[i3] Energy Transition Infrastructure Forum 2023 The inaugural [i3] Energy Transition Infrastructure Forum brought together institutional investors with responsibilities for infrastructure and sustainability, to discuss capital allocation strategies for this asset class. As part of the forum, investors discussed how the energy transition theme, incorporating renewable energy, can be implemented as part of the infrastructure portfolio framework. Of key consideration was […] Read More
[i3] Luncheon: Critical Minerals & Energy Transition Global critical minerals demand is expected to surge five to tenfold this decade, underpinned by the accelerating energy transition. During the [i3] Luncheon series hosted in partnership with J.P. Morgan Asset Management in Melbourne and Sydney, we heard from Tim Buckley, Founder & Director of Climate Energy Finance, about some of the key trends in […] Read More
[i3] Global Investment Strategy Forum 2023 The 9th annual Global Investment Strategy Forum for asset owners and institutional investors in the Asia Pacific region was hosted at the Sofitel in Singapore. Regime Change? As investors anticipate a world of lower expected return, heightened inflation, increased conflicts and undue government interference, delegates were challenged on the efficacy of traditional capital market assumptions […] Read More
[i3] Luncheon with Guy Debelle The [i3] Luncheon on monetary policy through the years was held on 5 September 2023 in Sydney, in partnership with Schroders. Former Deputy Governor Guy Debelle reflected on more than 25 years at the Reserve Bank of Australia and the impact of rising inflation. Read More
[i3] Asset Allocation Forum 2023 The [i3] Asset Allocation Forum 2023 was held on 24 and 25 August 2023 at the Crown Plaza Hotel in Terrigal, with delegates joining us from across Australia, the Pacific Islands, New Zealand, Singapore, the United States and the United Kingdom. This year in its 11th iteration, the forum displayed much attention for strategic versus […] Read More
[i3] FICC Forum 2023 The [i3] Fixed Income, Credit & Currency Forum was held on 7 June, 2023, at the Intercontinental Double Bay. Participants looked at the return of bonds and their defensive attributes, the path of inflation and compared private and public credit opportunities. Are Bonds back? Since the US 10-year Treasury yields peaked at around 16 per […] Read More
[i3] Insurance Investment Forum 2023 The [i3] Insurance Investment Forum 2023 was held on 6 June at the Intercontinental Double Bay in Sydney. Participants discussed the role of inflation-linked bonds, structural vs cyclical inflation, asset-liability matching and alternative assets. The forum focused on the key theme of transformation in insurance investing. After a decade of falling and extremely low interest […] Read More
[i3] Investment Strategy Forum 2023 The 11th annual [i3] Investment Strategy Forum was held on 11 and 12 May at the RAVC in Torquay, Victoria. Institutional investors gathered from all over Australia, New Zealand and the Pacific. In this forum, we discussed how the impending recession, inflation volatility and the inefficacy of the stock/bond correlation have caused investors to ponder about […] Read More
[i3] Insurance Luncheon with Avant Mutual CIO Craig Lamb 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 […] Read More