AustralianSuper CIO Sees Infrastructure as Too Pricey

The video discusses the acquisition of Ausgrid and its impact on future infrastructure investments. It explores the effects of inflation on various investments and the strategic role of unlisted investments as an inflation hedge. The discussion includes the Federal Reserve's rate hike plans and their implications for investment strategies. The video also examines market trends, the influence of Trump's policies, and the shift towards growth-oriented portfolios. Finally, it addresses the role of alternative assets in achieving higher returns amidst rising interest rates.

What was one reason the company is not keen on further infrastructure investments in the next few years?

• Decreasing demand for infrastructure

• Lack of available projects

• High pricing of recent deals

• Government regulations

How do unlisted investments act as an inflation hedge?

• They have fixed interest rates

• They are government-backed

• Their revenues are tied to inflation rates

• They are not affected by inflation

What is the Federal Reserve's approach to interest rate hikes?

• Data-driven approach

• Political influence

• Random decision-making

• Public opinion

What economic condition characterized the last three to four years?

• Rapid economic expansion

• High inflation

• Slow and low growth

• Deflation

How might President Trump's policies affect economic trends?

• They will have no impact

• They will likely reverse current trends

• They will cause economic stagnation

• They may accentuate existing trends

What is the current stance on increasing exposure to alternative assets?

• Maintain current exposure levels

• Now is the time to increase exposure

• Reduce exposure significantly

• Avoid alternative assets completely

What has been the impact of political changes on economic data?

• Data has been unaffected

• Data has been superseded by politics

• Data has become more reliable

• Data has been ignored