QIC QPod

Following the Cup Day hike, the RBA has retained a slight tightening bias as markets abandon any hopes of a rate cut in 2024. Chief Economist Dr Matthew Peter explains what we need to see from key datapoints to regain some optimism, while State Chief Investment Officer Allison Hill looks at slowing real sales growth in the US.

An ambiguous change in the Bank of Japan's yield curve control policy saw the Yen plummet last week. But if other central banks have reached the top of their tightening cycles, will this give Japan - and Australia - some breathing space? Find out in this week's Take Ten with State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter.

Michele Bullock faces her first big test on monetary policy, but if the RBA boss hadn't already paved the way for a rate hike, the latest CPI outturn certainly seals the deal. In this week's Take Ten, Allison Hill and Dr Matthew Peter explain why momentum in inflation has swung against us.

Surprisingly strong US retail sales data pushed further momentum into bond yields this week. But with no material movement on equities, what is offsetting this impact of higher yields? In the latest Take 10, State Chief Investment Officer Allison Hill and Chief Economist Matthew Peter discuss the forward indicators and datapoints we should be keeping an eye on.

Conflict on the Gaza Strip, stalling inflation in the US and rumours of government stimulus in China have meant a busy week on the financial markets. State Chief Investment Officer Allison Hill is back alongside Chief Economist Dr Matthew Peter to bring you all the latest insights in this week's Take Ten.

QIC's Head of Natural Climate Solutions, Andrew Saunders, chats with CEO of Accounting for Nature, Dr. Adrian Ward, about why it is vital to measure the impact and influence a business or operation has on an environment with integrity, precision and transparency.

QIC's Head of Natural Capital, Tom Murphy sits down with Geoff Murell, Managing Director of Packhorse Pastoral Company, to discuss regenerative agriculture and how it has evolved to become a critical component of a Natural Capital platform.

Yields on US and Australian 10-year bonds are up over 0.5 ppt in just under a month, but have they gone too far?

Principal Economist Drew Klease and Chief Economist Dr Matthew Peter bring you all the insights on the bond market rout, Michelle Bullock's first RBA call and the pressure building abroad for rates to go even higher. It's Take Ten, and it's out now.

Asset classes around the world are moving towards decarbonisation and net zero targets, and the bond market is no exception. In this episode, QIC’s Director of Fixed Income Strategy, Marayka Ward, and General Manager of ESG, Alison Ewings, discuss the role of the bond market in supporting decarbonisation, and how collaborative engagement with sovereign bond issuers can help drive the transition to net zero.

As the European equities market faces capital availability constraints, what flow-on effects are being seen on the deal activity front? QIC Private Equity's Head of Europe Rune Jepsen shares his local insights and thoughts on energy transition opportunities with Allison Hill in this week's Take Ten.