QIC QPod

Over the coming couple of decades, which countries are most likely to be suppliers of financial capital to the global economy, and which countries are most likely be competing for those funds?

Allison Hill and Dr Matthew Peter discuss QIC’s latest demographic projections research and the impact population, ageing and economic growth rates will have on the global investment landscape.

It’s the end of an era for the Bank of Japan, raising borrowing costs for the first time since 2007. Will history reflect on the negative and zero rates experiment as a failure or success, and what are the learnings for asset allocators?

QIC’s Allison Hill and Dr Matthew Peter look back on the week of central bank decisions and their impacts to the economic outlook.

QPod Take 10: The history – and future – of Australia’s investment ties with Asia by QIC

From the latest inflation data weighing on central bank decisionmakers to the bumper earnings season for tech and AI, State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter bring you up to speed on the shifts in markets and economics in this week’s Take 10.

The recent rally in US equities has further stretched valuations, placing increased pressure on actual economic performance - rather than earnings expectations - to deliver much more than most commentators expect over the next six months. Is there still a clear path for a soft landing in the US? Join Allison Hill and Dr Matthew Peter for all the latest insights in Take 10.

In this special edition of QPod, QIC’s General Manager of Capital Solutions, Katrina King, sits down with Climate and Environment Lead, Sebastian Thomas, to discuss his participation in the Investor Group on Climate Change’s COP28 panel, ‘Mobilising climate investment in emerging markets’, the opportunities that exist for Australia to foster mutually beneficial partnerships with our regional neighbours as we seek to decarbonise over the coming years, and the role that institutional investors can play in this journey.

It's the final Take Ten for 2023, and that calls for some crystal ball gazing. Beyond headline issues of inflation and interest rates, what should institutional investors be watching out for in the new year? Find out by joining State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter for Take Ten now.

There's growing confidence on the bond markets that the inflation genie is back in the bottle, with cuts priced in for the US as soon as May. But are they right? Take Ten with State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter for all the insights, including the ongoing case for Private Debt and what brings Dr Peter to Singapore.

What are the asset transaction markets telling us about the state of Australian real estate valuations? What are the indicators to watch for signs of stabilisation and recovery? QIC's Katrina King joins State Chief Investment Officer Allison Hill to discuss her latest research on retail real estate. Find out more in this week's Take Ten.

At 1.3%, the latest quarterly wages growth shows the fastest rate in 25 years. Coupled with a cracking employment result, are concerns the labour market is running too hot justified? Plus - could we see the Aussie dollar crack USD70 cents next year? State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter bring you all the answers in this week's Take Ten.