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 […]

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 […]

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 […]

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 […]