It's hard to know where to focus these days given the dual challenges of COVID and climate change. In today's Take Ten, Craig Balenzuela and Matthew Peter highlight the economic and social need to raise vaccination rates, while also dissecting whether policies are doing enough to address climate change in the wake of devastating wildfires raging across the US and Europe. Tune in and let us know where your focus is.

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.

Can monetary policy get cut through in the wake of COVID adding complexity in our economic environments? That's the big question Dr Matthew Peter and Craig Balenzuela are tackling today alongside the risk of Central Banks waging Currency Wars. Tune in now.

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.

Experts around the world are trying to pin down a six-month direction for inflation as it's one of the most critical factors in risk asset pricing. Today, Dr Matthew Peter and Craig Balenzuela ask what signals should institutional investors be looking for to gauge the direction? In an unlikely twist they touch on what impact the East Asian vaccine roll out will have on global manufacturing and trade, as well as the cost of Sydney's lengthened lockdown. Tune in now.

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.

Not since the 1980’s have we seen a stagflation event, but could this be the next economic phase we are set to endure? What policies will be effective with a COVID backdrop and what impact does this have for institutional investors? And Brisbane marks Australia’s third city to host the Olympic games, will this provide a natural impact as part of our COVID recovery plan? Join QIC’s Craig Balenzuela and Dr Matthew Peter as they discuss the economic impacts.

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.

The delta variant is costing Australia’s two largest states big time, to the tune of $1.35 billion per week, meaning the RBA is unlikely to modify its current expansive monetary policy. However with US inflation starting to take off and the US and UK economies reopening, how should institutional investors interpret this shifting landscape in global monetary policy?

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.

As a number of countries, including the UK and Israel, close in on herd immunity, Australia looks to be falling behind. But these countries provide an insight into what a future of living with COVID looks like. How would their case, hospitalisation and death rates translate to Australia? Join QIC’s Craig Balenzuela and Dr Matthew Peter as they discuss a difficult problem: Do Australia’s expectations and tolerance need to change, and if so, at what point do we move?

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.

The devil is in the detail for Biden’s American Jobs and Families Plans. How much of the proposed fiscal packages are likely to get through Congress and will it lead to a paradigm shift in US inflation? Listen in as Craig Balenzuela and QIC’s Chief Economist Dr Matthew Peter examine the likely consequences for institutional investors, as well as taking a look at the economic impact of the current Sydney COVID-19 outbreak.

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.

It's not often Markets are caught out by a Central Bank... but as everyone knows, we're in uncharted territory. This week, the Federal Open Market Committee's dot plot put everyone on the back foot while in Australia, many were caught out by our shock positive employment result. Join Dr Matthew Peter and Craig Balenzuela as they discuss the RBA's likely next steps.

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.

Luke Young, QIC Global Real Estate's General Manager of Leasing and Matthew Peter, QIC's Chief Economist, explore what Australian shopping centre landlords need to do to cement their enduring place in a future shaped by omni-channel retail.

The first post-COVID NSW Intergenerational Report is giving long-run investors the opportunity to gaze into the crystal ball, with projections of how the NSW economy, population, housing and infrastructure will look over a forty-year horizon. Join Craig Balenzuela and Dr Matthew Peter as they dive deep into the implications of the report for our largest state economy, and what it tells us about the future of 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.