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.

It’s not just rate rises dominating the headlines this week, with ESG having its own moment as a flashpoint in US politics. But is there fire to all the smoke, or is it just a bit of hot air? QIC's ESG Executive Director Rowan Griffin joins State Chief Investment Officer Allison Hill to unpack the debate in the latest Take Ten, out now on SoundCloud and Spotify.

Between soaring inflation, geopolitical uncertainty and an energy crisis, it’s little wonder European markets have seen a flight to quality. But without a wholesale re-rating of risk, is there a glimmer of hope for a turnaround?

QIC Private Equity Partner Rune Jepsen joins State Chief Investment Officer Allison Hill from Copenhagen for this week’s Take Ten: Europe, available now on SoundCloud and Spotify.

Take Ten is in a New York state of mind this week with State Chief Investment Officer Allison Hill joining QIC Private Debt's Lindsay Scully in the city that never sleeps to discuss the US market and the Inflation Reduction Act's impact on clean energy tech investment. Listen now on SoundCloud and Spotify.

This week's fall in employment took some forecasters by surprise, but was the data really as glum as the headline figures made out? State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter explain why January is the trickiest month to predict, as well as why market pricing continues to challenge the credibility of the Federal Reserve. Tune it to Take Ten now on Spotify and Soundcloud!