In this week’s ‘not to miss’ QPod episode, QIC's Deputy State Chief Investment Officer Allison Hill is joined by LGIAsuper’s CIO Troy Rieck, who offer their insights and perspective on our economic recovery.

When COVID-19 took hold, early hopes for Australia's economic recovery centred on the prospect of a V-shaped rebound. But as the pandemic continues to evolve and the impacts to our communities, businesses, markets and economies unfold in a socially-distanced environment, our assumptions are being challenged.

In this episode, Troy and Allison discuss:

- Their perspective on whether the shape of the forecast economic recovery is going to be a V, a squashed V, an L, U, W squashed square root, the Nike swoosh or the staircase– and offer their own surprising visualisations

- Provide an industry lens for looking at the market’s fascination with the shape of our economic recovery

- Give their alternative as to the "marker" for the economy's recovery given the bond market can no longer be relied upon

- Where they are seeing the growth tailwinds emanating in from

- How they are positioning their portfolios as markets bifurcate and geopolitical tensions continue to rise.

Disclaimer:

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