QIC QPod

In the first lesson of QIC Private Equity's 100 co-investments, 10 lessons series, Head of Europe Rune Jepsen speaks with GRO Capital’s Maxwell Veyhe about the value of sector specialisation, and how deep expertise can support sourcing, underwriting and long-term value creation in the lower mid-market.

Dynamic load control isn’t about removing energy use. It’s about optimising when that energy is used. In the latest episode of our Innovation in Infrastructure podcast, QIC’s Oendrila Roy speaks with Bluecurrent’s Trent Coster about how Bluecurrent is using dynamic load control through smart metering to help shift demand away from peak periods, supporting emissions reduction, grid stability and be...

When severe storms caused widespread power outages in Silverton and Broken Hill, QIC portfolio company Tilt Renewables moved quickly to provide practical community support.  In this episode of Innovation in Infrastructure, QIC’s Oendrila Roy speaks with Tilt’s Head of Sustainability, Maja Barnett, and Senior Community and Stakeholder Engagement Advisor, Koel Wrigley about how Tilt provided immedia...

In our latest Innovation in Infrastructure episode, we explore how QIC Infrastructure portfolio company CenTrio’s National Operations Centre is transforming the monitoring and management of district energy systems across the US - improving response times, resilience and cyber security. QIC’s Nick Riva speaks with CenTrio CEO Eric Miller and Rick Basdeo on what this means for the future of resilien...

Episode 4 of the QIC Innovation in Infrastructure podcast series

Productivity, reform and the road ahead by QIC

Is AI promising more than it will actually deliver? What are the real implications to the workplace and workforces of the future? QIC's Chief Economist Matthew Peter sits down with our Head of Long Term Diversified Fund & Sustainability James Esland to talk all things AI.

Take10 is back for 2025 just as Donald Trump is back in the White House. What does the new administration and ongoing global conflict mean for interest rates around the world?

In our fifth episode of our Innovation in Infrastructure podcast series, QIC’s Matt David chats with the Port of Brisbane’s Head of Sustainability, Craig Wilson, and Manager Port Operations, Damien Garske about a pioneering vessel management system to reduce the port’s emissions – aptly named ‘Project Green Button’.This innovative trial technology has been developed by Port of Brisbane in collabor...

With the differential between bond and equity returns narrowing and overall implied returns falling, heightened volatility is expected to stick around in the new year. Investment Director Andrew Whittaker joins Dr Matthew Peter to talk the retooling of QIC’s tactical asset allocation program and capturing opportunities for multi asset portfolios in 2025. It’s Take 10, and it’s out now.

While we wait for interest rates to find their new long-run level, how can asset allocators be maximising risk-return trade-offs? Investment Director Matthew Zweifel joins Chief Economist Dr Matthew Peter to talk portfolio tweaks in the return of a long-term neutral risk stance.

With promises of tax cuts and tariff hikes, where will a second Trump presidency leave the US economy and global markets?

QIC State CIO Allison Hill unpacks a suitcase full of insights from her latest travels around Europe and North America, including what global funds managers are making of inflation, risk appetites, valuations, AI and electrification.

It’s been sold as a Budget designed to reduce inflation, but what does economic modelling tell us about the impact of energy rebates on disposable income, and will this sway the RBA? QIC’s Senior Economist Lynda Bourke is back for Take 10’s Budget breakdown, joining Dr Matthew Peter to discuss government spending and the latest labour market data.

It’s thought of as an economist’s Christmas, but as the Federal Budget looms and Treasurer Jim Chalmers checks his list twice, will cautious spending be the spirit of this inflation season? Take 10’s Dr Matthew Peter is joined by QIC’s Senior Economist Lynda Bourke to preview the Albanese Government’s third Budget, where the cash will be splashed and whether another surplus is on the cards.

QIC's Head of Private Debt Simon La Greca is in the Take 10 hot seat with a Private Debt 101 for Chief Economist Dr Matthew Peter this week. How do we manage default risk? How are interest rates impacting returns? Where are the greatest opportunities? Tune in to find out.

The latest labour market data suggests employment is slowly shifting to a more sustainable trend, but is it enough to keep rate cuts on the table in 2024? Join QIC’s Allison Hill and Dr Matthew Peter for more on when a sharp fall in jobs growth is expected and where the unemployment rate will land, as well as how China has managed to dig itself out of the property market malaise. It’s Take 10, and...

Market reaction to the 10 basis point jump in US CPI suggests a growing acceptance of a higher for longer environment. If we are seeing a last gasp growth spurt from the US economy, are we then faced with a lengthy period of below trend growth? QIC's Allison Hill and Dr Matthew Peter discuss whether nominal and real bond yields are appropriately priced, equity market valuations and implications fo...

QPod Take 10: The history – and future – of Australia’s investment ties with Asia by QIC