When Craig Lamb joined Avant Mutual as Chief Investment Officer in April 2022, he found the investment climate had very much changed. Rates were up, but inflation even more so. How does an insurance company invest in this environment? At this luncheon presentation co-hosted with PIMCO, Craig discussed his approach to insurance investing and how […]

As part of the [i3] Property Forum 2023, we hosted a site visit to 555 Collins Street in Melbourne, in partnership with Charter Hall. Currently still in active development, 555 Collins Street is a new kind of workplace created for the next generation. Designed from the inside out, each aspect of the precinct has been […]

High inflation, rising interest rates, market volatility and a likely recession have caused considerable stress to the real estate sector, marked by major dislocations, liquidity pressures and valuation slumps. What next for the institutional investor? The 4th annual [i3] Property Forum was held on 4th April 2023 in Melbourne, addressing topics such as portfolio construction, […]

The [i3] Alternatives Forum was held on 22 February 2023 at the Intercontinental Double Bay in Sydney. Until recently, buoyed by the ‘Fed put’ and the bond bull run, investors had little incentive to diversify away from stocks and bonds. In fact, any deviation from a stock/bond exposure has caused a performance drag. This has […]

The 8th annual [i3] Equities Forum was held on 21 February 2023 at the Intercontinental Double Bay in Sydney. In this Forum, we discussed how the broader challenges of inflation, increased regulation, geopolitical tensions and market volatility impact the equity portfolios of institutional investors.

The [i3] FICC Luncheon was held in partnership with J.P. Morgan Asset Management and featured TCorp Chief Economist Brian Redican. Redican addressed the question of whether the nature of inflation has fundamentally changed. If so, then what impact might this have on major institutional investors over the medium to long term? Will the move towards […]

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 […]