The Shape of Things to Come - a podcast by QIC

In this week’s ‘not to miss’ QPod episode, QIC's Deputy State Chief Investment Officer Allison Hill is joined by LGIAsuper’s CIO Troy Rieck, who offer their insights and perspective on our economic recovery.
When COVID-19 took hold, early hopes for Australia's economic recovery centred on the prospect of a V-shaped rebound. But as the pandemic continues to evolve and the impacts to our communities, businesses, markets and economies unfold in a socially-distanced environment, our assumptions are being challenged.
In this episode, Troy and Allison discuss:
Their perspective on whether the shape of the forecast economic recovery is going to be a V, a squashed V, an L, U, W squashed square root, the Nike swoosh or the staircase– and offer their own surprising visualisations
Provide an industry lens for looking at the market’s fascination with the shape of our economic recovery
Give their alternative as to the "marker" for the economy's recovery given the bond market can no longer be relied upon
Where they are seeing the growth tailwinds emanating in from
How they are positioning their portfolios as markets bifurcate and geopolitical tensions continue to rise.
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 objectives, financial situations or needs. QIC does not represent, warrant or guarantee that the integrity of this information has been maintained or that the information is free of errors, virus or interference. You are not permitted to rely on this information, and any reliance on it, or decisions made based on it, are your responsibility. QIC therefore accepts no liability for any reliance on this information.
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