[i3] Property Forum 2023 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, […] Read More
[i3] Alternatives Forum 2023 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 […] Read More
[i3] Equities Forum 2023 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. Read More
[i3] Luncheon with TCorp’s Chief Economist 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 […] Read More
[i3] Retirement Strategy Forum 2022 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 […] Read More
[i3] Global Property Forum 2022 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 […] Read More
[i3] Melbourne Luncheon with Port of Newcastle 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 […] Read More
[i3] Equity Luncheon with Simon Russell The [i3] Equity Luncheon 2022, held in partnership with UBS Asset Management, saw Simon Russell, Director of Behavioural Finance Australia, discussing his new book on behavioural finance in institutional equity teams and give real life examples of how bias creeps into decision making. Behavioural finance has given us fascinating insights into the biases and preconceptions […] Read More
[i3] Global Investment Strategy Forum 2022 The [i3] Global Investment Strategy Forum was held on 19 – 20 October 2022 at the W hotel in Sentosa, Singapore. Back after a 2-year COVID-break, this annual forum brought together sovereign, pension, insurance, endowment and family offices, to discuss the macroeconomic regime change and implications for asset allocation. Themes disucssed include the tightening monetary […] Read More