QIC

Infrastructure assets - typically long-held assets with high barriers to entry, attractive capital values and steady operating margins - can deliver the predictable, often inflation-linked cashflows that support greater leverage capacity and can attractive private debt returns. As investors look to broaden and diversify their exposure to private debt, our latest QIC Insight paper explores why infrastructure debt can serve as an important diversifier for portfolios. https://lnkd.in/gmheF4Y8

At the 2025 Global Fiduciary Symposium in Tokyo – the region’s leading forum for pension and retirement plan leaders – Japanese investors’ growing interest in building inflation-resilient portfolios and increasing exposure to global unlisted assets took centre stage. QIC was proud to be part of the conversation on how evolving fiduciary practices and long-term investing are helping to build stability in an unpredictable world. QIC’s General Manager, Product Katrina King GAICD shared insights on Australia’s superannuation system and how investment in real assets underpins long-term portfolio resilience. Director Institutional Distribution – Japan Ayako Mitsui Boston led a fireside chat with Head of Private Debt Infrastructure Evan Nahnsen and leading Japanese investors, unpacking infrastructure strategies amid shifting global dynamics. Thank you to our hosts and delegates for an insightful and thought-provoking event. #InfrastructureInvestment #Pensions #Japan #InstitutionalInvesting 

We’re celebrating innovation across our Infrastructure portfolio. Each year, the QIC Infrastructure Innovation Awards shine a spotlight on some exciting initiatives taking place across our portfolio companies. The awards recognise excellence across five categories. Congratulations to the winning teams for pushing the envelope and setting new benchmarks for innovation: Bluecurrent Australia & New Zealand - Decarbonisation and nature category For their introduction of dynamic load control, enabling real time demand adjustments to manage grid load and directly contributing to emissions reduction. Evolution Healthcare - Safety category For their in-house development of webPAS electronic whiteboards, transforming patient monitoring, clinical safety and efficiency. Tilt Renewables - Social and stakeholder category For their community support, including provision of backup energy to essential services and community groups, following severe storms and extensive blackouts in Silverton and Broken Hill in 2024. CenTrio - Risk and adaptation category For launching a National Operations Centre, boosting efficiency through real-time monitoring, alarm management and process control across geographically diverse assets. Brussels Airport - AI and technology category For partnering with Jetpack.AI to create an AI-powered solution that optimises passenger flow and resource allocation - reducing queues, better managing airport resources and improving the travel experience.

Australian everyday retail real estate – smaller local shopping centres anchored by essential goods and services – has emerged as a bright spot in the property landscape in recent years. They meet quick, everyday needs and capture foot traffic and sales through cycles – while offering practical portfolio advantages. In this article, Charles Occhino (Fund Manager, Core Plus Strategies), explores why we’re more optimistic than ever about the long-term potential of these assets. Read the article: https://lnkd.in/g3F9dMY7

Scale of opportunity, speed of delivery and security of returns: that’s what’s on offer in Queensland for institutional investors seeking opportunities in the Australian energy transition. With a new Energy Roadmap set to reshape energy investment in the state, in this Quick Take, Mitesh Kushwaha (Principal, QIC Infrastructure) explores the opportunities that abound for private capital at a scale not previously seen in Queensland. #EnergyTransition #Australia #Queensland

From London to New York and Gold Coast to Melbourne, our teams came together again this year for QIC’s annual Community Day – connecting with local communities and contributing where it matters most. Across nine cities, more than 430 team members took part in 40 activities with 18 community organisations. Almost half of these focused on environmental sustainability, including native bush conservation, organic kitchen gardens and sorting goods for reuse. Other initiatives saw teams packing personal-care and stationery kits for First Nations students, assembling birthing kits, helping set up homes for people in crisis, and preparing meals for those experiencing food insecurity. These activities are an important way for our people to engage with the communities where we live and work, supporting organisations that deliver meaningful outcomes every day. Thank you to everyone who participated and to our community organisations for welcoming us and guiding the work. #Volunteering #SocialImpact #QICCommunityDay

QIC’s Chief Economist Dr Matthew Peter recently joined his “Q” colleagues Michael Anthonisz (Queensland Treasury Corporation), Karen Hooper (Queensland Productivity Commission) and Patrick Wilde (Queensland Treasury) to present Queensland’s economic opportunities to a global audience of institutional investors at the Commonwealth Bank Global Market Conference. Matthew highlighted the cyclical and structural strength of the Queensland economy, drawing from QIC’s work on global investment fundamentals, while also discussing the opportunities across the state in renewables, critical minerals, defence and real estate.

Local expertise meets global development capability to deliver large-scale renewables in Queensland. QIC Infrastructure has signed an exclusivity agreement with EDP Renewables (EDPR) on Punchs Creek, a project integrating a 480MW solar farm and 400MW / 1,600MWh battery energy storage system in Queensland’s Toowoomba region. This pairing provides a strong platform to deliver new solar and battery storage at scale and speed, demonstrating both the attractiveness of Queensland as an investment destination and QIC as a trusted local partner. This is a significant step toward a potential long-term partnership between QIC and EDPR, accelerating the development and investment of large-scale renewable energy projects across Australia. Read more here: https://lnkd.in/gb6GCmBh

Private debt in Australia is gaining momentum, driven by strong structural shifts and growth drivers. QIC Head of Private Debt Simon La Greca recently spoke with Private Debt Investor about the evolving landscape. From infrastructure debt supporting the energy transition to sponsor-led private equity transactions and direct lending in healthcare and services subsectors, he sees Australia playing a significant diversifying role in portfolios. With the right diversification and return enhancement, Simon believes Australian private debt could represent 15-20% of an investor’s private debt allocation. https://lnkd.in/gVRt3HY5

We’ve got the wind at our back this week as we celebrate a major milestone - having secured AGL’s minority stake in Tilt Renewables , extending QIC’s ownership of Australia’s largest operating wind platform to 99.9%. This acquisition reinforces QIC’s long-term commitment to investing in Australia’s clean energy future on behalf of our investors. Since first acquiring a stake in Tilt in 2016, the platform has grown from two seed assets and a single customer to more than 1.9 GW of operating wind and solar assets across 12 sites, supported by a high-quality development pipeline. This year alone, Tilt has delivered two major projects - Rye Park Wind Farm, now the largest operating wind farm in NSW, and the Latrobe Valley Battery Energy Storage System - both completed on time and on budget. We’re excited about this new era for Tilt and proud to support its next phase of growth. Read the full story here: https://lnkd.in/gZxpw32g #QICinfrastructure #infrastructureinvestment #energytransition