Equity markets globally have been dominated by the Magnificent Seven for the past 24 months, fuelled by the rapid adoption of AI. The 10th [i3] Equities Forum discussed the repercussions of the Mag 7 moving forward, hidden gems to be found through value investing in emerging markets and small caps. There was also a focus […]

The annual [i3] Christmas Reception for members, clients and friends was hosted at the Museum of Sydney. It was certainly an opportune time to relax and catch-up with peers as well as reflect and celebrate the year’s achievements.

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.