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