216 épisodes

Official Podcast for QIC.
Your local perspective on a world of opportunities.

QIC QPod QIC

    • Affaires

Official Podcast for QIC.
Your local perspective on a world of opportunities.

    QPod Take 10 - Chalmers walks the Budget tightrope above a sea of inflation

    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 Government’s third Budget, where the cash will be splashed and whether another surplus is on the cards.

    • 12 min
    QIC Innovation in Infrastructure: Episode 4 - Unlocking the power of data science in airports

    QIC Innovation in Infrastructure: Episode 4 - Unlocking the power of data science in airports

    In 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 to EU border processing rules.

    Utilising data science has enormous potential for Brussels Airport which in 2023 welcomed 22.2 million passengers, transported 701,000 tonnes of cargo through the airport, has direct connections to 220 destinations across 72 airlines and is home to over 260 businesses.

    • 18 min
    QPod Take 10 - High interest rates bring out the best in Private Debt

    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.

    • 13 min
    QPod Take 10 - Job losses and rising unemployment - Should we start to worry?

    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 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.

    • 11 min
    QPod Take 10 - Market fallout from US CPI surprise

    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 whether nominal and real bond yields are appropriately priced, equity market valuations and implications for the global outlook.

    • 11 min
    QPod Take 10 - No one is getting younger

    QPod Take 10 - No one is getting younger

    Over 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.

    • 8 min

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