PODCAST · business
QIC QPod
by QIC
Official Podcast for QIC.Your local perspective on a world of opportunities.
Episodes
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Could AI be the next "one big wave"?
Could AI have the same dramatic impact on productivity that electrification, railways and the car had last century? In the US, productivity growth rose by about a percentage point between 1920 and 1970, thanks to a wave of technological advances that helped transform the economy. In our latest...
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Lesson 1: Sector specialism makes a difference
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...
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Dynamic Load Control
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...
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After the blackout: How Tilt Renewables is strengthening regional resilience through community engagement
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,...
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Innovation in Infrastructure: How innovation is shaping resilience and efficiency in district energy systems
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...
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Innovation in Infrastructure: Unlocking the power of data science at Brussels Airport
Episode 4 of the QIC Innovation in Infrastructure podcast series
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Productivity, reform and the road ahead
Productivity, reform and the road ahead by QIC
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QPod Take 10: AI and the workplace revolution
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.
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QPod Take10: Trump 2.0 and the global economy
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?
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Innovation in Infrastructure: Port of Brisbane
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...
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QPod Take10 - Retooling strategic tilting for the new year
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...
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QPod Take 10: Rethinking risk as yields narrow
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.
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QPod Take10 - Trump, tariffs and tax
With promises of tax cuts and tariff hikes, where will a second Trump presidency leave the US economy and global markets?
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QPod Take 10: The talk of the global funds management town
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.
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QPod Take 10 - RBA won't be fooled by Budget's inflation rhetoric
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...
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QPod Take 10 - Chalmers walks the Budget tightrope above a sea of inflation
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...
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QPod Take 10 - High interest rates bring out the best in Private Debt
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.
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QPod Take 10 - Job losses and rising unemployment - Should we start to worry?
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…
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QPod Take 10 - Market fallout from US CPI surprise
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...
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QPod Take 10: The history – and future – of Australia’s investment ties with Asia
QPod Take 10: The history – and future – of Australia’s investment ties with Asia by QIC
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ABOUT THIS SHOW
Official Podcast for QIC.Your local perspective on a world of opportunities.
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