of antifragility to a portfolio, Norman Miller and Guy Tcheau ask? Read More
A Different Kind of Disruption Editorial, Financial Crisis, Innovation Is there an upside to the widespread disruption we see as the coronavirus rips through the world population? Teik Heng Tan explores the intersection of chaos and innovation throughout history. Read More
A Small Lesson in Decision-making under Uncertainty Editorial, Financial Crisis, Pacific Region Confronted with the question whether to postpone one of our forums or not, the situation turned out to provide a small lesson on decision-making under uncertainty, [i3]’s Teik Heng Tan writes. Read More