QIC

Traditional Korowai (contemporary Māori cloak) were recently handmade for QIC Infrastructure portfolio company Evolution Healthcare, reflecting the deep history of the organisation and the leaders and people working within it. These Korowai were worn by Evolution leaders for the official opening events of Evolution’s Wakefield Hospital redevelopment project in Wellington, including (left to right) Evolution GCEO Simon Keating, QIC Infrastructure Senior Principal and Evolution Board Director Tom Hodgkinson, and Evolution General Manager Property Jeffrey Arthur. The official opening by New Zealand Health Minister, Simeon Brown, celebrated the completion of the Wakefield Hospital’s NZ$180m redevelopment incorporating seven new theatres, increased cardiac and surgical treatment capacity, a new 37-bed ward with capacity to expand to an additional 32 beds – all with earthquake protections built in - and all delivered on time and on budget. At QIC Infrastructure, we’re proud to work holistically with our portfolio companies to deliver infrastructure that meets local needs – engaging meaningfully with communities and iwi throughout the process. Matiu Jennings #healthcareinfrastructure

At the 2025 Asia Pacific Financial and Innovation Symposium, QIC State Chief Investment Officer Allison Hill joined Australian CIO heavyweights to discuss current market risks and issues, including how they’re managing portfolios in the face of increased volatility. Allison noted that while current market conditions have seen issues like sustainability get less attention, the continued integration of climate-related risks and energy transition opportunities is still “central to the management of portfolios.” Joining Allison on the panel were moderator and Hostplus CIO Sam SICILIA, AustralianSuper CIO Mark Delaney and Victorian Funds Management Corporation (VFMC) CIO Russell Clarke. Investment Magazine covered the panel here: https://lnkd.in/g3b5UWsc

Shopping centre vacancy rates are low, total retail sales are climbing, and investor sentiment is improving. These were some key takeaways from the annual Shopping Centre News Australia Big Guns lunch panel last Friday. Amidst this positive outlook, the conversation quickly turned to the next frontier for retail landlords - mixed-use precincts. QIC Real Estate Managing Director, Deborah Coakley, cautioned the bullishness in the crowd. “As Australia’s population grows, so too does the need for more community infrastructure beyond retail. To truly capitalise on these opportunities, we must seek out quality capital and capability partners and create favourable conditions for investors. Only then will we be successful in creating vibrant and enviable communities that drive performance for our investors.”

From the corridors of power to boardrooms, geopolitics shapes many of today’s conversations. This was no different at the Infrastructure Investor Global Summit in Berlin last week, where the Day 2 Global Keynote Panel focused on the implications for infrastructure investing. QIC Head of Global Infrastructure Ross Israel joined other industry leaders on the panel titled, ‘Geopolitical risk – at the top of investor agendas in 2025?’ The conversation focused on staying ahead of the curve, new government administrations, conflicts, energy security and turning geopolitical risk into investment opportunities. Ross earmarked 2025 as a transformational year for investors to navigate, saying the current geopolitical environment. He noted, in a multi-polar world we see an increasing focus on supply chain resiliency driving a need for further infrastructure investment in particular across ports, airports and the logistics chain. “It’s about a move from a ‘just-in-time’ to a ‘just-in-case’ strategy to provide that increased margin of safety.” Read the media release: https://lnkd.in/gwbrSMbm

"While the public versus private markets debate is unlikely to subside after April [ASIC feedback deadline], every effort to ensure Australia’s capital markets remain attractive and meet future economic needs is welcome." QIC's Katrina King GAICD explores the role of both private and public markets in an efficient portfolio, but cautions a considered approach to regulations is needed recognising the sophistication of institutional investors and the existing regulatory frameworks. Read Katrina's article via The Australian Financial Review: https://lnkd.in/gHcCFfux

While government initiatives have propelled infrastructure growth, private capital remains pivotal, according to QIC’s Patrick Mulholland. Patrick joined dignitaries and investment leaders at the New Zealand Infrastructure Investment Summit recently to hear about the country’s infrastructure vision. Patrick spoke to New Zealand’s opportunity set for private capital in funding critical infrastructure, including in the energy transition, and how the region’s stability and strong institutions are increasingly attractive for investors. He emphasised that capital is not a commodity ‒ it needs a partner, and it’s who or what the organisation stands for that is really matters. Building enduring partnerships with governments, stakeholders and our portfolio assets have been hallmarks of QIC Infrastructure across our 18-year track record. This includes New Zealand investments in the healthcare and energy sectors: Powerco, Evolution Healthcare, and Bluecurrent AU/NZ

Is this a golden age for credit investing? Absolutely, believes Nicholas Stockdale, QIC Partner and Head of Europe, QIC Private Debt. Nick joined panellists to discuss ‘Debt and credit strategies – providing the backbone for tomorrow’s infrastructure financing’ at the 2025 Infrastructure Investor Global Summit in Berlin. Nick pointed to the multitude of debt strategies resulting in increased stratification of risks to suit more investors, and the opportunity flowing from the evolution of infrastructure which is seeing new asset classes added, such as specialised logistics and BESS. Nick’s fellow panellists included: Jane Bowes, Bertrand Loubières, Rob Johnson, Thomas Murray, and Garret Tynan.

Now busy at the Infrastructure Investor Global Summit in Berlin, Nicholas Stockdale last week spoke with PEI, sharing insights on why junior infrastructure debt is playing a growing role in diversified investment portfolios. #IIGSummit #infrastructure #privatedebt #infrastructuredebt

Familiar faces back in Berlin! The QIC Infrastructure and Private Debt teams are on the ground at the Infrastructure Investor Global Summit and looking forward to meeting with investors, forging new connections and discussing the latest developments in infrastructure investment and debt financing.   At the conference? Come and say hi, and don't miss us on key panels: • Head of Global Infrastructure Ross Israel on the global keynote panel, Geopolitical Risk - at the top of investor agendas in 2025? (Wednesday 19 March, 9:10am) • Partner and Head of Europe Nicholas Stockdale on the Debt & Credit Strategies - Providing the Backbone for Tomorrow's Infrastructure Financing panel (Wednesday 19 March, 3:40pm) • Principal - Private Debt UK Xi CHEN on the Debt Forum – Debate: Investment grade vs sub-investment grade in 2025 and beyond panel (Thursday 20 March, 10:20am)   Ross Israel, Kirsten Whitehead (nee Rodie), Lucy Liu, Thierry Cojan, Ying Deng, Nicholas Stockdale, Julie Castignetti, James Wardlaw #IIGSummit #infrastructure #privatedebt #infrastructuredebt

With strong institutions, a thriving investment landscape and real GDP growth that has outpaced global peers for decades, Australia truly is the land of opportunity. And at QIC, we have proudly transformed these opportunities into impact for more than 30 years. Discover the future of investment, powered by Australia at qic.com. https://lnkd.in/gfCF-4fY