The metamorphosis of the caterpillar into the majestic butterfly presents a powerful imagery of the transformation of emerging talent into potential future leaders, poised for unprecedented success. The inaugural [i3] NextGen: Portfolio Strategy Academy 2024 catered to mid-level portfolio managers and senior analysts, to: Empower and train the next generation of leaders in the superannuation […]

Geopolitics is a crucial input into core assumptions, investment strategy, and ultimately portfolio construction for investors. However, the inherent complexity in the way geopolitics weaves its way through to the macroeconomy, policy choices, and ultimately financial markets makes it difficult to model and measure, let alone manage. In partnership with the Future Fund, [i3] convened […]

The parallel between the praying mantis’ patient yet dynamic approach to hunting and the deliberative nature of institutional investing invites us to reflect on the importance of patience, risk management, diversification, innovation and adaptability. These issues and their implications for portfolio construction were discussed at the 10th annual Global Investment Strategy Forum in Singapore.

As investors stand at the crossroads of progress, two transformative arenas in infrastructure development beckon for attention – energy transition and digital infrastructure. The [i3] Infrastructure 2.0 Forum brought together infrastructure and real assets investors to discuss the investment opportunities afforded in these emerging sectors.

CIOs and strategists are constantly challenged in a complex environment influenced by global macro trends, which may be aptly summarised as the 6 D’s: Deglobalisation & Geopolitics Decarbonisation & Energy Transition Digitisation & Technological Disruption Debt & Government Deficit Demographics & Ageing Populations ‘De-bankification’ and Dynamics of Direct Lending   How do these impact growth, inflation, […]

Is artificial intelligence an opportunity or a threat to the investment industry? Perhaps a bit of both. In this [i3] Equity Luncheon, Will Liang, an executive director at MA Financial Group and former Chief Information Officer for Macquarie Capital, delved into some of the emerging risks, practical usage cases and even let Taylor Swift speak […]

The 8th Fixed Income, Credit & Currency (FICC) Forum was held in Sydney, attended by superannuation, insurance, government and private wealth funds. Delegates discussed a range of issues including liquid credit, private debt as well as systematic aproaches to fixed income investing. A highlight was the hands-on workshop on restructuring an underperforming portfolio.

Celebrating the 12th annual edition, the annual [i3] Insurance Investment Forum 2024 brought together life, general, health and government insurers to learn, interact and share perspectives on insurance and liability-driven investing. A central theme is that of capital management, focusing on the delicate ‘tension’ between liabilities (actuarial/underwriting), assets (investments) and business risk.

The 12th annual edition of the [i3] Investment Strategy Forum was successfully held on 9 and 10 May 2024  in Torquay, bringing together Chief Investment Officers, Senior Strategists & Allocators and Chairs of Trustee Investment Committees. In the midst of continued uncertainty and volatility, delegates discussed what it meant to build resilient portfolios across cycles, […]