Productivity, reform and the road ahead by QIC

Is AI promising more than it will actually deliver? What are the real implications to the workplace and workforces of the future? QIC's Chief Economist Matthew Peter sits down with our Head of Long Term Diversified Fund & Sustainability James Esland to talk all things AI.

Take10 is back for 2025 just as Donald Trump is back in the White House. What does the new administration and ongoing global conflict mean for interest rates around the world?

In our fifth episode of our Innovation in Infrastructure podcast series, QIC’s Matt David chats with the Port of Brisbane’s Head of Sustainability, Craig Wilson, and Manager Port Operations, Damien Garske about a pioneering vessel management system to reduce the port’s emissions – aptly named ‘Project Green Button’.This innovative trial technology has been developed by Port of Brisbane in collaboration with Seaport OPX to reduce scope 3 carbon emissions through efficient vessel operation. Like many ports, at the Port of Brisbane more than 50 per cent of its scope 3 emissions are comprised of shipping emissions from the movement of over 2,800 commercial vessels annually through its nearly 90km shipping channel. The Port of Brisbane and DHI Seaport (Seaport OPX) recently won the Environmental Award at the Daily Cargo News 2024 Australia Shipping & Maritime Industry Awards for this innovation.Listen to the podcast to find out the remarkable results during the trial phase and the strong support it’s receiving.

With the differential between bond and equity returns narrowing and overall implied returns falling, heightened volatility is expected to stick around in the new year. Investment Director Andrew Whittaker joins Dr Matthew Peter to talk the retooling of QIC’s tactical asset allocation program and capturing opportunities for multi asset portfolios in 2025. It’s Take 10, and it’s out now.

While we wait for interest rates to find their new long-run level, how can asset allocators be maximising risk-return trade-offs? Investment Director Matthew Zweifel joins Chief Economist Dr Matthew Peter to talk portfolio tweaks in the return of a long-term neutral risk stance.

With promises of tax cuts and tariff hikes, where will a second Trump presidency leave the US economy and global markets?

QIC State CIO Allison Hill unpacks a suitcase full of insights from her latest travels around Europe and North America, including what global funds managers are making of inflation, risk appetites, valuations, AI and electrification.