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 […]

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.

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 […]

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, […]