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111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio

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Manage episode 474674059 series 1770598
Content provided by Teik Tan and Investment Innovation Institute [i3]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Teik Tan and Investment Innovation Institute [i3] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust.

We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more.

Please enjoy the show!

Overview of Podcast with Michael Weaver, Head of Global Real Assets, ART

02:00 Role of real assets in a multi-asset portfolio

03:30 We don’t call them mid-risk, but it is a similar philosophy

06:30 Inflation: what we are most worried about is unexpected inflation

08:00 We would expect to grow our infrastructure portfolio in Australia, but also internationally.

09:00 Benefits of larger scale, post merger

12:00 Massively expand the real asset team, no. But expand yes.

16:00 Retail and Office property: we are actively looking at new investments

20:00 Did Covid wobble your confidence in airports? Wobble is probably a good word.

25:00 Impact of data centres on power generators

27:30 Multi-family, build-to-rent property

33:00 Energy transition assets

Follow the Investment Innovation Institute [i3] on Linkedin Subscribe to our Newsletter Explore our library of insights from leading institutional investors at [i3] Insights

  continue reading

116 episodes

Artwork
iconShare
 
Manage episode 474674059 series 1770598
Content provided by Teik Tan and Investment Innovation Institute [i3]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Teik Tan and Investment Innovation Institute [i3] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust.

We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more.

Please enjoy the show!

Overview of Podcast with Michael Weaver, Head of Global Real Assets, ART

02:00 Role of real assets in a multi-asset portfolio

03:30 We don’t call them mid-risk, but it is a similar philosophy

06:30 Inflation: what we are most worried about is unexpected inflation

08:00 We would expect to grow our infrastructure portfolio in Australia, but also internationally.

09:00 Benefits of larger scale, post merger

12:00 Massively expand the real asset team, no. But expand yes.

16:00 Retail and Office property: we are actively looking at new investments

20:00 Did Covid wobble your confidence in airports? Wobble is probably a good word.

25:00 Impact of data centres on power generators

27:30 Multi-family, build-to-rent property

33:00 Energy transition assets

Follow the Investment Innovation Institute [i3] on Linkedin Subscribe to our Newsletter Explore our library of insights from leading institutional investors at [i3] Insights

  continue reading

116 episodes

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