On 1 July 2022, the retirement income covenant came into effect, requiring superannuation fund trustees to consider the retirement income needs of their members, expand individuals’ choice of retirement products and improve standards of living in retirement. In this annual Retirement Strategy Forum, we discussed how superannuation funds came to their chosen strategy under the […]

The [i3] Global Property Forum 2022 was held on 16 November at the RACV City Club in Melbourne. Investment specialists from instutional investors discussed the challenges and opportunities in European property, the rising interest rate environment and the role of alternatives and REITs. We also featured investor case studies from the Future Fund, New Zealand […]

The Port of Newcastle, like many other businesses, is adopting strategies to shift away from fossil-based systems of energy production and consumption and move to renewable energy sources such as wind, solar and batteries. In this luncheon presentation in partnership with Macquarie Asset Management, Simon Byrne, Chief Commercial Officer of the Port of Newcastle, discussed […]

The [i3] Equity Luncheon 2022, held in partnership with UBS Asset Management, saw Simon Russell, Director of Behavioural Finance Australia, discussing his new book on behavioural finance in institutional equity teams and give real life examples of how bias creeps into decision making. Behavioural finance has given us fascinating insights into the biases and preconceptions […]

The [i3] Global Investment Strategy Forum was held on 19 – 20 October 2022 at the W hotel in Sentosa, Singapore. Back after a 2-year COVID-break, this annual forum brought together sovereign, pension, insurance, endowment and family offices, to discuss the macroeconomic regime change and implications for asset allocation. Themes disucssed include the tightening monetary […]

In this luncheon presentation in partnership with Macquarie Asset Management, Craig Carmody, CEO of the Port of Newcastle, discussed how the Port is embarking on a number of initiatives as part of its diversification strategy to successfully transition the Port of Newcastle to become the hub for renewable energy which will in turn create a strong, […]

Tightening monetary policies, increasing geopolitical tensions, deglobalisation, inflation and climate change are some of the structural forces expected to impact the investment environment in the long term. At the 10th annual Asset Allocation Forum hosted in Terrigal NSW, delegates discussed and debated the asset allocation implications for the portfolio of the future.

Tim Buckley spoke at the [i3] Luncheon on climate risk, the energy transition and the impact of both on company valuations. The energy transition is now well underway, but if the transition were to happen without the active leadership of Australia’s most important energy providers shareholder value would continue to be eroded and opportunities for growth […]

The [i3] FICC (Fixed Income, Credit & Currency) Forum 2022 was held on 16 June at the Intercontinental Double Bay in NSW Participants reflected on rapidly rising rates, higher inflation and the increasing possibility of a recession. The ‘timely’ coincidence of the US Federal Reserve‘s 75 bps rate rise on the eve of this forum […]