[i3] Insights - Investment Innovation Institute

Decarbonisation Could Produce Unexpected Risks

Michael Weaver, Head of Private Real & Mid-Risk Assets, Australian Retirement Trust

ART Maps Future Real Estate Strategy

Having bedded down the largest merger of superannuation funds in Australia, the Australian Retirement Trust (ART), now with AUM of around $200 billion, is set to map out a new investment strategy

Tim Buckley, Director of Climate Energy Finance, Australasia

China is Leading the Energy Transition

Emerging Markets, ESG, Innovation

China is the clear world leader when it comes to technology, production and installation of zero emissions sectors of the future like renewable energy and EVs, says Tim Buckley.

Inflation Resilience at the Future Fund

Asset Owners, Chief Investment Officers, Leadership & Management, Private & Alternative Markets, Women in Finance

Inflation has reached its highest point since the 1990s in Australia. We speak with the Future Fund’s Wendy Norris about how it is building inflation resilience into the portfolio.

Scott Bennett, Head of Quantitative Investment Solutions, Australasia, Northern Trust Asset Management

Active Risk Levels Slashed

Equities, Factors, Quant & Systematic, Risk and Regulation

Super funds have slashed their active risk budgets in response to the YFYS performance test and the challenging market environment. This means funds have to be smarter about their remaining budget and avoid uncompensated risks, Northern Trust Asset Management says.

Scott Haslem, Chief Investment Officer, Crestone Wealth Management

Bonds are Back

Asset Owners, Chief Investment Officers, Fixed Income & Credit, Private Wealth

Crestone Wealth Management’s Scott Haslem says it is time to rebalance fixed income allocations back to their long-term strategic weights, as bonds have a role to play again in protecting against a potential recession.

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

Performance Test under Review

Editorial, Risk and Regulation

Only a year after the YFYS performance test came into effect, the measure has been called into question by the new government.

REST CIO on Investment Review

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers

Rest has overhauled its investment and governance model, moving to a model with a single investment function. We speak with CIO Andrew Lill about the implications for the portfolio and the investment team.

Growth or Inflation? That’s The Question

Economics, ESG, Fixed Income & Credit

As central banks continue to raise rates, fixed income investors need to make a decision: do they prepare their portfolios for further growth or higher inflation? We speak with Allspring’s Henrietta Pacquement and Thomas Lyons about fixed income in the current environment, the energy transition and the geopolitical turmoil.

ART Lifts Infra Assets by $6bn

Asset Owners, Infrastructure

Over just the past 12 months, Australian Retirement Trust (ART) has invested $6 billion in infrastructure assets. Florence Chong speaks with Michael Weaver about what’s next for the fund