![Podcast thumbnail for [i3] Institutional Investment Podcast](https://pod-engine-public.nyc3.cdn.digitaloceanspaces.com/images/xYsnIwSdZ37clWYhoBtUWwEDqbEU3nfB0TNuNs4y3Zh.png)
by Investment Innovation Institute [i3]
The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
Language
🇺🇲
Publishing Since
11/2/2017
Email Addresses
1 available
Phone Numbers
0 available
April 2, 2025
In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show! Overview of Podcast with Michael Weaver, Head of Global Real Assets, ART 02:00 Role of real assets in a multi-asset portfolio 03:30 We don’t call them mid-risk, but it is a similar philosophy 06:30 Inflation: what we are most worried about is unexpected inflation 08:00 We would expect to grow our infrastructure portfolio in Australia, but also internationally. 09:00 Benefits of larger scale, post merger 12:00 Massively expand the real asset team, no. But expand yes. 16:00 Retail and Office property: we are actively looking at new investments 20:00 Did Covid wobble your confidence in airports? Wobble is probably a good word. 25:00 Impact of data centres on power generators 27:30 Multi-family, build-to-rent property 33:00 Energy transition assets
March 4, 2025
In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why it is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show! Overview of Podcast with Jamie Newton: 02:00 I was not going to spend 16 weeks looking through a microscope 04:00 I grew up in the go-go days of the internet 05:30 Is 2025 the year of Riding the Curve? 08:00 US Economy: ‘All in, we’re okay’ 09:00 Will we ever see 19pc mortgage rates again? Highly unlikely 11:00 Recession: I think the risk has increased a little bit 12:30 Do leading indicators lag too much in today’s fast moving world? 13:30 We like ABS in general, especially in USD assets 15:00 FI opportunities in data centres and fiber assets 17:00 Concentration is not so much an issue, as there is a limit to upside in FI 20:00 Artificial intelligence and fixed income 21:30 Popularity of Private credit 22:30 Lack of experience with defaults is absolutely a concern 26:30 Green bonds 28:00 Thoughts on the Australian market
February 12, 2025
In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show! Overview of Podcast with Will Liang on DeepSeek 01:00 First impressions of DeepSeek 03:00 Is DeepSeek really a revolution? 04:00 OpenAI did not spend billions of dollars developing one model 04:30 DeepSeek and memory saving 08:00 Mag Seven and investment plans 10:00 Jevons’ paradox in AI and related industries 11:00 I don’t think DeepSeek is a distilled model 13:30 Should we be worried about data being fed back to China? 16:30 DeepSeek has released a lot of LLM secrets to the public 18:00 Applications of DeepSeek in the investment industry 22:00 You will see a lot more distilled models of DeepSeek 25:00 A wake up call for the investment industry
ANZ
Ted Seides – Allocator and Asset Management Expert
Phil Dobbie
Livewire Markets
Oaktree Capital Management
The Idea Farm
Australian Financial Review
Goldman Sachs
Colossus | Investing & Business Podcasts
Bloomberg
Grant's Interest Rate Observer
Bloomberg
Bloomberg
Goldman Sachs
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at [email protected] for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.