QIC QPod

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!

Tuesday's rate rise might not have caught many off guard, but Philip Lowe's statement that further interest rates rises will be needed certainly did. What does this mean for Australia's economic outlook, and is there a risk of the RBA going too hard, too fast?

That and more from State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter in this week's Take Ten, available now on Spotify and Soundcloud.

In a big week for central banks, we saw further rate hikes handed down in the US, UK and Europe, despite the market suspecting the tightening cycle is coming to an end. What does this mean for bond yields and asset allocations? Find out in this week's Take Ten with State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter.

At 7.8%, this week's headline CPI figure is the highest annual rate since 1990 - and yet another headache for the RBA. So, is a February interest rate hike now a done deal? State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter have all the insights in this week's Take Ten.

In this first episode of our Innovation in Infrastructure series, QIC’s Tibor Schwartz sits down with Powerco’s GM of Stragegy Ryno Verster to discuss the challenges of operating major powerline infrastructure in New Zealand - all 28,000 kms of it in Powerco's case - and the adoption of novel technologies for the inspection and management of electricity distribution networks.

A new year brings new economic insights and Take 10 has you covered! This week, State Chief Investment Officer Allison Hill and Chief Economist Matthew Peter delve behind the headline figures into what the latest labour data means for the 2023 outlook.

It's the final Take Ten for 2022 and Allison Hill and Dr Matthew Peter are looking back on the year that was and what the markets have in store for the year ahead. From asset valuations to the unlisted markets and decarbonisation, where should institutional investors be looking for success in 2023? Listen now