The Great Inflation Debate continues to heat up this week, with clear camps setting up on either side of the argument. But does it simply boil down to which driving force will win the day - technology or fiscal spending? Tune in today's Take 10 as Craig Balenzuela and our Chief Economist Dr Matthew Peter discuss the likely path forward.

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.

Michael O'Brien, QIC's Managing Director of Global Real Estate and Matthew Peter, QIC's Chief Economist, explore the impact COVID-19 has had on Australian e-commerce penetration rates and what that means for Australian retail.

It’s a no, that’s the answer from our Chief Economist when asked whether institutional investors will ever invest in cryptocurrency, but it’s not as simple as that. Tune in to today’s Take Ten QPod where Craig Balenzuela and Dr Matthew Peter discuss the future of digital cash and what the recent Victorian outbreak means for our future economic recovery.

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.

In part two of our chat with Michael Weaver, Sunsuper's Head of Private Markets, QIC's Craig Balenzuela and Michael discuss inflation, the superannuation landscape, mergers and more.

QIC's Craig Balenzuela chats to Michael Weaver, Sunsuper's Head of Private Markets about Sunsuper's recent achievements and how the super fund makes investment decisions.

With US headline inflation jumping 4.2% in April, are we finally seeing a structural return of inflation or is it simply a transitory outcome? Join QIC's Craig Balenzuela and Chief Economist Dr Matthew Peter as they discuss what continued inflation could mean for financial markets.

The budget's out - and we ask, "What are the implications for investors?" QIC’s Craig Balenzuela and Dr Matthew Peter deep dive into the outcomes and ask if the Liberal Government has reshaped their legacy as creating debt for future generations. Find out now in today’s QPod, where we also answer a very topical listener question on Australia’s entrepreneurial spirit. Got something you would like discussed on QPod? Email us at [email protected].

“There’s evidence that executing at London 4pm can represent the single worst time of the day to be executing.”

QIC’s Stuart Simmons and Katrina King chat about trading at London 4pm in our latest QPod. Why is trading at this time the status quo, and has this strategy stood up under COVID-19 market stresses?

Grab the popcorn, clear the schedule and settle in for next Tuesday night when the Morrison government will bring down its third budget – one that will see a tax revenue boost thanks to the elevated price of iron ore. But with iron ore pricing nearing $US200 per tonne, is this sustainable and could it represent a systematic risk for institutional investors?

Join Craig Balenzuela and Dr Matthew Peter for today's QPod.

"The devil is in the details" means even more with this week’s latest inflation figures still hosting deflationary impacts from 2020's initial COVID wave. And while the Treasurer signaled unveiling further expansionary measures to boost employment at May's Budget, we ask: have they got one eye on a near-term election, or are they simply reflecting continued concerns about COVID's ongoing impacts?

Join Craig Balenzuela and Dr Matthew Peter for today's QPod.