QIC QPod

Let State Chief Investment Officer Allison Hill and Chief Economist Matthew Peter take you for a trip around the world with the latest decisions and fallout from the RBA, Fed, ECB and Norges Bank. Plus - why we haven't seen the last of the US regional bank crisis.

It's Central Bank Week on Take Ten, and it's available now on Spotify and SoundCloud.

TAKE TEN: QIC Chief Economist Dr Matthew Peter explains why the latest inflation comes as cold comfort and if another rate rise is on the cards, while State Chief Investment Officer Allison Hill breaks down the business end of the US S&P 500 earnings season – including a slight miss from Tesla.

In a compelling Part 2 of our Future of Retail QPod Series, Head of Asset Creation & Investment Management Martin Dowl and Investment General Manager Miranda Wilson take an on-the-ground look at the performance of the retail sector. Using examples from QIC’s retail portfolio, they discuss why active management and mixed-use strategies are, in their view, key to building a resilient asset.

Listen today on Soundcloud or Spotify, or find our Future of Retail paper on QIC’s website.

Less meetings, more transparency and a second board... will the RBA review really point Australia's central bank in the right direction?

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter wade through some of the 51 recommendations accepted by Treasurer Jim Chalmers this week. Plus - is the market still pricing for rate cuts this year? Take Ten out now on SoundCloud and Spotify.

Cautious optimism is the theme of the year for QIC Real Estate, and something QIC Real Estate’s Managing Director, Michael O’Brien, explores in part 1 of our Future of Retail QPod Series.

In a conversation with QIC’s General Manager of Capital Solutions, Katrina King, Michael discusses why high-quality retail real estate is now viewed as one of the most resilient asset classes and how the real estate team is building on this resilience.

The latest unemployment rate of 3.5% proves the Australian consumer remains strong. But with the inflation genie not quite back in its bottle, how much longer can consumers hold out?

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter look at how household savings buffers are faring and when growth is likely to slow - plus the latest on US core inflation. Catch it all in this week's Take Ten now on SoundCloud and Spotify.

Despite the RBA’s  pause in rate hikes for April, are markets becoming too complacent with inflation? What will the review come down to in following weeks, and what are the real implications for company earnings?

All eyes are squarely on the Reserve Bank, but not just for next week’s rate decision. A review has flagged major changes for Australia’s central bank, but will it spell the end of Philip Lowe’s reign in the top job?

State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter have the latest in this week’s Take Ten, available now on SoundCloud and Spotify.

Not even a banking crisis could slow Jerome Powell's crusade against inflation with the Fed raising rates a further 25 basis points this week. But are they now done and dusted, and if so, should the RBA follow suit?

Join State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter for this week's Take Ten, out now on SoundCloud and Spotify.

SVB, Signature, Credit Suisse, First Republic - where did it all go wrong in the banking world this week? Are we facing systemic issues or isolated incidents?

Chief Economist Matthew Peter rejoins State Chief Investment Officer Allison Hill with the answers in Take Ten, as well as what an ECB rate hike, US inflation print at 6%, and strong Australian labour market data means for the inflation outlook. Listen now on SoundCloud and Spotify.