QIC QPod

In a world of higher inflation, equity bond correlations and interest rate volatility, what role should bonds, currency or even tail hedging play in a multi-asset portfolio? Investment Director Andrew Whittaker shares his insights with State Chief Investment Officer Allison Hill in this week's Take Ten.

QIC's Senior Fixed Income Strategist Katie Hill is in the Take Ten hot seat, navigating through a week of rate decisions, bond market movements and a currency slump in Japan with State Chief Investment Officer Allison Hill.

Eyewatering debt levels and consumer spending slowing to just 2.5% has put China's economy in a perilous position, but are comparisons to Japan's Lost Decades on the money? State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter discuss the path forward and impacts for Australia in this week's Take Ten.

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter deep dive into the evolving landscape of AI, overvalued US equities, and predicted economic growth slowdown in the latest Take 10.

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter deep dive into the evolving landscape of AI, overvalued US equities, and predicted economic growth slowdown in the latest Take 10.

Weaker than expected wage and labour market data suggest interest rates and inflation are finally taking their toll, but is it enough to put the RBA well-and-truly on ‘pause’ mode? State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter ask “Are we there yet?” in the latest Take Ten.

Pandemic lockdowns were the ultimate disruptor for office space demand, but is strong white collar employment growth offsetting the new normal of hybrid work models? State Chief Investment Officer Allison Hill quizzes Chief Economist Dr Matthew Peter on his latest research in this week's Take Ten, available now on SoundCloud and Spotify.

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter discuss "where to from here" - are we at the peak of rate rises, and how will the US earnings' season performance data affect market confidence? Find out in this week's episode of Take10.

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter dig through the week of CPI data, Fed and ECB decisions and the US earnings season ahead of the all-important RBA meeting next week. Is another pause on the cards? Find out on this week’s episode of Take10.

Hopes of a reopening resurgence are fading with the latest GDP data showing China has lost significant momentum after periods of lockdown. Can the standard playbook of increasing infrastructure spending and support to the property market turn the tepid rebound around? Join State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter to find out in this week’s Take Ten, available now on SoundCloud and Spotify: