[i3] Insights - Investment Innovation Institute

Reducing Risk with Liquidity Sleeves

Technology Stocks Could Face Headwinds

Technology companies, the drivers of the outperformance of growth-style investing in recent years, are facing several headwinds and investors should be wary if their portfolios are too heavily skewed to growth, Cambridge Associates’ Travis Schoenleber says

The Future of the Office

Real Estate

What does the future of office real estate look like once the pandemic is over? Will we all return to work or will we see permanent changes that affect demand? We speak with Aviva Investors about some of the likely changes this sector will see in the coming years.

VFMC Pivots to Hardware Retail and Club Investing

Asset Owners, Real Estate

In part II of the interview with VFMC’s Pete King, Florence Chong discusses retail property, club investments and the future of office real estate

[i3] Climate Transition with Aviva Investors

Climate Transition: Beyond Low Carbon Investing

Equities, ESG, Webinars

In partnership with Aviva Investors, [i3] convened a webinar to discuss the implications of climate transition to investors’ portfolios. With combined backgrounds in Environmental Biology, Environmental Technology and Finance, Rick Stathers and Jaime Ramos Martin shared their perspectives on how investors can go beyond low carbon investing to build resilience into portfolios. Key issues included: The […]

VFMC ups Real Estate Weightings

Asset Owners, Real Estate

Under its three yearly asset allocation review, VFMC decided to increase its allocation to infrastructure, property and private credit. Florence Chong speaks with Pete King about what this means for the property portfolio

Infrastructure Over the Long Term

Infrastructure

As the pandemic wreaks havoc across the globe, does this structurally change the outlook for long-term assets, such as infrastructure? We speak with Aberdeen Standard’s Head of Economic Infrastructure to find out.

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

Rethinking Retirement Strategies

Editorial, Retirement

Retirees are often too conservative in their spending of superannuation money. How do we address this issue, when developing retirement products?

Pharma Unlikely to Strike Gold with Vaccine

Equities, Financial Crisis

A COVID-19 vaccine might not prove to be a watershed moment for the pharmaceutical industry, but there are plenty of other opportunities, Capital Group says

i3 Global Equity Webinar with Capital Group

Investing in Global Champions

Equities, Innovation, Webinars

How can investors navigate global equity markets during this volatile period? What does this mean for globalisation and for long-term investors? Jonathan Knowles shared his perspectives on medical innovation in the context of COVID-19.