Inside a $350bn super fund: How your money is really invested

This episode was originally featured on The Australian Finance Podcast. In this Australian Investors Podcast episode, your host Owen Rask is joined by Brian Parker, Chief Economist of Australian Retirement Trust (ART), to discuss how ART thinks about runway, portfolio construction, private markets and when volatility becomes opportunity. They cover: - What a chief economist actually does and how ART turns research into portfolio action. - How “super money” is different: time horizon, tax wrapper and the power of compounding. - Geopolitics, inflation and how ART assesses signals in a multipolar world. - AI — threat vs opportunity, productivity wins, and policy implications for workers. - Why private assets and inflation-linked income matter in portfolio construction. - What does a Chief Economist do? - How super funds invest differently (decades, not months) - Why market volatility = opportunity - The impact of geopolitics (Ukraine, Middle East, trade tensions) - Inflation vs deflation: what’s really happening - How AI could reshape the global economy - Why diversification is the “only free lunch” - The role of private assets (infrastructure, property, private equity) - Why super funds can access investments you can’t - Real returns: why inflation matters for your future - How to think long-term about your super Resources for this episode Learn more about Australian Retirement Trust ⁠here Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Speak with the Rask Advice team Ask a question (select the Investors podcast) Show partner resources ETF investor? Go beyond ordinary with Global X: View all funds Visit TermPlus to learn more Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices