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QIC QPodQIC QPodQPod Take 10: AI and the workplace revolutionIs 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.2025-01-3115 minQIC QPodQIC QPodQIC Innovation Podcast with Port of BrisbaneIn 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 collaboration with Seaport OPX to reduce scope 3 carbon emissions through efficient vessel operation. Like many ports, at the Port of Brisbane more than 50 per cent of its scope 3 emissions are comprised of shipping emissions from the movement of over 2,800 c...2024-12-0915 minQIC QPodQIC QPodQPod Take10 - Retooling strategic tilting for the new yearWith 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.2024-12-0612 minQIC QPodQIC QPodQPod Take 10: The talk of the global funds management townQIC 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.2024-05-2410 minQIC QPodQIC QPodQPod Take 10 - RBA won't be fooled by Budget's inflation rhetoricIt’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.2024-05-1710 minQIC QPodQIC QPodQPod Take 10 - Chalmers walks the Budget tightrope above a sea of inflationIt’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.2024-05-1012 minQIC QPodQIC QPodQIC Innovation in Infrastructure: Episode 4 - Unlocking the power of data science in airportsIn our fourth episode of our Innovation in Infrastructure Podcast series, QIC’s Thierry Cojan chats with Brussels Airport Company’s Chief Strategy Officer, Hubert Flahaux, and Jetpak.AI’s Co-Founder and Chief Scientist Gautier Krings to discuss data science in the context of airports. Jetpack.AI was acquired last year by Brussels Airport in their drive to promote data science in everyday airport operations. You will hear how Jetpak.AI is able to analyse the airport’s wealth of data to help guide strategy and decision making, including assisting in improving passenger processing times and capital allocations, following recent changes...2024-05-0718 minQIC QPodQIC QPodQPod Take 10 - High interest rates bring out the best in Private DebtQIC'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.2024-05-0313 minQIC QPodQIC QPodQPod 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 land, as well as how China has managed to dig itself out of the property market malaise. It’s Take 10, and it’s out now.2024-04-1911 minQIC QPodQIC QPodQPod Take 10 - Market fallout from US CPI surpriseMarket 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 for the global outlook.2024-04-1211 minQIC QPodQIC QPodQPod Take 10 - No one is getting youngerOver the coming couple of decades, which countries are most likely to be suppliers of financial capital to the global economy, and which countries are most likely be competing for those funds? Allison Hill and Dr Matthew Peter discuss QIC’s latest demographic projections research and the impact population, ageing and economic growth rates will have on the global investment landscape.2024-04-0508 minQIC QPodQIC QPodQPod Take10 - End of an era for Japan while Fed and RBA holdIt’s the end of an era for the Bank of Japan, raising borrowing costs for the first time since 2007. Will history reflect on the negative and zero rates experiment as a failure or success, and what are the learnings for asset allocators? QIC’s Allison Hill and Dr Matthew Peter look back on the week of central bank decisions and their impacts to the economic outlook.2024-03-2212 minQIC QPodQIC QPodQPod Take 10: The history – and future – of Australia’s investment ties with AsiaQPod Take 10: The history – and future – of Australia’s investment ties with Asia by QIC2024-03-1811 minQIC QPodQIC QPodQPod - Reflections on COP28In this special edition of QPod, QIC’s General Manager of Capital Solutions, Katrina King, sits down with Climate and Environment Lead, Sebastian Thomas, to discuss his participation in the Investor Group on Climate Change’s COP28 panel, ‘Mobilising climate investment in emerging markets’, the opportunities that exist for Australia to foster mutually beneficial partnerships with our regional neighbours as we seek to decarbonise over the coming years, and the role that institutional investors can play in this journey.2023-12-1511 minQIC QPodQIC QPodQPod Take 10 - Green shoots for retail real estateWhat are the asset transaction markets telling us about the state of Australian real estate valuations? What are the indicators to watch for signs of stabilisation and recovery? QIC's Katrina King joins State Chief Investment Officer Allison Hill to discuss her latest research on retail real estate. Find out more in this week's Take Ten.2023-11-2410 minQIC QPodQIC QPodEpisode 2: Accounting for NatureQIC's Head of Natural Climate Solutions, Andrew Saunders, chats with CEO of Accounting for Nature, Dr. Adrian Ward, about why it is vital to measure the impact and influence a business or operation has on an environment with integrity, precision and transparency.2023-10-1229 minQIC QPodQIC QPodEpisode 1: Regenerative Agriculture: a critical climate change solutionQIC's Head of Natural Capital, Tom Murphy sits down with Geoff Murell, Managing Director of Packhorse Pastoral Company, to discuss regenerative agriculture and how it has evolved to become a critical component of a Natural Capital platform.2023-10-1231 minQIC QPodQIC QPodNet zero targets in the bond marketAsset classes around the world are moving towards decarbonisation and net zero targets, and the bond market is no exception. In this episode, QIC’s Director of Fixed Income Strategy, Marayka Ward, and General Manager of ESG, Alison Ewings, discuss the role of the bond market in supporting decarbonisation, and how collaborative engagement with sovereign bond issuers can help drive the transition to net zero.2023-10-0411 minQIC QPodQIC QPodQPod Take 10 - European equities: valuations, exits and ESGAs the European equities market faces capital availability constraints, what flow-on effects are being seen on the deal activity front? QIC Private Equity's Head of Europe Rune Jepsen shares his local insights and thoughts on energy transition opportunities with Allison Hill in this week's Take Ten.2023-09-2209 minQIC QPodQIC QPodQPod Take 10 - A view from the HillsQIC's Senior Fixed Income Strategist Katie Hill is in the Take Ten hot seat, navigating through a week of rate decisions, bond market movements and a currency slump in Japan with State Chief Investment Officer Allison Hill.2023-09-0809 minQIC QPodQIC QPodQPod Take 10 - Everybody needs good neighboursFresh from a jam-packed investor round-up across Asia, QIC Managing Director of Clients and Business Development Ryan Gordon is in the hot seat with Chief Economist Dr Matthew Peter. Tune in as Ryan shares on the ground insights into sentiment, thematics and how Australia is well-placed to secure capital from our closest neighbours. It’s Take Ten, and it’s out now on SoundCloud and Spotify.2023-06-2210 minQIC QPodQIC QPodQPod Take 10 - Hold or hikeQuarterly wage data has come in under expectations; the labour market is softening, as is consumer spending. Higher interest rates are certainly doing their job, so can we expect another hike or hold next week? QIC State Chief Investment Officer Allison Hill and Chief Economist Dr Matthew Peter break down the data weighing on the RBA in this week's Take Ten, available now on SoundCloud and Spotify.2023-06-0211 minQIC QPodQIC QPodQPod Take 10 - The good and the bad of inflation and US earnings seasonTAKE TEN: QIC Chief Economist Dr Matthew Peter explains why the latest inflation comes as cold comfort and if another rate rise is on the cards, while State Chief Investment Officer Allison Hill breaks down the business end of the US S&P 500 earnings season – including a slight miss from Tesla.2023-04-2810 minQIC QPodQIC QPodRetail Outlook 2023 Part 2In a compelling Part 2 of our Future of Retail QPod Series, Head of Asset Creation & Investment Management Martin Dowl and Investment General Manager Miranda Wilson take an on-the-ground look at the performance of the retail sector. Using examples from QIC’s retail portfolio, they discuss why active management and mixed-use strategies are, in their view, key to building a resilient asset. Listen today on Soundcloud or Spotify, or find our Future of Retail paper on QIC’s website.2023-04-2413 minQIC QPodQIC QPodRetail Outlook 2023 Part 1Cautious optimism is the theme of the year for QIC Real Estate, and something QIC Real Estate’s Managing Director, Michael O’Brien, explores in part 1 of our Future of Retail QPod Series. In a conversation with QIC’s General Manager of Capital Solutions, Katrina King, Michael discusses why high-quality retail real estate is now viewed as one of the most resilient asset classes and how the real estate team is building on this resilience.2023-04-1714 minQIC QPodQIC QPodQPod Take 10 - Smoke, fire or hot air? US Senate takes on ESGIt’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.2023-03-1010 minQIC QPodQIC QPodQPod Take 10 - From the coalface of European private equity marketsBetween 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.2023-03-0210 minQIC QPodQIC QPodQPod Take 10 - A New York (and Infra Debt) State of MindTake 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.2023-02-2408 minQIC QPodQIC QPodQPod Take 10 - China, COVID and ClimateWith one fifth of China's GDP reportedly under lockdown, what does this latest COVID wave mean for global supply chains and prices? Plus - COP27 fallout and the latest data leaving the central banks scratching their heads... all in this week's Take Ten with QIC's Allison Hill and Dr Matthew Peter. Listen now.2022-11-2508 minQIC QPodQIC QPodConversations from COP27 - Episode 3In our latest from #COP27, QIC's Katrina King and Dr Sebastian Thomas talk decarbonisation as an asset class and the potential of using PPP models to address shared ambitions around carbon. #Decarbonisation Day2022-11-1510 minQIC QPodQIC QPodConversations From COP27 - Episode 2From promising signs of investor alignment on climate science to innovations in green technology (and polar bears in Egypt?), join QIC’s Katrina King and Sebastian Thomas in our latest podcast in our Conversations from #COP27 series.2022-11-1207 minQIC QPodQIC QPodCalculating ClimateQIC's 'Calculating Climate Change' series explores the Network for Greening the Financial System (NGFS), its climate change scenarios and the potential economic impacts of climate change. In QIC's first 'Calculating Climate Change' podcast, our Chief Economist, Dr Matthew Peter speaks with Ravi Sriskandarajah, Executive Director - Client Solutions and Capital about the importance of NGFS and what we might expect in terms of the impact of climate change on global GDP. Find out more on our QIC Insights page: https://www.qicinsights.com/2022-11-0811 minQIC QPodQIC QPodTackling carbon offset controversyQIC has used high-integrity carbon offsets as an interim tool in the transition to net zero emissions for our corporate operations. Tackling controversy head on, Ravi Sriskandarajah, Executive Director - Client Solutions and Capital speaks with Dr Sebastian Thomas, QIC’s Climate and Environment Lead about the controversies surrounding offsets in our latest QPod.2022-10-0513 minQIC QPodQIC QPodTake Ten - What events shaped the global economy in 2021?2021 has been a rollercoaster for economies around the globe. For this year's last Take Ten, QIC's Ravi. Sriskandarajah and Chief Economist Dr Matthew Peter take a retrospective look at events that have shaped the global economy going into 2022. Tune in as they discuss China's return to common prosperity and tensions in Taiwan, Europe's energy crisis and the US election fall out. One not to miss!2021-12-2016 minQIC QPodQIC QPodRetail's Recovery | A Macro AnalysisIn this QPod episode, QIC's Chief Economist, Dr. Matthew Peter, and QIC Global Real Estate's Managing Director, Michael O'Brien, discuss QIC Global Real Estate's latest Investment Insights paper - Our Conviction in a Retail Recovery Post-COVID-19.2021-11-1110 minQIC QPodQIC QPodTake Ten - What are the five big macro themes impacting Institutional Investors in 2022?In this weeks Take Ten, Craig Balenzuela asks our chief economist Dr Matthew Peter to jump in his time machine and take a look at what will be the 5 big macro themes impacting Institutional Investors in 2022. Tune in now and find out what Matthew predicts as having the largest impact. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management...2021-10-2210 minQIC QPodQIC QPodThe Resilience Of A Core Plus PortfolioCore Plus real estate has more than proved its value during the COVID-19 pandemic, with this crisis only highlighting the quality, essentiality and resilience of the asset class. In our latest QPod episode, QIC's Managing Director of Global Business Development and Strategic Partnerships, Craig Balenzuela, interviews QIC's Fund Manager for Core Plus Strategies Charles Occhino on why he thinks high-quality Core Plus real estate became a COVID success story, what successful managers need to do to leverage and bolster the resilience of this asset class, and why Core Plus real estate is an essential element in an investor’s real es...2021-10-2011 minQIC QPodQIC QPodTake Ten - Reopening AustraliaWe’ve all been surprised by the jump in Victorian daily case rates this week, but with NSW shortly to re-open, are high daily case rates something we will become more accustomed to? How will the state government decisions around re-opening impact our institutional investors and their portfolio positioning? Join Craig Balenzuela and Chief Economist Dr Matthew Peter as they look at the Singapore model for reopening and the insight it provides into potential outcomes in Australia. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general in...2021-10-0113 minQIC QPodQIC QPodTake Ten - Are the world’s Central Banks taking the lead from one another’s policies?Are the world’s Central Banks taking the lead from one another’s policies? That’s one question Craig Balenzuela and Dr Matthew Peter analyse in this week’s Take Ten whilst reviewing the US Federal Reserve FOMC meeting outcomes and the Chinese Government’s management of Evergrande. Tune in now as they analyse how Australia might navigate these global forces while managing ongoing lockdowns. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory s...2021-09-2411 minQIC QPodQIC QPodTake Ten - OECD calls for RBA reviewHas the OECD got it right in calling for a review of the RBA and its decision making process? Join Craig Balenzuela and Chief Economist Matthew Peter as they dissect how the RBA compares on a global scale in its decision making and oversight, along with RBA Governor Lowe’s comments on soaring Aussie house prices. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not ta...2021-09-1713 minQIC QPodQIC QPodTake Ten - What are the Impacts arising out of Xi Jinping’s common prosperity policyChina has for many years been a substantial and lucrative tailwind for the Australian economy -- but recently we have seen the geopolitical relationship alter course. In today’s QPod, Craig Balenzuela and Chief Economist Dr Matthew Peter explore the potential impacts and opportunities for institutional investors arising from Xi Jinping’s common prosperity policy. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into...2021-09-1009 minQIC QPodQIC QPodTake Ten - COVID risks to GDPThis week’s data is all about the balance of the challenges and supportive fundamentals. The June quarter GDP was a good starting point, but the outlook is dampened by global economic shrinkage of 3% and the potential risk of COVID mutations. Meanwhile, Jackson Hole has shed some light on the US Federal Reserve’s monetary possibilities. What’s on their radar? Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an off...2021-09-0312 minQIC QPodQIC QPodTake Ten - Quick-fire roundIf it walks like MMT and talks like MMT - doesn’t that mean it is MMT? That's just one of the questions that Craig Balenzuela and Matthew Peter tackle in today's Take Ten quick-fire round. Seven questions answered in seven minutes (give or take 😉). Tune in to hear what's top of mind for economists and investment professionals who are focused on how to deliver risk adjusted returns in today's ever changing macro-economic environment. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is no...2021-08-2713 minQIC QPodQIC QPodTake Ten - How will investors react to growing debt levels and potential pressure on interest rates?As geopolitical events unfold across the Middle East and East Asia, the Delta variant is having an impact in our region. Here in Australia, labour force participation rates are also a concern as they dive down. Today, we ask how will institutional investors react to growing debt levels and the potential pressure on interest rates? Tune in to Craig Balenzuela and Matthew Peter for today's Take Ten now. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or...2021-08-2013 minQIC QPodQIC QPodTake Ten - Where to focus given the dual challenges of COVID and climate changeIt's hard to know where to focus these days given the dual challenges of COVID and climate change. In today's Take Ten, Craig Balenzuela and Matthew Peter highlight the economic and social need to raise vaccination rates, while also dissecting whether policies are doing enough to address climate change in the wake of devastating wildfires raging across the US and Europe. Tune in and let us know where your focus is. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial...2021-08-1314 minQIC QPodQIC QPodTake Ten - Will COVID have an impact on monetary policy getting cut through?Can monetary policy get cut through in the wake of COVID adding complexity in our economic environments? That's the big question Dr Matthew Peter and Craig Balenzuela are tackling today alongside the risk of Central Banks waging Currency Wars. Tune in now. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC...2021-08-0609 minQIC QPodQIC QPodTake Ten - Inflation, which direction will this head over the next six months?Experts around the world are trying to pin down a six-month direction for inflation as it's one of the most critical factors in risk asset pricing. Today, Dr Matthew Peter and Craig Balenzuela ask what signals should institutional investors be looking for to gauge the direction? In an unlikely twist they touch on what impact the East Asian vaccine roll out will have on global manufacturing and trade, as well as the cost of Sydney's lengthened lockdown. Tune in now. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is...2021-07-3012 minQIC QPodQIC QPodTake Ten - Is a stagflation the next economic phase we are set to endure?Not since the 1980’s have we seen a stagflation event, but could this be the next economic phase we are set to endure? What policies will be effective with a COVID backdrop and what impact does this have for institutional investors? And Brisbane marks Australia’s third city to host the Olympic games, will this provide a natural impact as part of our COVID recovery plan? Join QIC’s Craig Balenzuela and Dr Matthew Peter as they discuss the economic impacts. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is sol...2021-07-2311 minQIC QPodQIC QPodTake Ten - The Shifting LandscapeThe delta variant is costing Australia’s two largest states big time, to the tune of $1.35 billion per week, meaning the RBA is unlikely to modify its current expansive monetary policy. However with US inflation starting to take off and the US and UK economies reopening, how should institutional investors interpret this shifting landscape in global monetary policy? Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to bu...2021-07-1611 minQIC QPodQIC QPodTake Ten - What does living with COVID look like?As a number of countries, including the UK and Israel, close in on herd immunity, Australia looks to be falling behind. But these countries provide an insight into what a future of living with COVID looks like. How would their case, hospitalisation and death rates translate to Australia? Join QIC’s Craig Balenzuela and Dr Matthew Peter as they discuss a difficult problem: Do Australia’s expectations and tolerance need to change, and if so, at what point do we move? Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is s...2021-07-0912 minQIC QPodQIC QPodTake Ten - The devil is in the detailThe devil is in the detail for Biden’s American Jobs and Families Plans. How much of the proposed fiscal packages are likely to get through Congress and will it lead to a paradigm shift in US inflation? Listen in as Craig Balenzuela and QIC’s Chief Economist Dr Matthew Peter examine the likely consequences for institutional investors, as well as taking a look at the economic impact of the current Sydney COVID-19 outbreak. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is n...2021-06-2512 minQIC QPodQIC QPodTake Ten - Caught out by a Central BankIt's not often Markets are caught out by a Central Bank... but as everyone knows, we're in uncharted territory. This week, the Federal Open Market Committee's dot plot put everyone on the back foot while in Australia, many were caught out by our shock positive employment result. Join Dr Matthew Peter and Craig Balenzuela as they discuss the RBA's likely next steps. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation...2021-06-1812 minQIC QPodQIC QPodThe rise of omni-channel retail and its implications for Australian bricks-and-mortar retail.Luke Young, QIC Global Real Estate's General Manager of Leasing and Matthew Peter, QIC's Chief Economist, explore what Australian shopping centre landlords need to do to cement their enduring place in a future shaped by omni-channel retail.2021-06-1717 minQIC QPodQIC QPodTake Ten - Gazing into the crystal ballThe first post-COVID NSW Intergenerational Report is giving long-run investors the opportunity to gaze into the crystal ball, with projections of how the NSW economy, population, housing and infrastructure will look over a forty-year horizon. Join Craig Balenzuela and Dr Matthew Peter as they dive deep into the implications of the report for our largest state economy, and what it tells us about the future of Australia. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an...2021-06-1114 minQIC QPodQIC QPodTake Ten - The Great Inflation Debate ContinuesThe Great Inflation Debate continues to heat up this week, with clear camps setting up on either side of the argument. But does it simply boil down to which driving force will win the day - technology or fiscal spending? Tune in today's Take 10 as Craig Balenzuela and our Chief Economist Dr Matthew Peter discuss the likely path forward. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer...2021-06-0414 minQIC QPodQIC QPodAn update on online retail and its impact on the Australian retail landscapeMichael O'Brien, QIC's Managing Director of Global Real Estate and Matthew Peter, QIC's Chief Economist, explore the impact COVID-19 has had on Australian e-commerce penetration rates and what that means for Australian retail.2021-06-0314 minQIC QPodQIC QPodTake Ten - Will institutional investors ever invest in cryptocurrency?It’s a no, that’s the answer from our Chief Economist when asked whether institutional investors will ever invest in cryptocurrency, but it’s not as simple as that. Tune in to today’s Take Ten QPod where Craig Balenzuela and Dr Matthew Peter discuss the future of digital cash and what the recent Victorian outbreak means for our future economic recovery. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicita...2021-05-2810 minQIC QPodQIC QPodTake Ten - The return of inflation?With US headline inflation jumping 4.2% in April, are we finally seeing a structural return of inflation or is it simply a transitory outcome? Join QIC's Craig Balenzuela and Chief Economist Dr Matthew Peter as they discuss what continued inflation could mean for financial markets.2021-05-2114 minQIC QPodQIC QPodTake Ten - The budget's out - and we ask, "What are the implications for investors?"The budget's out - and we ask, "What are the implications for investors?" QIC’s Craig Balenzuela and Dr Matthew Peter deep dive into the outcomes and ask if the Liberal Government has reshaped their legacy as creating debt for future generations. Find out now in today’s QPod, where we also answer a very topical listener question on Australia’s entrepreneurial spirit. Got something you would like discussed on QPod? Email us at qpod@qic.com.2021-05-1410 minQIC QPodQIC QPodTake Ten - Will MAGA rise again?Will MAGA rise again? US President Joe Biden has unveiled his US$3 trillion stimulus package and in today’s QPod, Craig Balenzuela and Chief Economist Dr Matthew Peter explore if this will be just another massive fiscal splash that overheats the US economy or will it affect economies across the globe? Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account any investor’s ob...2021-03-2608 minQIC QPodQIC QPodLinking people from home to HQDuring the lockdowns, the switch to working remotely proved to be a challenge for many organisations, however adaptability was key in the success of resuming business operations. With initiatives such as the “modern workplace” rollout introduced within QIC, we look to the key learnings that COVID has presented our IT team, and how a smooth integration to working from home was essential. This week we talk to Mark McDonald, the Executive Director of Operations and Technology, as he speaks to the measures his division took to transition working from home, the trends that have been noticed, how we are expected to w...2021-03-2419 minQIC QPodQIC QPodMonday break down: QIC's economic insightsWith another passing week of economic volatility, we seek to understand the trends, and impacts on the macro-economic environment. Today, QIC’s Chief Economist, Matthew Peter provides insight into these changes, touching on the health and financial crises, particularly the recovery period and what can be expected over the next year. Matthew also speaks to the following topics: - The comparison between COVID-19, the GFC and past pandemics in their economic and social impacts. - An analysis on the job keeper campaign and the economic implications on the Australian workforce - Pressures governments are feeling around the world to reopen th...2021-03-2434 minQIC QPodQIC QPodCreating a strategy for the unknownThe COVID-19 crisis demanded rapid change across global industries, prompting ambiguity for businesses that had little time to both react and plan for the foreseeable future, uncertain of the strategic direction their organisation may take. In today’s episode we get insight from Emma Hansford, the General Manager of Strategy & Initiatives at QIC, into how the role of strategy is defined, looking at adaptability through COVID-19 and delving into understanding key objectives in the future. Emma also talks to the following points: - Strategic drivers and adaptability when planning - Tactical solutions during COVID-19 and applications for the future - Un...2021-03-2415 minQIC QPodQIC QPodTake Ten - Can we inoculate the global economy?Will the global vaccine rollout inoculate the global economy and how will risk assets fare? That's the big question Craig Balenzuela and QIC’s Chief economist Dr Matthew Peter tackle in today's QPod. Listen now as they also discuss different countries' management of COVID and concerns about Australia's recovery within a regional context. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account an...2021-03-2413 minQIC QPodQIC QPodTake Ten - 27 NovemberIn part 2 of our ‘Why Australia’ Take Ten series, Craig Balenzuela and Matthew Peter continue the conversation around Australia’s response to managing COVID-19 and the implications for investors. In today’s episode Craig and Matthew discuss where global institutional investors, be they Australian, Asian or Middle Eastern, can identify resilient yielding investments and ask the question, is there a potential sleeping giant for investors? Tune in now. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investme...2021-03-2417 minQIC QPodQIC QPodTake Ten - 4 DecemberAustralia is growing! This week saw the Australian national accounts released and we’re now "technically" out of a recession as a direct result of having managed COVID well. In today’s Take Ten QPod Craig Balenzuela and Matthew Peter look at the overall highlights, which sectors did well and those yet to improve. They also look ahead as geopolitical risk resurfaces to create challenges and opportunities. Tune in now. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any othe...2021-03-2413 minQIC QPodQIC QPodTake Ten - A wipe out with the blue wave!It’s a wipe out with the blue wave! This week saw the inauguration of Joe Biden as the 46th president of the United States and he has hit the ground running, issuing a number of executive orders on his first day. Tune into our first QPod of the year as Craig Balenzuela and QIC’s Chief Economist, Dr Matthew Peter, dissect what Biden’s win means for the economy. Can he help Make America Great Again? Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an off...2021-03-2411 minQIC QPodQIC QPodTake Ten - Santa's naughty and nice listWho’s on Santa’s naughty and nice list? In today’s Take Ten, ten days out from Christmas, Craig Balenzuela asks QIC Chief Economist Dr Matthew Peter ten things top of mind for 2021. Tune in to hear who the winners and losers are out of COVID-19, whether Grange will ever be drunk in China again, and whether the RBA used up their policy ammo too soon with QE. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other invest...2021-03-2412 minQIC QPodQIC QPodTake Ten - Taking care of businessIn Australia, we're taking care of business. That's what the latest labour market figures are singing according to QIC Chief Economist Dr Matthew Peter. Listen now to this week’s Take Ten to learn how we're not only outperforming the US but what this means for the Aussie Dollar and terms of trade impacts. Got a topic you would like to hear discussed on QPod? Reach out via qpod@qic.com. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or an...2021-03-2408 minQIC QPodQIC QPodTake Ten - GDP got Game!GDP got Game! Which counties and regions’ rose to the top - and who needs to lift their GDP? That's the focus of today's Take Ten with QIC's Chief Economist Dr Matthew Peter and Craig Balenzuela. Tune in now to learn how the vaccine roll out, ongoing stimulus and the service economy are all impacting the reopening of the world's economies and what it means for institutional investors. Got a question for Matthew or Craig? Email us at qpod@qic.com. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to se...2021-03-2411 minQIC QPodQIC QPodTake Ten - Hear us roar!Hear us roar! That's the sounds of Australia's economy roaring back to life following the release of the 4th quarter. Listen in to today's Take Ten as Craig Balenzuela and Dr Matthew Peter unpack the contribution of Aussie consumers. They also ask what's next for the RBA. Over to you..... Got a question for Matthew or Craig? Email us at qpod@qic.com. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services...2021-03-2413 minQIC QPodQIC QPodTake Ten - 19 MarchIt's the ultimate game of chicken. This week, the Fed isn't blinking with a consistent policy stance in the wake of inflation concerns. Tune in today's Take Ten where QIC's Craig Balenzuela and Dr Matthew Peter discuss the latest in Australian and US economic capacity and how not all roads are leading to high inflation. Got a question for Matthew or Craig? Email us at qpod@qic.com. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment...2021-03-1913 minQIC QPodQIC QPodTake Ten - An economic smorgasbordIt's an economic smorgasbord on Take Ten today. Join Craig Balenzuela and QIC's Chief Economist Dr Matthew Peter as they dissect the current divided views on inflation forecasts, the implications of S&P’s review of our AAA rating, why our wage growth is so vital to the RBA's monetary stance and ultimately what does it all mean for our institutional investors positioning. Got a question for Matthew or Craig? Email us at qpod@qic.com. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an of...2021-03-1813 minQIC QPodQIC QPodTake Ten - Inflation is all aroundInflation is all around in this week’s Take Ten. Listen to Craig Balenzuela and Dr Matthew Peter as they discuss whether the “Big I” is spooking markets in the US and Australia with counterintuitive rising bond yields and if Central Banks will be caught out. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In prepar...2021-03-0509 minQIC QPodQIC QPodTake Ten - Is a domestic housing bubble looming?The RBA surprised most commentators this week by announcing its intention to extend its QE program. Why are they taking this action now when the economic recovery is progressing well? Listen now as Craig Balenzuela and QIC’s Chief Economist Dr Matthew Peter discuss currency pressures, the RBA’s absorption of most of the issuance of Federal Government bonds and whether a domestic housing bubble is looming. Reach out via qpod@qic.com if you have any feedback or suggestions for future episodes. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offe...2021-02-0511 minQIC QPodQIC QPodTake Ten – 17 JulyFrom the number of intensive care beds in hospitals around the country, it’s evident our elderly are most vulnerable to Coronavirus. But on the job front, it looks like our youth are the ones being hardest hit with yesterday’s numbers of 16.4% for the rate of our unemployed youth a 23-year high peak. In today’s QPod, Dr Matthew Peter talks to Craig Balenzuela about what the figures are telling us, and the impact policy measures such as JobTrainer, is having. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sel...2020-11-2313 minQIC QPodQIC QPodTake Ten – 28 AugustCOVID's infection of our economy has spread from the retail and services sector into the business investment layer. What part of the economy should be put into triage? Listen now to QIC’s Chief Economist Dr Matthew Peter and Craig Balenzuela as they discuss what's needed to stimulate the economy. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken into account any investor’s obje...2020-11-2311 minQIC QPodQIC QPodTake Ten – 29 MayFollowing a week of global tension, from the China and U.S. trade war, to a boost in fiscal stimulus from Europe and Japan, we wonder what is next for Australian and global economies. Today our Chief Economist, Dr Matthew Peter, elaborates on the interesting inflection point we find ourselves in as investors, with the economy showing early signs of improvement off historical lows, whilst global markets suggest otherwise with the U.S. market exhibiting the V like recovery in pricing. This week Dr Peter speaks to: - Insight into the governments forward economic stimulus choices - How the composition...2020-11-2308 minQIC QPodQIC QPodTake Ten – 26 JuneWas our optimism short placed? With a surge of COVID-19 cases being reported across the world, the market’s refocus on the pandemic infection rates has swamped any good news coming out of the economic data. Tune in to today’s QPod where our Chief Economist Dr Matthew Peter talks about how forward indicators of the economy are rolling back any hopes of a V-shaped economic recovery. He also talks to: - Why indexes, such as the Purchasing Managers Indexes, have increased since their April lows but are still sending signals that most businesses are still pessimistic about the outlook - Th...2020-11-2310 minQIC QPodQIC QPodTake Ten – 5 JuneIt was a throwback to the 90s this week when Treasurer Josh Frydenberg borrowed former Treasurer Paul Keating’s infamous phrase: ‘It was the recession we had to have”. Listen to this week’s QPod economics podcast where QIC’s Chief Economist, Matthew Peter, dissects this announcement, covers the surge in the Aussie dollar and rates his chance out of 10 as to whether the RBA will start currency management. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment...2020-11-2310 minQIC QPodQIC QPodTake Ten – 21 AugustNegative interest rates: We’ve never had them – but what will happen in Australia if they become a reality? Tune in to this morning’s Take Ten to get a short, sharp update on what this will mean and why we are even having this conversation. Another great episode with Craig Balenzuela and Dr Matthew Peter. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC has not taken...2020-11-2310 minQIC QPodQIC QPodTake Ten – 4 SeptemberAnd another one bites the dust. With the release of our GDP figures this week, our almost three-decade growth track record has been wiped as we recorded the deepest annual contraction since World War II – and the greatest quarterly fall in our economic history. Take Ten and listen to Dr Matthew Peter and Craig Balenzuela as they dissect the latest data – and signal that the times ahead aren’t all dark. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any ot...2020-11-2312 minQIC QPodQIC QPodTake Ten – 3 JulyWith police out on force on Melbourne’s streets and drones monitoring people’s movements, the re-emergence of COIVD has not only locked down our communities but put speed limits on the pace of our economic recovery. Tune in to this week to hear our Chief Economist, Dr Matthew Peter, discuss the importance of two-staged lookouts for pre and post vaccine, the role of Jobkeeper and how it may be giving the wrong incentives, as well as businesses’ claw back from COVID restrictions. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer...2020-11-2313 minQIC QPodQIC QPodTake Ten – 10 July$1 billion a week. That’s what the Treasury is estimating the Melbourne lockdown is costing the Australian economy. Listen to Dr Matthew Peter, our Chief Economist, in conversation with Craig Balenzuela to get the full story about the economic impact from Victoria’s ‘second wave’. Dr Peter also addresses: - How the unemployment tidal wave has swept across the hospitality sector into the service sector – and what that is signalling - The need for more targeted fiscal policies to support the economy in the absence of the Jobkeeper or Jobseeker extension - Why Australia’s superannuation system should have the policy certa...2020-11-2310 minQIC QPodQIC QPodTake Ten – 19 JuneAre we seeing one of the worst surges in unemployment ever recorded in Australia? This week the ABS has noted the largest monthly increase in unemployment in almost 30 years, from 6.2% in April to 7.1% in May. Listen to this week’s episode where our Chief Economist, Dr Matthew Peter, dissects what this all means, as the forecasts for unemployment varied between economists, and how the signs for recovery are looking promising as recent weeks employment has been gradually climbing. Can we expect a flip from net monthly job losses in May to monthly job growth in June? We also hear Dr Pe...2020-11-2311 minQIC QPodQIC QPodTake Ten – 12 JuneDid the Fed just pop the equity bubble? After a week of buoyant sentiment as economies reopen, equity markets crashed and bond yields retreated as the Fed delivered a sombre assessment of the outlook. Listen to our QPod episode featuring our Chief Economist, Dr Matthew Peter who wades into the debate: Did markets get ahead of themselves or will the enormous weight of fiscal stimulus conquer COVID? Dr Peter also shares his perspective on: - Next week’s Australian labour market data - The outlook for the unemployment rate as the economy reopens - The future shape of the JobKeeper pr...2020-11-2311 minQIC QPodQIC QPodTake Ten – 24 JulyThis week has been a veritable smorgasbord for economists. Yesterday, the Australian Treasurer revealed a A$850 billion debt bomb. The JobMaker and JobSeeker programmes were extended till 2021. The world gave us a AAA sovereign rating. And COVID continues to lockdown Melbourne and Sydney, the engine rooms of our national economy. Tune in this week and listen to our Chief Economist Dr Matthew Peter and Craig Balenzuela ponder why the government should direct its fiscal firepower to infrastructure. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of...2020-11-2313 minQIC QPodQIC QPodTake Ten – 31 JulyInflation one week, deflation the next. What’s unfolding across our economy during a week where our PM flagged that economic numbers were quickly being outdated by COVID impacts? This week, Dr Matthew Peter and Craig Balenzuela dissect the Q2 inflation figures, provide context on the deflation situation Australia is currently facing, highlight the opportunities and impacts investors are facing and ways to stimulate our economy. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or...2020-11-2310 minQIC QPodQIC QPodTake Ten – 7 AugustIt’s been a week of twists and turns in the Australian economic landscape. $12 billion has been wiped off Australian GDP as COVID’s assault on Victoria continues. But the RBA is holding the line, not wavering from its official interest rate of 0.25%. Listen to Craig Balenzuela and QIC’s Chief Economist Matthew Peter dissect the latest news and discuss whether the RBA needs to be more aggressive in its monetary response. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any...2020-11-2310 minQIC QPodQIC QPodTake Ten – 22 MayTake Ten every Friday morning to tune in to QIC’s Chief Economist, Dr Matthew Peter, who breaks down the week’s headlines to provide valuable perspectives into the current Australian and global economies. Today, Dr Peter discusses: - The new economic normal in a post-COVID world - The future strength of Australia’s trade sector against rising geopolitical tensions - The top three things investors should consider in the current climate Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any...2020-11-2310 minQIC QPodQIC QPodTake Ten - 9 OctoberIt’s been called Australia's most expansive budget since WW2. But did the Government miss the opportunity to rebuild the nation in the wake of COVID-19's devastating impacts? Join Katrina King as she discusses with QIC's Chief Economist Dr Matthew Peter the budget deficit, supply-side stimulus opportunities, and the inter-generational impact arising from our high debt levels. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing this information, QIC ha...2020-11-2311 minQIC QPodQIC QPodTake Ten – 6 NovemberIn this week's Take Ten we cover it all: the hotly contested U.S. election, RBA’s historic QE announcement and of course, the Melbourne Cup. There's a lot going on around the world and at home, so sit back and Take Ten with Craig Balenzuela and Matthew Peter for your look behind the headlines at the macro-economic events shaping your investment decisions. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In...2020-11-2311 minQIC QPodQIC QPodTake Ten - 2 OctoberIt’s going to be massive. That’s the take of QIC Chief Economist Dr Matthew Peter who’s predicting a budget deficit of 12% of the GDP. Today, Craig Balenzuela asks the tough questions: what are the big initiatives in this year’s budget, how will the government transition to create economic growth, the future role of credit agencies and how the COVID-19 vaccine fits in with the government’s fiscal plans. One not to be missed. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer t...2020-11-2312 minQIC QPodQIC QPodTake Ten – 25 SeptemberWhat a week in economic news. As our monetary and fiscal policy agendas start to align to benefit Australia, it begs the question – should the RBA be doing more? Join Craig Balenzuela and QIC’s Chief Economist, Dr Matthew Peter, as they discuss the implications of Dr Guy Debelle’s recent speech, former Prime Minister Paul Keating’s public condemnation of the RBA’s response to the economic crisis, and the continued institutional demand for our supply of government bonds. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicit...2020-11-2310 minQIC QPodQIC QPodTake Ten - 17 SeptemberWe’re not out of the woods just yet. Despite today’s unemployment data shocking economists with a fall to 6.8% QIC’s Chief Economist, Dr Matthew Peter issued a word of caution. Tune in with Craig Balenzuela as he digs beneath the data to uncover what is really happening on the job front as well as the latest on JobStacker and the end of monetary policy effectiveness. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment manage...2020-11-2312 minQIC QPodQIC QPodTake Ten – 13 NovemberOne week you’re in. The next, you’re out. That’s the message Australians are hearing about whether we are in still in recession. Join Craig Balenzuela and QIC Chief Economist Dr Matthew Peter for this week’s Take Ten where we peel back the rhetoric and deep dive into the data to give you the perspective you need to shape your investment outlook. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory...2020-11-2311 minQIC QPodQIC QPodTake Ten - 30 OctoberWho’s it going to be - Trump or Biden? Will America and the world be looking at a “Trump Miracle” or a “Blue Wave”? Ahead of next week’s election, join Craig Balenzuela and Dr Matthew Peter for today’s Take Ten as they map five potential scenarios arising post-November 3 and the implications for our markets and economies. Don’t miss it. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or advisory services. In preparing thi...2020-11-2312 minQIC QPodQIC QPodTake Ten – 23 OctoberThis week we turn our attention to all things Asia. It’s been 11 months since COVID broke out in Wuhan, and yesterday Australia's largest trading partner China released their latest GDP data. In today’s Take Ten episode we take a look at how China along with South Korea, Japan and Singapore are faring during these times. Listen in to Craig Balenzuela and Dr Matthew Peter now. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment mana...2020-11-2310 minQIC QPodQIC QPodTake Ten - 16 OctoberToday's Take Ten is all about the ABCs. A is for ABS and the latest Labour Force data. B is for Budget and the ongoing financial year. C is for COVID and how the European spike in numbers will affect us down under. Join Craig Balenzuela and Dr Matthew Peter for another fantastic dive behind the week's economic headlines and what they mean for investors. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment management or...2020-11-2312 minQIC QPodQIC QPodTake Ten – 13 AugustAs Stage 4 COVID-19 restrictions take a big bite out of the Aussie economy, we ask the question - “Is this a unique impact for just us?”. Listen to QIC’s Chief Economist Dr Matthew Peter and Craig Balenzuela as they discuss how localised COVID-19 second waves are sending shocks through national economies around the world. They also address whether we were too optimistic in modelling our rebound. Disclaimer: This information is solely for general information purposes. It is not financial product advice or an offer to sell or solicitation of an offer to buy securities or any other investment, investment manage...2020-09-1710 min