QIC QPod

2021 has been a rollercoaster for economies around the globe. For this year's last Take Ten, QIC's Ravi. Sriskandarajah and Chief Economist Dr Matthew Peter take a retrospective look at events that have shaped the global economy going into 2022. Tune in as they discuss China's return to common prosperity and tensions in Taiwan, Europe's energy crisis and the US election fall out. One not to miss!

It's fair to say that fixed income investors have had challenges in navigating the pandemic and recessionary fears of 2020, and COVID in 2021. Watch our latest QView as QIC's General Manager - Capital Solutions, Katrina King, talks to our Director Fixed Income and Absolute Return, Beverley Morris, about what institutional investors should look out for in 2022, the year of volatility.

In this QPod episode, QIC's Chief Economist, Dr. Matthew Peter, and QIC Global Real Estate's Managing Director, Michael O'Brien, discuss QIC Global Real Estate's latest Investment Insights paper - Our Conviction in a Retail Recovery Post-COVID-19.

In the past week, we've seen the RBA exit it's policy of yield curve control, on the back of what was a concerted assault on the three year yield by the market. But market volatility wasn't confined to just the Australian market. QIC's Chief Economist Dr Matthew Peter and Paul Nicholson, Director of Global Absolute Return and Income Funds discuss what happened.

In this weeks Take Ten, Craig Balenzuela asks our chief economist Dr Matthew Peter to jump in his time machine and take a look at what will be the 5 big macro themes impacting Institutional Investors in 2022. Tune in now and find out what Matthew predicts as having the largest impact.

Reach out via [email protected] if you have any feedback or suggestions for future episodes.

Disclaimer:

This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account any investor’s objectives, financial situations or needs. QIC does not represent, warrant or guarantee that the integrity of this information has been maintained or that the information is free of errors, virus or interference. You are not permitted to rely on this information, and any reliance on it, or decisions made based on it, are your responsibility. QIC therefore accepts no liability for any reliance on this information.

Copyright QIC Limited, Australia. All rights are reserved. For more information about QIC, our approach, clients and regulatory framework, please refer to our website www.qic.com or contact us directly.

Core Plus real estate has more than proved its value during the COVID-19 pandemic, with this crisis only highlighting the quality, essentiality and resilience of the asset class. In our latest QPod episode, QIC's Managing Director of Global Business Development and Strategic Partnerships, Craig Balenzuela, interviews QIC's Fund Manager for Core Plus Strategies Charles Occhino on why he thinks high-quality Core Plus real estate became a COVID success story, what successful managers need to do to leverage and bolster the resilience of this asset class, and why Core Plus real estate is an essential element in an investor’s real estate exposure - especially in the wake of YFYS.

Is the UK and Europe entering a new Winter of Discontent? In today's Take Ten, Craig Balenzuela and Matthew Peter shine a light on the emerging energy security crisis and examine how darkened homes and offices are presenting geopolitical and inflationary risks, and how their shadow is reaching Australian investors. Tune in now.

We’ve all been surprised by the jump in Victorian daily case rates this week, but with NSW shortly to re-open, are high daily case rates something we will become more accustomed to? How will the state government decisions around re-opening impact our institutional investors and their portfolio positioning? Join Craig Balenzuela and Chief Economist Dr Matthew Peter as they look at the Singapore model for reopening and the insight it provides into potential outcomes in Australia.

Reach out via [email protected] if you have any feedback or suggestions for future episodes.

Disclaimer:

This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account any investor’s objectives, financial situations or needs. QIC does not represent, warrant or guarantee that the integrity of this information has been maintained or that the information is free of errors, virus or interference. You are not permitted to rely on this information, and any reliance on it, or decisions made based on it, are your responsibility. QIC therefore accepts no liability for any reliance on this information.

Copyright QIC Limited, Australia. All rights are reserved. For more information about QIC, our approach, clients and regulatory framework, please refer to our website www.qic.com or contact us directly.

Are the world’s Central Banks taking the lead from one another’s policies? That’s one question Craig Balenzuela and Dr Matthew Peter analyse in this week’s Take Ten whilst reviewing the US Federal Reserve FOMC meeting outcomes and the Chinese Government’s management of Evergrande. Tune in now as they analyse how Australia might navigate these global forces while managing ongoing lockdowns.

Disclaimer:

This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account any investor’s objectives, financial situations or needs. QIC does not represent, warrant or guarantee that the integrity of this information has been maintained or that the information is free of errors, virus or interference. You are not permitted to rely on this information, and any reliance on it, or decisions made based on it, are your responsibility. QIC therefore accepts no liability for any reliance on this information.

Copyright QIC Limited, Australia. All rights are reserved. For more information about QIC, our approach, clients and regulatory framework, please refer to our website www.qic.com or contact us directly.

Has the OECD got it right in calling for a review of the RBA and its decision making process? Join Craig Balenzuela and Chief Economist Matthew Peter as they dissect how the RBA compares on a global scale in its decision making and oversight, along with RBA Governor Lowe’s comments on soaring Aussie house prices.

Disclaimer:

This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account any investor’s objectives, financial situations or needs. QIC does not represent, warrant or guarantee that the integrity of this information has been maintained or that the information is free of errors, virus or interference. You are not permitted to rely on this information, and any reliance on it, or decisions made based on it, are your responsibility. QIC therefore accepts no liability for any reliance on this information.

Copyright QIC Limited, Australia. All rights are reserved. For more information about QIC, our approach, clients and regulatory framework, please refer to our website www.qic.com or contact us directly.